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EVERETT HARRIS & CO /CA/

Q2 2025 · 13F-HR

EVERETT HARRIS & CO /CA/holdings as filed

Filed 2025-08-08 · accession 0001009254-25-000003

$7.79B
Reported value
332
Positions
2025-06-30
Period end
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The Brief · EVERETT HARRIS & CO /CA/ · Q2 2025

AI · grounded in 13F

EVERETT HARRIS & CO /CA/ established a new position in Berkshire Hathaway Class A BRK/A valued at $1.03B. The fund also initiated new stakes in Apple, Inc. AAPL for $865.8M and Costco Companies Inc. for $783.2M. Additional new positions include Microsoft Corp. MSFT at $743.7M and Novo Nordisk ADR NVO at $441.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670108BRK/ABerkshire Hathaway Class A$1.03B13.3%1,417CommonNONE
037833100AAPLApple, Inc.$865.8M11.1%4,220,075CommonNONE
22160k105Costco Companies Inc.$783.2M10.0%791,162CommonNONE
594918104MSFTMicrosoft Corp.$743.7M9.54%1,495,198CommonNONE
670100205NVONovo Nordisk ADR$441.3M5.66%6,394,182CommonNONE
02079K107GOOGAlphabet, Class C$360.8M4.63%2,033,942CommonNONE
084670702BRK/BBerkshire Hathaway Class B$329.3M4.23%677,886CommonNONE
023135106AMZNAmazon.com$227.2M2.92%1,035,619CommonNONE
002824100ABTAbbott Laboratories$202.8M2.60%1,491,339CommonNONE
92204A504VHTVanguard Health Care ETF$183.3M2.35%738,001CommonNONE
254687106DISWalt Disney Company$147.8M1.90%1,191,557CommonNONE
872540109TJXTJX Companies, Inc.$141.0M1.81%1,141,638CommonNONE
060505104BACBank of America Corp.$135.4M1.74%2,861,632CommonNONE
580135101MCDMcDonalds Corp.$117.3M1.50%401,392CommonNONE
g1151c101Accenture Ltd. - Cl A$109.7M1.41%367,058CommonNONE
02079K305GOOGLAlphabet, Class A$101.2M1.30%574,488CommonNONE
904767704Unilever Plc ADR$99.1M1.27%1,619,800CommonNONE
00287Y109ABBVAbbVie Inc.$96.8M1.24%521,259CommonNONE
075887109BDXBecton Dickinson & Co$95.9M1.23%556,836CommonNONE
855244109SBUXStarbucks Corp.$93.8M1.20%1,024,179CommonNONE
166764100CVXChevron Corporation$80.6M1.03%563,019CommonNONE
931142103WMTWal Mart Stores, Inc.$79.3M1.02%810,982CommonNONE
654106103NKENike Inc Class B$75.3M0.97%1,059,522CommonNONE
478160104JNJJohnson & Johnson$74.0M0.95%484,511CommonNONE
194162103CLColgate-Palmolive Co.$71.1M0.91%781,997CommonNONE
303075105FDSFactSet Research Systems, Inc.$65.3M0.84%145,982CommonNONE
20030N101CMCSAComcast Corp CL A$54.8M0.70%1,535,416CommonNONE
713448108PEPPepsico Incorporated$53.5M0.69%405,015CommonNONE
030420103AWKAmerican Water Works$42.8M0.55%307,961CommonNONE
437076102HDHome Depot$38.5M0.49%105,098CommonNONE
743315103PGRProgressive Corp$36.3M0.47%136,026CommonNONE
922908736VUGVanguard Growth ETF$29.0M0.37%66,217CommonNONE
780259305SHELShell PLC$25.0M0.32%355,707CommonNONE
92343v104Verizon Communications$24.9M0.32%574,581CommonNONE
57636q104Mastercard Inc$24.7M0.32%44,033CommonNONE
302130109EXPDExpeditors International of Wa$24.4M0.31%213,153CommonNONE
539830109LMTLockheed Martin Corp.$24.2M0.31%52,199CommonNONE
278865100ECLEcolab, Inc.$20.1M0.26%74,706CommonNONE
874039100TSMTaiwan Semiconductor - Spons A$19.9M0.26%87,980CommonNONE
808513105SCHWCharles Schwab Corp.$19.2M0.25%210,831CommonNONE
46982l108Jacobs Solutions Inc$18.9M0.24%143,464CommonNONE
060505682BAC 7.25 PERP LBank of America$18.3M0.24%15,115CommonNONE
75513E101RTXRTX Corporation$17.4M0.22%119,181CommonNONE
58933y105Merck & Company Inc.$17.4M0.22%219,487CommonNONE
03524A108BUDAnheuser-Busch InBev NV - Spon$16.8M0.22%244,128CommonNONE
907818108UNPUnion Pacific Corp.$16.5M0.21%71,601CommonNONE
071813109BAXBaxter International Inc.$15.5M0.20%510,519CommonNONE
30231g102Exxon Mobil$15.2M0.20%141,180CommonNONE
922908363VOOVanguard S&P 500$14.2M0.18%25,029CommonNONE
46090E103QQQInvesco PowerShares QQQ Trust$11.8M0.15%21,437CommonNONE
806407102HSICHenry Schein Inc$11.5M0.15%157,787CommonNONE
30303m102Meta Platforms Inc$10.3M0.13%13,942CommonNONE
504922105LHLabcorp Holdings Inc$9.1M0.12%34,786CommonNONE
65339F101NEENextEra Energy, Inc$9.1M0.12%131,333CommonNONE
742718109PGProcter & Gamble Co.$8.9M0.11%55,812CommonNONE
682680103OKEOneok, Inc.$8.8M0.11%107,891CommonNONE
46625h100J.P. Morgan Chase & Co.$8.1M0.10%27,828CommonNONE
191216100KOCoca Cola Company$7.8M0.10%110,208CommonNONE
911312106UPSUnited Parcel Service$7.6M0.10%74,865CommonNONE
92206C409VCSHVanguard Short-Term Corp Bond$7.4M0.09%93,080CommonNONE
25746u109Dominion Energy Inc$7.4M0.09%130,643CommonNONE
828806109SPGSimon Property Group$7.1M0.09%44,247CommonNONE
532457108LLYEli Lilly & Co$7.0M0.09%8,916CommonNONE
46434G103IEMGiShares Core MSCI Emerging Mar$6.9M0.09%114,637CommonNONE
28176e108Edwards Lifesciences Corp.$6.9M0.09%87,705CommonNONE
031162100AMGNAmgen Inc.$6.6M0.08%23,633CommonNONE
717081103PFEPfizer Inc.$6.5M0.08%267,232CommonNONE
13646K108CPCanadian Pacific Kansas City L$6.5M0.08%81,485CommonNONE
883556102TMOThermo Fisher Scientific Inc$6.3M0.08%15,455CommonNONE
01973r101Allison Transmission Holdings$6.1M0.08%64,174CommonNONE
67066g104Nvidia Corp$5.9M0.08%37,641CommonNONE
19238T100CGECFCogeco Inc$5.5M0.07%113,127CommonNONE
291011104EMREmerson Electric$5.1M0.07%38,422CommonNONE
92826C839VVisa Inc - Class A$5.1M0.07%14,268CommonNONE
747525103QCOMQualcomm, Inc.$5.1M0.06%31,766CommonNONE
126402106CSWCSW Industrials Inc$5.0M0.06%17,390CommonNONE
702925108PSYTFPason System Inc$4.9M0.06%538,868CommonNONE
g5960l103Medtronic PLC$4.6M0.06%52,968CommonNONE
09290D101BLKBlackRock, Inc.$4.6M0.06%4,388CommonNONE
49456b101Kinder Morgan Inc$4.5M0.06%153,345CommonNONE
92047w101Valvoline Inc$4.4M0.06%116,930CommonNONE
921946406VYMVanguard High Dividend Yield E$4.2M0.05%31,351CommonNONE
057071722BUBIXBaird Ultra Short Bond Fund In$4.0M0.05%396,528CommonNONE
78462f103SPDR S&P 500 Index ETF$4.0M0.05%6,399CommonNONE
014491104ALEXAlexander & Baldwin Inc$3.9M0.05%220,750CommonNONE
871829107SYYSysco Corp.$3.9M0.05%51,305CommonNONE
988498101YUMYum! Brands Inc$3.6M0.05%24,344CommonNONE
48133Q309AMJBAlerian MLP Index ETN$3.3M0.04%107,910CommonNONE
172967KM2CCitigroup Inc Var (Call 08/15/$3.1M0.04%3,100,000CommonNONE
88162F105TTITetra Technologies Inc$3.1M0.04%921,265CommonNONE
98956p102Zimmer Biomet Holdings Inc.$3.1M0.04%33,675CommonNONE
70450Y103PYPLPayPal Holdings Inc.$3.1M0.04%41,064CommonNONE
057071409BSBIXBaird Short-Term Bond Fund Ins$3.1M0.04%319,844CommonNONE
070830104BBWIBath & Body Works Inc.$2.9M0.04%98,112CommonNONE
921937827BSVVanguard Short-Term Bond ETF$2.9M0.04%36,445CommonNONE
46120e602Intuitive Surgical Inc.$2.8M0.04%5,083CommonNONE
718172109PMPhilip Morris International In$2.7M0.03%14,944CommonNONE
293792107EPDEnterprise Products Partners$2.6M0.03%83,155CommonNONE
46434g780iShares MSCI Singapore Index F$2.5M0.03%97,716CommonNONE
172967424CCitiGroup Inc.$2.5M0.03%29,184CommonNONE
053015103ADPAutomatic Data Processing Inc.$2.5M0.03%7,971CommonNONE
863667101SYKStryker Corp.$2.4M0.03%6,089CommonNONE
66987V109NVSNovartis A.G. ADR$2.3M0.03%19,363CommonNONE
17275R102CSCOCisco Systems Inc.$2.3M0.03%33,742CommonNONE
25820R105DMLPDorchester Minerals LP$2.3M0.03%83,109CommonNONE
025816109AXPAmerican Express Co.$2.3M0.03%7,057CommonNONE
11271J107BNBrookfield Corporation$2.2M0.03%36,228CommonNONE
70422T208PXWEXPax Ellevate Global Women's In$2.2M0.03%62,565CommonNONE
369604301GEGE Aerospace$2.1M0.03%8,336CommonNONE
235851102DHRDanaher Corp$2.1M0.03%10,734CommonNONE
949746101WMT2Wells Fargo & Co.$2.1M0.03%25,921CommonNONE
14149y108Cardinal Health Inc.$2.1M0.03%12,281CommonNONE
459200101IBMInternational Business Machine$2.1M0.03%6,958CommonNONE
062540109BOHBank of Hawaii Corporation$2.0M0.03%29,723CommonNONE
517834107LVSLas Vegas Sands Corp$2.0M0.03%45,393CommonNONE
464287697IDUiShares Dow Jones US Utilities$1.9M0.02%18,514CommonNONE
68389X105ORCLOracle Systems Corp.$1.9M0.02%8,824CommonNONE
92552v100Viasat Inc.$1.9M0.02%130,507CommonNONE
922908769VTIVanguard Total Stock Market ET$1.9M0.02%6,148CommonNONE
949746804WFC 7.5 PERP LWells Fargo & Company$1.8M0.02%1,566CommonNONE
926400102VSCOVictoria's Secret & Co$1.8M0.02%97,556CommonNONE
29250n105Enbridge Inc.$1.8M0.02%38,868CommonNONE
921910733ESGVVanguard ESG US Stock ETF$1.8M0.02%16,000CommonNONE
718546104PSXPhillips 66$1.7M0.02%14,492CommonNONE
464287200IVViShares S&P 500 Index Fund$1.6M0.02%2,562CommonNONE
438516106HONHoneywell Inc.$1.6M0.02%6,701CommonNONE
149123101CATCaterpillar$1.5M0.02%3,927CommonNONE
042797209Arrowhead Pharma Inc$1.5M0.02%94,112CommonNONE
Y14965100CTMChina Mobile Ltd. F (941 HK)$1.4M0.02%129,000CommonNONE
244199105DEDeere & Co.$1.4M0.02%2,776CommonNONE
921908844VIGVanguard Dividend Appreciation$1.4M0.02%6,765CommonNONE
459506101IFFInt'l. Flavors & Fragrance$1.4M0.02%18,760CommonNONE
500458401KMTUYKomatsu Ltd.$1.3M0.02%40,775CommonNONE
363576109AJGArthur J Gallagher & Co.$1.3M0.02%4,193CommonNONE
44107p104Host Hotels & Resorts$1.3M0.02%84,628CommonNONE
02209s103Altria Group, Inc.$1.3M0.02%21,726CommonNONE
205249105CMDXFComputer Modelling Group Ltd$1.3M0.02%239,030CommonNONE
82622j104Siemens Healthineers AG$1.2M0.02%44,160CommonNONE
87807B107TRPTC Energy Corp$1.2M0.02%24,319CommonNONE
64110l106Netflix, Inc.$1.2M0.02%875CommonNONE
81369y803US Technology SPDR$1.1M0.01%4,525CommonNONE
97717Y527USFRWisdomTree Floating Rate Treas$1.1M0.01%22,700CommonNONE
G54950103LINLinde PLC$1.1M0.01%2,420CommonNONE
458140100INTCIntel Corp.$1.1M0.01%50,120CommonNONE
902973304USBU.S. Bancorp$1.1M0.01%24,792CommonNONE
693718108PCARPACCAR Inc$1.1M0.01%11,699CommonNONE
00206r102AT&T$1.1M0.01%38,092CommonNONE
464287614IWFiShares Russell 1000 Growth In$1.1M0.01%2,573CommonNONE
969457100WMBWilliams Corp.$1.1M0.01%17,045CommonNONE
097023105BABoeing Company$1.1M0.01%5,073CommonNONE
23304Y100DBSDYDBS Group Holdings - Spons ADR$1.1M0.01%7,500CommonNONE
88579y1013M Company$1.1M0.01%6,971CommonNONE
67106f108OTC Markets Group Inc$1.1M0.01%18,550CommonNONE
78409v104S&P Global Inc$1.1M0.01%2,005CommonNONE
31428x106Fedex Corporation$1.0M0.01%4,561CommonNONE
46434V878ICSHiShares Ultra Short Dur Bond A$1.0M0.01%20,000CommonNONE
018802108LNTAlliant Energy Corp$1.0M0.01%16,672CommonNONE
36828A101GEVGE Vernova$996,6540.01%1,883CommonNONE
917488108UTMDUtah Medical Products Inc$994,8480.01%17,478CommonNONE
233912104DJCODaily Journal Corp.$987,6430.01%2,339CommonNONE
14448C104CARRCarrier Global Corp$962,5950.01%13,152CommonNONE
487836108KKellanova$934,1590.01%11,746CommonNONE
501044101KRKroger Co.$932,4900.01%13,000CommonNONE
313148306AGMFederal Agricultural Mortgage$927,1040.01%4,772CommonNONE
494368103KMBKimberly Clark$926,9350.01%7,190CommonNONE
882508104TXNTexas Instruments Inc.$896,7110.01%4,319CommonNONE
009158106APDAir Products & Chemicals Inc$888,2070.01%3,149CommonNONE
278642103EBAYeBay Inc$886,1480.01%11,901CommonNONE
72201F490PIMIXPimco Income Fund$885,8560.01%82,252CommonNONE
46137V357RSPInvesco S&P 500 Equal Weight E$883,6200.01%4,862CommonNONE
94106l109Waste Management, Inc$877,9820.01%3,837CommonNONE
962166104WYWeyerhaeuser Co.$865,1620.01%33,677CommonNONE
808524300SCHGSchwab U.S. Large-Cap Growth E$845,2790.01%28,938CommonNONE
88160R101TSLATesla Motors$816,1030.01%2,569CommonNONE
922042858VWOVanguard Emerging Market ETF$811,4300.01%16,406CommonNONE
71902E208PNXPhoenix Companies Inc$810,0000.01%45,000CommonNONE
11135F101AVGOBroadcom Ltd$804,0710.01%2,917CommonNONE
91324p102UnitedHealth Group Inc.$803,9470.01%2,577CommonNONE
101205102BWELJ.G. Boswell Company$779,3500.01%1,430CommonNONE
867224107SUSuncor Energy Incorporated$774,2790.01%20,675CommonNONE
98978V103ZTSZoetis Inc$773,0440.01%4,957CommonNONE
G16258108BEPBrookfield Renewable Energy$772,9530.01%30,300CommonNONE
464287234EEMiShares MSCI Emerging Markets$756,7020.01%15,686CommonNONE
352518401FCAVXFranklin California Tax-Free M$754,3320.01%114,815CommonNONE
49177J102KVUEKenvue Inc.$752,8730.01%35,971CommonNONE
98850P109YUMCYum China Holdings Inc$751,8880.01%16,817CommonNONE
H1467J104CBChubb Ltd$747,1880.01%2,579CommonNONE
69888T207PARRPar Pacific Holdings Inc$738,5690.01%27,839CommonNONE
00850M102ACGBYAgricultural Bank of China Ltd$728,1190.01%41,000CommonNONE
20825c104ConocoPhillips$719,3560.01%8,016CommonNONE
808524409SCHVSchwab US Large Cap Value$713,7200.01%25,794CommonNONE
955306105WSTWest Pharmaceutical Services I$712,6320.01%3,257CommonNONE
452308109ITWIllinois Tool Works Inc.$671,2840.01%2,715CommonNONE
666807102NOCNorthrop Grumman Corporation$661,9740.01%1,324CommonNONE
41068X100HASIHannon Armstrong Sustainable I$660,7560.01%24,600CommonNONE
620076307MSIMotorola Solutions, Inc$660,5430.01%1,571CommonNONE
81369y209Health Care Select SPDR$657,1010.01%4,875CommonNONE
921943858VEAVanguard FTSE Developed Market$654,5560.01%11,481CommonNONE
G83561129SPXSFSpirax-Sarco Engineering PLC ($652,8350.01%8,000CommonNONE
110122108BMYBristol Myers Squibb Co.$639,4040.01%13,813CommonNONE
315948109FBTCFidelity Wise Origin Bitcoin F$637,5340.01%6,783CommonNONE
833034101SNASnap On Tools Corp.$622,3600.01%2,000CommonNONE
826197501SIEGYSiemens AG - Spons ADR$619,3490.01%4,806CommonNONE
80687P106SBGSYSchneider Electric SA - Unspon$615,4710.01%11,530CommonNONE
126650100CVSCVS Corp.$615,2330.01%8,919CommonNONE
g29183103Eaton Corp.$589,0330.01%1,650CommonNONE
686688102ORAOrmat Technologies Inc.$586,3200.01%7,000CommonNONE
512807306LRCXLam Research Corporation$574,2090.01%5,899CommonNONE
609207105MDLZMondelez International$574,1170.01%8,513CommonNONE
231021106CMICummins Inc.$571,4870.01%1,745CommonNONE
775109200RCIRogers Communications Inc$567,6920.01%19,140CommonNONE
29670G102WTRGEssential Utilities Inc$557,1000.01%15,000CommonNONE
03076c106Ameriprise Financial Inc$550,2760.01%1,031CommonNONE
922021407VCADXVanguard California Int-term t$539,9710.01%48,083CommonNONE
11285b108Brookfield Renewable Corp$526,9380.01%16,075CommonNONE
464287291IXNiShares S&P Glbl Technology Se$523,1540.01%5,666CommonNONE
67066Y105NACNuveen CA Quality Muni Income$513,8200.01%46,000CommonNONE
808524102SCHBSchwab US Broad Market ETF$511,5110.01%21,465CommonNONE
219350105GLWCorning Inc.$510,1230.01%9,700CommonNONE
550021109LULULululemon Athletica Inc$505,8080.01%2,129CommonNONE
113004105BAMBrookfield Asset Management$505,7570.01%9,149CommonNONE
038222105AMATApplied Materials$495,9370.01%2,709CommonNONE
30040W108ESEversource Energy$489,8740.01%7,700CommonNONE
548661107LOWLowes Cos. Inc.$482,7890.01%2,176CommonNONE
464287507IJHiShares S&P Mid-Cap 400 ETF$481,2750.01%7,760CommonNONE
192108108Coeur D'Alene Mines Corp.$478,8030.01%54,041CommonNONE
M22465104CHKPCheck Point Software Technolog$475,6870.01%2,150CommonNONE
76954A103RIVNRivian Automotive Inc.$471,5570.01%34,320CommonNONE
32112j106First National Bank of Alaska$462,9190.01%1,796CommonNONE
771195104RHHBYRoche Holding Ltd.$456,1040.01%11,190CommonNONE
G48833118WFRDWeatherford International PLC$450,2740.01%8,950CommonNONE
443510607HUBBHubbell Inc. Class B$449,2510.01%1,100CommonNONE
68902V107OTISOtis Worldwide Corp$447,3720.01%4,518CommonNONE
74255Y888PREFPrincipal Spectrum Pfd Sec Act$445,7950.01%23,500CommonNONE
74460d109Public Storage Inc.$437,7830.01%1,492CommonNONE
126408103CSXCSX Corp$431,7600.01%13,232CommonNONE
532746104LMNRLimoneira Co. Santa Paula$425,1170.01%27,164CommonNONE
316092808FTECFidelity MSCI Information Tech$404,3010.01%2,050CommonNONE
808524805SCHFSchwab Intl Equity ETF$401,2480.01%18,156CommonNONE
007903107AMDAdvanced Micro Devices Inc.$398,7390.01%2,810CommonNONE
464287325IXJiShares S&P Glbl Healthcare In$398,5970.01%4,630CommonNONE
464287341IXCiShares S&P Glbl Energy ETF$392,9000.01%10,000CommonNONE
89832Q109TFCTruist Financial Corporation$390,3490.01%9,080CommonNONE
400506101PACGrupo Aeroportuario del Pacifi$383,4650.00%1,670CommonNONE
036752103ELVElevance Health Inc$381,9590.00%982CommonNONE
W6S38Z126NDRBFNibe Industrier AB ORDF-SWEDEN$380,9490.00%90,000CommonNONE
369550108GDGeneral Dynamics Corp$379,1580.00%1,300CommonNONE
358029106FMSFresenius Medical Care$378,8100.00%13,259CommonNONE
655844108NSCNorfolk Southern Corp.$377,8120.00%1,476CommonNONE
049560105ATOAtmos Energy Corp$373,2540.00%2,422CommonNONE
87612e106Target Corp.$367,8660.00%3,729CommonNONE
81369y407Consumer Discretionary Select$364,2450.00%1,676CommonNONE
922042874VGKVanguard European ETF$363,4300.00%4,689CommonNONE
737446104POSTPost Holdings Inc$360,5620.00%3,307CommonNONE
38141g104Goldman Sachs$359,5370.00%508CommonNONE
427848106HRCRHershey Creamery Co.$351,0080.00%90CommonNONE
92204a702Vanguard Info Tech Index Fund$335,6200.00%506CommonNONE
464287804IJRiShares S&P Small Cap 600 Inde$327,8700.00%3,000CommonNONE
171340102CHDChurch & Dwight Co.$327,5430.00%3,408CommonNONE
370334104GISGeneral Mills Inc.$321,7400.00%6,210CommonNONE
g8994e103Trane Technologies PLC$320,1840.00%732CommonNONE
745867101PHMPulte Homes, Inc.$319,2270.00%3,027CommonNONE
464288158SUBiShares Short Term Muni Bond E$319,0200.00%3,000CommonNONE
15189t107Centerpoint Energy Inc$318,7190.00%8,675CommonNONE
020002101ALLAllstate Corp.$316,8620.00%1,574CommonNONE
79466L302CRMSalesforce.com, Inc.$314,9570.00%1,155CommonNONE
81369y506Energy Select SPDR$312,1010.00%3,680CommonNONE
571748102MRSHMarsh & McLennan Cos.$309,8130.00%1,417CommonNONE
744573106PEGPublic Service Enterprise Grp$305,1520.00%3,625CommonNONE
617446448MSMorgan Stanley$300,5950.00%2,134CommonNONE
169656105CMGChipotle Mexican Grill, Inc.$300,4020.00%5,350CommonNONE
k7653q105Oersted A/S ORDF - DENMARK$299,5690.00%7,000CommonNONE
92206C680VONGVanguard Russell 1000 Growth$297,5700.00%2,725CommonNONE
31620R303FNFFidelity National Financial, I$296,8380.00%5,295CommonNONE
56585A102MPCMarathon Petroleum Corp$291,0250.00%1,752CommonNONE
09260d107The Blackstone Group Inc. Clas$289,4370.00%1,935CommonNONE
464287226AGGiShares Lehman Aggregate Bond$286,8860.00%2,892CommonNONE
88032Q109TCEHYTencent Holdings Ltd - Unsp AD$285,4120.00%4,425CommonNONE
336433107FSLRFirst Solar Inc.$281,4180.00%1,700CommonNONE
00724f101Adobe Systems, Inc.$281,2620.00%727CommonNONE
G7500M104RNWRenew Energy Global PLC$276,4000.00%40,000CommonNONE
093671105HRBH & R Block Inc.$274,4500.00%5,000CommonNONE
636274409NGGNational Grid PLC - Spons ADR$274,0020.00%3,682CommonNONE
294429105EFXEquifax Inc.$267,9290.00%1,033CommonNONE
29287L700FLXRTCW Flexible Income ETF$259,9750.00%6,590CommonNONE
68622v106Organon & Co.$259,5400.00%26,812CommonNONE
167239102REFIChicago Atlantic Real Estate$258,2600.00%18,500CommonNONE
33739Q507FCVTFirst Trust SSI Strategic Conv$255,5640.00%6,585CommonNONE
37733W204GSKGSK Plc ADR$255,4750.00%6,653CommonNONE
594972408MSTRMicroStrategy Inc$255,4730.00%632CommonNONE
65341B106XIFRXPLR Infrastructure LP$250,2230.00%30,515CommonNONE
281020107EIXEdison International$249,4860.00%4,835CommonNONE
883203101TXTTextron Inc$248,8990.00%3,100CommonNONE
025537101AEPAmerican Electric Power$245,8070.00%2,369CommonNONE
55903Q104MQ8MAG Silver Corp$245,1080.00%11,600CommonNONE
464287556IBBiShares Nasdaq Biotechnology I$244,5440.00%1,933CommonNONE
52736r102Levi Strauss & Co$240,8320.00%13,025CommonNONE
81762p102ServiceNow, Inc.$240,5710.00%234CommonNONE
29082A107EMBJEmbraer SA-SPON ADR$239,0220.00%4,200CommonNONE
023939101AMTMAmentum Holdings LLC$238,1010.00%10,085CommonNONE
297284200ESLOYEssilorLuxottica$236,0530.00%1,720CommonNONE
891054603TORXFTorex Gold Resources Inc$234,0990.00%7,170CommonNONE
88634T493TIDAL TR II$234,0040.00%10,555CommonNONE
806857108SLBSchlumberger Limited$232,5100.00%6,879CommonNONE
674599105OXYOccidental Petroleum Co. Delaw$232,3150.00%5,530CommonNONE
464287655IWMiShares Russell 2000 Index Fun$231,7580.00%1,074CommonNONE
891852303TPRPTower Properties$228,0000.00%10CommonNONE
008474108AEMAgnico Eagle Mines$225,9670.00%1,900CommonNONE
375558103GILDGilead Sciences$224,7330.00%2,027CommonNONE
172908105CTASCintas Corp$221,9790.00%996CommonNONE
50212v100LPL Financial Holdings Inc$221,6070.00%591CommonNONE
07831c103BellRing Brands, Inc.$217,7010.00%3,758CommonNONE
040919102ARKBARK 21Shares Bitcoin ETF$214,7400.00%6,000CommonNONE
680223104ORIOld Republic International Cor$211,4200.00%5,500CommonNONE
872590104TMUST-Mobile US Inc$208,2390.00%874CommonNONE
461202103INTUIntuit$205,5710.00%261CommonNONE
693475105PNCPNC Bank Corp.$201,7060.00%1,082CommonNONE
032654105ADIAnalog Devices, Inc.$201,1270.00%845CommonNONE
125523100CICigna Corp.$200,9930.00%608CommonNONE
29273V100ETEnergy Transfer LP$193,9370.00%10,697CommonNONE
811916105SASeabridge Gold Inc$169,8840.00%11,700CommonNONE
46132H106VCVInvesco California Value Muni$166,5320.00%16,059CommonNONE
059578104BDORYBanco do Brasil S.A.$165,2000.00%40,000CommonNONE
543495840LSBDXLoomis Sayles Fds Bond Fund In$130,0980.00%10,805CommonNONE
693391450PDMIXPimco GNMA and Govt Securities$126,7780.00%13,501CommonNONE
345370860FFord Motor Company$113,1110.00%10,425CommonNONE
592905103MWTRXMetropolitan West Total Return$101,8310.00%11,190CommonNONE
72919p202Plug Power Inc.$39,8490.00%26,744CommonNONE
184499101CLNEClean Energy Fuels Corp$23,4000.00%12,000CommonNONE
G65318100NDGPFNine Dragons Paper (Holdings)$17,6930.00%43,000CommonNONE
G5312W112Kore Potash PLC$17,1500.00%500,000CommonNONE
404165102HERCH.E.R.C. Products Inc$015,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.