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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 26 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PH PARKER-HANNIFIN CORP Industrials 7.0 $6K 0.00% $895.29 -3.6%
502 FE FIRSTENERGY CORP Utilities 123.0 $6K 0.00% $50.66 -13.5%
503 MDLZ MONDELEZ INTL INC Consumer Defensive 107.0 $6K 0.00% +1.0 +0.9% $57.45 +5.2%
504 CWB SPDR SERIES TRUST 67.0 $6K 0.00% $91.52 +12.4%
505 IWB ISHARES TR 17.0 $6K 0.00% $356.59 +12.8%
506 SLF SUN LIFE FINANCIAL INC. Financial Services 94.0 $6K 0.00% $62.56 +15.0%
507 IGOV ISHARES TR 140.0 $6K 0.00% $41.06 +0.5%
508 IGIB ISHARES TR 108.0 $6K 0.00% $53.22 -1.1%
509 SANDISK CORP 9.0 $6K 0.00% $635.33
510 ADBE ADOBE INC Technology 23.0 $6K 0.00% $243.09 +5.2%
511 GDX VANECK ETF TRUST 60.0 $6K 0.00% $91.77 -5.0%
512 BIIB BIOGEN INC Healthcare 30.0 $6K 0.00% $183.33 +5.2%
513 PWR QUANTA SVCS INC Industrials 10.0 $5K 0.00% $549.00 +40.3%
514 GNOM GLOBAL X FDS 125.0 $5K 0.00% $43.74 +0.6%
515 SMLF ISHARES TR 72.0 $5K 0.00% $75.49 +8.3%
516 CCJ CAMECO CORP Energy 50.0 $5K 0.00% $108.60 -3.2%
517 KR KROGER CO Consumer Defensive 75.0 $5K 0.00% $72.36 -8.8%
518 BLOCK INC 90.0 $5K 0.00% $60.18
519 APH AMPHENOL CORP Technology 42.0 $5K 0.00% $126.36 -3.7%
520 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 100.0 $5K 0.00% $52.76 +13.1%
Page 26 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%