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Portfolio (Quarterly) Guide ↗

BARRETT & COMPANY, INC.

· CIK 0000887602
13F Portfolio $290.6B AUM 652 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 95 Added 90 Reduced 29 Exited
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSV VANGUARD BD INDEX FDS 9,302.0 $729K 0.25% -1K -10.6% $78.41 -0.9%
22 QCOM QUALCOMM INC Technology 5,055.0 $651K 0.22% -139.0 -2.7% $128.77 +53.3%
23 MRK MERCK &CO INC Healthcare 4,696.0 $565K 0.19% -468.0 -9.1% $120.30 -4.8%
24 IJS ISHARES TR 4,654.0 $551K 0.19% -297.0 -6.0% $118.45 +6.0%
25 ORI OLD REP INTL CORP Financial Services 13,076.0 $522K 0.18% -162.0 -1.2% $39.90 -0.8%
26 CSCO CISCO SYS INC Technology 6,682.0 $518K 0.18% -182.0 -2.6% $77.59 +50.2%
27 GE GE AEROSPACE Industrials 1,796.0 $510K 0.17% -20.0 -1.1% $283.77 +1.0%
28 BIV VANGUARD BD INDEX FDS 6,412.0 $495K 0.17% -53.0 -0.8% $77.18 -1.8%
29 BND VANGUARD BD INDEX FDS 6,438.0 $474K 0.16% -58.0 -0.9% $73.64 -1.6%
30 XYL XYLEM INC Industrials 3,756.0 $449K 0.15% -88.0 -2.3% $119.51 -10.7%
31 GEV GE VERNOVA INC Utilities 461.0 $403K 0.14% -4.0 -0.9% $873.48 +15.8%
32 SCHP SCHWAB STRATEGIC TR 14,269.0 $380K 0.13% -433.0 -3.0% $26.61 -0.1%
33 ITOT ISHARES TR 2,341.0 $333K 0.12% -154.0 -6.2% $142.46 +12.6%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 6,495.0 $326K 0.11% -611.0 -8.6% $50.20 -5.4%
35 CVS CVS HEALTH CORP Healthcare 4,364.0 $313K 0.11% -193.0 -4.2% $71.82 +32.2%
36 T AT&T INC Communication Services 10,691.0 $310K 0.11% -2K -14.3% $28.99 -14.4%
37 IVE ISHARES TR 1,465.0 $309K 0.11% -30.0 -2.0% $211.14 +6.5%
38 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,109.0 $287K 0.10% -62.0 -2.9% $136.11 -8.3%
39 VMBS VANGUARD SCOTTSDALE FDS 5,850.0 $275K 0.10% -719.0 -10.9% $46.95 -1.8%
40 ISHARES TR 10,960.0 $239K 0.08% -5K -29.2% $21.84
Page 2 of 5  ·  90 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
Financial Services 28.1%
Technology 26.7%
Communication Services 10.5%
Industrials 9.9%
Consumer Cyclical 6.8%
Healthcare 6.7%
Energy 6.3%
Consumer Defensive 2.4%
Utilities 1.9%
Real Estate 0.4%