BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 28 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 KD KYNDRYL HLDGS INC Technology 301.0 $4K 0.00% $13.12 -13.7%
542 YUMC YUM CHINA HLDGS INC Consumer Cyclical 80.0 $4K 0.00% $48.79 -6.7%
543 NTLA INTELLIA THERAPEUTICS INC Healthcare 300.0 $4K 0.00% $12.82 +6.6%
544 VST VISTRA CORP Utilities 25.0 $4K 0.00% $150.32 -7.1%
545 EFV ISHARES TR 47.0 $3K 0.00% -21.0 -30.9% $74.34 +5.2%
546 TEAM ATLASSIAN CORPORATION Technology 50.0 $3K 0.00% $68.24 +28.2%
547 VVX V2X INC Industrials 49.0 $3K 0.00% $68.51 +1.3%
548 LYFT LYFT INC Technology 250.0 $3K 0.00% $13.30 -2.5%
549 ESML ISHARES TR 70.0 $3K 0.00% $47.01 +8.3%
550 VKTX VIKING THERAPEUTICS INC Healthcare 100.0 $3K 0.00% $32.54 -7.0%
551 SCHZ SCHWAB STRATEGIC TR 138.0 $3K 0.00% $23.22 -1.3%
552 PAVE GLOBAL X FDS 63.0 $3K 0.00% $50.83 +7.7%
553 TLN TALEN ENERGY CORP Utilities 10.0 $3K 0.00% $319.20 +4.7%
554 FCG FIRST TR EXCHANGE-TRADED FD 100.0 $3K 0.00% $31.69 -1.8%
555 VOD VODAFONE GROUP PLC Communication Services 204.0 $3K 0.00% -103.0 -33.5% $15.02 -2.3%
556 EUSB ISHARES TR 70.0 $3K 0.00% $43.50 -1.1%
557 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 10.0 $3K 0.00% $304.10 +4.0%
558 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 200.0 $3K 0.00% $15.05 -8.4%
559 SMIN ISHARES TR 50.0 $3K 0.00% $59.96 +8.6%
560 SPGI S&P GLOBAL INC Financial Services 8.0 $3K 0.00% +1.0 +14.3% $372.12 +8.3%
Page 28 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%