BARRETT & COMPANY, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 887602
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$357.2M
Holdings
707
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BARRETT & COMPANY, INC. disclosed 707 positions worth $357.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 75 new positions and exited 18 — including a new stake in $HONA. The portfolio is most concentrated in Other (68.7% of disclosed assets). All figures are sourced directly from BARRETT & COMPANY, INC.’s Form 13F-HR filing with the SEC under CIK 887602.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
10.8% weight
Held 7 quarters
ISHARES TR - S&P 500 GRWT
6.4% weight
Held 7 quarters
ISHARES TR - MSCI USA MIN
5.2% weight
Held 7 quarters
$NVDA4.6% weight
Held 7 quarters
ISHARES TR - MORNINGSTAR V
2.8% weight
Held 7 quarters
VANGUARD INDEX FDS - TOTAL
7 quarters accumulating
VANGUARD SPECIALIZED FUNDS
7 quarters accumulating
ISHARES TR - CORE MSCI TOT
7 quarters accumulating
CAPITAL GROUP GROWTH ETF -
7 quarters accumulating
ISHARES TR - IBONDS 27 ETF
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$38.4M103,784 shISHARES TR - S&P 500 GRWT ETF
—Quality
$22.7M165,307 shISHARES TR - MSCI USA MIN ETF
—Quality
$18.5M191,781 sh- 85.9
Quality
$16.4M81,864 sh ISHARES TR - MORNINGSTAR VALU
—Quality
$9.9M98,106 shISHARES TR - CORE S&P500 ETF
—Quality
$9.7M12,919 sh- 76.4
Quality
$9.2M31,718 sh VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$8.9M105,924 sh- 68.7
Quality
$8.8M36,795 sh ISHARES TR - FUTU EXPO TE ETF
—Quality
$8.5M102,727 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $38.4M | 103,784 |
| ISHARES TR - S&P 500 GRWT ETF | — | $22.7M | 165,307 |
| ISHARES TR - MSCI USA MIN ETF | — | $18.5M | 191,781 |
| NVIDIA CORP$NVDA | 85.9 | $16.4M | 81,864 |
| ISHARES TR - MORNINGSTAR VALU | — | $9.9M | 98,106 |
| ISHARES TR - CORE S&P500 ETF | — | $9.7M | 12,919 |
 Apple Inc.$AAPL | 76.4 | $9.2M | 31,718 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $8.9M | 105,924 |
 AMAZON COM INC$AMZN | 68.7 | $8.8M | 36,795 |
| ISHARES TR - FUTU EXPO TE ETF | — | $8.5M | 102,727 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BARRETT & COMPANY, INC.'s 707 positions.
Showing top 10 of 707 holdings.
Sector Allocation
Other
$245.3M
Technology
$51.4M
Financials
$20.3M
Consumer Discretionary
$10.2M
Healthcare
$8.2M
Industrials
$7.8M
Energy
$5.4M
Materials
$3.3M
Top Holdings — BARRETT & COMPANY, INC. (Q2 2026)
Top 150 of 707 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $38.4M | 10.8% | +7% | — |
| 2 | — | ISHARES TR - S&P 500 GRWT ETF | $22.7M | 6.4% | +5% | — |
| 3 | — | ISHARES TR - MSCI USA MIN ETF | $18.5M | 5.2% | +8% | — |
| 4 | $NVDA | NVIDIA CORP | $16.4M | 4.6% | +27% | 85.9 |
| 5 | — | ISHARES TR - MORNINGSTAR VALU | $9.9M | 2.8% | +5% | — |
| 6 | — | ISHARES TR - CORE S&P500 ETF | $9.7M | 2.7% | +3% | — |
| 7 | $AAPL | Apple Inc. | $9.2M | 2.6% | +15% | 76.4 |
| 8 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $8.9M | 2.5% | +5% | — |
| 9 | $AMZN | AMAZON COM INC | $8.8M | 2.5% | +60% | 68.7 |
| 10 | — | ISHARES TR - FUTU EXPO TE ETF | $8.5M | 2.4% | +9% | — |
| 11 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $8.1M | 2.3% | +9% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $7.4M | 2.1% | +7% | — |
| 13 | — | FIRST TR EXCHANGETRADED FD - SHS | $7.1M | 2.0% | +9% | — |
| 14 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $6.7M | 1.9% | +3% | — |
| 15 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $6.4M | 1.8% | +5% | — |
| 16 | — | VANGUARD INDEX FDS - GROWTH ETF | $6.2M | 1.7% | +496% | — |
| 17 | — | VANGUARD INDEX FDS - VALUE ETF | $5.5M | 1.6% | +0% | — |
| 18 | — | VANGUARD INDEX FDS - SMALL CP ETF | $5.4M | 1.5% | +3% | — |
| 19 |  $GOOG | Alphabet Inc. | $4.8M | 1.4% | -24% | 78.2 |
| 20 | — | FIRST TR EXCHANGETRADED FD - CAP STRENGTH ETF | $4.7M | 1.3% | +1% | — |
| 21 | — | VANGUARD TAXMANAGED FDS - VAN FTSE DEV MKT | $4.4M | 1.2% | -1% | — |
| 22 |  $GOOGL | Alphabet Inc. | $4.2M | 1.2% | NEW | 78.2 |
| 23 | — | ISHARES TR - CORE MSCI TOTAL | $4.2M | 1.2% | +21% | — |
| 24 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $3.9M | 1.1% | +11% | — |
| 25 |  $META | Meta Platforms, Inc. | $3.5M | 1.0% | +10% | 79.6 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 0.9% | +4% | 70.7 |
| 27 |  $XOM.R34088 | EXXON MOBIL CORP | $3.1M | 0.9% | +18% | 57.9 |
| 28 |  $MSFT | MICROSOFT CORP | $3.0M | 0.8% | +7% | 79.8 |
| 29 |  $HWM | Howmet Aerospace Inc. | $2.7M | 0.8% | +5% | 73.9 |
| 30 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $2.7M | 0.7% | -0% | — |
| 31 | — | PACER FDS TR - US SM CAP CA ETF | $2.6M | 0.7% | +1% | — |
| 32 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 0.7% | +9% | 69 |
| 33 | — | ISHARES TR - RUS 1000 VAL ETF | $2.2M | 0.6% | +15% | — |
| 34 |  $MTB | M&T BANK CORP | $2.1M | 0.6% | -1% | 58.6 |
| 35 |  $NEWT | NewtekOne, Inc. | $1.9M | 0.5% | +17% | 62.2 |
| 36 | — | ISHARES TR - IBONDS 27 ETF | $1.8M | 0.5% | +18% | — |
| 37 | — | FIRST TR EXCHANGETRADED FD - FT VEST S&P 500 | $1.6M | 0.4% | +9% | — |
| 38 |  $IVZ | Invesco Ltd. | $1.5M | 0.4% | +0% | — |
| 39 | — | ISHARES TR - IBDS DEC28 ETF | $1.5M | 0.4% | +27% | — |
| 40 | — | STONE RIDGE TR - LIFEX 2035 INCM | $1.4M | 0.4% | +13% | — |
| 41 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.3% | +5% | 67.6 |
| 42 | — | FIRST TR EXCHANGETRADED FD - FST LOW OPPT EFT | $1.2M | 0.3% | +5% | — |
| 43 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.3% | +3% | 64.6 |
| 44 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.3% | -1% | — |
| 45 |  $LLY | ELI LILLY & Co | $1.2M | 0.3% | +89% | 87.5 |
| 46 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $1.2M | 0.3% | -4% | — |
| 47 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.1M | 0.3% | -2% | — |
| 48 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.1M | 0.3% | +0% | — |
| 49 |  $CVX | CHEVRON CORP | $1.1M | 0.3% | -1% | 62.8 |
| 50 | — | ISHARES TR - IBONDS 26 TRM TS | $1.1M | 0.3% | +0% | — |
| 51 |  $TXT | TEXTRON INC | $1.1M | 0.3% | +0% | 58.5 |
| 52 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.3% | +93% | 73.8 |
| 53 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $1.0M | 0.3% | -0% | — |
| 54 | — | ISHARES TR - IBONDS 27 TRM TS | $1.0M | 0.3% | +0% | — |
| 55 | — | FIRST TR EXCHANGETRADED FD - WCM INTL EQUITY | $1.0M | 0.3% | +19% | — |
| 56 | — | ISHARES TR - CORE S&P SCP ETF | $1.0M | 0.3% | +0% | — |
| 57 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.0M | 0.3% | +41% | 70 |
| 58 |  $HEI | HEICO CORP | $1.0M | 0.3% | +75% | 75.6 |
| 59 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $1.0M | 0.3% | +42% | — |
| 60 |  $QCOM | QUALCOMM INC/DE | $955,228 | 0.3% | +2% | 70.5 |
| 61 |  $MET | METLIFE INC | $941,119 | 0.3% | +0% | 56.2 |
| 62 | $IVZ | Invesco Ltd. | $903,724 | 0.3% | +0% | — |
| 63 | — | ISHARES TR - CORE MSCI EAFE | $903,081 | 0.3% | +1% | — |
| 64 | — | PACER FDS TR - US CASH COWS 100 | $890,176 | 0.3% | +0% | — |
| 65 |  $EMR | EMERSON ELECTRIC CO | $882,890 | 0.3% | +7% | 65.3 |
| 66 | — | ISHARES TR - IBONDS 28 TRM TS | $855,240 | 0.2% | +37% | — |
| 67 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $839,746 | 0.2% | -2% | — |
| 68 | — | ISHARES TR - IBONDS DEC 29 | $801,470 | 0.2% | +54% | — |
| 69 | — | FIRST TR EXCHANGETRADED FD - NASDAQ100 SEL | $784,418 | 0.2% | -7% | — |
| 70 | — | FIRST TR EXCHNG TRADED FD VI - LOW DUR STRTGC | $770,535 | 0.2% | +89% | — |
| 71 |  $GE | GENERAL ELECTRIC CO | $769,738 | 0.2% | +15% | 73.8 |
| 72 | — | ISHARES TR - 1 3 YR TREAS BD | $765,493 | 0.2% | +11% | — |
| 73 | — | FIRST TR EXCHANGETRADED FD - HIGH INCM STRGC | $756,497 | 0.2% | +95% | — |
| 74 | — | ISHARES TR - IBONDS DEC2026 | $748,491 | 0.2% | -3% | — |
| 75 |  $CSCO | CISCO SYSTEMS, INC. | $748,055 | 0.2% | -5% | 70.3 |
| 76 | $META | Meta Platforms, Inc. | $725,358 | 0.2% | +0% | 79.6 |
| 77 | — | ISHARES INC - EM MKTS DIV ETF | $719,907 | 0.2% | +4% | — |
| 78 | — | PACER FDS TR - DEVELOPED MRKT | $710,886 | 0.2% | -4% | — |
| 79 |  $MRK | Merck & Co., Inc. | $695,301 | 0.2% | +15% | 59.9 |
| 80 |  $ABBV | AbbVie Inc. | $681,642 | 0.2% | -8% | 72.6 |
| 81 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $677,748 | 0.2% | +4% | — |
| 82 | — | ISHARES TR - SELECT DIVID ETF | $653,439 | 0.2% | +2% | — |
| 83 |  $MA | Mastercard Inc | $652,788 | 0.2% | +138% | 85.1 |
| 84 |  $GEV | GE Vernova Inc. | $636,140 | 0.2% | +17% | 81.1 |
| 85 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $613,644 | 0.2% | +2% | — |
| 86 |  $AON | Aon plc | $611,305 | 0.2% | +0% | — |
| 87 |  $STX | Seagate Technology Holdings plc | $597,335 | 0.2% | +0% | — |
| 88 | — | ISHARES TR - SP SMCP600VL ETF | $591,422 | 0.2% | -7% | — |
| 89 |  $BNY | Bank of New York Mellon Corp | $566,871 | 0.2% | +0% | 74.1 |
| 90 |  $GLD | SPDR GOLD TRUST | $552,938 | 0.1% | +0% | — |
| 91 |  $LMT | LOCKHEED MARTIN CORP | $541,263 | 0.1% | +91% | 65.6 |
| 92 |  $MU | MICRON TECHNOLOGY INC | $535,758 | 0.1% | -7% | 86.2 |
| 93 | — | TIDAL TRUST I - FUND GRAN US ETF | $532,014 | 0.1% | +53% | — |
| 94 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $508,542 | 0.1% | -6% | — |
| 95 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $499,808 | 0.1% | +6% | — |
| 96 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $498,389 | 0.1% | -7% | 71.1 |
| 97 |  $CVS | CVS HEALTH Corp | $492,382 | 0.1% | +9% | 59.4 |
| 98 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $491,921 | 0.1% | +0% | — |
| 99 | — | STONE RIDGE TR - LIFE 2030 IN BU | $491,132 | 0.1% | +13% | — |
| 100 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $485,964 | 0.1% | +0% | — |
| 101 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $473,873 | 0.1% | +25% | — |
| 102 |  $XYL | Xylem Inc. | $469,599 | 0.1% | +6% | 65.8 |
| 103 | — | ISHARES TR - IBONDS DEC 2030 | $438,311 | 0.1% | +121% | — |
| 104 | — | ISHARES TR - CORE S&P TTL STK | $417,487 | 0.1% | +9% | — |
| 105 | — | ISHARES TR - INTL SEL DIV ETF | $415,984 | 0.1% | +27% | — |
| 106 | — | ISHARES TR - CORE HIGH DV ETF | $415,442 | 0.1% | +401% | — |
| 107 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $405,225 | 0.1% | +7% | — |
| 108 |  $GS | GOLDMAN SACHS GROUP INC | $401,712 | 0.1% | +34% | 73.5 |
| 109 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $384,693 | 0.1% | +0% | — |
| 110 |  $IDXX | IDEXX LABORATORIES INC /DE | $381,669 | 0.1% | +706% | 73.8 |
| 111 | — | FIRST TR EXCHANGETRADED FD - LTD DUR INVT ETF | $377,930 | 0.1% | +3% | — |
| 112 | — | ISHARES TR - IBONDS 29 TRM TS | $353,631 | 0.1% | +49% | — |
| 113 | — | VANGUARD INDEX FDS - MID CAP ETF | $352,211 | 0.1% | +300% | — |
| 114 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $349,307 | 0.1% | +0% | — |
| 115 |  $PBA | PEMBINA PIPELINE CORP | $344,440 | 0.1% | +1% | — |
| 116 |  $AMGN | AMGEN INC | $339,920 | 0.1% | +3% | 79.2 |
| 117 |  $DIS | Walt Disney Co | $338,936 | 0.1% | +0% | 60.1 |
| 118 | — | ISHARES TR - S&P 500 VAL ETF | $332,655 | 0.1% | +0% | — |
| 119 |  $NTRS | NORTHERN TRUST CORP | $330,296 | 0.1% | +0% | 65.2 |
| 120 |  $TER | TERADYNE, INC | $327,421 | 0.1% | +54% | 77.3 |
| 121 |  $BMY | BRISTOL MYERS SQUIBB CO | $316,536 | 0.1% | +2% | 70.4 |
| 122 | — | ISHARES TR - MRGSTR MD CP ETF | $314,773 | 0.1% | +0% | — |
| 123 |  $PFE | PFIZER INC | $312,216 | 0.1% | -0% | 62 |
| 124 |  $CAT | CATERPILLAR INC | $306,950 | 0.1% | +0% | 66.5 |
| 125 | — | ISHARES TR - CORE S&P US GWT | $305,418 | 0.1% | +1% | — |
| 126 |  $EBC | Eastern Bankshares, Inc. | $301,241 | 0.1% | +0% | 69.5 |
| 127 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $299,652 | 0.1% | +89% | 64.4 |
| 128 | — | FIRST TR EXCHANGETRADED FD - INTER GRADE ETF | $296,816 | 0.1% | +0% | — |
| 129 | — | FIRST TR EXCHANGETRADED FD - NASDQ CLN EDGE | $293,796 | 0.1% | +21% | — |
| 130 |  $COP | CONOCOPHILLIPS | $292,351 | 0.1% | +2% | 70.2 |
| 131 | — | FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED | $291,154 | 0.1% | -8% | — |
| 132 |  $DOV | DOVER Corp | $290,870 | 0.1% | +246% | 58.1 |
| 133 |  $AWK | American Water Works Company, Inc. | $288,736 | 0.1% | +4% | 58.1 |
| 134 |  $GLW | CORNING INC /NY | $280,470 | 0.1% | -47% | 73.7 |
| 135 |  $VZ | VERIZON COMMUNICATIONS INC | $277,772 | 0.1% | +1% | 65.8 |
| 136 | — | ISHARES TR - IBOND DEC 2030 | $276,881 | 0.1% | +56% | — |
| 137 |  $MMM | 3M CO | $276,528 | 0.1% | +0% | 64.9 |
| 138 |  $VRT | Vertiv Holdings Co | $276,227 | 0.1% | +154% | 81 |
| 139 |  $V | VISA INC. | $274,815 | 0.1% | +34% | 82.9 |
| 140 | — | VANGUARD SCOTTSDALE FDS - MTGBKD SECS ETF | $273,932 | 0.1% | +0% | — |
| 141 |  $TSLA | Tesla, Inc. | $269,184 | 0.1% | +6% | 53.9 |
| 142 |  $KO | COCA COLA CO | $268,661 | 0.1% | +19% | 69.5 |
| 143 |  $UNH | UNITEDHEALTH GROUP INC | $266,157 | 0.1% | -6% | 62.7 |
| 144 |  $STT | STATE STREET CORP | $264,543 | 0.1% | +0% | 71.5 |
| 145 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $252,675 | 0.1% | +0% | — |
| 146 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $251,867 | 0.1% | +0% | — |
| 147 |  $PANW | Palo Alto Networks Inc | $249,627 | 0.1% | +208% | 65.5 |
| 148 | — | ISHARES TR - MRNING SM CP ETF | $247,042 | 0.1% | +0% | — |
| 149 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $244,878 | 0.1% | +0% | — |
| 150 |  $ETN | Eaton Corp plc | $242,034 | 0.1% | +0% | — |
New Positions (75)
$HONA Honeywell Aerospace Inc.$236,335
$AXON AXON ENTERPRISE, INC.$156,971
$CDNS CADENCE DESIGN SYSTEMS INC$131,362 ISHARES TR - IBONDS DEC 2031$111,954
$LIN LINDE PLC$111,572
$SHOP SHOPIFY INC.$105,617 BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$90,210
J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN$75,310
DIMENSIONAL ETF TRUST - US LARG VALU ETF$63,936
SELECT SECTOR SPDR TR - ST STR STAPL ETF$53,829
AMERICAN CENTY ETF TR - AVANTIS EMGMKT$43,131
$EQIX EQUINIX INC$40,982 DIMENSIONAL ETF TRUST - US SMALL CAP ETF$40,574
$QBTS D-Wave Quantum Inc.$38,864
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$34,172Exited Positions (18)
EXCHANGE LISTED FDS TR
$ALL ALLSTATE CORP
$KMI KINDER MORGAN, INC. EATON VANCE TAX-MANAGED GLOB
$TTE TotalEnergies SE
$RSG REPUBLIC SERVICES, INC. FIRST TR EXCHANGE-TRADED FD
$ADP AUTOMATIC DATA PROCESSING INC
$MGM MGM Resorts International FIRST TR EXCHANGE-TRADED FD
$SNDA SONIDA SENIOR LIVING, INC.
$BPRE Bluerock Private Real Estate Fund
$PL Planet Labs PBC
$CE Celanese Corp ISHARES TR
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