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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 3 of 33  ·  651 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMBS FIRST TR EXCHANGE-TRADED FD 23,075.0 $1.1M 0.40% -1K -4.5% $49.81 -0.1%
42 PG PROCTER &GAMBLE CO Consumer Defensive 7,908.0 $1.1M 0.39% -433.0 -5.2% $144.44 -1.1%
43 ISHARES TR 47,737.0 $1.1M 0.38% $22.91
44 CGDV CAPITAL GROUP DIVIDEND VALUE 24,594.0 $1.0M 0.36% $42.54 +12.0%
45 VOO VANGUARD INDEX FDS 1,738.0 $1.0M 0.36% -10.0 -0.6% $597.54 +13.6%
46 ISHARES TR 46,233.0 $1.0M 0.36% +4K +8.6% $22.43
47 TXT TEXTRON INC Industrials 11,827.0 $1.0M 0.36% -204.0 -1.7% $87.56 +1.6%
48 SCHB SCHWAB STRATEGIC TR 40,662.0 $1.0M 0.35% $25.10 +13.1%
49 BAC BANK AMERICA CORP Financial Services 20,875.0 $1.0M 0.35% +2K +12.0% $48.75 +2.7%
50 VWO VANGUARD INTL EQUITY INDEX F 18,569.0 $1.0M 0.34% -180.0 -1.0% $54.05 +8.5%
51 DFAI DIMENSIONAL ETF TRUST 25,461.0 $992K 0.34% +403.0 +1.6% $38.96 +5.4%
52 COWZ PACER FDS TR 14,311.0 $895K 0.31% $62.56 +0.4%
53 IJR ISHARES TR 6,884.0 $856K 0.29% -133.0 -1.9% $124.31 +8.0%
54 IEFA ISHARES TR 9,234.0 $836K 0.29% -321.0 -3.4% $90.53 +5.9%
55 PEY INVESCO EXCHANGE TRADED FD T 38,878.0 $833K 0.29% -1K -2.8% $21.42 +1.3%
56 MET METLIFE INC Financial Services 11,093.0 $785K 0.27% $70.72 +13.0%
57 IBDR ISHARES TR 31,769.0 $770K 0.27% +3K +11.4% $24.24 -0.1%
58 EMR EMERSON ELEC CO Industrials 5,760.0 $755K 0.26% $131.02 +1.0%
59 ICOW PACER FDS TR 17,773.0 $754K 0.26% $42.44 +5.5%
60 DFAU DIMENSIONAL ETF TRUST 16,595.0 $749K 0.26% -153.0 -0.9% $45.12 +12.3%
Page 3 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%