BARRETT & COMPANY, INC.
Top Portfolio Positions
391 positions ·
$93,543,170 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
64,589 | $11,264,321 | 12.04% |
| AAPL |
Apple Inc.
Technology
|
27,636 | $7,013,740 | 7.50% |
| SPY |
Spdr S&P 500 Etf Trust
|
9,318 | $6,059,868 | 6.48% |
| MDY |
Spdr S&P Midcap 400 Etf Trust
|
9,214 | $5,682,826 | 6.08% |
| GOOGL |
Alphabet Inc.
Communication Services
|
17,802 | $5,119,143 | 5.47% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,964 | $4,782,712 | 5.11% |
| META |
Meta Platforms, Inc.
Communication Services
|
5,686 | $3,253,131 | 3.48% |
| XOM |
Exxon Mobil Corp
Energy
|
19,131 | $3,245,765 | 3.47% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,546 | $2,808,051 | 3.00% |
| MSFT |
Microsoft Corp
Technology
|
7,422 | $2,747,401 | 2.94% |
Portfolio Trend
Holdings in RMT
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,757 | 3,250 | Shares | Sole | 2026-05-04 | |
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