Barrett & Company, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $267 Billion distributed in 641 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 $26.2B, Ishares S&P 500 Growth ETF with a value of $15.8B, Ishares Msci Usa Min Vol Facto with a value of $14.9B, Nvidia Corp with a value of $12.2B, and Ishares Core S&P 500 ETF with a value of $7.74B.
Examining the 13F form we can see an increase of $34.4B in the current position value, from $232B to 267B.
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
$267 Billion
ETFs: $178 Billion
Technology: $28.1 Billion
Financial Services: $15.4 Billion
Communication Services: $9.8 Billion
Industrials: $9.19 Billion
Consumer Cyclical: $7.29 Billion
Healthcare: $6.18 Billion
Energy: $3.94 Billion
Other: $4.57 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
