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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 15 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VIS VANGUARD WORLD FD 169.0 $53K 0.02% $312.55 +5.1%
282 CEG CONSTELLATION ENERGY CORP Utilities 185.0 $52K 0.02% $279.39 -6.7%
283 XAR SPDR SERIES TRUST 202.0 $51K 0.02% $254.49 +2.0%
284 DHR DANAHER CORP DEL Healthcare 270.0 $51K 0.02% $189.60 -13.6%
285 SGOV ISHARES TR 508.0 $51K 0.02% +3.0 +0.6% $100.63 -0.1%
286 DD DUPONT DE NEMOURS INC Basic Materials 1,114.0 $51K 0.02% $45.79 +6.2%
287 IDXX IDEXX LABS INC Healthcare 90.0 $51K 0.02% $561.89 -2.9%
288 VSS VANGUARD INTL EQUITY INDEX F 346.0 $50K 0.02% $145.79 +6.8%
289 TT TRANE TECHNOLOGIES PLC Industrials 120.0 $50K 0.02% $416.74 +10.5%
290 EATON VANCE TAX-MANAGED BUY- 3,600.0 $49K 0.02% $13.67
291 VOOG VANGUARD ADMIRAL FDS INC 120.0 $49K 0.02% +1.0 +0.8% $406.16 -80.1%
292 AVGO BROADCOM INC Technology 153.0 $47K 0.02% -565.0 -78.7% $309.51 +32.8%
293 KMI KINDER MORGAN INC DEL Energy 1,400.0 $47K 0.02% $33.53 +0.7%
294 ISHARES TR 1,784.0 $46K 0.02% $25.83
295 WFC WELLS FARGO &CO Financial Services 577.0 $46K 0.02% $79.63 -6.6%
296 IBMR ISHARES TR 1,810.0 $46K 0.02% $25.35 -0.5%
297 IBMQ ISHARES TR 1,794.0 $46K 0.02% $25.53 -0.4%
298 ARM ARM HOLDINGS PLC Technology 300.0 $45K 0.02% NEW $151.28 +47.5%
299 IBHI ISHARES TR 1,944.0 $45K 0.02% $23.28 -0.1%
300 DE DEERE &CO Industrials 80.0 $45K 0.02% $564.90 -0.1%
Page 15 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%