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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 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TGT TARGET CORP Consumer Defensive 5,069.0 $495K 0.03% NEW $97.75 +27.8%
82 TJX TJX COS INC NEW Consumer Cyclical 3,145.0 $483K 0.03% NEW $153.59 +3.5%
83 SHY ISHARES TR 5,775.0 $478K 0.03% NEW $82.82 -0.8%
84 QCOM QUALCOMM INC Technology 2,790.0 $477K 0.03% NEW $171.05 +44.1%
85 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 8,790.0 $476K 0.03% NEW $54.17 +1.9%
86 WTFC WINTRUST FINANCIAL Financial Services 3,374.0 $472K 0.03% NEW $139.82 +8.2%
87 WU WESTERN UN CO Financial Services 49,795.0 $464K 0.02% NEW $9.31 -11.8%
88 CCI CROWN CASTLE INC Real Estate 5,137.0 $457K 0.02% NEW $88.87 +2.5%
89 VRSK VERISK ANALYTICS INC Industrials 1,973.0 $441K 0.02% NEW $223.69 -23.4%
90 USB US BANCORP DEL Financial Services 8,218.0 $439K 0.02% NEW $53.36 +3.0%
91 NFLX NETFLIX COM INC Communication Services 4,580.0 $429K 0.02% NEW $93.76 -6.3%
92 FNF FIDELITY NATIONAL FINANCIAL Financial Services 7,564.0 $413K 0.02% NEW $54.59 -11.3%
93 D DOMINION ENERGY INC Utilities 6,667.0 $391K 0.02% NEW $58.59 +15.5%
94 TPL TEXAS PACIFIC LAND CORP Energy 1,350.0 $388K 0.02% NEW $287.22 +39.1%
95 CPRT COPART INC Industrials 9,750.0 $382K 0.02% NEW $39.15 -15.3%
96 FDX FEDEX CORPORATION Industrials 1,316.0 $380K 0.02% NEW $288.86 +38.8%
97 UPS UNITED PARCEL SRVC CL B Industrials 3,717.0 $369K 0.02% NEW $99.19 +3.1%
98 TSN TYSON FOODS INC Consumer Defensive 6,246.0 $366K 0.02% NEW $58.62 +11.1%
99 BBWI BATH & BODY WORKS INC Consumer Cyclical 18,000.0 $361K 0.02% NEW $20.08 -11.2%
100 TXN TEXAS INSTRS INC Technology 2,059.0 $357K 0.02% NEW $173.49 +86.2%
Page 5 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%