BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WBD WARNER BROS DISCOVERY INC Communication Services 2,577.0 $71K 0.02% -590.0 -18.6% $27.46 -1.5%
62 EPD ENTERPRISE PRODS PARTNERS L Energy 1,824.0 $69K 0.02% -221.0 -10.8% $37.84 +4.2%
63 Q QNITY ELECTRONICS INC Technology 574.0 $66K 0.02% -9.0 -1.5% $115.28 +25.0%
64 INTC INTEL CORP Technology 1,435.0 $63K 0.02% -484.0 -25.2% $44.12 +144.0%
65 GLDM WORLD GOLD TR Financial Services 622.0 $58K 0.02% -398.0 -39.0% $92.69 -4.4%
66 AVGO BROADCOM INC Technology 153.0 $47K 0.02% -565.0 -78.7% $309.51 +33.1%
67 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 585.0 $42K 0.01% -7.0 -1.2% $71.14 -13.8%
68 GIS GENERAL MILLS INC Consumer Defensive 1,085.0 $40K 0.01% -65.0 -5.7% $37.22 -11.1%
69 VPU VANGUARD WORLD FD 200.0 $40K 0.01% -75.0 -27.3% $198.14 -4.2%
70 CRWD CROWDSTRIKE HLDGS INC Technology 100.0 $39K 0.01% -450.0 -81.8% $390.41 +59.1%
71 PANW PALO ALTO NETWORKS INC Technology 238.0 $38K 0.01% -2K -87.0% $160.32 +51.9%
72 CGUS CAPITAL GROUP CORE EQUITY ET 912.0 $35K 0.01% -75.0 -7.6% $38.42 +12.4%
73 BX BLACKSTONE INC Financial Services 300.0 $34K 0.01% -25.0 -7.7% $114.99 +1.1%
74 CMCSA COMCAST CORP NEW Communication Services 1,107.0 $32K 0.01% -1K -54.7% $28.70 -12.7%
75 PRFZ INVESCO EXCHANGE TRADED FD T 512.0 $24K 0.01% -238.0 -31.7% $45.92 +7.0%
76 IBIT ISHARES BITCOIN TRUST ETF Financial Services 600.0 $23K 0.01% -455.0 -43.1% $38.42 +13.2%
77 EATON VANCE TAX-MANAGED GLOB 2,250.0 $20K 0.01% -4K -65.9% $8.78
78 CHTR CHARTER COMMUNICATIONS INC Communication Services 65.0 $14K 0.01% -32.0 -33.0% $214.75 -34.0%
79 EFR EATON VANCE SR FLTNG RTE TR Financial Services 1,300.0 $14K 0.01% -700.0 -35.0% $10.54 -1.5%
80 MBB ISHARES TR 69.0 $7K 0.00% -6.0 -8.0% $94.96 -2.0%
Page 4 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%