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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 10 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MAR MARRIOTT INTL INC NEW Consumer Cyclical 430.0 $141K 0.05% $327.07 +8.0%
182 SSPY EXCHANGE LISTED FDS TR 1,577.0 $139K 0.05% $88.28 +5.4%
183 LOW LOWES COS INC Consumer Cyclical 589.0 $139K 0.05% $236.28 -7.6%
184 NFLX NETFLIX INC. Communication Services 1,407.0 $135K 0.05% +500.0 +55.1% $96.12 -9.5%
185 RDDT REDDIT INC Communication Services 1,000.0 $135K 0.05% $134.65 +17.5%
186 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 485.0 $133K 0.05% $275.18 -5.4%
187 VXUS VANGUARD STAR FDS 1,700.0 $131K 0.04% +750.0 +79.0% $77.11 +8.3%
188 TER TERADYNE INC Technology 440.0 $130K 0.04% $296.46 +14.0%
189 RDVI FIRST TR EXCHANGE-TRADED FD 4,875.0 $125K 0.04% -750.0 -13.3% $25.55 +6.1%
190 PRF INVESCO EXCHANGE TRADED FD T 2,594.0 $123K 0.04% -300.0 -10.4% $47.52 +10.2%
191 IVOG VANGUARD ADMIRAL FDS INC 974.0 $122K 0.04% $125.03 +8.9%
192 HYG ISHARES TR 1,518.0 $121K 0.04% -3K -62.7% $79.56 -0.0%
193 GSK GSK PLC Healthcare 2,060.0 $114K 0.04% $55.20 -10.0%
194 TIP ISHARES TR 1,019.0 $112K 0.04% -62.0 -5.7% $110.36 +0.1%
195 EFAV ISHARES TR 1,212.0 $111K 0.04% $91.37 +0.1%
196 CGCP CAPITAL GRP FIXED INCM ETF T 4,954.0 $111K 0.04% $22.34 -0.8%
197 VTWG VANGUARD SCOTTSDALE FDS 482.0 $110K 0.04% $229.01 +13.9%
198 CGCB CAPITAL GRP FIXED INCM ETF T 4,169.0 $109K 0.04% +1K +36.7% $26.26 -1.1%
199 MO ALTRIA GROUP INC Consumer Defensive 1,655.0 $109K 0.04% +26.0 +1.6% $66.01 +10.7%
200 STIP ISHARES TR 1,051.0 $109K 0.04% $103.44 +0.1%
Page 10 of 33  ·  651 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%