Institutions / Everett Harris & Co /Ca / Activity
Activity — Everett Harris & Co /Ca
245 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 94106l109 Common stock | $21.1K | +92 +2.44% | 3,864 0.01% of portfolio | low |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $20.3K | +100 +3.57% | 2,903 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Paccar Inc Common stock | $-20.2K | -175 -1.63% | 10,558 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 921909768 Common stock | $-20.0K | -260 -5.89% | 4,152 <0.01% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $19.2K | +22 +1.12% | 1,987 0.02% of portfolio | low |
| Q1 2026 as of | Trim | 922042858 Common stock | $-16.6K | -308 -1.80% | 16,774 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 87612e106 Common stock | $-16.0K | -132 -3.52% | 3,613 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-15.5K | -200 -0.59% | 33,477 0.03% of portfolio | low |
| Q1 2026 as of | Trim | PayPal Holdings, Inc. Common stock | $-14.6K | -323 -0.85% | 37,772 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Thermo Fisher Scientific Inc. Common stock | $-14.3K | -29 -0.19% | 15,469 0.10% of portfolio | low |
| Q1 2026 as of | Trim | NIKE, Inc. Common stock | $-13.6K | -257 -0.02% | 1,035,830 0.70% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $13.5K | +41 +0.04% | 104,684 0.44% of portfolio | low |
| Q1 2026 as of | Trim | Simon Property Group Inc Common stock | $-13.2K | -71 -0.18% | 39,303 0.09% of portfolio | low |
| Q1 2026 as of | Trim | Linde PLC Common stock | $-12.4K | -25 -1.08% | 2,285 0.01% of portfolio | low |
| Q1 2026 as of | Add | Philip Morris International Inc. Common stock | $12.1K | +73 +0.48% | 15,243 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 101205102 Common stock | $-11.6K | -21 -1.60% | 1,295 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Analog Devices Inc Common stock | $-10.5K | -33 -3.91% | 812 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Williams Cos Inc/The Common stock | $-10.2K | -140 -0.83% | 16,822 0.02% of portfolio | low |
| Q1 2026 as of | Add | 02209s103 Common stock | $10.2K | +154 +0.71% | 21,880 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Church & Dwight Co Inc /De Common stock | $-9.3K | -100 -2.93% | 3,308 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Arthur J. Gallagher & Co. Common stock | $-9.1K | -42 -0.83% | 4,990 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Lululemon Athletica Inc Common stock | $-8.4K | -55 -2.68% | 1,997 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-8.4K | -90 -0.07% | 130,693 0.16% of portfolio | low |
| Q1 2026 as of | Add | 30303m102 Common stock | $8.0K | +14 +0.10% | 14,119 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Atmos Energy Corp Common stock | $-7.4K | -40 -1.65% | 2,382 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 315948109 Common stock | $7.4K | +125 +1.47% | 8,639 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Kenvue Inc. Common stock | $-6.6K | -385 -1.05% | 36,377 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 68622v106 Common stock | $-6.4K | -1K -4.77% | 21,249 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 042797209 Common stock | $-5.3K | -85 -0.08% | 104,908 0.08% of portfolio | low |
| Q1 2026 as of | Add | Kimberly Clark Corp Common stock | $4.8K | +50 +0.73% | 6,855 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 921908844 Common stock | $-4.3K | -20 -0.30% | 6,720 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Ebay Inc Common stock | $-4.1K | -45 -0.38% | 11,793 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 427848106 Common stock | $-4.0K | -1 -1.11% | 89 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 64110l106 Common stock | $3.9K | +41 +0.36% | 11,531 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Allstate Corp Common stock | $-3.9K | -19 -1.21% | 1,555 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Pultegroup INC/MI Common stock | $-3.2K | -27 -1.07% | 2,500 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 09260d107 Common stock | $3.0K | +26 +1.07% | 2,458 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | N07059210 Common stock | $-2.6K | -2 -0.96% | 207 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $1.7K | +6 +0.43% | 1,398 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 775109200 Common stock | $-1.5K | -40 -0.24% | 16,825 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 20825c104 Common stock | $-1.5K | -11 -0.14% | 7,805 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 74460d109 Common stock | $-1.4K | -5 -0.34% | 1,487 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | REFI Chicago Atlantic Real Estate Finance, Inc. REIT | $-1.1K | -100 -0.54% | 18,400 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287234 Common stock | $114 | +2 +0.01% | 15,693 0.01% of portfolio | low |
| Q1 2026 as of | Add | 922042874 Common stock | $82 | +1 +0.02% | 4,694 <0.01% of portfolio | low |