SPXSF β€” Spirax-Sarco Engineering PLC (

Ownership history in EVERETT HARRIS & CO /CA/  Β·  4 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported Spirax-Sarco Engineering PLC ( (SPXSF) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows SPXSF at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPXSF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERETT HARRIS & CO /CA/'s position in Spirax-Sarco Engineering PLC (, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPXSF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EVERETT HARRIS & CO /CA/ held SPXSF β€” position size vs. price
% of Fund (quarterly)    SPXSF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 8,000 β€” 0% 0.01% $734K 2026-02-14 (Est.) $105.83
2025 Q3 UNCHANGED 8,000 β€” 0% 0.01% $734K 2025-11-03 $94.00
2025 Q2 UNCHANGED 8,000 β€” 0% 0.01% $653K 2025-08-08 $82.30
2025 Q1 INITIATED 8,000 β€” β€” 0.01% $638K 2025-05-12 $80.10

🏒 Other funds also holding SPXSF

As of 2025 Q4 β€” sorted by position size

AGMAN CAPITAL LLC 3.07%

FAQ About EVERETT HARRIS & CO /CA/ and SPXSF

These are the practical questions this page is built to answer before you even open the full history table.

How long has EVERETT HARRIS & CO /CA/ reported owning SPXSF?

EVERETT HARRIS & CO /CA/ reported SPXSF across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SPXSF position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for SPXSF was 0.01% in 2025 Q3.

What is the latest reported SPXSF position on this page?

The most recent filing on this page is 2025 Q4, when EVERETT HARRIS & CO /CA/ reported 8,000 shares, equal to 0.01% of portfolio, with an estimated market value of $734K.

What does the chart on this SPXSF ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'s quarterly SPXSF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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