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Portfolio (Quarterly) Guide ↗

Barry Investment Advisors, LLC

· CIK 0001631639
13F Portfolio $478M AUM 102 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 23 Added 44 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK SANDISK CORP Technology 242.0 $550K 0.12% NEW $2273.73 -33.8%
2 MU MICRON TECHNOLOGY INC Technology 355.0 $410K 0.09% NEW $1154.25 -19.3%
3 WTAI WISDOMTREE TR 5,601.0 $266K 0.06% NEW $47.47 -14.7%
4 LLY ELI LILLY & CO Healthcare 209.0 $250K 0.05% NEW $1198.48 +5.3%
5 QCOM QUALCOMM INC Technology 1,258.0 $232K 0.05% NEW $184.78 -13.6%
6 MRNA MODERNA INC Healthcare 3,248.0 $227K 0.05% NEW $70.03 +121.7%
7 JPM JPMORGAN CHASE & CO Financial Services 632.0 $207K 0.04% NEW $327.32 +8.5%

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
Healthcare 23.9%
Technology 20.9%
Financial Services 17.1%
Industrials 15.8%
Energy 8.9%
Utilities 4.6%
Consumer Defensive 3.9%
Consumer Cyclical 2.0%
Communication Services 1.5%
Real Estate 0.8%