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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 8 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRT VERTIV HOLDINGS CO Industrials 1,450.0 $235K 0.08% NEW $162.01 +102.5%
142 RDDT REDDIT INC Communication Services 1,000.0 $230K 0.08% NEW $229.87 -31.8%
143 QTUM ETF SER SOLUTIONS 2,080.0 $228K 0.08% NEW $109.66 +28.9%
144 COF CAPITAL ONE FINL CORP Financial Services 933.0 $226K 0.07% NEW $242.23 -24.5%
145 ISCV ISHARES TR 3,276.0 $224K 0.07% NEW $68.51 +6.3%
146 PFF ISHARES TR 7,123.0 $221K 0.07% NEW $30.96 +0.2%
147 AMD ADVANCED MICRO DEVICES INC Technology 1,025.0 $220K 0.07% NEW $214.16 +95.9%
148 MCD MCDONALDS CORP Consumer Cyclical 705.0 $215K 0.07% NEW $305.53 -7.4%
149 RVT ROYCE SMALL CAP TRUST INC Financial Services 13,242.0 $213K 0.07% NEW $16.10 +10.2%
150 V VISA INC Financial Services 597.0 $209K 0.07% NEW $350.53 -5.8%
151 IBDV ISHARES TR 9,086.0 $201K 0.07% NEW $22.07 -1.8%
152 NBBK NB BANCORP INC Financial Services 10,000.0 $198K 0.07% NEW $19.82 -1.6%
153 KO COCA COLA CO Consumer Defensive 2,781.0 $194K 0.07% NEW $69.90 +17.8%
154 DUK DUKE ENERGY CORP NEW Utilities 1,651.0 $194K 0.07% NEW $117.23 +6.1%
155 RTX RTX CORPORATION Industrials 1,038.0 $190K 0.06% NEW $183.48 -3.8%
156 FBT FIRST TR EXCHANGE-TRADED FD 905.0 $187K 0.06% NEW $206.52 +0.1%
157 STONE RIDGE TR 4,000.0 $186K 0.06% NEW $46.62
158 IEMG ISHARES INC 2,756.0 $185K 0.06% NEW $67.21 +17.6%
159 LGLV SPDR SERIES TRUST 1,054.0 $185K 0.06% NEW $175.57 +2.1%
160 GLW CORNING INC Technology 2,075.0 $182K 0.06% NEW $87.58 +102.0%
Page 8 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%