Barrett & Company, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $300 Billion distributed in 666 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $31.4B, Ishares S&P 500 Growth ETF with a value of $19.4B, Ishares Msci Usa Min Vol Facto with a value of $16.5B, Nvidia Corp with a value of $13.9B, and Ishares Morningstar Value ETF with a value of $8.93B.
Examining the 13F form we can see an increase of $8.11B in the current position value, from $292B to 300B.
Barrett & Company, Inc. is based out at Providence, RI
Below you can find more details about Barrett & Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$300 Billion
ETFs: $205 Billion
Technology: $31.2 Billion
Financial Services: $14.7 Billion
Communication Services: $12.9 Billion
Industrials: $9.15 Billion
Consumer Cyclical: $7.25 Billion
Healthcare: $5.75 Billion
Energy: $4.24 Billion
Other: $4.19 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
