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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 21 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SMH VANECK ETF TRUST 60.0 $22K 0.01% NEW $360.13 +51.0%
402 FDIS FIDELITY COVINGTON TRUST 212.0 $22K 0.01% NEW $101.90 -3.3%
403 FLUTTER ENTMT PLC 100.0 $22K 0.01% NEW $215.04
404 FTEC FIDELITY COVINGTON TRUST 96.0 $21K 0.01% NEW $223.60 +19.0%
405 EXC EXELON CORP Utilities 492.0 $21K 0.01% NEW $43.57 +0.9%
406 DEUS DBX ETF TR 362.0 $21K 0.01% NEW $58.31 +7.8%
407 PPL PPL CORP Utilities 600.0 $21K 0.01% NEW $35.02 -0.3%
408 ISRG INTUITIVE SURGICAL INC Healthcare 36.0 $20K 0.01% NEW $566.36 -22.3%
409 CHTR CHARTER COMMUNICATIONS INC N Communication Services 97.0 $20K 0.01% NEW $208.75 -31.7%
410 KMB KIMBERLY-CLARK CORP Consumer Defensive 200.0 $20K 0.01% NEW $100.89 -4.3%
411 CLX CLOROX CO DEL Consumer Defensive 200.0 $20K 0.01% NEW $100.83 -8.2%
412 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 500.0 $20K 0.01% NEW $39.21 +4.6%
413 WTRG ESSENTIAL UTILS INC Utilities 500.0 $19K 0.01% NEW $38.36 -2.9%
414 CCL CARNIVAL CORP Consumer Cyclical 627.0 $19K 0.01% NEW $30.53 -21.8%
415 WELL WELLTOWER INC Real Estate 100.0 $19K 0.01% NEW $185.61 +14.5%
416 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 500.0 $18K 0.01% NEW $36.49 +1.6%
417 VDC VANGUARD WORLD FD 86.0 $18K 0.01% NEW $210.73 +11.4%
418 PPT PUTNAM PREMIER INCOME TR Financial Services 5,000.0 $18K 0.01% NEW $3.54 -3.3%
419 PPG PPG INDS INC Basic Materials 172.0 $18K 0.01% NEW $102.28 +1.4%
420 FIW FIRST TR EXCHANGE-TRADED FD 161.0 $18K 0.01% NEW $108.70 -8.3%
Page 21 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%