BARRETT & COMPANY, INC. - Portfolio Stock Holdings
BARRETT & COMPANY, INC. disclosed 727 stock positions in a recent SEC 13F filing. $357,019,907 of stock holdings were filed, with the largest holdings including VTI, IVW, and USMV. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
727Est. Stock Holding Value:
$357,019,907Top Stock Holdings By Sector
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Portfolio Stock Holdings - BARRETT & COMPANY, INC.
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