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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 15 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PM PHILIP MORRIS INTL INC Consumer Defensive 339.0 $54K 0.02% NEW $160.43 +19.4%
282 DON WISDOMTREE TR 1,050.0 $54K 0.02% NEW $51.60 +4.7%
283 WFC WELLS FARGO CO NEW Financial Services 577.0 $54K 0.02% NEW $93.23 -20.2%
284 GIS GENERAL MLS INC Consumer Defensive 1,150.0 $53K 0.02% NEW $46.50 -28.1%
285 LNC LINCOLN NATL CORP IND Financial Services 1,200.0 $53K 0.02% NEW $44.53 -22.1%
286 IWM ISHARES TR 216.0 $53K 0.02% NEW $246.16 +10.9%
287 VOOG VANGUARD ADMIRAL FDS INC 119.0 $53K 0.02% NEW $446.02 -81.9%
288 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,055.0 $52K 0.02% NEW $49.65 -12.4%
289 SOFI SOFI TECHNOLOGIES INC Financial Services 2,000.0 $52K 0.02% NEW $26.18 -40.0%
290 EATON VANCE TAX-MANAGED BUY- 3,600.0 $52K 0.02% NEW $14.36
291 MRVL MARVELL TECHNOLOGY INC Technology 600.0 $51K 0.02% NEW $84.98 +98.8%
292 VPU VANGUARD WORLD FD 275.0 $51K 0.02% NEW $185.04 +3.8%
293 SGOV ISHARES TR 505.0 $51K 0.02% NEW $100.36 +0.2%
294 VIS VANGUARD WORLD FD 169.0 $50K 0.02% NEW $298.70 +10.0%
295 XLP SELECT SECTOR SPDR TR 648.0 $50K 0.02% NEW $77.68 +10.8%
296 BX BLACKSTONE INC Financial Services 325.0 $50K 0.02% NEW $154.14 -25.9%
297 OLN OLIN CORP Basic Materials 2,399.0 $50K 0.02% NEW $20.83 +29.9%
298 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 3,250.0 $50K 0.02% NEW $15.34 -4.4%
299 SBUX STARBUCKS CORP Consumer Cyclical 590.0 $50K 0.02% NEW $84.21 +26.6%
300 VSS VANGUARD INTL EQUITY INDEX F 346.0 $50K 0.02% NEW $143.33 +8.6%
Page 15 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%