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Equibles

EVERETT HARRIS & CO /CA/

Location
LOS ANGELES, CA
Portfolio Value
Mid $1,119,000,125
Diversification
Diversified
Filing Date
Global Rank
#598 / 8,586 ▼ 4
Top Industry
Consumer Electronics 17.9%
3Y Alpha vs SPY
-11.8%
Period ended 3 months ago
Filed May 11, 2026 · 36d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+31.1%
SPY
+78.1%
Annualised alpha
-11.8%
Max drawdown
−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

232 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
17.9%
−0.4 pts
Top 5
49.7%
−1.8 pts
Top 10
64.0%
−2.5 pts
HHI
705
Jun 2023 → Mar 2026 · range 691 – 805
Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 29.3% $1,711,276,639
Consumer Defensive 19.2% $1,119,000,125
Healthcare 14.4% $842,857,785
Consumer Cyclical 12.3% $718,390,137
Financial Services 10.0% $581,565,897
Communication Services 6.1% $353,924,179
Energy 3.6% $207,743,319
Industrials 3.0% $174,313,650
Utilities 1.2% $69,345,169
Basic Materials 0.4% $25,586,460
Unclassified 0.3% $18,084,737
Real Estate 0.2% $13,109,434

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
WY +77,550 148,662 $3,631,812
CMCSA +56,163 1,532,081 $43,986,045
TTI +38,635 803,677 $6,847,328
LVS +36,871 82,547 $4,447,632
ZBH +28,920 60,970 $5,512,906
LH +17,937 55,940 $14,925,351
NVO +17,295 6,424,661 $236,106,291
UNP +15,732 89,880 $21,806,685
HSIC +15,044 183,262 $13,506,409
SCHW +14,575 226,355 $21,272,842
SHEL +13,299 432,646 $40,236,078
D +12,474 150,408 $9,298,222
VVV +11,875 113,465 $3,821,501
PFE +10,509 280,174 $7,867,285
FDS +7,353 152,737 $33,142,401
J +7,304 150,363 $19,138,202
LEVI +7,000 20,275 $374,884
IFF +6,615 41,185 $2,987,971
VSXY +6,035 105,072 $4,871,137
ZTS +4,827 9,014 $1,065,544
UTMD +4,220 25,564 $1,584,712
BDX +3,068 553,962 $87,099,445
RGR +2,990 30,880 $1,237,979
ACN +1,803 368,124 $72,995,307
NWSA +1,425 13,135 $327,455

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
WMT −41,774 741,737 $92,183,074
BAC −40,695 2,759,483 $134,524,796
AAPL −28,897 4,111,105 $1,043,357,337
MICC −28,801 284,985 $4,260,525
VSAT −22,500 12,500 $572,500
BRK-B −18,778 639,033 $306,224,613
PEP −16,500 368,214 $57,179,952
VZ −15,633 544,196 $27,318,639
KMI −14,211 131,779 $4,418,549
TJX −13,754 1,125,807 $179,791,377
SBUX −12,560 959,017 $85,918,333
UL −12,366 1,407,521 $80,186,471
BAX −12,143 154,753 $2,599,850
SU −12,000 8,675 $573,504
MSFT −9,873 1,455,311 $538,712,472
CVX −8,026 540,496 $111,828,622
GOOGL −7,389 556,124 $159,919,017
BUD −7,342 238,473 $16,542,872
JNJ −7,297 469,924 $114,868,222
HST −6,775 80,133 $1,535,348
DIS −6,770 1,155,727 $111,388,968
COST −6,443 777,695 $774,918,628
EW −6,386 78,272 $6,268,021
UPS −6,086 60,150 $5,917,557
ABT −5,645 1,452,736 $149,152,405

New Positions

Positions the filer opened this quarter
9 positions
Ticker Shares Value Open
WAT 71,970 $21,432,666
SUNC 17,000 $1,048,050
MRNA 6,600 $335,280
LNG 1,026 $291,137
KEYS 979 $276,440
OXY 3,563 $231,595
KLAC 146 $214,971
HOFT 11,400 $146,832
CLM 10,205 $74,292

Sold Out

Positions the filer fully exited
15 positions
Ticker Shares Value Open
BBWI 68,585 $1,377,186
LRCX 5,913 $1,012,187
CRM 1,165 $308,620
FMS 12,839 $305,824
PEG 3,625 $291,087
EFX 1,033 $224,140
HRB 5,000 $217,900
APP 320 $215,622
LPLA 591 $211,087
A 1,520 $206,826
ADBE 587 $205,444
COF 836 $202,612
PRU 1,777 $200,587
F 10,425 $136,776
OPEN 12,000 $69,960

Portfolio Positions

Export CSV View 13F filing
21 positions · $1,119,000,125 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
COST
Costco Wholesale Corp /New
Consumer Defensive 		777,695 $774,918,628 69.25%
WMT
Walmart Inc.
Consumer Defensive 		741,737 $92,183,074 8.24%
UL
Unilever PLC
Consumer Defensive 		1,407,521 $80,186,471 7.17%
CL
Colgate Palmolive Co
Consumer Defensive 		779,877 $66,468,916 5.94%
PEP
Pepsico Inc
Consumer Defensive 		368,214 $57,179,952 5.11%
BUD
Anheuser-Busch InBev SA/NV
Consumer Defensive 		238,473 $16,542,872 1.48%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		55,309 $7,988,831 0.71%
KO
Coca Cola Co
Consumer Defensive 		100,578 $7,648,956 0.68%
MICC
Magnum Ice Cream Co N.V.
Consumer Defensive 		284,985 $4,260,525 0.38%
SYY
Sysco Corp
Consumer Defensive 		46,337 $3,305,218 0.30%
PM
Philip Morris International Inc.
Consumer Defensive 		15,243 $2,520,277 0.23%
MO
Altria Group, Inc.
Consumer Defensive 		21,880 $1,443,861 0.13%
KR
Kroger Co
Consumer Defensive 		13,000 $940,680 0.08%
KMB
Kimberly Clark Corp
Consumer Defensive 		6,855 $661,301 0.06%
KVUE
Kenvue Inc.
Consumer Defensive 		36,377 $627,139 0.06%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		9,596 $553,113 0.05%
TGT
Target Corp
Consumer Defensive 		3,613 $437,895 0.04%
POST
Post Holdings, Inc.
Consumer Defensive 		3,307 $326,930 0.03%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		3,308 $308,702 0.03%
LMNR
Limoneira CO
Consumer Defensive 		20,211 $271,231 0.02%
GIS
General Mills Inc
Consumer Defensive 		6,060 $225,553 0.02%

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