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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 32 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 THRO BLACKROCK ETF TRUST 23.0 $887.0 NEW $38.57 +9.5%
622 OGN ORGANON &CO Healthcare 121.0 $867.0 NEW $7.17 +87.0%
623 OKTA OKTA INC Technology 10.0 $865.0 NEW $86.50 -4.3%
624 CC CHEMOURS CO Basic Materials 70.0 $825.0 NEW $11.79 +94.6%
625 HIMX HIMAX TECHNOLOGIES INC Technology 100.0 $819.0 NEW $8.19 +132.7%
626 NUE NUCOR CORP Basic Materials 5.0 $816.0 NEW $163.20 +39.1%
627 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 20.0 $775.0 NEW $38.75 -12.3%
628 MTUM ISHARES TR 3.0 $753.0 NEW $251.00 +17.3%
629 JGRO J P MORGAN EXCHANGE TRADED F 8.0 $744.0 NEW $93.00 +3.9%
630 PGX INVESCO EXCH TRADED FD TR II 66.0 $742.0 NEW $11.24 -2.1%
631 ARKG ARK ETF TR 25.0 $724.0 NEW $28.96 -2.9%
632 STONE RIDGE TR 4.0 $719.0 NEW $179.75
633 STZ CONSTELLATION BRANDS INC Consumer Defensive 5.0 $690.0 NEW $138.00 +3.2%
634 IFRA ISHARES TR 13.0 $684.0 NEW $52.62 +14.4%
635 KBWB INVESCO EXCH TRADED FD TR II 8.0 $674.0 NEW $84.25 +0.1%
636 ITA ISHARES TR 3.0 $644.0 NEW $214.67 +2.6%
637 BINC BLACKROCK ETF TRUST II 12.0 $643.0 NEW $53.58 -3.0%
638 FUTY FIDELITY COVINGTON TRUST 11.0 $608.0 NEW $55.27 +2.8%
639 BITO PROSHARES TR 50.0 $608.0 NEW $12.16 -13.7%
640 CRPT FIRST TR EXCHNG TRADED FD VI 40.0 $600.0 NEW $15.00 -3.7%
Page 32 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%