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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 14 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CEG CONSTELLATION ENERGY CORP Utilities 185.0 $65K 0.02% NEW $353.45 -26.3%
262 VRP INVESCO EXCH TRADED FD TR II 2,675.0 $65K 0.02% NEW $24.33 -0.7%
263 ITT ITT INC Industrials 375.0 $65K 0.02% NEW $173.51 +12.4%
264 ISHARES TR 2,474.0 $64K 0.02% NEW $25.85
265 DAL DELTA AIR LINES INC DEL Industrials 900.0 $62K 0.02% NEW $69.40 +1.2%
266 EATON VANCE TAX-MANAGED GLOB 6,600.0 $62K 0.02% NEW $9.42
267 KEYS KEYSIGHT TECHNOLOGIES INC Technology 305.0 $62K 0.02% NEW $203.19 +67.6%
268 DHR DANAHER CORPORATION Healthcare 270.0 $62K 0.02% NEW $228.92 -28.4%
269 CME CME GROUP INC Financial Services 225.0 $61K 0.02% NEW $273.08 +10.7%
270 IAT ISHARES TR 1,105.0 $61K 0.02% NEW $55.15 +1.0%
271 IDXX IDEXX LABS INC Healthcare 90.0 $61K 0.02% NEW $676.53 -19.3%
272 NVO NOVO-NORDISK A S Healthcare 1,189.0 $60K 0.02% NEW $50.87 -13.0%
273 NOW SERVICENOW INC Technology 390.0 $60K 0.02% NEW $153.19 -32.5%
274 SRE SEMPRA Utilities 668.0 $59K 0.02% NEW $88.29 +2.2%
275 VOT VANGUARD INDEX FDS 210.0 $59K 0.02% NEW $279.14 +0.9%
276 ALL ALLSTATE CORP Financial Services 275.0 $57K 0.02% NEW $208.15 +7.9%
277 WEC WEC ENERGY GROUP INC Utilities 540.0 $57K 0.02% NEW $105.46 +3.9%
278 BP BP PLC Energy 1,613.0 $56K 0.02% NEW $34.72 +32.9%
279 NIM NUVEEN SELECT MAT MUN FD Financial Services 6,000.0 $56K 0.02% NEW $9.31 -1.4%
280 MFC MANULIFE FINL CORP Financial Services 1,535.0 $56K 0.02% NEW $36.28 +5.4%
Page 14 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%