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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 1 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 93,710.0 $31.4M 10.48% NEW $335.27 +7.8%
2 IVW ISHARES TR 157,645.0 $19.4M 6.48% NEW $123.26 +10.0%
3 USMV ISHARES TR 175,048.0 $16.5M 5.50% NEW $94.16 +1.4%
4 NVDA NVIDIA CORPORATION Technology 74,606.0 $13.9M 4.64% NEW $186.50 +19.1%
5 ILCV ISHARES TR 94,632.0 $8.9M 2.98% NEW $94.36 +6.0%
6 IVV ISHARES TR 12,434.0 $8.5M 2.84% NEW $684.96 +8.0%
7 AAPL APPLE INC Technology 27,585.0 $7.5M 2.50% NEW $271.86 +8.8%
8 VEU VANGUARD INTL EQUITY INDEX F 98,635.0 $7.3M 2.42% NEW $73.56 +10.4%
9 VIG VANGUARD SPECIALIZED FUNDS 31,105.0 $6.8M 2.28% NEW $219.78 +4.4%
10 XT ISHARES TR 94,389.0 $6.6M 2.20% NEW $69.74 +13.2%
11 SPY SPDR S&P 500 ETF TR Financial Services 9,308.0 $6.3M 2.12% NEW $681.89 +8.0%
12 VUG VANGUARD INDEX FDS 12,643.0 $6.2M 2.06% NEW $487.87 -82.2%
13 FVD FIRST TR EXCHANGE-TRADED FD 132,509.0 $6.1M 2.04% NEW $46.08 +2.4%
14 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 9,277.0 $5.6M 1.87% NEW $603.29 +9.2%
15 AMZN AMAZON COM INC Consumer Cyclical 24,002.0 $5.5M 1.85% NEW $230.82 +14.6%
16 META META PLATFORMS INC Communication Services 7,761.0 $5.1M 1.71% NEW $660.10 -7.6%
17 VTV VANGUARD INDEX FDS 25,316.0 $4.8M 1.61% NEW $190.99 +8.2%
18 SLYG SPDR SERIES TRUST 50,528.0 $4.8M 1.59% NEW $94.19 +12.4%
19 VB VANGUARD INDEX FDS 17,491.0 $4.5M 1.50% NEW $257.95 +9.1%
20 FTCS FIRST TR EXCHANGE-TRADED FD 47,965.0 $4.4M 1.48% NEW $92.51 +1.2%
Page 1 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%