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Portfolio (Quarterly) Guide ↗

BARRETT & COMPANY, INC.

· CIK 0000887602
13F Portfolio $291M 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  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISCV ISHARES TR 3,154.0 $219K 0.07% -122.0 -3.7% $69.52 +4.5%
42 GRID FIRST TR EXCHANGE-TRADED FD 1,268.0 $208K 0.07% -3K -66.9% $163.65 +13.1%
43 IEMG ISHARES INC 2,727.0 $190K 0.07% -29.0 -1.1% $69.75 +12.6%
44 ET ENERGY TRANSFER L P Energy 9,720.0 $188K 0.07% -446.0 -4.4% $19.30 +4.6%
45 XLK SELECT SECTOR SPDR TR 1,322.0 $176K 0.06% -1K -43.8% $132.90 +30.4%
46 TDG TRANSDIGM GROUP INC Industrials 134.0 $155K 0.05% -66.0 -33.0% $1156.02 +2.3%
47 PLTR PALANTIR TECHNOLOGIES INC Technology 990.0 $145K 0.05% -400.0 -28.8% $146.28 -7.6%
48 RDVI FIRST TR EXCHANGE-TRADED FD 4,875.0 $125K 0.04% -750.0 -13.3% $25.55 +5.4%
49 PRF INVESCO EXCHANGE TRADED FD T 2,594.0 $123K 0.04% -300.0 -10.4% $47.52 +9.8%
50 HYG ISHARES TR 1,518.0 $121K 0.04% -3K -62.7% $79.56 -0.2%
51 TIP ISHARES TR 1,019.0 $112K 0.04% -62.0 -5.7% $110.36 -0.2%
52 GD GENERAL DYNAMICS CORP Industrials 314.0 $108K 0.04% -10.0 -3.1% $343.22 -0.0%
53 EFA ISHARES TR 1,084.0 $105K 0.04% -214.0 -16.5% $97.15 +4.9%
54 FIX COMFORT SYS USA INC Industrials 75.0 $103K 0.04% -5.0 -6.2% $1378.99 +34.5%
55 PYPL PAYPAL HLDGS INC Financial Services 2,045.0 $93K 0.03% -915.0 -30.9% $45.24 -1.9%
56 SCHD SCHWAB STRATEGIC TR 3,006.0 $92K 0.03% -81.0 -2.6% $30.68 +4.6%
57 IAU ISHARES GOLD TR Financial Services 1,000.0 $88K 0.03% -8.0 -0.8% $88.16 -4.4%
58 VRT VERTIV HOLDINGS CO Industrials 325.0 $81K 0.03% -1K -77.6% $250.58 +35.6%
59 IVOO VANGUARD ADMIRAL FDS INC 702.0 $80K 0.03% -90.0 -11.4% $114.32 +5.7%
60 OEF ISHARES TR 242.0 $77K 0.03% -4.0 -1.6% $317.58 +15.4%
Page 3 of 5  ·  90 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%