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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 19 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HIG HARTFORD INSURANCE GROUP INC Financial Services 200.0 $27K 0.01% $135.23 +0.1%
362 KHC KRAFT HEINZ CO Consumer Defensive 1,200.0 $27K 0.01% $22.50 +3.6%
363 ALC ALCON AG Healthcare 350.0 $26K 0.01% $75.35 -11.4%
364 IBIE ISHARES TR 1,000.0 $26K 0.01% $26.24 +0.5%
365 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 344.0 $26K 0.01% $76.18 +5.9%
366 COIN COINBASE GLOBAL INC Financial Services 150.0 $26K 0.01% $174.61 +11.1%
367 IBID ISHARES TR 1,000.0 $26K 0.01% $26.11 +0.7%
368 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 4,670.0 $26K 0.01% $5.57 +4.8%
369 IGF ISHARES TR 387.0 $26K 0.01% $67.01 -0.4%
370 IBIC ISHARES TR 1,000.0 $26K 0.01% $25.93 +0.7%
371 IBDY ISHARES TR 1,000.0 $26K 0.01% $25.85 -1.5%
372 ISHARES TR 1,000.0 $26K 0.01% $25.67
373 WMT WALMART INC Consumer Defensive 204.0 $25K 0.01% $124.28 +8.6%
374 LNT ALLIANT ENERGY CORP Utilities 350.0 $25K 0.01% $71.76 +1.7%
375 TLT ISHARES TR 286.0 $25K 0.01% $86.69 -4.2%
376 VFMO VANGUARD WELLINGTON FD 125.0 $25K 0.01% $197.10 +12.6%
377 EXC EXELON CORP Utilities 492.0 $24K 0.01% $49.00 -9.0%
378 FXL FIRST TR EXCHANGE-TRADED FD 150.0 $24K 0.01% $158.87 +19.4%
379 CVNA CARVANA CO Consumer Cyclical 75.0 $24K 0.01% $314.39 -80.2%
380 PRFZ INVESCO EXCHANGE TRADED FD T 512.0 $24K 0.01% -238.0 -31.7% $45.92 +7.6%
Page 19 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%