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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 22 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FIW FIRST TR EXCHANGE-TRADED FD 161.0 $17K 0.01% $103.19 -3.1%
422 ISRG INTUITIVE SURGICAL INC Healthcare 36.0 $17K 0.01% $461.00 -4.1%
423 IHDG WISDOMTREE TR 342.0 $16K 0.01% $48.15 +3.5%
424 CCL CARNIVAL CORP Consumer Cyclical 627.0 $16K 0.01% $25.88 -8.1%
425 HLIO HELIOS TECHNOLOGIES INC Industrials 250.0 $16K 0.01% $64.71 +16.6%
426 JFR NUVEEN FLOATING RATE INCOME Financial Services 2,128.0 $16K 0.01% $7.52 -0.4%
427 VTRS VIATRIS INC Healthcare 1,179.0 $16K 0.01% $13.51 +20.2%
428 GOVT ISHARES TR 692.0 $16K 0.01% $22.91 -1.8%
429 EIX EDISON INTL Utilities 216.0 $16K 0.01% $73.18 -6.3%
430 AMLP ALPS ETF TR 300.0 $16K 0.01% $52.64 +3.4%
431 USB US BANCORP Financial Services 300.0 $16K 0.01% $52.01 +1.5%
432 OTIS OTIS WORLDWIDE CORP Industrials 200.0 $15K 0.01% $77.08 -9.2%
433 AGG ISHARES TR 153.0 $15K 0.01% $99.27 -1.6%
434 NEAR ISHARES U S ETF TR 296.0 $15K 0.01% $50.83 -0.5%
435 FDIG FIDELITY COVINGTON TRUST 450.0 $15K 0.01% $32.78 +28.4%
436 TJX TJX COS INC NEW Consumer Cyclical 91.0 $15K 0.01% +5.0 +5.8% $159.69 -6.4%
437 ROST ROSS STORES INC Consumer Cyclical 67.0 $14K 0.01% $215.72 -3.0%
438 TPG TPG INC Financial Services 350.0 $14K 0.01% $40.51 +1.2%
439 EOI EATON VANCE ENHANCED EQUITY Financial Services 750.0 $14K 0.01% $18.78 +3.2%
440 CHTR CHARTER COMMUNICATIONS INC Communication Services 65.0 $14K 0.01% -32.0 -33.0% $214.75 -34.0%
Page 22 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%