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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WAB WABTEC Industrials 20.0 $5K 0.00% -2.0 -9.1% $252.50 +1.6%
82 HOG HARLEY DAVIDSON INC Consumer Cyclical 200.0 $4K 0.00% -56.0 -21.9% $20.22 +13.0%
83 EFV ISHARES TR 47.0 $3K 0.00% -21.0 -30.9% $74.34 +4.6%
84 VOD VODAFONE GROUP PLC Communication Services 204.0 $3K 0.00% -103.0 -33.5% $15.02 +0.6%
85 INDA ISHARES TR 60.0 $3K 0.00% -50.0 -45.5% $46.83 +1.0%
86 SWBI SMITH &WESSON BRANDS INC Industrials 150.0 $2K 0.00% -85.0 -36.2% $14.33 +7.1%
87 CC CHEMOURS CO Basic Materials 60.0 $1K -10.0 -14.3% $22.03 +0.9%
88 OGN ORGANON &CO Healthcare 115.0 $689.0 -6.0 -5.0% $5.99 +124.0%
89 LUMN LUMEN TECHNOLOGIES INC Communication Services 98.0 $679.0 -48.0 -32.9% $6.93 +37.3%
90 UEC URANIUM ENERGY CORP Energy 50.0 $675.0 -50.0 -50.0% $13.50 -5.6%
Page 5 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%