Barry Investment Advisors, LLC
Top Portfolio Positions
50 positions ·
$54,486,773 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
39,554 | $9,668,579 | 17.74% | |
| TTE |
TotalEnergies SE
Energy
|
63,158 | $5,746,114 | 10.55% | |
| RTX |
RTX Corp
Industrials
|
27,895 | $5,380,945 | 9.88% | |
| AAPL |
Apple Inc.
Technology
|
19,290 | $4,895,609 | 8.98% | |
| GLD |
Spdr Gold Trust
|
10,745 | $4,623,466 | 8.49% | |
| PFE |
Pfizer Inc
Healthcare
|
120,402 | $3,380,888 | 6.20% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
19,852 | $2,387,997 | 4.38% | |
| SHEL |
Shell plc
Energy
|
19,839 | $1,845,027 | 3.39% | |
| PSX |
Phillips 66
Energy
|
7,860 | $1,431,934 | 2.63% | |
| JOF |
Japan Smaller Capitalization Fund Inc
Financial Services
|
115,517 | $1,259,135 | 2.31% |
Portfolio Trend
25 quarters · across all stocks
Holdings in REI
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,900 | 30,000 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $13,050 | 15,000 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $27,250 | 25,000 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $7,900 | 10,000 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $11,500 | 10,000 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $13,600 | 10,000 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $16,000 | 10,000 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $16,900 | 10,000 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $19,600 | 10,000 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $14,600 | 10,000 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $19,500 | 10,000 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $17,100 | 10,000 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $19,000 | 10,000 | Shares | Other | 2023-04-28 | |
| 2022-12-31 | $24,600 | 10,000 | Shares | Other | 2023-01-26 | |
| 2022-09-30 | $23,200 | 10,000 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $26,600 | 10,000 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $38,200 | 10,000 | Shares | Other | 2022-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||