Barrett & Company, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $292 Billion distributed in 639 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $29.9B, Ishares S&P 500 Growth ETF with a value of $18.6B, Ishares Msci Usa Min Vol Facto with a value of $16.1B, Nvidia Corp with a value of $13.7B, and Ishares Morningstar Value ETF with a value of $8.59B.
Examining the 13F form we can see an increase of $25B in the current position value, from $267B to 292B.
Barrett & Company, Inc. is based out at Providence, RI
Below you can find more details about Barrett & Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$292 Billion
ETFs: $199 Billion
Technology: $29.9 Billion
Financial Services: $15.6 Billion
Communication Services: $10.7 Billion
Industrials: $9.32 Billion
Consumer Cyclical: $7.13 Billion
Healthcare: $6.2 Billion
Energy: $3.97 Billion
Other: $4.47 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
