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Portfolio (Quarterly) Guide ↗

BARRETT & COMPANY, INC.

· CIK 0000887602
13F Portfolio $300M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 661 New
Page 18 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 C CITIGROUP INC Financial Services 279.0 $33K 0.01% NEW $116.87 +6.8%
342 XLE SELECT SECTOR SPDR TR 728.0 $33K 0.01% NEW $44.71 +33.8%
343 TW TRADEWEB MKTS INC Financial Services 300.0 $32K 0.01% NEW $107.54 +3.1%
344 BIZD VANECK ETF TRUST 2,250.0 $32K 0.01% NEW $14.18 -11.8%
345 CVNA CARVANA CO Consumer Cyclical 75.0 $32K 0.01% NEW $422.03 -85.0%
346 GTOP GOLDMAN SACHS ETF TR 798.0 $32K 0.01% NEW $39.51 +17.9%
347 CTVA CORTEVA INC Basic Materials 463.0 $31K 0.01% NEW $67.03 +17.8%
348 UNM UNUM GROUP Financial Services 396.0 $31K 0.01% NEW $77.50 +6.1%
349 QUAL ISHARES TR 154.0 $31K 0.01% NEW $198.64 +6.8%
350 SOLV SOLVENTUM CORP Healthcare 381.0 $30K 0.01% NEW $79.24 -5.7%
351 S SENTINELONE INC Technology 2,000.0 $30K 0.01% NEW $15.00 +17.7%
352 CRM SALESFORCE INC Technology 110.0 $29K 0.01% NEW $264.91 -32.3%
353 KHC KRAFT HEINZ CO Consumer Defensive 1,201.0 $29K 0.01% NEW $24.24 -4.0%
354 IWN ISHARES TR 159.0 $29K 0.01% NEW $181.21 +15.1%
355 SPLV INVESCO EXCH TRADED FD TR II 400.0 $29K 0.01% NEW $71.42 +3.0%
356 ARKQ ARK ETF TR 247.0 $28K 0.01% NEW $114.69 +16.5%
357 XLI SELECT SECTOR SPDR TR 180.0 $28K 0.01% NEW $155.12 +10.1%
358 COST COSTCO WHSL CORP NEW Consumer Defensive 32.0 $28K 0.01% NEW $862.34 +26.9%
359 ALC ALCON AG Healthcare 350.0 $28K 0.01% NEW $78.81 -14.6%
360 HIG HARTFORD INSURANCE GROUP INC Financial Services 200.0 $28K 0.01% NEW $137.80 -2.0%
Page 18 of 34  ·  661 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 26.3%
Communication Services 12.8%
Industrials 9.0%
Consumer Cyclical 7.0%
Healthcare 5.8%
Energy 4.1%
Consumer Defensive 2.2%
Utilities 1.5%
Real Estate 0.3%