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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 23 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AMLP ALPS ETF TR 300.0 $14K 0.01% NEW $47.02 +16.2%
442 EVEREST GROUP LTD 40.0 $14K 0.01% NEW $339.35
443 XLC SELECT SECTOR SPDR TR 114.0 $13K 0.00% NEW $117.72 -1.4%
444 HLIO HELIOS TECHNOLOGIES INC Industrials 250.0 $13K 0.00% NEW $53.49 +45.0%
445 WY WEYERHAEUSER CO MTN BE Real Estate 561.0 $13K 0.00% NEW $23.70 -3.2%
446 TJX TJX COS INC NEW Consumer Cyclical 86.0 $13K 0.00% NEW $153.60 -0.8%
447 PSF COHEN &STEERS SELECT PFD & Financial Services 650.0 $13K 0.00% NEW $20.28 -4.7%
448 EIX EDISON INTL Utilities 216.0 $13K 0.00% NEW $60.02 +16.7%
449 SLV ISHARES SILVER TR Financial Services 200.0 $13K 0.00% NEW $64.42 +4.9%
450 PSX PHILLIPS 66 Energy 100.0 $13K 0.00% NEW $128.79 +41.5%
451 CFG CITIZENS FINL GROUP INC Financial Services 218.0 $13K 0.00% NEW $58.41 +5.2%
452 IUSV ISHARES TR 123.0 $13K 0.00% NEW $102.54 +6.0%
453 KTOS KRATOS DEFENSE &SEC SOLUTIO Industrials 165.0 $13K 0.00% NEW $75.91 -29.5%
454 ANET ARISTA NETWORKS INC Technology 95.0 $12K 0.00% NEW $131.03 +7.2%
455 E ENI S P A Energy 325.0 $12K 0.00% NEW $37.94 +46.5%
456 PIO INVESCO EXCH TRADED FD TR II 275.0 $12K 0.00% NEW $44.15 -2.1%
457 EOG EOG RES INC Energy 115.0 $12K 0.00% NEW $105.14 +36.9%
458 ROST ROSS STORES INC Consumer Cyclical 67.0 $12K 0.00% NEW $179.07 +19.0%
459 TPC TUTOR PERINI CORP Industrials 175.0 $12K 0.00% NEW $67.02 +10.7%
460 NTRA NATERA INC Healthcare 50.0 $11K 0.00% NEW $229.08 -15.1%
Page 23 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%