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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 3 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HON HONEYWELL INTL INC Industrials 1,639.0 $370K 0.13% +252.0 +18.2% $226.05 -5.3%
42 FSIG FIRST TR EXCHANGE-TRADED FD 19,394.0 $367K 0.13% +12K +177.1% $18.94 -0.2%
43 DIS DISNEY WALT CO Communication Services 3,521.0 $339K 0.12% +105.0 +3.1% $96.39 +6.6%
44 PBA PEMBINA PIPELINE CORP Energy 7,395.0 $331K 0.11% +60.0 +0.8% $44.76 +9.0%
45 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,388.0 $327K 0.11% +604.0 +12.6% $60.64 -4.7%
46 BUFT FIRST TR EXCHNG TRADED FD VI 12,248.0 $304K 0.10% +150.0 +1.2% $24.81 +3.9%
47 GRNY TIDAL TRUST I 12,575.0 $300K 0.10% +550.0 +4.6% $23.87 +11.5%
48 GLW CORNING INC Technology 2,087.0 $284K 0.10% +12.0 +0.6% $135.95 +40.5%
49 AMD ADVANCED MICRO DEVICES INC Technology 1,275.0 $259K 0.09% +250.0 +24.4% $203.43 +113.8%
50 MINT PIMCO ETF TR 2,498.0 $251K 0.09% +15.0 +0.6% $100.57 +0.0%
51 GS GOLDMAN SACHS GROUP INC Financial Services 296.0 $250K 0.09% +2.0 +0.7% $845.72 +12.9%
52 IUSG ISHARES TR 1,603.0 $249K 0.09% +50.0 +3.2% $155.14 +20.1%
53 WM WASTE MGMT INC DEL Industrials 895.0 $206K 0.07% +101.0 +12.7% $229.72 -4.2%
54 CAT CATERPILLAR INC Industrials 288.0 $204K 0.07% +20.0 +7.5% $709.06 +24.8%
55 UNH UNITEDHEALTH GROUP INC Healthcare 684.0 $185K 0.06% +203.0 +42.2% $270.45 +42.7%
56 WASH WASHINGTON TR BANCORP INC Financial Services 5,500.0 $184K 0.06% +2K +49.4% $33.46 -6.8%
57 XLY SELECT SECTOR SPDR TR 1,772.0 $176K 0.06% +642.0 +56.8% $99.47 +17.2%
58 COF CAPITAL ONE FINL CORP Financial Services 943.0 $172K 0.06% +10.0 +1.1% $182.34 +2.2%
59 MU MICRON TECHNOLOGY INC Technology 499.0 $169K 0.06% +125.0 +33.4% $337.94 +122.3%
60 IBDW ISHARES TR 7,735.0 $159K 0.06% +6K +253.2% $20.55 +1.0%
Page 3 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%