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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 11 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GD GENERAL DYNAMICS CORP Industrials 314.0 $108K 0.04% -10.0 -3.1% $343.22 -0.8%
202 EMB ISHARES TR 1,140.0 $107K 0.04% +10.0 +0.9% $93.88 +0.4%
203 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 6,249.0 $107K 0.04% $17.12 +15.5%
204 XLV SELECT SECTOR SPDR TR 719.0 $105K 0.04% $146.65 +0.5%
205 EFA ISHARES TR 1,084.0 $105K 0.04% -214.0 -16.5% $97.15 +5.4%
206 XLF SELECT SECTOR SPDR TR 2,129.0 $105K 0.04% $49.37 +4.3%
207 QQQ INVESCO QQQ TR Financial Services 182.0 $105K 0.04% +1.0 +0.6% $577.15 +22.0%
208 STONE RIDGE TR 3,950.0 $105K 0.04% NEW $26.57
209 HD HOME DEPOT INC Consumer Cyclical 315.0 $104K 0.04% $328.66 -8.1%
210 NGG NATIONAL GRID PLC Utilities 1,223.0 $103K 0.04% $84.60 -0.1%
211 FIX COMFORT SYS USA INC Industrials 75.0 $103K 0.04% -5.0 -6.2% $1378.99 +34.1%
212 ITW ILLINOIS TOOL WKS INC Industrials 397.0 $103K 0.04% $260.16 -4.7%
213 PAYX PAYCHEX INC Industrials 1,120.0 $103K 0.04% $92.12 +3.0%
214 PSEC PROSPECT CAP CORP Financial Services 38,321.0 $100K 0.03% +6K +18.7% $2.61 -16.1%
215 IBB ISHARES TR 566.0 $96K 0.03% $168.85 -2.4%
216 FDX FEDEX CORP Industrials 265.0 $95K 0.03% $356.85 +4.9%
217 HACK AMPLIFY ETF TR 1,256.0 $94K 0.03% $75.11 +21.3%
218 PBI PITNEY BOWES INC Industrials 8,500.0 $94K 0.03% $11.05 +43.1%
219 VGT VANGUARD WORLD FD 133.0 $93K 0.03% $699.80 -84.0%
220 ED CONSOLIDATED EDISON INC Utilities 819.0 $93K 0.03% $113.21 -3.9%
Page 11 of 33  ·  651 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%