Barnett & Company, Inc. - Portfolio overview

Barnett & Company, Inc. has 93 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. UNM - UNUM GROUP, 6.60%
2. WMB - WILLIAMS COS INC, 6.06%
3. OMF - ONEMAIN HLDGS INC, 4.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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