BARRETT & COMPANY, INC. - Portfolio Stock Holdings
BARRETT & COMPANY, INC. disclosed 723 stock positions in a recent SEC 13F filing. $366,957,959 of stock holdings were filed, with the largest holdings including VTI, IVW, and USMV. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $529,683,081 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
723Est. Stock Holding Value:
$366,957,959Top Stock Holdings By Sector
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Portfolio Stock Holdings - BARRETT & COMPANY, INC.
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