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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 18 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IXC ISHARES TR 543.0 $31K 0.01% $57.60 +0.0%
342 BLACKROCK ETF TRUST 445.0 $31K 0.01% $70.14
343 NI NISOURCE INC Utilities 650.0 $30K 0.01% $46.66 -0.2%
344 IWN ISHARES TR 159.0 $30K 0.01% $189.59 +7.7%
345 SLV ISHARES SILVER TR Financial Services 430.0 $29K 0.01% +230.0 +115.0% $68.14 -1.8%
346 SPLV INVESCO EXCH TRADED FD TR II 400.0 $29K 0.01% $73.14 +0.4%
347 XLI SELECT SECTOR SPDR TR 180.0 $29K 0.01% $161.73 +4.3%
348 DFIV DIMENSIONAL ETF TRUST 549.0 $29K 0.01% $52.78 +4.3%
349 UNM UNUM GROUP Financial Services 396.0 $29K 0.01% $73.03 +13.3%
350 GTOP GOLDMAN SACHS ETF TR 798.0 $29K 0.01% $36.21 +26.5%
351 CPRT COPART INC Industrials 870.0 $29K 0.01% $33.20 +0.7%
352 BIZD VANECK ETF TRUST 2,250.0 $29K 0.01% $12.80 -3.0%
353 IGV ISHARES TR 353.0 $28K 0.01% +30.0 +9.3% $80.05 +14.9%
354 ARKQ ARK ETF TR 247.0 $28K 0.01% $112.48 +15.2%
355 ENB ENBRIDGE INC Energy 511.0 $28K 0.01% $54.20 +4.0%
356 O REALTY INCOME CORP Real Estate 452.0 $28K 0.01% $61.24 +0.8%
357 SOLV SOLVENTUM CORP Healthcare 423.0 $28K 0.01% +42.0 +11.0% $65.30 +16.6%
358 RSG REPUBLIC SVCS INC Industrials 125.0 $27K 0.01% $219.02 -2.1%
359 SPSM SPDR SERIES TRUST 562.0 $27K 0.01% $48.32 +7.2%
360 SJM SMUCKER J M CO Consumer Defensive 281.0 $27K 0.01% +2.0 +0.7% $96.54 +7.4%
Page 18 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%