Arkolith/Funds/Barrett & Company, Inc.

Barrett & Company, Inc.

CIK 887602
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Barrett & Company, Inc. holds a diversified book of 707 stocks worth $357.2M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Alphabet Inc-CL C and trimmed Alphabet Inc-CL A. Their largest long position is Vanguard Total Stock MKT ETF at 11% of the equity book.

Opened
174
bought for the first time
Added to
194
already held, bought more
Trimmed
77
sold some, still holds it
Sold out
25
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
42%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

30% mapped to company sectors

ETF / fund or unclassified
70%
Information Technology
14%
Financials
5%
Consumer Discretionary
3%
Health Care
2%
Industrials
2%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Barrett & Company, Inc.

Manager / fundShared namesTheir $ in those
WELLS FARGO & COMPANY/MN79 / 80$160.8B
ROYAL BANK OF CANADA79 / 80$150.3B
LPL Financial LLC79 / 80$94.6B
OSAIC HOLDINGS, INC.79 / 80$18.8B
CWM, LLC79 / 80$7.7B
Integrated Wealth Concepts LLC79 / 80$4.0B
MORGAN STANLEY78 / 80$544.2B
UBS Group AG78 / 80$143.2B

Ranked by the share of each fund's own book sitting in the names it shares with Barrett & Company, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

707 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$38.4M103.8K
10.8%
+7.0%
Added · +7K sh
2Ishares TR
S&P 500 GRWT ETF
$22.7M165.3K
6.4%
+5.4%
Added · +8K sh
3Ishares TR
MSCI USA MIN ETF
$18.5M191.8K
5.2%
+7.8%
Added · +14K sh
4Nvidia Corporation
COM
$16.4M81.9K
4.6%
+27%
Added · +17K sh
5Ishares TR
MORNINGSTAR VALU
$9.9M98.1K
2.8%
+4.8%
Added · +5K sh
6Ishares TR
CORE S&P500 ETF
$9.7M12.9K
2.7%
+3.1%
Added · +392 sh
7Apple Inc
COM
$9.2M31.7K
2.6%
+15%
Added · +4K sh
8Vanguard Intl Equity Index F
ALLWRLD EX US
$8.9M105.9K
2.5%
+4.5%
Added · +5K sh
9Amazon Com Inc
COM
$8.8M36.8K
2.5%
+60%
Added · +14K sh
10Ishares TR
FUTU EXPO TE ETF
$8.5M102.7K
2.4%
+9.3%
Added · +9K sh
11Vanguard Specialized Funds
DIV APP ETF
$8.1M34.1K
2.3%
+8.6%
Added · +3K sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$7.4M10.0K
2.1%
+6.9%
Added · +646 sh
13First TR Exchangetraded FD
SHS
$7.1M146.6K
2.0%
+8.9%
Added · +12K sh
14State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$6.7M9.5K
1.9%
+3.0%
Added · +280 sh
15SPDR Series Trust
ST STR SP600GRWO
$6.4M53.9K
1.8%
+5.0%
Added · +3K sh
16Vanguard Index FDS
GROWTH ETF
$6.2M71.9K
1.7%
+496%
Added · +60K sh
17Vanguard Index FDS
VALUE ETF
$5.5M25.4K
1.5%
+0.1%
Added · +18 sh
18Vanguard Index FDS
SMALL CP ETF
$5.4M17.9K
1.5%
+2.8%
Added · +489 sh
19Alphabet Inc
CAP STK CL A
$4.8M13.4K
1.3%
−24%
Reduced · −4K sh
20First TR Exchangetraded FD
CAP STRENGTH ETF
$4.7M49.9K
1.3%
+1.0%
Added · +482 sh
21Vanguard Taxmanaged FDS
VAN FTSE DEV MKT
$4.4M61.1K
1.2%
−0.5%
Reduced · −326 sh
22Alphabet Inc
CAP STK CL C
$4.2M12.0K
1.2%
New
New position
23Ishares TR
CORE MSCI TOTAL
$4.2M44.2K
1.2%
+21%
Added · +8K sh
24Capital Group Growth ETF
SHS CREAT UNIT
$3.9M82.9K
1.1%
+11%
Added · +8K sh
25Meta Platforms Inc
CL A
$3.5M6.3K
1.0%
+10%
Added · +590 sh
26JPMorgan Chase &CO
COM
$3.2M9.9K
0.9%
+3.9%
Added · +373 sh
27Exxon Mobil Corp
COM
$3.1M22.6K
0.9%
+18%
Added · +3K sh
28Microsoft Corp
COM
$3.0M7.9K
0.8%
+6.8%
Added · +505 sh
29Howmet Aerospace Inc
COM
$2.7M10.2K
0.8%
+5.0%
Added · +490 sh
30First TR Exchange Traded FD
RISNG DIVD ACHIV
$2.7M32.7K
0.7%
−0.1%
Reduced · −26 sh
31Pacer FDS TR
US SM CAP CA ETF
$2.6M52.3K
0.7%
+0.7%
Added · +364 sh
32Johnson &Johnson
COM
$2.4M9.5K
0.7%
+8.8%
Added · +774 sh
33Ishares TR
RUS 1000 VAL ETF
$2.2M9.0K
0.6%
+15%
Added · +1K sh
34M &T BK Corp
COM
$2.1M9.0K
0.6%
−0.5%
Reduced · −47 sh
35Newtekone Inc
COM NEW
$1.9M129.6K
0.5%
+17%
Added · +19K sh
36Ishares TR
IBONDS 27 ETF
$1.8M74.3K
0.5%
+18%
Added · +11K sh
37First TR Exchangetraded FD
FT VEST S&P 500
$1.6M31.4K
0.4%
+9.1%
Added · +3K sh
38Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.5M7.1K
0.4%
~0%
Added · +1 sh
39Ishares TR
IBDS DEC28 ETF
$1.5M59.1K
0.4%
+27%
Added · +13K sh
40Stone Ridge TR
LIFEX 2035 INCM
$1.4M17.8K
0.4%
+13%
Added · +2K sh
41Bank Of Amer Corp
COM
$1.2M21.9K
0.3%
+5.0%
Added · +1K sh
42First TR Exchangetraded FD
FST LOW OPPT EFT
$1.2M24.3K
0.3%
+5.1%
Added · +1K sh
43Procter &Gamble Co
COM
$1.2M8.2K
0.3%
+3.1%
Added · +247 sh
44Vanguard Index FDS
S&P 500 ETF SHS
$1.2M1.7K
0.3%
−0.9%
Reduced · −15 sh
45Eli Lilly &CO
COM
$1.2M984
0.3%
+89%
Added · +464 sh
46Capital Group Dividend Value
SHS CREAT UNIT
$1.2M23.6K
0.3%
−4.2%
Reduced · −1K sh
47Schwab Strategic TR
US BRD MKT ETF
$1.1M39.7K
0.3%
−2.4%
Reduced · −969 sh
48Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.1M18.6K
0.3%
Held
49Chevron Corporation
COM
$1.1M6.6K
0.3%
−0.7%
Reduced · −48 sh
50Ishares TR
IBONDS 26 TRM TS
$1.1M47.8K
0.3%
+0.1%
Added · +60 sh
Showing 50 of 707 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026707$357.2M13F-HR
Q1 2026Mar 31, 2026May 4, 2026652$290.6M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026666$299.8M13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025639$291.7M13F-HR
Q2 2025Jun 30, 2025Jul 21, 2025641$266.7M13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025620$232.3M13F-HR
Q4 2024Dec 31, 2024Jan 28, 2025610$237.0M13F-HR
Q3 2024Sep 30, 2024Oct 24, 2024579$230.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.