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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 2024 · Filed January 24, 2025 · Accession 0001085146-25-000461

Total Value
$7.92B
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL4,349,530$1.09B13.75%
2BERKSHIRE HATHAWAY INC DELBRK-A1,406$957.4M12.09%
3COSTCO WHSL CORP NEW22160K105851,949$780.6M9.86%
4MICROSOFT CORPMSFT1,511,215$637.0M8.04%
5NOVO-NORDISK A SNONOF6,453,089$555.1M7.01%
6ALPHABET INCGOOG2,068,255$393.9M4.97%
7BERKSHIRE HATHAWAY INC DELBRK-A695,556$315.3M3.98%
8AMAZON COM INCAMZN1,035,659$227.2M2.87%
9VANGUARD WORLD FD92204A504747,876$189.7M2.40%
10ABBOTT LABSABLZF1,527,677$172.8M2.18%
11TJX COS INC NEW8725401091,153,297$139.3M1.76%
12DISNEY WALT CO2546871061,220,146$135.9M1.72%
13ACCENTURE PLC IRELANDACN374,970$131.9M1.67%
14BANK AMERICA CORP0605051042,899,727$127.4M1.61%
15BECTON DICKINSON & COBDX560,981$127.3M1.61%
16MCDONALDS CORPMCD406,013$117.7M1.49%
17ALPHABET INCGOOG580,366$109.9M1.39%
18STARBUCKS CORPSBUX1,050,589$95.9M1.21%
19ABBVIE INCABBV528,057$93.8M1.18%
20UNILEVER PLCUNLYF1,650,419$93.6M1.18%
21CHEVRON CORP NEWCVX598,645$86.7M1.09%
22NIKE INCNKE1,067,328$80.8M1.02%
23WALMART INCWMT840,854$76.0M0.96%
24JOHNSON & JOHNSONJNJ520,785$75.3M0.95%
25FACTSET RESH SYS INC303075105149,839$72.0M0.91%
26COLGATE PALMOLIVE COCL783,904$71.3M0.90%
27PEPSICO INCPEP414,794$63.1M0.80%
28COMCAST CORP NEWCCZ1,510,880$56.7M0.72%
29HOME DEPOT INCHD105,153$40.9M0.52%
30AMERICAN WTR WKS CO INC NEW030420103307,921$38.3M0.48%
31PROGRESSIVE CORP743315103138,696$33.2M0.42%
32VANGUARD INDEX FDS92290873666,500$27.3M0.34%
33LOCKHEED MARTIN CORPLMT54,174$26.3M0.33%
34MASTERCARD INCORPORATEDMA46,635$24.6M0.31%
35EXPEDITORS INTL WASH INC302130109218,766$24.2M0.31%
36VERIZON COMMUNICATIONS INCVZ582,206$23.3M0.29%
37MERCK & CO INCMRK199,268$19.8M0.25%
38SHELL PLCRYDAF309,269$19.4M0.24%
39BANK AMERICA CORP06050568215,259$18.6M0.23%
40JACOBS SOLUTIONS INCJ133,651$17.9M0.23%
41ECOLAB INCECL74,714$17.5M0.22%
42TAIWAN SEMICONDUCTOR MFG LTD87403910088,220$17.4M0.22%
43VANGUARD INDEX FDS92290836329,139$15.7M0.20%
44SCHWAB CHARLES CORPSCHW-PJ210,334$15.6M0.20%
45EXXON MOBIL CORPXOM144,515$15.5M0.20%
46BAXTER INTL INC071813109530,939$15.5M0.20%
47UNION PAC CORPUNP64,472$14.7M0.19%
48RTX CORPORATIONRTX113,328$13.1M0.17%
49ANHEUSER BUSCH INBEV SA/NVBUDFF249,651$12.5M0.16%
50UNITED PARCEL SERVICE INCUPS95,438$12.0M0.15%
51INVESCO QQQ TRIVZ21,435$11.0M0.14%
52HENRY SCHEIN INCHSIC156,557$10.8M0.14%
53ONEOK INC NEWOKE107,621$10.8M0.14%
54NEXTERA ENERGY INCNEE-PW132,154$9.5M0.12%
55PROCTER AND GAMBLE CO74271810956,071$9.4M0.12%
56META PLATFORMS INCMETA14,094$8.3M0.10%
57SIMON PPTY GROUP INC NEW82880610945,618$7.9M0.10%
58THERMO FISHER SCIENTIFIC INCTMO14,506$7.5M0.10%
59ALLISON TRANSMISSION HLDGS IALSN68,870$7.4M0.09%
60LABCORP HOLDINGS INCLH32,354$7.4M0.09%
61VANGUARD SCOTTSDALE FDS92206C40992,165$7.2M0.09%
62ELI LILLY & COLLY8,990$6.9M0.09%
63COCA COLA COKO110,469$6.9M0.09%
64EDWARDS LIFESCIENCES CORPEW90,593$6.7M0.08%
65DOMINION ENERGY INCD122,031$6.6M0.08%
66ISHARES INC46434G103125,846$6.6M0.08%
67CSW INDUSTRIALS INCCSW18,155$6.4M0.08%
68JPMORGAN CHASE & CO.VYLD26,220$6.3M0.08%
69AMGEN INCAMGN23,102$6.0M0.08%
70PFIZER INCPFE224,253$5.9M0.08%
71CANADIAN PACIFIC KANSAS CITYCP81,108$5.9M0.07%
72NVIDIA CORPORATIONNVDA39,038$5.2M0.07%
73QUALCOMM INCQCOM32,543$5.0M0.06%
74VISA INCV15,095$4.8M0.06%
75EMERSON ELEC COEMR38,282$4.7M0.06%
76KINDER MORGAN INC DELEP-PC165,470$4.5M0.06%
77VANGUARD WHITEHALL FDS92194640634,337$4.4M0.06%
78SYSCO CORPSYY56,008$4.3M0.05%
79VALVOLINE INCVVV116,132$4.2M0.05%
80YUM BRANDS INCYUM30,500$4.1M0.05%
81SPDR S&P 500 ETF TRSPY6,962$4.1M0.05%
82PAYPAL HLDGS INCPYPL44,743$3.8M0.05%
83MEDTRONIC PLCMDT47,654$3.8M0.05%
84ZIMMER BIOMET HOLDINGS INCZBH34,760$3.7M0.05%
85VANGUARD BD INDEX FDS92193782746,455$3.6M0.05%
86BLACKROCK INCBLK3,422$3.5M0.04%
87ALEXANDER & BALDWIN INC NEW014491104185,160$3.3M0.04%
88JPMORGAN CHASE FINL CO LLCVYLD109,830$3.2M0.04%
89DORCHESTER MINERALS LPDMLP83,109$2.8M0.03%
90INTUITIVE SURGICAL INCISRG5,133$2.7M0.03%
91ENTERPRISE PRODS PARTNERS L29379210784,790$2.7M0.03%
92DANAHER CORPORATION23585110211,052$2.5M0.03%
93BATH & BODY WORKS INCBBWI62,987$2.4M0.03%
94AUTOMATIC DATA PROCESSING INADP8,067$2.4M0.03%
95STRYKER CORPORATIONSYK6,297$2.3M0.03%
96ISHARES INC46434G780100,386$2.2M0.03%
97AMERICAN EXPRESS COAXP7,093$2.1M0.03%
98NOVARTIS AGNVSEF21,048$2.0M0.03%
99CISCO SYS INCCSCO33,883$2.0M0.03%
100CITIGROUP INCC-PR28,281$2.0M0.03%
101INTERNATIONAL FLAVORS&FRAGRA45950610123,205$2.0M0.02%
102PHILLIPS 66PSX16,642$1.9M0.02%
103WELLS FARGO CO NEW94974610126,621$1.9M0.02%
104VANGUARD INDEX FDS9229087696,417$1.9M0.02%
105BROOKFIELD CORP11271J10731,970$1.8M0.02%
106ISHARES TR46428769718,870$1.8M0.02%
107WELLS FARGO CO NEW9497468041,492$1.8M0.02%
108TETRA TECHNOLOGIES INC DEL88162F105477,073$1.7M0.02%
109ENBRIDGE INCENNPF39,707$1.7M0.02%
110VANGUARD WORLD FD92191073316,000$1.7M0.02%
111HONEYWELL INTL INC4385161067,002$1.6M0.02%
112INTERNATIONAL BUSINESS MACHSINTR7,116$1.6M0.02%
113ISHARES TR4642872002,611$1.5M0.02%
114PHILIP MORRIS INTL INC71817210912,676$1.5M0.02%
115ORACLE CORPORCL-PD8,732$1.5M0.02%
116CARDINAL HEALTH INCCAH12,281$1.5M0.02%
117BANK HAWAII CORP06254010920,300$1.4M0.02%
118CATERPILLAR INCCAT3,957$1.4M0.02%
119UNITEDHEALTH GROUP INCUNH2,661$1.3M0.02%
120VANGUARD SPECIALIZED FUNDS9219088446,840$1.3M0.02%
121FEDEX CORPFDX4,749$1.3M0.02%
122US BANCORP DELUSB-PS26,596$1.3M0.02%
123GALLAGHER ARTHUR J & CO3635761094,403$1.2M0.02%
124PACCAR INCPCAR11,836$1.2M0.02%
125DEERE & CODE2,788$1.2M0.01%
126GE AEROSPACE3696043017,003$1.2M0.01%
127WISDOMTREE TRWT23,000$1.2M0.01%
128TC ENERGY CORPTRPRF24,485$1.1M0.01%
129ALLIANT ENERGY CORPLNT19,202$1.1M0.01%
130YUM CHINA HLDGS INCYUMC23,081$1.1M0.01%
131VIASAT INCVSAT130,507$1.1M0.01%
132SELECT SECTOR SPDR TR81369Y8034,640$1.1M0.01%
133WEST PHARMACEUTICAL SVSC INC9553061053,257$1.1M0.01%
134TESLA INCTSLA2,567$1.0M0.01%
135ISHARES TR4642876142,573$1.0M0.01%
136LINDE PLCLIN2,462$1.0M0.01%
137SUNCOR ENERGY INC NEWSU28,717$1.0M0.01%
138FEDERAL AGRIC MTG CORP3131483065,047$994,0070.01%
139INTEL CORPINTC49,306$988,5850.01%
140KIMBERLY-CLARK CORPKMB7,540$988,0420.01%
141WEYERHAEUSER CO MTN BEWY34,657$975,5950.01%
142KELLANOVABEKE11,550$935,2030.01%
143VANGUARD INTL EQUITY INDEX F92204285821,084$928,5470.01%
144AIR PRODS & CHEMS INCAIIR3,155$915,0760.01%
145WILLIAMS COS INC96945710016,695$903,5330.01%
146ALTRIA GROUP INCMO17,270$903,0480.01%
147BOEING COBA-PA5,080$899,1600.01%
148CARRIER GLOBAL CORPORATIONCARR13,152$897,7560.01%
1493M COMMM6,860$885,5570.01%
150AMENTUM HOLDINGS INCAMTM41,888$880,9050.01%
151CONOCOPHILLIPSCOP8,438$836,7960.01%
152LULULEMON ATHLETICA INCLULU2,182$834,4190.01%
153HOST HOTELS & RESORTS INCHST47,438$831,1140.01%
154TEXAS INSTRS INC8825081044,403$825,6070.01%
155INVESCO EXCHANGE TRADED FD TIVZ4,702$823,9310.01%
156ZOETIS INCZTS4,957$807,6440.01%
157KROGER COKR13,000$794,9500.01%
158AT&T INCT-PC34,872$794,0350.01%
159SCHWAB STRATEGIC TR80852430028,288$788,3870.01%
160ROGERS COMMUNICATIONS INCRCIAF25,410$780,8490.01%
161PROFIRE ENERGY INC74316X101306,705$779,0310.01%
162KENVUE INCKVUE36,471$778,6560.01%
163NETFLIX INCNFLX870$775,4480.01%
164EBAY INC.EBAY11,901$737,2670.01%
165FIDELITY WISE ORIGIN BITCOINFBTC8,982$732,7520.01%
166BRISTOL-MYERS SQUIBB COCELG-RI12,801$724,0250.01%
167MOTOROLA SOLUTIONS INCMSI1,553$717,8430.01%
168CHUBB LIMITEDCB2,579$712,5780.01%
169FIDELITY COVINGTON TRUST31609A10723,150$705,3800.01%
170VANGUARD TAX-MANAGED FDS92194385814,591$697,7410.01%
171S&P GLOBAL INCSPGI1,397$695,7480.01%
172BROOKFIELD RENEWABLE PARTNERG1625810830,300$690,5370.01%
173LIMONEIRA COLMNR28,089$687,0570.01%
174ISHARES TR46428723416,412$686,3540.01%
175SNAP ON INCSNA2,000$678,9600.01%
176SCHWAB STRATEGIC TR80852440925,744$671,1460.01%
177SELECT SECTOR SPDR TR81369Y2094,875$670,6540.01%
178WASTE MGMT INC DEL94106L1093,298$665,5030.01%
179ILLINOIS TOOL WKS INC4523081092,615$663,0590.01%
180HA SUSTAINABLE INFRA CAP INC41068X10024,600$660,0180.01%
181BROADCOM INCAVGO2,831$656,3390.01%
182NORTHROP GRUMMAN CORPNOC1,324$621,3400.01%
183SELECT SECTOR SPDR TR81369Y5067,180$615,0390.01%
184CUMMINS INCCMI1,745$608,3070.01%
185ROCKWELL AUTOMATION INCROK2,100$600,1590.01%
186DAILY JOURNAL CORPDJCO1,039$590,1420.01%
187AMERIPRISE FINL INC03076C1061,031$548,9350.01%
188TARGET CORPTGT4,060$548,8310.01%
189ISHARES TR4642875078,781$547,1440.01%
190NEXTERA ENERGY PARTNERS LPNEE-PW30,515$543,1670.01%
191GE VERNOVA INCGEV1,639$539,2810.01%
192ISHARES TR4642872916,236$528,4610.01%
193NUVEEN CA QUALTY MUN INCOMENU46,000$519,3400.01%
194MONDELEZ INTL INC6092071058,382$500,6570.01%
195CVS HEALTH CORPCVS11,078$497,2910.01%
196SCHWAB STRATEGIC TR80852410221,825$495,4270.01%
197ORGANON & COOGN31,872$475,5300.01%
198ORMAT TECHNOLOGIES INCORA7,000$474,0400.01%
199ESSENTIAL UTILS INC29670G10213,000$472,1600.01%
200APPLIED MATLS INC0382221052,859$464,9590.01%
201EVERSOURCE ENERGYES8,093$464,7810.01%
202LOWES COS INC5486611071,877$463,1210.01%
203CORNING INCGLW9,700$460,9440.01%
204HUBBELL INCHUBB1,100$460,7790.01%
205OTIS WORLDWIDE CORPOTIS4,967$459,9940.01%
206RIVIAN AUTOMOTIVE INCRIVN34,320$456,4560.01%
207CSX CORPCSX13,877$447,8110.01%
208PUBLIC STORAGE OPER COPSA-PS1,492$446,7640.01%
209ADOBE INCADBE985$438,0100.01%
210BROOKFIELD ASSET MANAGMT LTD1130041058,078$437,7470.01%
211LAM RESEARCH CORPLRCX5,910$426,8790.01%
212SELECT SECTOR SPDR TR81369Y4071,901$426,4890.01%
213EDISON INTL2810201075,335$425,9460.01%
214EATON CORP PLCETN1,223$405,8770.01%
215CHECK POINT SOFTWARE TECH LTM224651042,150$401,4050.01%
216ISHARES TR4642873254,630$398,0410.01%
217TRUIST FINL CORP89832Q1099,133$396,1900.01%
218ISHARES TR46428734110,000$381,8000.00%
219SALESFORCE INCCRM1,140$381,1360.00%
220ISHARES TR4642878043,294$379,5350.00%
221FIDELITY COVINGTON TRUST3160928082,050$379,0040.00%
222POST HLDGS INCPOST3,307$378,5190.00%
223CHICAGO ATLANTIC REAL ESTATEREFI24,500$377,7900.00%
224ELEVANCE HEALTH INCELV1,009$372,2200.00%
225CHURCH & DWIGHT CO INCCHD3,415$357,5850.00%
226PUBLIC SVC ENTERPRISE GRP IN7445731064,061$343,1140.00%
227GENERAL MLS INC3703341045,342$340,6590.00%
228ADVANCED MICRO DEVICES INCAMD2,819$340,5070.00%
229GENERAL DYNAMICS CORPGD1,287$339,1120.00%
230SCHWAB STRATEGIC TR80852480518,256$337,7360.00%
231ATMOS ENERGY CORPATO2,422$337,3120.00%
232SILVERCREST METALS INC82836310136,850$335,3350.00%
233BROOKFIELD RENEWABLE CORPBEPC12,075$333,9940.00%
234BLACKSTONE INCBX1,933$333,2880.00%
235OCCIDENTAL PETE CORP6745991056,677$329,9110.00%
236PULTE GROUP INC7458671013,027$329,6400.00%
237CHIPOTLE MEXICAN GRILL INCCMG5,350$322,6050.00%
238ISHARES TR4642881583,000$316,4400.00%
239GRUPO AEROPUERTO DEL PACIFIC4005061011,805$315,8570.00%
240VANGUARD WORLD FD92204A702506$314,6310.00%
241PRUDENTIAL FINL INCPUKPF2,645$313,5120.00%
242GOLDMAN SACHS GROUP INCGSCE539$308,6420.00%
243ALLSTATE CORPALL-PJ1,574$303,4510.00%
244FRESENIUS MEDICAL CARE AGFMCQF13,259$300,1840.00%
245MARSH & MCLENNAN COS INC5717481021,412$299,9230.00%
246VANGUARD INTL EQUITY INDEX F9220428744,684$297,2970.00%
247FIDELITY NATIONAL FINANCIALFNF5,295$297,2610.00%
248NORFOLK SOUTHN CORP6558441081,252$293,8440.00%
249BELLRING BRANDS INCBRBR3,748$282,3740.00%
250VANGUARD SCOTTSDALE FDS92206C6802,725$281,4920.00%
251ISHARES TR4642872262,892$280,2350.00%
252TRANE TECHNOLOGIES PLCTT750$277,0120.00%
253CENTERPOINT ENERGY INCCNP8,675$275,2580.00%
254MODERNA INCMRNA6,602$274,5110.00%
255RENEW ENERGY GLOBAL PLCRNWWW40,000$273,2000.00%
256MORGAN STANLEYMS-PQ2,134$268,2860.00%
257FIRST SOLAR INCFSLR1,500$264,3600.00%
258BLOCK H & R INCBSQKZ5,000$264,2000.00%
259EQUIFAX INCEFX1,033$263,2600.00%
260ISHARES TR4642875561,933$255,5620.00%
261FORTUNE BRANDS INNOVATIONS IFBIN3,737$255,3490.00%
262TCW ETF TRUST29287L7006,590$254,9010.00%
263SERVICENOW INCNOW236$250,1880.00%
264GSK PLCGLAXF7,396$250,1330.00%
265UTAH MED PRODS INC9174881084,002$246,0030.00%
266MARATHON PETE CORPMARA1,752$244,4040.00%
267ISHARES TR4642876551,104$243,9400.00%
268OLD REP INTL CORP6802231046,719$243,1610.00%
269TEXTRON INCTXT3,100$237,1190.00%
270ENPHASE ENERGY INCENPH3,450$236,9460.00%
271LEVI STRAUSS & CO NEWLEVI13,525$233,9820.00%
272AMERICAN ELEC PWR CO INC0255371012,508$231,3130.00%
273FRP HLDGS INCFRPH7,234$221,5770.00%
274NATIONAL GRID PLCNMPWP3,634$215,9520.00%
275FISERV INCFISV1,032$211,9930.00%
276ENERGY TRANSFER L PET-PI10,697$209,5540.00%
277PNC FINL SVCS GROUP INC6934751051,082$208,6640.00%
278AGILENT TECHNOLOGIES INCA1,520$204,1970.00%
279INVESCO CALIF VALUE MUN INCOIVZ16,059$175,6850.00%
280SEABRIDGE GOLD INCSA11,700$133,4970.00%
281FORD MTR CO34537086011,016$109,0580.00%
282PLUG POWER INCPLUG26,744$56,9650.00%
283CLEAN ENERGY FUELS CORPCLNE12,000$30,1200.00%