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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

EVERETT HARRIS & CO /CA/

Quarter ended Q2 2023 · Filed April 25, 2023 · Accession 0001085146-23-001858

Total Value
$6.17B
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL4,620,870$762.0M12.35%
2BERKSHIRE HATHAWAY INC DELBRK-A1,427$664.4M10.77%
3NOVO-NORDISK A SNONOF3,311,766$527.0M8.54%
4MICROSOFT CORPMSFT1,600,820$461.5M7.48%
5COSTCO WHSL CORP NEW22160K105886,262$440.4M7.14%
6ALPHABET INCGOOG2,162,124$224.9M3.65%
7BERKSHIRE HATHAWAY INC DELBRK-A710,227$219.3M3.55%
8VANGUARD WORLD FDS92204A504751,352$179.2M2.90%
9ABBOTT LABSABLZF1,558,165$157.8M2.56%
10NIKE INCNKE1,081,983$132.7M2.15%
11DISNEY WALT CO2546871061,248,951$125.1M2.03%
12JOHNSON & JOHNSONJNJ791,282$122.6M1.99%
13STARBUCKS CORPSBUX1,145,697$119.3M1.93%
14BECTON DICKINSON & COBDX477,278$118.1M1.92%
15MCDONALDS CORPMCD404,437$113.1M1.83%
16AMAZON COM INCAMZN1,058,105$109.3M1.77%
17ACCENTURE PLC IRELANDACN375,492$107.3M1.74%
18TJX COS INC NEW8725401091,125,945$88.2M1.43%
19ABBVIE INCABBV552,293$88.0M1.43%
20UNILEVER PLCUNLYF1,679,430$87.2M1.41%
21CHEVRON CORP NEWCVX531,599$86.7M1.41%
22BANK AMERICA CORP0605051042,761,555$79.0M1.28%
23PEPSICO INCPEP409,132$74.6M1.21%
24ALPHABET INCGOOG635,848$66.0M1.07%
25COLGATE PALMOLIVE COCL860,459$64.7M1.05%
26FACTSET RESH SYS INC303075105146,174$60.7M0.98%
27COMCAST CORP NEWCCZ1,563,625$59.3M0.96%
28AMERICAN WTR WKS CO INC NEW030420103325,646$47.7M0.77%
29WALMART INCWMT302,069$44.5M0.72%
30PROGRESSIVE CORP743315103283,990$40.6M0.66%
31EXPEDITORS INTL WASH INC302130109338,686$37.3M0.60%
32HOME DEPOT INCHD121,790$35.9M0.58%
33BAXTER INTL INC071813109754,432$30.6M0.50%
34LOCKHEED MARTIN CORPLMT57,889$27.4M0.44%
35BECTON DICKINSON & COBDX544,219$27.1M0.44%
36VERIZON COMMUNICATIONS INCVZ566,768$22.0M0.36%
37UNITED PARCEL SERVICE INCUPS106,192$20.6M0.33%
38BANK AMERICA CORP06050568217,312$20.0M0.32%
39ANHEUSER BUSCH INBEV SA/NVBUDFF288,056$19.2M0.31%
40MASTERCARD INCORPORATEDMA51,987$18.9M0.31%
41MERCK & CO INCMRK167,297$17.8M0.29%
42SCHWAB CHARLES CORPSCHW-PJ327,704$17.2M0.28%
43EXXON MOBIL CORPXOM144,142$15.8M0.26%
44EDWARDS LIFESCIENCES CORPEW172,848$14.3M0.23%
45VANGUARD INDEX FDS92290873655,991$14.0M0.23%
46ECOLAB INCECL74,903$12.4M0.20%
47ISHARES INC46434G103232,522$11.3M0.18%
48UNION PAC CORPUNP50,746$10.2M0.17%
49VANGUARD SCOTTSDALE FDS92206C409120,210$9.2M0.15%
50NEXTERA ENERGY INCNEE-PW116,298$9.0M0.15%
51VANGUARD BD INDEX FDS921937827116,074$8.9M0.14%
52CVS HEALTH CORPCVS114,848$8.5M0.14%
53PROCTER AND GAMBLE CO74271810957,292$8.5M0.14%
54RAYTHEON TECHNOLOGIES CORPRTX81,774$8.0M0.13%
55VANGUARD INDEX FDS92290836321,211$8.0M0.13%
56THERMO FISHER SCIENTIFIC INCTMO13,463$7.8M0.13%
57INDUSTRIAS BACHOCO SAB456463108115,892$7.7M0.12%
58COCA COLA COKO123,370$7.7M0.12%
59ONEOK INC NEWOKE120,274$7.6M0.12%
60ZIMMER BIOMET HOLDINGS INCZBH55,476$7.2M0.12%
61SIMON PPTY GROUP INC NEW82880610952,052$5.8M0.09%
62TAIWAN SEMICONDUCTOR MFG LTD87403910061,262$5.7M0.09%
63PAYPAL HLDGS INCPYPL73,345$5.6M0.09%
64SYSCO CORPSYY67,766$5.2M0.08%
65AMGEN INCAMGN21,581$5.2M0.08%
66JACOBS SOLUTIONS INCJ43,170$5.1M0.08%
67QUALCOMM INCQCOM39,256$5.0M0.08%
68PFIZER INCPFE113,803$4.6M0.08%
69YUM BRANDS INCYUM34,649$4.6M0.07%
70KINDER MORGAN INC DELEP-PC256,403$4.5M0.07%
71EMERSON ELEC COEMR49,735$4.3M0.07%
72ROGERS COMMUNICATIONS INCRCIAF84,275$3.9M0.06%
73MEDTRONIC PLCMDT48,094$3.9M0.06%
74VANGUARD WHITEHALL FDS92194640636,044$3.8M0.06%
75ALLISON TRANSMISSION HLDGS IALSN83,435$3.8M0.06%
76VISA INCV16,333$3.7M0.06%
77HENRY SCHEIN INCHSIC38,765$3.2M0.05%
78LILLY ELI & COLLY8,680$3.0M0.05%
79CSW INDUSTRIALS INCCSW21,288$3.0M0.05%
80NOVARTIS AGNVSEF31,319$2.9M0.05%
81DANAHER CORPORATION23585110211,001$2.8M0.04%
82META PLATFORMS INCMETA12,679$2.7M0.04%
83DORCHESTER MINERALS LPDMLP87,100$2.6M0.04%
84US BANCORP DELUSB-PS72,148$2.6M0.04%
85SPDR S&P 500 ETF TRSPY6,171$2.5M0.04%
86LABORATORY CORP AMER HLDGS50540R40910,991$2.5M0.04%
87ENBRIDGE INCENNPF61,133$2.3M0.04%
88JPMORGAN CHASE & COVYLD17,853$2.3M0.04%
89AUTOMATIC DATA PROCESSING INADP9,975$2.2M0.04%
90BLACKROCK INCBLK3,294$2.2M0.04%
91ENTERPRISE PRODS PARTNERS L29379210782,604$2.1M0.03%
92JPMORGAN CHASE & COVYLD95,646$2.1M0.03%
93WELLS FARGO CO NEW9497468041,803$2.1M0.03%
94INTEL CORPINTC64,772$2.1M0.03%
95VANGUARD INTL EQUITY INDEX F92204285849,338$2.0M0.03%
96ORGANON & COOGN80,857$1.9M0.03%
97ISHARES TR46428769722,146$1.9M0.03%
98VALVOLINE INCVVV52,875$1.8M0.03%
99DOMINION ENERGY INCD32,054$1.8M0.03%
100STRYKER CORPORATIONSYK6,272$1.8M0.03%
101SHELL PLCRYDAF30,613$1.8M0.03%
102PROFIRE ENERGY INC74316X1011,400,333$1.7M0.03%
103ALLIANT ENERGY CORPLNT31,996$1.7M0.03%
104CARDINAL HEALTH INCCAH22,244$1.7M0.03%
105YUM CHINA HLDGS INCYUMC25,903$1.6M0.03%
106AMERICAN EXPRESS COAXP9,839$1.6M0.03%
107HNI CORPHNI58,000$1.6M0.03%
108CISCO SYS INCCSCO30,186$1.6M0.03%
109PHILLIPS 66PSX15,121$1.5M0.02%
110TC ENERGY CORPTRPRF37,902$1.5M0.02%
111HONEYWELL INTL INC4385161067,661$1.5M0.02%
112BATH & BODY WORKS INCBBWI39,732$1.5M0.02%
113INTUITIVE SURGICAL INCISRG5,578$1.4M0.02%
114FEDEX CORPFDX6,234$1.4M0.02%
115KIMBERLY-CLARK CORPKMB10,539$1.4M0.02%
116TETRA TECHNOLOGIES INC DEL88162F105503,559$1.3M0.02%
117WEST PHARMACEUTICAL SVSC INC9553061053,807$1.3M0.02%
118UTAH MED PRODS INC91748810813,820$1.3M0.02%
119BANK HAWAII CORP06254010924,743$1.3M0.02%
120INTERNATIONAL FLAVORS&FRAGRA45950610113,716$1.3M0.02%
121BOEING COBA-PA5,857$1.2M0.02%
122DEERE & CODE3,003$1.2M0.02%
123PHILIP MORRIS INTL INC71817210912,426$1.2M0.02%
124BRISTOL-MYERS SQUIBB COCELG-RI17,419$1.2M0.02%
125WELLS FARGO CO NEW94974610130,925$1.2M0.02%
126VANGUARD INDEX FDS9229087695,580$1.1M0.02%
127VANGUARD SPECIALIZED FUNDS9219088447,203$1.1M0.02%
128ISHARES TR4642872002,629$1.1M0.02%
1293M COMMM10,190$1.1M0.02%
130WD 40 COWDFC6,000$1.1M0.02%
131PACCAR INCPCAR14,368$1.1M0.02%
132NVIDIA CORPORATIONNVDA3,742$1.0M0.02%
133GENERAL ELECTRIC CO36960430110,417$995,8650.02%
134SNAP ON INCSNA4,000$987,5600.02%
135WEYERHAEUSER CO MTN BEWY32,461$978,0500.02%
136UNITEDHEALTH GROUP INCUNH2,046$966,9190.02%
137EBAY INC.EBAY21,170$939,3130.02%
138AT&T INCT-PC46,288$891,0440.01%
139CONOCOPHILLIPSCOP8,582$851,4200.01%
140ZOETIS INCZTS5,109$850,3420.01%
141KROGER COKR17,000$839,2900.01%
142LULULEMON ATHLETICA INCLULU2,291$834,3590.01%
143KELLOGG COBEKE12,295$823,2730.01%
144BROOKFIELD INFRAST PARTNERSG1625210124,252$818,9900.01%
145CATERPILLAR INCCAT3,551$812,6110.01%
146WOLFSPEED INCWOLF12,000$779,4000.01%
147TEXAS INSTRS INC8825081044,184$778,2660.01%
148ISHARES TR46428723419,270$760,3770.01%
149EDISON INTL28102010710,335$729,5480.01%
150ALTRIA GROUP INCMO15,875$708,3420.01%
151GENERAL MLS INC3703341047,874$672,9120.01%
152FEDERAL AGRIC MTG CORP3131483065,047$672,2100.01%
153CUMMINS INCCMI2,750$656,9200.01%
154HOST HOTELS & RESORTS INCHST39,830$656,7970.01%
155WALGREENS BOOTS ALLIANCE INC93142710818,824$650,9340.01%
156SELECT SECTOR SPDR TR81369Y2094,875$631,1170.01%
157ISHARES TR4642876142,573$628,6610.01%
158TARGET CORPTGT3,793$628,2350.01%
159TESLA INCTSLA2,927$607,2350.01%
160ILLINOIS TOOL WKS INC4523081092,460$598,8870.01%
161SELECT SECTOR SPDR TR81369Y8033,925$592,7140.01%
162WARNER BROS DISCOVERY INCWBD39,049$589,6420.01%
163INVESCO EXCHANGE TRADED FD TIVZ4,003$578,9140.01%
164LIMONEIRA COLMNR34,415$573,3540.01%
165MONDELEZ INTL INC6092071058,160$568,9150.01%
166NORTHROP GRUMMAN CORPNOC1,214$560,5280.01%
167VANGUARD TAX-MANAGED FDS92194385812,341$557,4540.01%
168BROWN FORMAN CORPBF-B8,412$548,3780.01%
169ORACLE CORPORCL-PD5,869$545,3470.01%
170ISHARES TR4642875072,126$531,8400.01%
171SELECT SECTOR SPDR TR81369Y5066,420$531,7690.01%
172AIR PRODS & CHEMS INCAIIR1,810$519,8500.01%
173TEMPLETON GLOBAL INCOME FD880198106116,708$513,5170.01%
174NUVEEN CA QUALTY MUN INCOMENU46,000$506,4600.01%
175INTERNATIONAL BUSINESS MACHSINTR3,793$497,2240.01%
176CHUBB LIMITEDCB2,523$489,9160.01%
177FRESENIUS MED CARE AG&CO KGAFMCQF22,590$480,2630.01%
178OCCIDENTAL PETE CORP6745991057,635$476,6530.01%
179CSX CORPCSX15,458$462,8130.01%
180GRUPO AEROPUERTO DEL PACIFIC4005061012,371$462,6060.01%
181ATMOS ENERGY CORPATO3,922$440,6760.01%
182ELEVANCE HEALTH INCELV938$431,3020.01%
183PUBLIC STORAGEPSA-PS1,392$420,5790.01%
184GALLAGHER ARTHUR J & CO3635761092,164$413,9950.01%
185AMERICAN ELEC PWR CO INC0255371014,541$413,1860.01%
186WILLIAMS COS INC96945710013,460$401,9160.01%
187CARRIER GLOBAL CORPORATIONCARR8,655$395,9660.01%
188ISHARES TR4642873254,749$395,8770.01%
189ISHARES TR4642872917,136$387,8870.01%
190SCHWAB STRATEGIC TR8085244095,774$378,6590.01%
191ISHARES TR46428734110,000$377,6000.01%
192GSK PLCGLAXF10,171$361,8830.01%
193ISHARES INC46434G78018,150$360,2770.01%
194OTIS WORLDWIDE CORPOTIS4,219$356,0840.01%
195POST HLDGS INCPOST3,907$351,1220.01%
196LOWES COS INC5486611071,751$350,1470.01%
197LINDE PLCLIN984$349,7530.01%
198CORNING INCGLW9,700$342,2160.01%
199ISHARES TR4642878043,494$337,8700.01%
200APPLIED MATLS INC0382221052,750$337,7820.01%
201NETFLIX INCNFLX963$332,6970.01%
202CHICAGO ATLANTIC REAL ESTATEREFI24,500$330,9950.01%
203AMERIPRISE FINL INC03076C1061,072$328,5680.01%
204CLEAN ENERGY FUELS CORPCLNE75,000$327,0000.01%
205PLUG POWER INCPLUG27,629$323,8120.01%
206VANGUARD BD INDEX FDS9219378194,170$320,0060.01%
207EMBECTA CORPEMBC11,348$319,1060.01%
208TRUIST FINL CORP89832Q1099,351$318,8690.01%
209TOTALENERGIES SETTE5,343$315,5040.01%
210ISHARES TR4642881583,000$314,0400.01%
211HANNON ARMSTRONG SUST INFR C41068X10010,800$308,8800.01%
212JBG SMITH PPTYS46590V10020,275$305,3410.00%
213S&P GLOBAL INCSPGI880$303,3980.00%
214CHURCH & DWIGHT CO INCCHD3,422$302,5390.00%
215DANA INCDAN20,000$301,0000.00%
216ADOBE SYSTEMS INCORPORATEDADBE779$300,2030.00%
217BROOKFIELD CORP11271J1079,090$296,2430.00%
218DAILY JOURNAL CORPDJCO1,039$296,0730.00%
219GILEAD SCIENCES INCGILD3,379$280,3560.00%
220CHECK POINT SOFTWARE TECH LTM224651042,150$279,5000.00%
221VANGUARD INTL EQUITY INDEX F9220428744,517$275,2810.00%
222CENTERPOINT ENERGY INCCNP9,225$271,7680.00%
223ISHARES TR4642874573,277$269,2380.00%
224HUBBELL INCHUBB1,100$267,6410.00%
225NORFOLK SOUTHN CORP6558441081,214$257,3680.00%
226GENERAL DYNAMICS CORPGD1,107$252,6280.00%
227PUBLIC SVC ENTERPRISE GRP IN7445731064,044$252,5480.00%
228SELECT SECTOR SPDR TR81369Y4071,676$250,6290.00%
229HUMANA INCHUM515$250,0120.00%
230ISHARES TR4642875561,933$249,6660.00%
231SCHWAB STRATEGIC TR8085248057,169$249,4810.00%
232NATIONAL GRID PLCNMPWP3,647$247,9820.00%
233ISHARES TR4642871762,241$247,0700.00%
234BIOGEN INCBIIB863$239,9400.00%
235FIDELITY COVINGTON TRUST3160928082,050$233,5970.00%
236SENSATA TECHNOLOGIES HLDG PLST4,600$230,0920.00%
237WASTE MGMT INC DEL94106L1091,343$219,1370.00%
238TEXTRON INCTXT3,100$218,9530.00%
239FORTUNE BRANDS INNOVATIONS IFBIN3,700$217,3010.00%
240ISHARES TR4642876551,216$216,9340.00%
241GE HEALTHCARE TECHNOLOGIES IGEHC2,640$216,5590.00%
242IDACORP INCIDA1,980$214,4930.00%
243EQUIFAX INCEFX1,048$212,5760.00%
244AGILENT TECHNOLOGIES INCA1,520$210,2770.00%
245MARSH & MCLENNAN COS INC5717481021,229$204,6900.00%
246MISSION PRODUCE INCAVO16,500$183,3150.00%
247INVESCO CALIF VALUE MUN INCOIVZ16,059$163,3200.00%
248FORD MTR CO DEL34537086010,100$127,2600.00%
249LANTRONIX INCLTRX24,000$104,1600.00%
250HANESBRANDS INC41034510211,200$58,9120.00%
251ABRDN ASIA PACIFIC INCOME FUABAKF10,952$29,1320.00%
252STEREOTAXIS INCSTXS12,700$25,9080.00%