Barrett & Company, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $300 Billion distributed in 666 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 $31.4B, Ishares S&P 500 Growth ETF with a value of $19.4B, Ishares Msci Usa Min Vol Facto with a value of $16.5B, Nvidia Corp with a value of $13.9B, and Ishares Morningstar Value ETF with a value of $8.93B.
Examining the 13F form we can see an increase of $8.11B in the current position value, from $292B to 300B.
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.