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Portfolio (Quarterly) Guide ↗

BARR E S & CO

· CIK 0001040210
13F Portfolio $1.9B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 133 New
Page 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSA PUBLIC STORAGE OPER CO Real Estate 1,353.0 $351K 0.02% NEW $259.50 +18.2%
102 COP CONOCOPHILLIPS Energy 3,725.0 $349K 0.02% NEW $93.61 +26.8%
103 XMTR XOMETRY INC CL A Industrials 5,850.0 $348K 0.02% NEW $59.47 +55.2%
104 VIRT VIRTU FINL INC Financial Services 10,386.0 $346K 0.02% NEW $33.32 +56.2%
105 IVW I SHARES S & P 500 BARRA GROWT 2,788.0 $344K 0.02% NEW $123.26 +12.3%
106 AZO AUTOZONE INC Consumer Cyclical 100.0 $339K 0.02% NEW $3391.50 -10.6%
107 UNP UNION PAC CORP Industrials 1,457.0 $337K 0.02% NEW $231.32 +17.4%
108 ABT ABBOTT LABORATORIES Healthcare 2,660.0 $333K 0.02% NEW $125.30 -31.0%
109 ADP AUTOMATIC DATA PROCESS Industrials 1,277.0 $328K 0.02% NEW $257.23 -14.4%
110 PM PHILIP MORRIS INTL INC Consumer Defensive 1,990.0 $319K 0.02% NEW $160.40 +14.4%
111 GLD SPDR GOLD TR Financial Services 800.0 $317K 0.02% NEW $396.31 +4.6%
112 LMT LOCKHEED MARTIN CORP Industrials 637.0 $308K 0.02% NEW $483.67 +10.3%
113 WEC WEC ENERGY GROUP INC Utilities 2,894.0 $305K 0.02% NEW $105.46 +7.5%
114 IJH ISHARES CORE S&P MID CAP ETF 4,610.0 $304K 0.02% NEW $66.00 +12.9%
115 AMGN AMGEN INCORPORATED Healthcare 905.0 $296K 0.01% NEW $327.31 +3.2%
116 MMM 3M CO Industrials 1,805.0 $289K 0.01% NEW $160.10 -3.7%
117 VO VANGUARD INDEX FDS 885.0 $257K 0.01% NEW $290.22 -72.8%
118 EMR EMERSON ELEC CO Industrials 1,925.0 $255K 0.01% NEW $132.72 +4.8%
119 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,000.0 $252K 0.01% NEW $125.87 -40.1%
120 LOW LOWES COS INC Consumer Cyclical 1,041.0 $251K 0.01% NEW $241.14 -11.4%
Page 6 of 7  ·  133 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 57.6%
Communication Services 16.2%
Consumer Cyclical 10.5%
Technology 5.3%
Healthcare 3.6%
Consumer Defensive 2.8%
Real Estate 2.5%
Industrials 0.5%
Basic Materials 0.5%
Energy 0.3%