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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 19 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DFIV DIMENSIONAL ETF TRUST 549.0 $27K 0.01% NEW $49.90 +11.5%
362 SJM SMUCKER J M CO Consumer Defensive 279.0 $27K 0.01% NEW $97.67 +5.5%
363 NI NISOURCE INC Utilities 650.0 $27K 0.01% NEW $41.76 +13.6%
364 APP APPLOVIN CORP Technology 40.0 $27K 0.01% NEW $673.83 -28.4%
365 ACN ACCENTURE PLC IRELAND Technology 100.0 $27K 0.01% NEW $268.30 -33.2%
366 ASML ASML HOLDING N V Technology 25.0 $27K 0.01% NEW $1069.88 +44.9%
367 DKNG DRAFTKINGS INC NEW Consumer Cyclical 775.0 $27K 0.01% NEW $34.46 -25.9%
368 RSG REPUBLIC SVCS INC Industrials 125.0 $26K 0.01% NEW $211.93 +1.4%
369 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 4,670.0 $26K 0.01% NEW $5.66 +3.0%
370 SPSM SPDR SERIES TRUST 562.0 $26K 0.01% NEW $46.86 +12.8%
371 ORCL ORACLE CORP Technology 135.0 $26K 0.01% NEW $194.91 -6.9%
372 IBDY ISHARES TR 1,000.0 $26K 0.01% NEW $26.14 -2.0%
373 IBIE ISHARES TR 1,000.0 $26K 0.01% NEW $25.98 +1.5%
374 ISHARES TR 1,000.0 $26K 0.01% NEW $25.95
375 IBID ISHARES TR 1,000.0 $26K 0.01% NEW $25.80 +1.8%
376 MKL MARKEL GROUP INC Financial Services 12.0 $26K 0.01% NEW $2149.67 -13.5%
377 ADP AUTOMATIC DATA PROCESSING IN Industrials 100.0 $26K 0.01% NEW $257.23 -14.2%
378 BLK BLACKROCK INC Financial Services 24.0 $26K 0.01% NEW $1070.33 -1.8%
379 IBIC ISHARES TR 1,000.0 $26K 0.01% NEW $25.55 +2.1%
380 O REALTY INCOME CORP Real Estate 452.0 $26K 0.01% NEW $56.42 +10.0%
Page 19 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%