BARRETT & COMPANY, INC. - Portfolio overview
BARRETT & COMPANY, INC. has 683 reported holdings in this dataset, with the latest filing dated 2026-05-04.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- VTI - VANGUARD INDEX FDS, 10.53%
- IVW - ISHARES TR, 6.00%
- USMV - ISHARES TR, 5.59%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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