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Portfolio (Quarterly) Guide ↗

BARRETT & COMPANY, INC.

· CIK 0000887602
13F Portfolio $290.6B AUM 652 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 95 Added 90 Reduced 29 Exited
Page 1 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 97,024.0 $31.1M 10.71% +3K +3.5% $320.81 +13.1%
2 USMV ISHARES TR 177,987.0 $16.5M 5.68% +3K +1.7% $92.74 +2.1%
3 IVV ISHARES TR 12,527.0 $8.2M 2.82% +93.0 +0.8% $653.23 +13.7%
4 VEU VANGUARD INTL EQUITY INDEX F 101,353.0 $7.6M 2.62% +3K +2.8% $75.10 +7.9%
5 VIG VANGUARD SPECIALIZED FUNDS 31,411.0 $6.8M 2.33% +306.0 +1.0% $215.06 +6.7%
6 FVD FIRST TR EXCHANGE-TRADED FD 134,540.0 $6.3M 2.18% +2K +1.5% $47.03 -0.9%
7 GOOGL ALPHABET INC Communication Services 17,802.0 $5.1M 1.76% +9K +97.1% $287.22 +39.6%
8 SLYG SPDR SERIES TRUST 51,266.0 $5.0M 1.71% +738.0 +1.5% $96.62 +9.5%
9 FTCS FIRST TR EXCHANGE-TRADED FD 49,409.0 $4.6M 1.58% +1K +3.0% $92.76 -0.3%
10 VEA VANGUARD TAX-MANAGED FDS 61,399.0 $3.9M 1.35% +909.0 +1.5% $64.08 +7.8%
11 XOM EXXON MOBIL CORP Energy 19,131.0 $3.2M 1.12% +1K +6.3% $169.66 -10.0%
12 IXUS ISHARES TR 36,627.0 $3.2M 1.09% +5K +17.3% $86.64 +7.8%
13 CGGR CAPITAL GROUP GROWTH ETF 74,704.0 $3.0M 1.03% +4K +5.4% $40.19 +13.9%
14 JPM JPMORGAN CHASE &CO Financial Services 9,546.0 $2.8M 0.97% +146.0 +1.6% $294.16 +2.0%
15 CALF PACER FDS TR 51,928.0 $2.3M 0.80% +409.0 +0.8% $44.87 +4.0%
16 RDVY FIRST TR EXCHANGE TRADED FD 32,720.0 $2.2M 0.77% +1K +3.8% $68.28 +7.8%
17 JNJ JOHNSON &JOHNSON Healthcare 8,773.0 $2.1M 0.74% +194.0 +2.3% $244.45 -5.6%
18 IBDS ISHARES TR 63,106.0 $1.5M 0.53% +7K +12.8% $24.24 -0.2%
19 KNG FIRST TR EXCHANGE-TRADED FD 28,767.0 $1.4M 0.48% +1K +5.3% $48.71 -1.3%
20 RSP INVESCO EXCHANGE TRADED FD T 7,090.0 $1.4M 0.47% +551.0 +8.4% $191.92 +5.0%
Page 1 of 5  ·  95 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 28.1%
Technology 26.7%
Communication Services 10.5%
Industrials 9.9%
Consumer Cyclical 6.8%
Healthcare 6.7%
Energy 6.3%
Consumer Defensive 2.4%
Utilities 1.9%
Real Estate 0.4%