Everett Harris & CO Sells in Q3 2025

Everett Harris & CO

  • $8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
-24
- 0.63%
$213.88 - $237.1 $5.13K - $5.69K
3.81K $842K
APD
Air Products & Chemicals, Inc.

Basic Materials
-15
- 0.48%
$265.78 - $299.3 $3.99K - $4.49K
3.13K $854K
XLE
Energy Sector Spdr

ETFs
-530
- 14.4%
$84.25 - $91.99 $44.7K - $48.8K
3.15K $281K
ADBE
Adobe Inc.

Technology
-4
- 0.55%
$333.65 - $392.1 $1.33K - $1.57K
723 $255K
FDX
Fedex Corp

Industrials
-270
- 5.92%
$217.1 - $243.2 $58.6K - $65.7K
4.29K $1.01M
PCAR
Paccar Inc

Industrials
-634
- 5.42%
$92.91 - $102.86 $58.9K - $65.2K
11.1K $1.09M
LMNR
Limoneira CO

Consumer Defensive
-642
- 2.36%
$14.68 - $16.52 $9.42K - $10.6K
26.5K $401K
GILD
Gilead Sciences, Inc.

Healthcare
-125
- 6.17%
$108.22 - $120.47 $13.5K - $15.1K
1.9K $211K
PAC
Pacific Airport Group

Industrials
-70
- 4.19%
$218.82 - $256.99 $15.3K - $18K
1.6K $379K
AWK
American Water Works Company, Inc.

Utilities
-200
- 0.06%
$135.05 - $147.0 $27K - $29.4K
308K $42.8M
Alerian Mlp Index Etn
-4.79K
- 4.44%
N/A
103K $0
Bank Of America Corp.
-33
- 0.22%
N/A
15.1K $0
Jacobs Solutions Inc
-4.31K
- 3.0%
N/A
139K $0
CMG.TO
Computer Modelling Group Ltd.

Technology
-84.7K
- 35.41%
N/A
154K $0
Canadian Pacific Kansas City L
-3.31K
- 4.06%
N/A
78.2K $0
Black Rock, Inc.
-23
- 0.52%
N/A
4.37K $0
Brookfield Renewable Corp
-75
- 0.47%
N/A
16K $0
Arrowhead Pharma Inc
-12.1K
- 12.88%
N/A
82K $0
Labcorp Holdings Inc
-505
- 1.45%
N/A
34.3K $0
Franklin California Tax Free M
-30.5K
- 26.52%
N/A
84.4K $0
BEP
Brookfield Renewable Partners L.P.

Utilities
-300
- 0.99%
$24.32 - $27.58 $7.3K - $8.27K
30K $773K
ESLOY
Essilorluxottica American Depo

Healthcare
-256
- 14.88%
$137.99 - $163.0 $35.3K - $41.7K
1.46K $238K
CNP
Centerpoint Energy Inc

Utilities
-364
- 4.2%
$35.77 - $39.16 $13K - $14.3K
8.31K $322K
PHM
Pultegroup Inc

Consumer Cyclical
-500
- 16.52%
$108.0 - $141.42 $54K - $70.7K
2.53K $333K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-110
- 1.42%
$62.09 - $66.51 $6.83K - $7.32K
7.65K $499K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
-80
- 1.66%
$123.6 - $138.88 $9.89K - $11.1K
4.73K $638K
COP
Conocophillips

Energy
-200
- 2.5%
$91.0 - $98.99 $18.2K - $19.8K
7.82K $739K
YUM
Yum Brands Inc

Consumer Cyclical
-470
- 1.93%
$139.5 - $153.94 $65.6K - $72.4K
23.9K $3.63M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-200
- 0.21%
$78.96 - $80.04 $15.8K - $16K
92.9K $7.42M
FBAK
First National Bank Alaska

Financial Services
-5
- 0.28%
$255.0 - $278.15 $1.28K - $1.39K
1.79K $487K
CVS
Cvs Health Corp

Healthcare
-225
- 2.52%
$58.75 - $76.5 $13.2K - $17.2K
8.69K $655K
CSWI
Csw Industrials, Inc.

Industrials
-216
- 1.24%
$289.31 - $293.0 $62.5K - $63.3K
17.2K $5.03M
IVV
Ishares Core S&P 500 ETF

ETFs
-115
- 4.49%
$620.67 - $670.08 $71.4K - $77.1K
2.45K $1.64M
AXP
American Express CO

Financial Services
-132
- 1.87%
$294.27 - $342.31 $38.8K - $45.2K
6.93K $2.3M
ORCL
Oracle Corp

Technology
-1.76K
- 19.98%
$218.96 - $328.33 $386K - $579K
7.06K $1.99M
RCI
Rogers Communications Inc

Communication Services
-1.03K
- 5.36%
$30.32 - $35.98 $31.1K - $36.9K
18.1K $624K
AMGN
Amgen Inc

Healthcare
-29
- 0.12%
$271.18 - $309.22 $7.86K - $8.97K
23.6K $6.66M
UNH
Unitedhealth Group Inc

Healthcare
-64
- 2.48%
$237.77 - $353.61 $15.2K - $22.6K
2.51K $867K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-169
- 1.03%
$49.43 - $54.52 $8.35K - $9.21K
16.2K $879K
CMI
Cummins Inc

Industrials
-232
- 13.3%
$327.85 - $426.39 $76.1K - $98.9K
1.51K $639K
USB
Us Bancorp \De\

Financial Services
-50
- 0.2%
$43.94 - $50.41 $2.2K - $2.52K
24.7K $1.2M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
-155
- 3.5%
$63.12 - $85.15 $9.78K - $13.2K
4.27K $363K
IDU
Ishares Tr U S Utils ETF

ETFs
-300
- 1.62%
$103.7 - $111.17 $31.1K - $33.4K
18.2K $2.02M
LNT
Alliant Energy Corp

Utilities
-400
- 2.4%
$60.76 - $67.41 $24.3K - $27K
16.3K $1.1M
UTMD
Utah Medical Products Inc

Healthcare
-285
- 1.63%
$54.95 - $63.44 $15.7K - $18.1K
17.2K $1.08M
TRP
Tc Energy Corp

Energy
-600
- 2.47%
$46.58 - $54.41 $27.9K - $32.6K
23.7K $1.29M
PSX
Phillips 66

Energy
-872
- 6.02%
$118.37 - $139.46 $103K - $122K
13.6K $1.85M
MA
Mastercard Inc

Financial Services
-308
- 0.7%
$550.18 - $598.96 $169K - $184K
43.7K $24.9M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.18K
- 3.49%
$90.62 - $107.71 $106K - $127K
32.5K $3.2M
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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