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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 Q4 2023 · Filed October 24, 2023 · Accession 0001085146-23-003860

Total Value
$6.41B
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL4,536,181$776.6M12.11%
2BERKSHIRE HATHAWAY INC DELBRK-A1,421$755.2M11.78%
3NOVO-NORDISK A SNONOF6,539,202$594.7M9.27%
4MICROSOFT CORPMSFT1,566,327$494.6M7.71%
5COSTCO WHSL CORP NEW22160K105875,042$494.4M7.71%
6ALPHABET INCGOOG2,132,978$281.2M4.39%
7BERKSHIRE HATHAWAY INC DELBRK-A704,341$246.7M3.85%
8VANGUARD WORLD FDS92204A504749,339$176.2M2.75%
9ABBOTT LABSABLZF1,543,184$149.5M2.33%
10BECTON DICKINSON & COBDX574,262$148.5M2.32%
11AMAZON COM INCAMZN1,039,944$132.2M2.06%
12ACCENTURE PLC IRELANDACN372,871$114.5M1.79%
13MCDONALDS CORPMCD399,334$105.2M1.64%
14STARBUCKS CORPSBUX1,133,697$103.5M1.61%
15NIKE INCNKE1,080,606$103.3M1.61%
16DISNEY WALT CO2546871061,237,294$100.3M1.56%
17TJX COS INC NEW8725401091,122,213$99.7M1.56%
18CHEVRON CORP NEWCVX550,857$92.9M1.45%
19JOHNSON & JOHNSONJNJ576,513$89.8M1.40%
20UNILEVER PLCUNLYF1,692,928$83.6M1.30%
21ALPHABET INCGOOG626,307$82.0M1.28%
22ABBVIE INCABBV541,009$80.6M1.26%
23BANK AMERICA CORP0605051042,850,490$78.0M1.22%
24COMCAST CORP NEWCCZ1,566,127$69.4M1.08%
25PEPSICO INCPEP405,399$68.7M1.07%
26FACTSET RESH SYS INC303075105147,911$64.7M1.01%
27COLGATE PALMOLIVE COCL826,761$58.8M0.92%
28WALMART INCWMT288,644$46.2M0.72%
29AMERICAN WTR WKS CO INC NEW030420103325,646$40.3M0.63%
30EXPEDITORS INTL WASH INC302130109329,567$37.8M0.59%
31HOME DEPOT INCHD115,164$34.8M0.54%
32PROGRESSIVE CORP743315103212,760$29.6M0.46%
33LOCKHEED MARTIN CORPLMT59,344$24.3M0.38%
34SCHWAB CHARLES CORPSCHW-PJ439,245$24.1M0.38%
35BAXTER INTL INC071813109605,854$22.9M0.36%
36VERIZON COMMUNICATIONS INCVZ619,653$20.1M0.31%
37MASTERCARD INCORPORATEDMA49,287$19.5M0.30%
38BANK AMERICA CORP06050568216,155$17.9M0.28%
39MERCK & CO INCMRK167,091$17.2M0.27%
40EXXON MOBIL CORPXOM143,675$16.9M0.26%
41UNITED PARCEL SERVICE INCUPS104,727$16.3M0.25%
42ANHEUSER BUSCH INBEV SA/NVBUDFF281,377$15.6M0.24%
43VANGUARD INDEX FDS92290873656,367$15.3M0.24%
44ECOLAB INCECL74,903$12.7M0.20%
45EDWARDS LIFESCIENCES CORPEW170,919$11.8M0.18%
46UNION PAC CORPUNP51,963$10.6M0.17%
47ISHARES INC46434G103218,046$10.4M0.16%
48JACOBS SOLUTIONS INCJ63,246$8.6M0.13%
49VANGUARD SCOTTSDALE FDS92206C409113,560$8.5M0.13%
50PROCTER AND GAMBLE CO74271810957,111$8.3M0.13%
51VANGUARD INDEX FDS92290836321,143$8.3M0.13%
52VANGUARD BD INDEX FDS921937827106,445$8.0M0.12%
53TAIWAN SEMICONDUCTOR MFG LTD87403910090,317$7.8M0.12%
54SHELL PLCRYDAF121,878$7.8M0.12%
55ONEOK INC NEWOKE118,705$7.5M0.12%
56THERMO FISHER SCIENTIFIC INCTMO14,086$7.1M0.11%
57COCA COLA COKO122,237$6.8M0.11%
58NEXTERA ENERGY INCNEE-PW116,881$6.7M0.10%
59HENRY SCHEIN INCHSIC81,055$6.0M0.09%
60RTX CORPORATIONRTX83,463$6.0M0.09%
61AMGEN INCAMGN21,899$5.9M0.09%
62CANADIAN PACIFIC KANSAS CITYCP77,763$5.8M0.09%
63SIMON PPTY GROUP INC NEW82880610949,299$5.3M0.08%
64ZIMMER BIOMET HOLDINGS INCZBH45,173$5.1M0.08%
65EMERSON ELEC COEMR49,880$4.8M0.08%
66ELI LILLY & COLLY8,924$4.8M0.07%
67ALLISON TRANSMISSION HLDGS IALSN80,170$4.7M0.07%
68YUM BRANDS INCYUM33,749$4.2M0.07%
69QUALCOMM INCQCOM36,857$4.1M0.06%
70SYSCO CORPSYY61,695$4.1M0.06%
71PAYPAL HLDGS INCPYPL69,455$4.1M0.06%
72MEDTRONIC PLCMDT50,424$4.0M0.06%
73PROFIRE ENERGY INC74316X1011,421,238$4.0M0.06%
74PFIZER INCPFE118,170$3.9M0.06%
75META PLATFORMS INCMETA13,035$3.9M0.06%
76VANGUARD WHITEHALL FDS92194640636,827$3.8M0.06%
77VISA INCV16,257$3.7M0.06%
78CSW INDUSTRIALS INCCSW20,333$3.6M0.06%
79ROGERS COMMUNICATIONS INCRCIAF89,600$3.4M0.05%
80KINDER MORGAN INC DELEP-PC195,523$3.2M0.05%
81TETRA TECHNOLOGIES INC DEL88162F105503,559$3.2M0.05%
82VALVOLINE INCVVV94,377$3.0M0.05%
83NOVARTIS AGNVSEF28,519$2.9M0.05%
84LABORATORY CORP AMER HLDGS50540R40913,513$2.7M0.04%
85DANAHER CORPORATION23585110210,942$2.7M0.04%
86JPMORGAN CHASE & COVYLD17,742$2.6M0.04%
87DORCHESTER MINERALS LPDMLP87,100$2.5M0.04%
88SPDR S&P 500 ETF TRSPY5,909$2.5M0.04%
89JPMORGAN CHASE & COVYLD99,656$2.5M0.04%
90AUTOMATIC DATA PROCESSING INADP10,075$2.4M0.04%
91INTEL CORPINTC63,385$2.3M0.04%
92ENTERPRISE PRODS PARTNERS L29379210780,689$2.2M0.03%
93DOMINION ENERGY INCD48,834$2.2M0.03%
94CVS HEALTH CORPCVS30,416$2.1M0.03%
95BLACKROCK INCBLK3,280$2.1M0.03%
96CARDINAL HEALTH INCCAH22,297$1.9M0.03%
97ENBRIDGE INCENNPF57,877$1.9M0.03%
98WELLS FARGO CO NEW9497468041,710$1.9M0.03%
99CISCO SYS INCCSCO33,639$1.8M0.03%
100PHILLIPS 66PSX14,595$1.8M0.03%
101STRYKER CORPORATIONSYK6,297$1.7M0.03%
102VANGUARD INTL EQUITY INDEX F92204285843,591$1.7M0.03%
103NVIDIA CORPORATIONNVDA3,620$1.6M0.02%
104FEDEX CORPFDX5,831$1.5M0.02%
105INTUITIVE SURGICAL INCISRG5,278$1.5M0.02%
106ALLIANT ENERGY CORPLNT31,246$1.5M0.02%
107AMERICAN EXPRESS COAXP9,864$1.5M0.02%
108HONEYWELL INTL INC4385161067,784$1.4M0.02%
109WEST PHARMACEUTICAL SVSC INC9553061053,807$1.4M0.02%
110ORGANON & COOGN81,588$1.4M0.02%
111HNI CORPHNI40,700$1.4M0.02%
112ISHARES TR46428769719,010$1.4M0.02%
113YUM CHINA HLDGS INCYUMC25,078$1.4M0.02%
114BATH & BODY WORKS INCBBWI39,946$1.4M0.02%
115UNITEDHEALTH GROUP INCUNH2,599$1.3M0.02%
116UTAH MED PRODS INC91748810814,311$1.2M0.02%
117KIMBERLY-CLARK CORPKMB10,039$1.2M0.02%
118VANGUARD INDEX FDS9229087695,698$1.2M0.02%
119BANK HAWAII CORP06254010924,300$1.2M0.02%
120INTERNATIONAL FLAVORS&FRAGRA45950610117,643$1.2M0.02%
121PHILIP MORRIS INTL INC71817210912,891$1.2M0.02%
122WELLS FARGO CO NEW94974610129,017$1.2M0.02%
123TC ENERGY CORPTRPRF33,315$1.1M0.02%
124GENERAL ELECTRIC CO36960430110,298$1.1M0.02%
125US BANCORP DELUSB-PS34,091$1.1M0.02%
126PACCAR INCPCAR13,149$1.1M0.02%
127ISHARES TR4642872002,599$1.1M0.02%
128VANGUARD SPECIALIZED FUNDS9219088446,950$1.1M0.02%
129DEERE & CODE2,803$1.1M0.02%
130BOEING COBA-PA5,482$1.1M0.02%
131SNAP ON INCSNA4,000$1.0M0.02%
132CONOCOPHILLIPSCOP8,492$1.0M0.02%
133WEYERHAEUSER CO MTN BEWY32,059$982,9290.02%
134CATERPILLAR INCCAT3,533$964,5090.02%
135BRISTOL-MYERS SQUIBB COCELG-RI16,582$962,4190.02%
136BROOKFIELD CORP11271J10729,155$911,6770.01%
137ZOETIS INCZTS5,109$888,8640.01%
1383M COMMM9,421$881,9940.01%
139EBAY INC.EBAY19,920$878,2730.01%
140LULULEMON ATHLETICA INCLULU2,261$871,8640.01%
141WD 40 COWDFC4,000$812,9600.01%
142FEDERAL AGRIC MTG CORP3131483065,047$778,7520.01%
143KROGER COKR17,000$760,7500.01%
144GALLAGHER ARTHUR J & CO3635761093,264$743,9640.01%
145TESLA INCTSLA2,967$742,4030.01%
146ISHARES TR46428723418,672$708,5980.01%
147KELLANOVABEKE11,695$695,9690.01%
148TEXAS INSTRS INC8825081044,339$689,9440.01%
149ISHARES TR4642876142,573$684,3920.01%
150INVESCO EXCHANGE TRADED FD TIVZ4,801$680,2540.01%
151ALTRIA GROUP INCMO15,978$671,8750.01%
152BROOKFIELD INFRAST PARTNERSG1625210122,477$660,8240.01%
153EDISON INTL28102010710,335$654,1020.01%
154AT&T INCT-PC43,034$646,3710.01%
155SELECT SECTOR SPDR TR81369Y8033,925$643,4250.01%
156ORACLE CORPORCL-PD6,069$642,8280.01%
157CUMMINS INCCMI2,750$628,2650.01%
158SELECT SECTOR SPDR TR81369Y2094,875$627,6070.01%
159ILLINOIS TOOL WKS INC4523081092,622$603,8730.01%
160SELECT SECTOR SPDR TR81369Y5066,420$580,3040.01%
161INTERNATIONAL BUSINESS MACHSINTR3,997$560,7790.01%
162HOST HOTELS & RESORTS INCHST33,915$545,0140.01%
163CHUBB LIMITEDCB2,613$543,9740.01%
164MONDELEZ INTL INC6092071057,799$541,2510.01%
165AIR PRODS & CHEMS INCAIIR1,838$520,8890.01%
166NORTHROP GRUMMAN CORPNOC1,164$512,3810.01%
167GENERAL MLS INC3703341048,006$512,3040.01%
168LIMONEIRA COLMNR32,840$503,1090.01%
169VANGUARD TAX-MANAGED FDS92194385811,475$501,6860.01%
170BROWN FORMAN CORPBF-B8,412$488,7370.01%
171CARRIER GLOBAL CORPORATIONCARR8,655$477,7560.01%
172FRESENIUS MED CARE AG&CO KGAFMCQF21,798$469,5290.01%
173WILLIAMS COS INC96945710013,535$455,9940.01%
174SCHWAB STRATEGIC TR8085244097,030$453,1540.01%
175NUVEEN CA QUALTY MUN INCOMENU46,000$443,9000.01%
176TEMPLETON GLOBAL INCOME FD880198106113,808$439,3000.01%
177CSX CORPCSX14,012$430,8690.01%
178ISHARES TR4642875071,672$416,9130.01%
179ATMOS ENERGY CORPATO3,922$415,4570.01%
180ELEVANCE HEALTH INCELV949$413,2140.01%
181ISHARES TR4642872917,136$412,7190.01%
182ISHARES TR46428734110,000$412,6000.01%
183ISHARES INC46434G78022,310$409,3880.01%
184TARGET CORPTGT3,643$402,8070.01%
185ISHARES TR4642872264,232$397,9770.01%
186ADOBE INCADBE779$397,2120.01%
187LOWES COS INC5486611071,889$392,5070.01%
188ISHARES TR4642873254,749$391,4130.01%
189GRUPO AEROPUERTO DEL PACIFIC4005061012,339$384,4610.01%
190APPLIED MATLS INC0382221052,776$384,3370.01%
191WOLFSPEED INCWOLF10,000$381,0000.01%
192ISHARES TR4642878043,994$376,7540.01%
193LINDE PLCLIN1,005$374,2120.01%
194KENVUE INCKVUE18,406$369,5920.01%
195GSK PLCGLAXF10,171$368,6980.01%
196PUBLIC STORAGEPSA-PS1,392$366,8200.01%
197SCHWAB STRATEGIC TR80852480510,728$364,3230.01%
198NETFLIX INCNFLX962$363,2510.01%
199CHICAGO ATLANTIC REAL ESTATEREFI24,500$360,6400.01%
200AMERIPRISE FINL INC03076C1061,072$353,4170.01%
201HUBBELL INCHUBB1,100$344,7510.01%
202AMERICAN ELEC PWR CO INC0255371014,541$341,5740.01%
203OCCIDENTAL PETE CORP6745991055,253$340,8150.01%
204OTIS WORLDWIDE CORPOTIS4,219$338,8280.01%
205POST HLDGS INCPOST3,907$334,9860.01%
206S&P GLOBAL INCSPGI880$321,5610.01%
207WALGREENS BOOTS ALLIANCE INC93142710814,249$316,8980.00%
208TOTALENERGIES SETTE4,789$314,9250.00%
209CHURCH & DWIGHT CO INCCHD3,422$313,5580.00%
210ISHARES TR4642881583,000$308,5800.00%
211DAILY JOURNAL CORPDJCO1,039$305,4660.00%
212CORNING INCGLW9,700$295,5590.00%
213DANA INCDAN20,000$293,4000.00%
214SCHWAB STRATEGIC TR8085243004,000$290,8800.00%
215CLEAN ENERGY FUELS CORPCLNE75,000$287,2500.00%
216CHECK POINT SOFTWARE TECH LTM224651042,150$286,5520.00%
217SELECT SECTOR SPDR TR81369Y4071,676$269,8020.00%
218TRUIST FINL CORP89832Q1099,351$267,5320.00%
219ISHARES TR4642874573,277$265,3410.00%
220VANGUARD INTL EQUITY INDEX F9220428744,522$261,9880.00%
221FIDELITY COVINGTON TRUST3160928082,050$252,0060.00%
222HUMANA INCHUM515$250,5580.00%
223FORTREA HLDGS INCFTRE8,716$249,1900.00%
224CENTERPOINT ENERGY INCCNP9,225$247,6910.00%
225BROOKFIELD ASSET MANAGMT LTD1130041057,353$245,1490.00%
226GENERAL DYNAMICS CORPGD1,107$244,6140.00%
227TEXTRON INCTXT3,100$242,2340.00%
228MARSH & MCLENNAN COS INC5717481021,262$240,1590.00%
229NORFOLK SOUTHN CORP6558441081,214$239,0730.00%
230ISHARES TR4642875561,933$236,3870.00%
231CHARTER COMMUNICATIONS INC N16119P108531$233,5440.00%
232PUBLIC SVC ENTERPRISE GRP IN7445731064,044$230,1440.00%
233FORTUNE BRANDS INNOVATIONS IFBIN3,700$229,9920.00%
234BIOGEN INCBIIB863$221,8000.00%
235MARATHON PETE CORPMARA1,465$221,7130.00%
236NATIONAL GRID PLCNMPWP3,647$221,1380.00%
237FIDELITY NATIONAL FINANCIALFNF5,295$218,6830.00%
238GILEAD SCIENCES INCGILD2,894$216,8760.00%
239WASTE MGMT INC DEL94106L1091,343$204,7270.00%
240LEVI STRAUSS & CO NEWLEVI15,050$204,3790.00%
241VANGUARD WORLD FDS92204A702488$202,4710.00%
242FORD MTR CO DEL34537086013,100$162,7020.00%
243EMBECTA CORPEMBC10,777$162,1940.00%
244MISSION PRODUCE INCAVO16,500$159,7200.00%
245ENERGY TRANSFER L PET-PI10,697$150,0790.00%
246INVESCO CALIF VALUE MUN INCOIVZ16,059$135,3770.00%
247PLUG POWER INCPLUG17,629$133,9800.00%
248LANTRONIX INCLTRX13,000$57,8500.00%
249ABRDN ASIA PACIFIC INCOME FUABAKF10,367$25,3990.00%
250STEREOTAXIS INCSTXS12,700$20,0660.00%