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Portfolio (Quarterly) Guide ↗

BARRETT & COMPANY, INC.

· CIK 0000887602
13F Portfolio $291M AUM 652 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 95 Added 90 Reduced 29 Exited
Page 14 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SRE SEMPRA Utilities 668.0 $65K 0.02% $97.17 -7.1%
262 TMO THERMO FISHER SCIENTIFIC INC Healthcare 131.0 $64K 0.02% $491.53 -10.1%
263 VRP INVESCO EXCH TRADED FD TR II 2,675.0 $64K 0.02% $23.98 +0.8%
264 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,000.0 $64K 0.02% $32.01 +3.2%
265 INTC INTEL CORP Technology 1,435.0 $63K 0.02% -484.0 -25.2% $44.12 +145.2%
266 ISHARES TR 2,474.0 $63K 0.02% $25.45
267 WEC WEC ENERGY GROUP INC Utilities 540.0 $63K 0.02% $115.77 -5.4%
268 DAL DELTA AIR LINES INC Industrials 900.0 $60K 0.02% $66.48 +5.7%
269 IAT ISHARES TR 1,111.0 $60K 0.02% +6.0 +0.5% $53.82 +3.5%
270 MRVL MARVELL TECHNOLOGY INC Technology 600.0 $59K 0.02% $99.05 +70.6%
271 LRCX LAM RESEARCH CORP Technology 271.0 $58K 0.02% +8.0 +3.0% $213.52 +30.2%
272 GLDM WORLD GOLD TR Financial Services 622.0 $58K 0.02% -398.0 -39.0% $92.69 -4.3%
273 ALL ALLSTATE CORP Financial Services 275.0 $57K 0.02% $207.34 +8.3%
274 NIM NUVEEN SELECT MAT MUN FD Financial Services 6,000.0 $57K 0.02% $9.45 -2.9%
275 PM PHILIP MORRIS INTL INC Consumer Defensive 339.0 $56K 0.02% $165.37 +15.8%
276 DON WISDOMTREE TR 1,050.0 $55K 0.02% $52.54 +2.9%
277 VOT VANGUARD INDEX FDS 210.0 $54K 0.02% $257.35 +9.4%
278 IWM ISHARES TR 216.0 $54K 0.02% $248.00 +10.1%
279 SBUX STARBUCKS CORP Consumer Cyclical 595.0 $53K 0.02% +5.0 +0.8% $89.59 +19.0%
280 MFC MANULIFE FINL CORP Financial Services 1,535.0 $53K 0.02% $34.44 +11.0%
Page 14 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%