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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 $266,697,223
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 86,325 $26,236,637 9.84%
2.
Ishares Trust
 IEF 143,761 $15,828,046 5.93%
3.
Ishares Tr - MSCI USA MIN VOL
 158,643 $14,891,735 5.58%
4.
Nvidia Corp
 NVDA 77,145 $12,188,069 4.57%
5.
Ishares Trust
 IEF 12,462 $7,737,712 2.9%
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)