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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 17 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PANW PALO ALTO NETWORKS INC Technology 238.0 $38K 0.01% -2K -87.0% $160.32 +54.4%
322 DFUS DIMENSIONAL ETF TRUST 536.0 $38K 0.01% $70.91 +12.3%
323 SYY SYSCO CORP Consumer Defensive 532.0 $38K 0.01% $71.35 +3.0%
324 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 4,350.0 $38K 0.01% NEW $8.66 +6.8%
325 WST WEST PHARMACEUTICAL SVSC INC Healthcare 149.0 $37K 0.01% $250.64 +21.5%
326 RMT ROYCE MICRO-CAP TR INC Financial Services 3,250.0 $37K 0.01% $11.31 +15.3%
327 PDP INVESCO EXCHANGE TRADED FD T 300.0 $36K 0.01% $120.74 +12.6%
328 TW TRADEWEB MKTS INC Financial Services 300.0 $35K 0.01% $117.66 -4.4%
329 CGUS CAPITAL GROUP CORE EQUITY ET 912.0 $35K 0.01% -75.0 -7.6% $38.42 +11.9%
330 HLN HALEON PLC Healthcare 3,500.0 $35K 0.01% $10.01 -8.4%
331 BX BLACKSTONE INC Financial Services 300.0 $34K 0.01% -25.0 -7.7% $114.99 -0.6%
332 SPOT SPOTIFY TECHNOLOGY S A Communication Services 70.0 $34K 0.01% $484.91 -8.2%
333 ASML ASML HLDG NV Technology 25.0 $33K 0.01% $1320.84 +10.5%
334 QUAL ISHARES TR 169.0 $32K 0.01% +15.0 +9.7% $191.87 +9.2%
335 EVG EATON VANCE SHORT DURATION D Financial Services 3,000.0 $32K 0.01% $10.69 -1.2%
336 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 32.0 $32K 0.01% $996.44 +5.3%
337 TOTALENERGIES SE 350.0 $32K 0.01% $90.98
338 CMCSA COMCAST CORP NEW Communication Services 1,107.0 $32K 0.01% -1K -54.7% $28.70 -13.6%
339 SOFI SOFI TECHNOLOGIES INC Financial Services 2,000.0 $32K 0.01% $15.88 -1.1%
340 C CITIGROUP INC Financial Services 280.0 $32K 0.01% $113.21 +6.0%
Page 17 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%