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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 16 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XAR SPDR SERIES TRUST 202.0 $49K 0.02% NEW $241.62 +7.5%
302 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 592.0 $49K 0.02% NEW $81.97 -25.0%
303 Q QNITY ELECTRONICS INC Technology 583.0 $48K 0.02% NEW $81.68 +82.4%
304 TT TRANE TECHNOLOGIES PLC Industrials 120.0 $47K 0.02% NEW $389.20 +18.3%
305 ISHARES TR 1,784.0 $46K 0.02% NEW $26.06
306 IBDW ISHARES TR 2,190.0 $46K 0.01% NEW $21.15 -2.3%
307 IBMR ISHARES TR 1,810.0 $46K 0.01% NEW $25.43 -0.8%
308 IBHI ISHARES TR 1,944.0 $46K 0.01% NEW $23.63 -1.5%
309 IBMQ ISHARES TR 1,794.0 $46K 0.01% NEW $25.58 -0.5%
310 IBHH ISHARES TR 1,925.0 $46K 0.01% NEW $23.67 -1.0%
311 LRCX LAM RESEARCH CORP Technology 263.0 $45K 0.01% NEW $170.85 +62.7%
312 DD DUPONT DE NEMOURS INC Basic Materials 1,111.0 $45K 0.01% NEW $40.20 +21.0%
313 IEF ISHARES TR 460.0 $44K 0.01% NEW $96.16 -3.2%
314 NUVEEN REAL ASSET INCOME &G 3,250.0 $44K 0.01% NEW $13.61
315 PRU PRUDENTIAL FINL INC Financial Services 382.0 $43K 0.01% NEW $112.88 -8.8%
316 IGSB ISHARES TR 800.0 $42K 0.01% NEW $52.88 -1.3%
317 SPYG SPDR SERIES TRUST 395.0 $42K 0.01% NEW $106.70 +9.1%
318 INCM FRANKLIN TEMPLETON ETF TR 1,500.0 $42K 0.01% NEW $28.04 +3.7%
319 NEBIUS GROUP N.V. 500.0 $42K 0.01% NEW $83.70
320 WST WEST PHARMACEUTICAL SVSC INC Healthcare 149.0 $41K 0.01% NEW $275.14 +10.6%
Page 16 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%