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Portfolio (Quarterly) Guide ↗

BARRETT & COMPANY, INC.

· CIK 0000887602
13F Portfolio $300M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 661 New
Page 13 of 34  ·  661 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NUV NUVEEN MUN VALUE FD INC Financial Services 8,445.0 $77K 0.03% NEW $9.06 +0.2%
242 FDX FEDEX CORP Industrials 264.0 $76K 0.03% NEW $289.35 +33.7%
243 TMO THERMO FISHER SCIENTIFIC INC Healthcare 131.0 $76K 0.03% NEW $579.45 -23.0%
244 SCHA SCHWAB STRATEGIC TR 2,662.0 $76K 0.03% NEW $28.48 +14.6%
245 BLACKROCK TECH AND PRIVATE E 11,343.0 $75K 0.03% NEW $6.59
246 FIX COMFORT SYS USA INC Industrials 80.0 $75K 0.03% NEW $933.29 +99.3%
247 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,000.0 $74K 0.03% NEW $37.00 -10.6%
248 DOV DOVER CORP Industrials 375.0 $73K 0.02% NEW $195.24 +7.5%
249 CMCSA COMCAST CORP NEW Communication Services 2,442.0 $73K 0.02% NEW $29.89 -16.0%
250 IBHJ ISHARES TR 2,740.0 $73K 0.02% NEW $26.61 -1.2%
251 IWR ISHARES TR 749.0 $72K 0.02% NEW $96.27 +8.3%
252 VXUS VANGUARD STAR FDS 950.0 $72K 0.02% NEW $75.44 +11.2%
253 INTC INTEL CORP Technology 1,919.0 $71K 0.02% NEW $36.89 +215.3%
254 SHEL SHELL PLC Energy 951.0 $70K 0.02% NEW $73.48 +18.5%
255 EVV EATON VANCE LIMITED DURATION Financial Services 7,000.0 $69K 0.02% NEW $9.91 -6.9%
256 TGT TARGET CORP Consumer Defensive 707.0 $69K 0.02% NEW $97.68 +25.3%
257 BA BOEING CO Industrials 310.0 $67K 0.02% NEW $217.40 +2.0%
258 AEP AMERICAN ELEC PWR CO INC Utilities 584.0 $67K 0.02% NEW $115.25 +12.0%
259 VXF VANGUARD INDEX FDS 320.0 $67K 0.02% NEW $209.12 +8.2%
260 EPD ENTERPRISE PRODS PARTNERS L Energy 2,045.0 $66K 0.02% NEW $32.06 +23.5%
Page 13 of 34  ·  661 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
Technology 30.6%
Financial Services 26.3%
Communication Services 12.8%
Industrials 9.0%
Consumer Cyclical 7.0%
Healthcare 5.8%
Energy 4.1%
Consumer Defensive 2.2%
Utilities 1.5%
Real Estate 0.3%