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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 4 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFAU DIMENSIONAL ETF TRUST 16,748.0 $784K 0.26% NEW $46.80 +8.2%
62 EMR EMERSON ELEC CO Industrials 5,750.0 $763K 0.26% NEW $132.73 +0.2%
63 IBM INTERNATIONAL BUSINESS MACHS Technology 2,528.0 $741K 0.25% NEW $293.29 -25.2%
64 QQEW FIRST TR EXCHANGE-TRADED FD 4,870.0 $692K 0.23% NEW $142.12 +2.0%
65 IBDR ISHARES TR 28,512.0 $691K 0.23% NEW $24.23 -0.1%
66 ICOW PACER FDS TR 17,751.0 $687K 0.23% NEW $38.68 +16.1%
67 SHY ISHARES TR 8,194.0 $679K 0.23% NEW $82.82 -0.9%
68 ABBV ABBVIE INC Healthcare 2,959.0 $676K 0.23% NEW $228.47 -8.3%
69 VCSH VANGUARD SCOTTSDALE FDS 8,204.0 $654K 0.22% NEW $79.73 -1.2%
70 AON AON PLC Financial Services 1,843.0 $650K 0.22% NEW $352.88 -7.5%
71 DVYE ISHARES INC 19,734.0 $615K 0.20% NEW $31.16 +9.6%
72 WCMI FIRST TR EXCHANGE-TRADED FD 36,100.0 $614K 0.20% NEW $17.01 +9.0%
73 ISHARES TR 27,110.0 $606K 0.20% NEW $22.36
74 ORI OLD REP INTL CORP Financial Services 13,238.0 $604K 0.20% NEW $45.64 -13.8%
75 GLD SPDR GOLD TR Financial Services 1,501.0 $595K 0.20% NEW $396.31 +5.3%
76 GRID FIRST TR EXCHANGE TRADED FD 3,835.0 $587K 0.20% NEW $153.02 +23.7%
77 DVY ISHARES TR 4,077.0 $575K 0.19% NEW $141.13 +8.1%
78 IJS ISHARES TR 4,951.0 $563K 0.19% NEW $113.72 +11.0%
79 GE GE AEROSPACE Industrials 1,816.0 $559K 0.19% NEW $307.95 -8.6%
80 BERKSHIRE HATHAWAY INC DEL 1,111.0 $558K 0.19% NEW $502.42
Page 4 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%