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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 4 of 5  ·  95 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COHEN &STEERS LTD DURATION 7,461.0 $149K 0.05% +75.0 +1.0% $19.97
62 NFLX NETFLIX INC. Communication Services 1,407.0 $135K 0.05% +500.0 +55.1% $96.12 -9.1%
63 VXUS VANGUARD STAR FDS 1,700.0 $131K 0.04% +750.0 +79.0% $77.11 +8.5%
64 CGCB CAPITAL GRP FIXED INCM ETF T 4,169.0 $109K 0.04% +1K +36.7% $26.26 -1.0%
65 MO ALTRIA GROUP INC Consumer Defensive 1,655.0 $109K 0.04% +26.0 +1.6% $66.01 +10.5%
66 EMB ISHARES TR 1,140.0 $107K 0.04% +10.0 +0.9% $93.88 +1.0%
67 QQQ INVESCO QQQ TR Financial Services 182.0 $105K 0.04% +1.0 +0.6% $577.15 +23.1%
68 PSEC PROSPECT CAP CORP Financial Services 38,321.0 $100K 0.03% +6K +18.7% $2.61 -16.9%
69 BA BOEING CO Industrials 460.0 $92K 0.03% +150.0 +48.4% $199.20 +10.4%
70 IAT ISHARES TR 1,111.0 $60K 0.02% +6.0 +0.5% $53.82 +3.9%
71 LRCX LAM RESEARCH CORP Technology 271.0 $58K 0.02% +8.0 +3.0% $213.52 +36.3%
72 SBUX STARBUCKS CORP Consumer Cyclical 595.0 $53K 0.02% +5.0 +0.8% $89.59 +19.5%
73 SGOV ISHARES TR 508.0 $51K 0.02% +3.0 +0.6% $100.63 -0.1%
74 VOOG VANGUARD ADMIRAL FDS INC 120.0 $49K 0.02% +1.0 +0.8% $406.16 -79.8%
75 PRU PRUDENTIAL FINL INC Financial Services 446.0 $44K 0.01% +64.0 +16.8% $97.76 +4.4%
76 QUAL ISHARES TR 169.0 $32K 0.01% +15.0 +9.7% $191.87 +9.7%
77 SLV ISHARES SILVER TR Financial Services 430.0 $29K 0.01% +230.0 +115.0% $68.14 +3.4%
78 IGV ISHARES TR 353.0 $28K 0.01% +30.0 +9.3% $80.05 +13.9%
79 SOLV SOLVENTUM CORP Healthcare 423.0 $28K 0.01% +42.0 +11.0% $65.30 +14.1%
80 SJM SMUCKER J M CO Consumer Defensive 281.0 $27K 0.01% +2.0 +0.7% $96.54 +5.8%
Page 4 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%