BARRETT & COMPANY, INC.
BARRETT & COMPANY, INC. reported 707 positions worth $357.2M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VTI (10.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $38.4M | 10.75% | 103,784 | — | — | |
| ▸ 2 | IVW | SH | $22.7M | 6.37% | 165,307 | — | — | |
| ▸ 3 | USMV | SH | $18.5M | 5.18% | 191,781 | — | — | |
| ▸ 4 | NVDA | SH | $16.4M | 4.59% | 81,864 | — | — | |
| ▸ 5 | ILCV | SH | $9.9M | 2.78% | 98,106 | — | — | |
| ▸ 6 | IVV | SH | $9.7M | 2.71% | 12,919 | — | — | |
| ▸ 7 | AAPL | SH | $9.2M | 2.57% | 31,718 | — | — | |
| ▸ 8 | VEU | SH | $8.9M | 2.48% | 105,924 | — | — | |
| ▸ 9 | AMZN | SH | $8.8M | 2.46% | 36,795 | — | — | |
| ▸ 10 | XT | SH | $8.5M | 2.38% | 102,727 | — | — |
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Frequently Asked Questions
What stocks does BARRETT & COMPANY, INC. hold as of Q2 2026?
BARRETT & COMPANY, INC. reported 707 positions worth $357.2M in its Q2 2026 13F filing. Largest positions: VTI (10.8%), IVW (6.4%), USMV (5.2%), NVDA (4.6%) and ILCV (2.8%).
What did BARRETT & COMPANY, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BARRETT & COMPANY, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.