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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 27 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SYF SYNCHRONY FINANCIAL Financial Services 65.0 $5K 0.00% NEW $83.43 -16.4%
522 SMLF ISHARES TR 72.0 $5K 0.00% NEW $74.88 +8.1%
523 BIIB BIOGEN INC Healthcare 30.0 $5K 0.00% NEW $176.00 +9.1%
524 SCHO SCHWAB STRATEGIC TR 216.0 $5K 0.00% NEW $24.37 -1.1%
525 HOG HARLEY DAVIDSON INC Consumer Cyclical 256.0 $5K 0.00% NEW $20.49 +13.0%
526 GDX VANECK ETF TRUST 60.0 $5K 0.00% NEW $85.77 -1.4%
527 EEMV ISHARES INC 79.0 $5K 0.00% NEW $64.04 +11.3%
528 CBUS CIBUS INC Healthcare 2,899.0 $5K 0.00% NEW $1.74 -25.0%
529 WDC WESTERN DIGITAL CORP Technology 29.0 $5K 0.00% NEW $172.28 +163.9%
530 INGERSOLL RAND INC 62.0 $5K 0.00% NEW $79.23
531 EFV ISHARES TR 68.0 $5K 0.00% NEW $71.91 +8.5%
532 LYFT LYFT INC Technology 250.0 $5K 0.00% NEW $19.37 -32.3%
533 CEF SPROTT ASSET MANAGEMENT LP Financial Services 104.0 $5K 0.00% NEW $45.80 +2.9%
534 ADAMM ADAMAS TRUST INC. Financial Services 652.0 $5K 0.00% NEW $7.30 +248.6%
535 WAB WABTEC Industrials 22.0 $5K 0.00% NEW $215.82 +19.1%
536 KR KROGER CO Consumer Defensive 75.0 $5K 0.00% NEW $62.48 +13.1%
537 CCJ CAMECO CORP Energy 50.0 $5K 0.00% NEW $91.50 +13.5%
538 VOYA VOYA FINANCIAL INC Financial Services 60.0 $4K 0.00% NEW $74.48 +8.7%
539 DT DYNATRACE INC Technology 100.0 $4K 0.00% NEW $43.34 -7.7%
540 PWR QUANTA SVCS INC Industrials 10.0 $4K 0.00% NEW $422.10 +70.4%
Page 27 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%