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Home > Institutional Investor > Barrett & Company, Inc. > Profile

Instuitional Investor - Barrett & Company, Inc.

Fund Profile
Filing Period:
Fund Name: Barrett & Company, Inc.
Portfolio Value $232,323,139
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 75,109 $20,642,850 8.89%
2.
Ishares Tr - MSCI USA MIN VOL
 147,708 $13,834,293 5.95%
3.
Ishares Trust
 IEF 127,402 $11,826,771 5.09%
4.
Nvidia Corp
 NVDA 97,231 $10,537,871 4.54%
5.
Ishares Tr
 93,097 $7,582,776 3.26%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)