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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 $184,677,570
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 51,281 $12,164,910 6.58%
2.
Ishares Tr
 128,361 $10,016,028 5.42%
3.
Ishares Trust
 IEF 112,139 $8,421,654 4.56%
4.
Ishares Tr
 92,050 $6,500,595 3.51%
5.
Ishares Trust
 IEF 11,583 $5,532,182 2.99%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)