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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
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLU SELECT SECTOR SPDR TR 10,472.0 $475K 0.10% -431.0 -4.0% $45.34 -4.6%
62 IXJ ISHARES TR 4,582.0 $451K 0.09% -45.0 -1.0% $98.37 +9.2%
63 GSK GSK PLC Healthcare 8,022.0 $421K 0.09% -6K -40.8% $52.42 -0.9%
64 SPYD SPDR SERIES TRUST 8,751.0 $418K 0.09% +52.0 +0.6% $47.71 +5.6%
65 MU MICRON TECHNOLOGY INC Technology 355.0 $410K 0.09% NEW $1154.25 -19.5%
66 MO ALTRIA GROUP INC Consumer Defensive 5,224.0 $376K 0.08% $71.95 -5.7%
67 AZN ASTRAZENECA PLC Healthcare 1,980.0 $375K 0.08% $189.62 -10.5%
68 GE GE AEROSPACE Industrials 987.0 $369K 0.08% -53.0 -5.1% $373.63 -7.1%
69 GEV GE VERNOVA INC Utilities 289.0 $339K 0.07% -28.0 -8.8% $1173.58 -19.8%
70 GOOG ALPHABET INC 931.0 $329K 0.07% -171.0 -15.5% $353.48
71 AMZN AMAZON COM INC Consumer Cyclical 1,340.0 $319K 0.07% -206.0 -13.3% $238.34 +9.4%
72 SPG SIMON PPTY GROUP INC NEW Real Estate 1,399.0 $313K 0.07% -18.0 -1.3% $223.63 -1.6%
73 NVS NOVARTIS AG Healthcare 1,962.0 $307K 0.06% $156.72 +1.9%
74 EWJV ISHARES TR 6,940.0 $305K 0.06% $43.96 +7.7%
75 PEP PEPSICO INC Consumer Defensive 2,166.0 $293K 0.06% $135.39 +5.3%
76 VXUS VANGUARD STAR FDS 3,357.0 $287K 0.06% +531.0 +18.8% $85.49 +2.9%
77 MSFT MICROSOFT CORP Technology 769.0 $287K 0.06% -31.0 -3.9% $373.09 +31.2%
78 CB CHUBB LIMITED Financial Services 822.0 $281K 0.06% -8.0 -1.0% $341.35 +0.2%
79 DXJ WISDOMTREE TR 1,602.0 $278K 0.06% $173.53 +2.8%
80 CLS CELESTICA INC Technology 754.0 $275K 0.06% $364.80 -17.3%
Page 4 of 6  ·  102 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
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%