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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 13 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DOV DOVER CORP Industrials 375.0 $78K 0.03% $208.45 +1.1%
242 FICS FIRST TR EXCHANGE TRADED FD 2,000.0 $78K 0.03% $39.04 +3.4%
243 SCHA SCHWAB STRATEGIC TR 2,662.0 $77K 0.03% $29.08 +10.2%
244 OEF ISHARES TR 242.0 $77K 0.03% -4.0 -1.6% $317.58 +15.4%
245 AEP AMERICAN ELEC PWR CO INC Utilities 584.0 $77K 0.03% $131.19 -1.7%
246 NUV NUVEEN MUN VALUE FD INC Financial Services 8,445.0 $76K 0.03% $8.99 +0.1%
247 BP BP PLC Energy 1,614.0 $76K 0.03% $47.00 -1.8%
248 BLACKROCK TECH AND PRIVATE E 11,343.0 $75K 0.03% $6.60
249 IWR ISHARES TR 749.0 $73K 0.03% $97.23 +6.0%
250 IBHJ ISHARES TR 2,740.0 $72K 0.03% $26.22 -0.2%
251 ITT ITT INC Industrials 375.0 $71K 0.03% $190.53 +2.3%
252 OLN OLIN CORP Basic Materials 2,399.0 $71K 0.03% $29.73 -9.0%
253 WBD WARNER BROS DISCOVERY INC Communication Services 2,577.0 $71K 0.02% -590.0 -18.6% $27.46 -1.7%
254 A AGILENT TECHNOLOGIES INC Healthcare 610.0 $70K 0.02% $113.98 -3.0%
255 EPD ENTERPRISE PRODS PARTNERS L Energy 1,824.0 $69K 0.02% -221.0 -10.8% $37.84 +4.3%
256 CME CME GROUP INC Financial Services 225.0 $66K 0.02% $295.35 +2.4%
257 Q QNITY ELECTRONICS INC Technology 574.0 $66K 0.02% -9.0 -1.5% $115.28 +29.3%
258 EVV EATON VANCE LIMITED DURATION Financial Services 7,000.0 $66K 0.02% $9.45 -3.3%
259 VXF VANGUARD INDEX FDS 320.0 $66K 0.02% $205.80 +8.0%
260 DELL DELL TECHNOLOGIES INC Technology 400.0 $66K 0.02% NEW $164.13 +45.0%
Page 13 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%