account_balance
Investment manager · 13F filer · SEC CIK 887602
Barrett & Company, Inc.
Reported value$366Mas of Sep 30, 2026
Positions671 20 new, 56 sold out
Top 10 weight43.9%VTI alone is 10%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
10.3%Trimmed −3%
IVWiShares Tr
6.1%Trimmed −5%
USMViShares Tr
5.2%
NVDANVIDIA Corp
5.2%
JNJJohnson & Johnson
4.4%Added +531%
IVViShares Tr
2.9%Added +5%
ILCViShares Tr
2.7%Trimmed −4%
AAPLApple Inc.
2.6%Trimmed −8%
AMZNAmazon.com Inc
2.3%−8%
XTiShares Tr
2.3%
GOOGLAlphabet Inc.
2.3%Added +81%
VEUVanguard Intl Equity Index F
2.1%−11%
VTIVanguard Index FDS
10.3%Trimmed −3%
IVWiShares Tr
6.1%−5%
USMViShares Tr
5.2%
NVDANVIDIA Corp
5.2%
JNJJohnson & Johnson
4.4%Added +531%
IVViShares Tr
2.9%
ILCViShares Tr
2.7%
AAPLApple Inc.
2.6%
AMZN2.3%XT2.3%
GOOGLVEU2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 10.3% Trimmed −3%
IVW iShares Tr 6.1% Trimmed −5%
USMV iShares Tr 5.2% Held
NVDA NVIDIA Corp 5.2% HeldJNJ Johnson & Johnson 4.4% Added +531%IVV iShares Tr 2.9% Added +5%
ILCV iShares Tr 2.7% Trimmed −4%
AAPL Apple Inc. 2.6% Trimmed −8%AMZN Amazon.com Inc 2.3% Trimmed −8%XT iShares Tr 2.3% Held
GOOGL Alphabet Inc. 2.3% Added +81%VEU Vanguard Intl Equity Index F 2.1% Trimmed −11%
What changed
Biggest moves since Jun 30, 2026
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