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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 33 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SRVR PACER FDS TR 11.0 $343.0 $31.18 +7.5%
642 FIEE INC 24.0 $169.0 $7.04
643 TDOC TELADOC HEALTH INC Healthcare 30.0 $164.0 $5.47 +16.2%
644 EPI WISDOMTREE TR 4.0 $163.0 $40.75 +2.6%
645 NOK NOKIA CORP Technology 14.0 $112.0 $8.00 +71.8%
646 CANOPY GROWTH CORPORATION 82.0 $78.0 $0.95
647 EMBC EMBECTA CORP Healthcare 8.0 $71.0 $8.88 -65.9%
648 ONL ORION PROPERTIES INC Real Estate 28.0 $60.0 $2.14 +37.9%
649 GAMESTOP CORP NEW 8.0 $31.0 $3.88
650 GEG GREAT ELM GROUP INC Healthcare 13.0 $24.0 $1.85 +17.5%
651 CNSP CNS PHARMACEUTICALS INC Healthcare 8.0 $19.0 $2.38 +94.1%
Page 33 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%