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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 24 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IDA IDACORP INC Utilities 74.0 $11K 0.00% $142.97 -0.2%
462 IEI ISHARES TR 89.0 $11K 0.00% $118.60 -1.6%
463 FLUTTER ENTMT PLC 100.0 $10K 0.00% $101.95
464 BEACON FINANCIAL CORP. 336.0 $10K 0.00% $30.00
465 NTRA NATERA INC Healthcare 50.0 $10K 0.00% $200.00 -2.8%
466 GNRC GENERAC HLDGS INC Industrials 50.0 $10K 0.00% NEW $195.34 +25.4%
467 FEGE RBB FUND TRUST 200.0 $9K 0.00% $47.00 +5.9%
468 QCLN FIRST TR EXCHANGE-TRADED FD 200.0 $9K 0.00% $46.47 +24.6%
469 D DOMINION ENERGY INC Utilities 150.0 $9K 0.00% $61.82 +10.6%
470 F FORD MTR CO Consumer Cyclical 798.0 $9K 0.00% $11.54 +13.8%
471 FDN FIRST TR EXCHANGE-TRADED FD 39.0 $9K 0.00% $234.03 +14.2%
472 BLUEROCK PVT REAL ESTATE FD 529.0 $9K 0.00% +10.0 +1.9% $16.63
473 VGIT VANGUARD SCOTTSDALE FDS 147.0 $9K 0.00% $59.55 -1.9%
474 XLU SELECT SECTOR SPDR TR 190.0 $9K 0.00% $45.89 -3.3%
475 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 55.0 $9K 0.00% NEW $157.27 -0.6%
476 VFC V F CORP Consumer Cyclical 500.0 $8K 0.00% NEW $16.99 +2.3%
477 PL PLANET LABS PBC Industrials 300.0 $8K 0.00% NEW $27.95 +44.9%
478 HSY HERSHEY CO Consumer Defensive 40.0 $8K 0.00% $207.88 -6.8%
479 RYN RAYONIER INC Real Estate 396.0 $8K 0.00% $20.62 -3.0%
480 CGMU CAPITAL GRP FIXED INCM ETF T 300.0 $8K 0.00% $27.15 -0.1%
Page 24 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%