Everett Harris & Co /Ca
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Intl Equity ETF | $497.6K | 0.0% |
| Fidelity Wise Origin Bitcoin F | $510.0K | 0.0% |
| iShares S&P Mid-Cap 400 ETF | $516.6K | 0.0% |
| Rivian Automotive, Inc. / DE | $517.6K | 0.0% |
| Oersted A/S ORDF - DENMARK | $529.2K | 0.0% |
| Nuveen California Quality Municipal Income FundNAC | $535.9K | 0.0% |
| HUBBELL INC | $539.8K | 0.0% |
| Mondelez International, Inc. | $553.1K | 0.0% |
| Franklin California Tax-Free M | $563.5K | 0.0% |
| Viasat Inc. | $572.5K | 0.0% |
| Suncor Energy Incorporated | $573.5K | 0.0% |
| Siemens AG - Spons ADR | $576.0K | 0.0% |
| iShares S&P Glbl Energy ETF | $576.1K | 0.0% |
| CSX CORP | $581.2K | 0.0% |
| ADVANCED MICRO DEVICES INC | $590.6K | 0.0% |
| CVS HEALTH Corp | $624.4K | 0.0% |
| Kenvue Inc. | $627.1K | 0.0% |
| Schneider Electric SA - Unspon | $627.6K | 0.0% |
| Brookfield Renewable Corp | $637.3K | 0.0% |
| Vanguard Info Tech Index Fund | $641.2K | 0.0% |
| Eaton Corp. | $643.4K | 0.0% |
| Essential Utilities, Inc. | $644.3K | 0.0% |
| Snap-on Inc | $646.5K | 0.0% |
| Rogers Communications Inc | $646.9K | 0.0% |
| CUMMINS INC | $652.6K | 0.0% |
| KIMBERLY CLARK CORP | $661.3K | 0.0% |
| ILLINOIS TOOL WORKS INC | $670.2K | 0.0% |
| WisdomTree Floating Rate Treas | $689.7K | 0.0% |
| Yum China Holdings, Inc.YUMC | $694.7K | 0.0% |
| S&P Global Inc | $698.4K | 0.0% |
| Spirax-Sarco Engineering PLC ( | $704.2K | 0.0% |
| FEDERAL AGRICULTURAL MORTGAGE CORP | $707.9K | 0.0% |
| J.G. Boswell Company | $712.3K | 0.0% |
| APPLIED MATERIALS INC /DE | $720.8K | 0.0% |
| Agricultural Bank of China Ltd | $733.9K | 0.0% |
| iShares 1-3yr Int'l Treasury B | $735.9K | 0.0% |
| Coeur D'Alene Mines Corp. | $737.7K | 0.0% |
| West Pharmaceutical Services Inc | $747.4K | 0.0% |
| Sodexo | $747.7K | 0.0% |
| Siemens Healthineers AG | $779.5K | 0.0% |
| Ormat Technologies Inc | $783.4K | 0.0% |
| Chubb Ltd | $786.1K | 0.0% |
| CARRIER GLOBAL Corp | $796.1K | 0.0% |
| Phoenix Companies Inc | $803.3K | 0.0% |
| TEXAS INSTRUMENTS INC | $838.5K | 0.0% |
| Weatherford International PLC | $846.5K | 0.0% |
| UnitedHealth Group Inc. | $850.2K | 0.0% |
| Schwab US Large Cap Value | $853.8K | 0.0% |
| Pimco Income Fund | $886.7K | 0.0% |
| Waste Management, Inc | $887.9K | 0.0% |