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Portfolio (Quarterly) Guide ↗

BARRETT & COMPANY, INC.

· CIK 0000887602
13F Portfolio $290.6B AUM 652 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 95 Added 90 Reduced 29 Exited
Page 23 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SYK STRYKER CORPORATION Healthcare 43.0 $14K 0.01% +1.0 +2.4% $320.93 -2.5%
442 WY WEYERHAEUSER CO Real Estate 561.0 $14K 0.01% $24.44 -8.1%
443 EFR EATON VANCE SR FLTNG RTE TR Financial Services 1,300.0 $14K 0.01% -700.0 -35.0% $10.54 -1.5%
444 ZTS ZOETIS INC Healthcare 115.0 $14K 0.01% $118.21 -34.0%
445 TPC TUTOR PERINI CORP Industrials 175.0 $14K 0.01% $77.19 -4.5%
446 SNDA SONIDA SENIOR LIVING INC Healthcare 418.0 $13K 0.01% NEW $32.25 +11.8%
447 EVEREST GROUP LTD 40.0 $13K 0.00% $326.85
448 CFG CITIZENS FINL GROUP INC Financial Services 218.0 $13K 0.00% $59.97 +0.4%
449 XLC SELECT SECTOR SPDR TR 115.0 $13K 0.00% +1.0 +0.9% $109.90 +5.8%
450 PSF COHEN &STEERS SELECT PFD & Financial Services 650.0 $13K 0.00% $19.39 -0.5%
451 IUSV ISHARES TR 123.0 $13K 0.00% $102.25 +5.7%
452 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 100.0 $13K 0.00% $125.46 +8.1%
453 TXN TEXAS INSTRS INC Technology 63.0 $12K 0.00% $194.62 +51.4%
454 MSI MOTOROLA SOLUTIONS INC Technology 28.0 $12K 0.00% $433.96 -9.4%
455 VAW VANGUARD WORLD FD 54.0 $12K 0.00% $224.56 -1.3%
456 PIO INVESCO EXCH TRADED FD TR II 275.0 $12K 0.00% $43.42 -0.5%
457 ANET ARISTA NETWORKS INC Technology 95.0 $12K 0.00% $122.78 +14.7%
458 KTOS KRATOS DEFENSE &SEC SOLUTIO Industrials 165.0 $12K 0.00% $70.51 -23.0%
459 IJT ISHARES TR 80.0 $12K 0.00% $144.71 +8.9%
460 AIRR FIRST TR EXCHANGE TRADED FD 101.0 $11K 0.00% $110.69 +11.2%
Page 23 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%