CIK 887602
BARRETT & COMPANY, INC.
Institutional 13F holdings & portfolio
Holdings
661
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 661
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBTH | ISHARES TR | 43K | $500K+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 25K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| MET | METLIFE INC | 11K | $500K+ | SH |
| COWZ | PACER FDS TR | 14K | $500K+ | SH |
| IEFA | ISHARES TR | 10K | $500K+ | SH |
| IJR | ISHARES TR | 7K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 40K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 5K | $500K+ | SH |
| IBDR | ISHARES TR | 29K | $500K+ | SH |
| ICOW | PACER FDS TR | 18K | $500K+ | SH |
| SHY | ISHARES TR | 8K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| DVYE | ISHARES INC | 20K | $500K+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 36K | $500K+ | SH |
| IBTI | ISHARES TR | 27K | $500K+ | SH |
| ORI | OLD REP INTL CORP | 13K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 4K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| IJS | ISHARES TR | 5K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| LLY | ELI LILLY &CO | 516 | $500K+ | SH |
| MRK | MERCK &CO INC | 5K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| XYL | XYLEM INC | 4K | $500K+ | SH |
| HEI | HEICO CORP NEW | 2K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 6K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 6K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 12K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| IBDU | ISHARES TR | 17K | $100K–$500K | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 14K | $100K–$500K | SH |
| SCHP | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 8K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| HDV | ISHARES TR | 3K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH |
| IBTJ | ISHARES TR | 15K | $100K–$500K | SH |