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Portfolio (Quarterly) Guide ↗

BARR E S & CO

· CIK 0001040210
13F Portfolio $1.7B AUM 108 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 15 Added 46 Reduced 28 Exited
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USB US BANCORP DEL Financial Services 8,218.0 $427K 0.03% $52.01 +5.4%
82 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 8,790.0 $408K 0.02% $46.36 +13.1%
83 UPS UNITED PARCEL SRVC CL B Industrials 3,655.0 $360K 0.02% -62.0 -1.7% $98.38 +2.7%
84 UNP UNION PAC CORP Industrials 1,446.0 $351K 0.02% -11.0 -0.8% $242.62 +9.6%
85 HSY HERSHEY FOODS CORP Consumer Defensive 1,686.0 $351K 0.02% -3K -61.2% $207.89 -6.3%
86 GLD SPDR GOLD TR Financial Services 800.0 $344K 0.02% $430.29 -3.8%
87 AZO AUTOZONE INC Consumer Cyclical 100.0 $338K 0.02% $3377.78 +0.9%
88 BBWI BATH & BODY WORKS INC Consumer Cyclical 18,000.0 $336K 0.02% $18.67 -4.9%
89 PM PHILIP MORRIS INTL INC Consumer Defensive 1,980.0 $327K 0.02% -10.0 -0.5% $165.34 +14.3%
90 CPRT COPART INC Industrials 9,750.0 $324K 0.02% $33.20 +1.8%
91 AMGN AMGEN INCORPORATED Healthcare 917.0 $323K 0.02% +12.0 +1.3% $351.80 -3.6%
92 MPC MARATHON PETE CORP Energy 1,319.0 $322K 0.02% $244.18 +4.3%
93 F FORD MOTOR CO. Consumer Cyclical 27,375.0 $316K 0.02% -45K -62.1% $11.54 +29.4%
94 IVW I SHARES S & P 500 BARRA GROWT 2,620.0 $296K 0.02% -168.0 -6.0% $113.11 +20.8%
95 ABT ABBOTT LABORATORIES Healthcare 2,675.0 $275K 0.02% +15.0 +0.6% $102.66 -14.9%
96 MMM 3M CO Industrials 1,805.0 $262K 0.01% $145.23 +5.0%
97 JCI JOHNSON CTLS INTL PLC Industrials 2,000.0 $262K 0.01% $130.95 +5.7%
98 ADP AUTOMATIC DATA PROCESS Industrials 1,277.0 $259K 0.01% $203.18 +10.9%
99 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 110,000.0 $257K 0.01% +52K +91.3% $2.34 +73.5%
100 VO VANGUARD INDEX FDS 885.0 $254K 0.01% $287.18 -72.8%
Page 5 of 6  ·  108 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 59.2%
Communication Services 14.4%
Consumer Cyclical 10.5%
Technology 5.0%
Healthcare 4.1%
Consumer Defensive 2.8%
Real Estate 2.6%
Industrials 0.6%
Basic Materials 0.6%
Energy 0.5%