Fund Holdings

BARRETT & COMPANY, INC.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR
MSCI USA MIN ETF
0191,781+191,781018,499,2155.18%+18,499,215
ISHARES TR
FUTU EXPO TE ETF
0102,727+102,72708,488,2992.38%+8,488,299
VANGUARD INDEX FDS97,024103,784+6,76031,126,27338,404,27010.75%+7,277,997
SPDR SERIES TRUST
ST STR SP600GRWO
053,858+53,85806,416,1321.80%+6,416,132
NVIDIA CORPORATION(NVDA)64,58981,864+17,27511,264,39316,380,1104.59%+5,115,717
ISHARES TR156,870165,307+8,43717,743,59822,734,6836.37%+4,991,085
ALPHABET INC(GOOG)011,957+11,95704,224,8721.18%+4,224,872
AMAZON COM INC(AMZN)22,96436,795+13,8314,782,7338,769,6962.46%+3,986,963
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
082,948+82,94803,915,1301.10%+3,915,130
PACER FDS TR
US SM CAP CA ETF
052,292+52,29202,646,5110.74%+2,646,511
APPLE INC(AAPL)27,63631,718+4,0827,013,8569,177,8022.57%+2,163,946
ISHARES TR12,52712,919+3928,183,0489,674,9812.71%+1,491,933
STATE STR SPDR S&P 500 ETF T(SPY)9,3189,964+6466,059,9417,441,0052.08%+1,381,064
VANGUARD SPECIALIZED FUNDS31,41134,124+2,7136,755,2138,074,3382.26%+1,319,125
VANGUARD INTL EQUITY INDEX F101,353105,924+4,5717,611,5428,871,1232.48%+1,259,581
ISHARES TR93,58898,106+4,5188,716,7499,932,2732.78%+1,215,524
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
023,558+23,55801,160,9350.33%+1,160,935
ISHARES TR
CORE MSCI TOTAL
36,62744,234+7,6073,173,4384,221,6651.18%+1,048,227
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
030,373+30,37301,001,3980.28%+1,001,398
STATE STR SPDR S&P MIDCAP 40(MDY)9,2149,494+2805,682,9866,677,2951.87%+994,309
VANGUARD INDEX FDS12,07571,941+59,8665,274,1046,196,9661.73%+922,862
VANGUARD INDEX FDS17,36217,851+4894,547,5175,411,0051.51%+863,488
FIRST TR EXCHANGETRADED FD04,915+4,9150784,4180.22%+784,418
FIRST TR EXCHANGETRADED FD
SHS
134,540146,592+12,0526,327,4407,062,8151.98%+735,375
NEWTEKONE INC110,915129,618+18,7031,214,5231,919,6460.54%+705,123
ELI LILLY &CO(LLY)520984+464478,0951,179,8370.33%+701,742
HEICO CORP NEW(HEI)1,6072,812+1,205440,5461,001,5410.28%+560,995
VANGUARD INDEX FDS25,36525,383+184,976,5345,531,7261.55%+555,192
BERKSHIRE HATHAWAY INC DEL1,1162,151+1,035534,5481,076,0890.30%+541,541
TIDAL TRUST I019,241+19,2410532,0140.15%+532,014
ISHARES TR7,7928,952+1,1601,664,8962,170,3460.61%+505,450
HOWMET AEROSPACE INC(HWM)9,71610,206+4902,239,1212,743,9930.77%+504,872
STONE RIDGE TR
LIFE 2030 IN BU
011,737+11,7370491,1320.14%+491,132
JPMORGAN CHASE &CO(JPM)9,5469,919+3732,808,0203,246,7310.91%+438,711
VANGUARD TAXMANAGED FDS61,39961,073-3263,934,4294,351,4341.22%+417,005
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
32,72032,694-262,234,1312,650,1380.74%+416,007
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
09,573+9,5730405,2250.11%+405,225
INTERNATIONAL BUSINESS MACHS(IBM)2,5693,613+1,044622,6251,015,8850.28%+393,260
MASTERCARD INCORPORATED(MA)5351,271+736267,318652,7880.18%+385,470
FIRST TR EXCHANGETRADED FD
LTD DUR INVT ETF
020,044+20,0440377,9300.11%+377,930
FIRST TR EXCHANGETRADED FD
HIGH INCM STRGC
8,75017,066+8,316387,981756,4970.21%+368,516
MICRON TECHNOLOGY INC(MU)499464-35168,631535,7580.15%+367,127
FIRST TR EXCHNG TRADED FD VI
LOW DUR STRTGC
21,52540,769+19,244407,253770,5350.22%+363,282
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
6196190242,499597,3350.17%+354,836
IDEXX LABS INC(IDXX)90725+63550,570381,6690.11%+331,099
ISHARES TR
IBDS DEC28 ETF
46,53659,062+12,5261,178,7671,491,3240.42%+312,557
QUALCOMM INC(QCOM)5,0555,169+114650,930955,2280.27%+304,298
FIRST TR EXCHANGETRADED FD
INTER GRADE ETF
014,332+14,3320296,8160.08%+296,816
FIRST TR EXCHANGETRADED FD44,30752,644+8,337743,0281,030,2430.29%+287,215
META PLATFORMS INC(META)5,6866,276+5903,253,2383,535,4410.99%+282,203
JOHNSON &JOHNSON(JNJ)8,7739,547+7742,144,5572,424,6920.68%+280,135
ISHARES TR22,50334,606+12,103523,421801,4700.22%+278,049
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
05,852+5,8520273,9320.08%+273,932
M &T BK CORP(MTB)9,0769,029-471,876,1482,149,0160.60%+272,868
ISHARES TR
IBONDS 27 ETF
63,10674,335+11,2291,529,6861,800,3830.50%+270,697
SELECT SECTOR SPDR TR
ST STR REAL ETF
06,008+6,0080264,5430.07%+264,543
GE AEROSPACE(GE)1,7962,060+264509,643769,7380.22%+260,095
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,322+1,3220251,8670.07%+251,867
ISHARES TR9,08620,106+11,020198,893438,3110.12%+239,418
HONEYWELL INTL INC01,062+1,0620237,7820.07%+237,782
HONEYWELL AEROSPACE INC01,069+1,0690236,3350.07%+236,335
GE VERNOVA INC(GEV)461541+80402,672636,1400.18%+233,468
BANK OF AMER CORP20,87521,916+1,0411,017,6641,248,7480.35%+231,084
CISCO SYS INC(CSCO)6,6826,369-313518,455748,0550.21%+229,600
ISHARES TR28,11038,629+10,519626,378855,2400.24%+228,862
DOVER CORP(DOV)3751,297+92278,169290,8700.08%+212,701
PALO ALTO NETWORKS INC(PANW)238732+49438,156249,6270.07%+211,471
MICROSOFT CORP(MSFT)7,4227,927+5052,747,4142,956,7800.83%+209,366
LOCKHEED MARTIN CORP(LMT)5551,062+507335,690541,2630.15%+205,573
MARKEL GROUP INC(MKL)12117+10522,969228,5020.06%+205,533
TERADYNE INC(TER)440677+237130,442327,4210.09%+196,979
VERTIV HOLDINGS CO(VRT)325825+50081,439276,2270.08%+194,788
SPDR SERIES TRUST
ST STR R1K LOWV
01,054+1,0540191,2640.05%+191,264
FIRST TR EXCHANGETRADED FD
FT VEST S&P 500
28,76731,382+2,6151,401,2411,584,8050.44%+183,564
CVS HEALTH CORP(CVS)4,3644,760+396313,413492,3820.14%+178,969
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
02,158+2,1580178,3120.05%+178,312
ISHARES TR6,8846,885+1855,7411,021,0650.29%+165,324
AXON ENTERPRISE INC(AXON)0280+2800156,9710.04%+156,971
METLIFE INC(MET)11,09311,123+30784,510941,1190.26%+156,609
DANAHER CORP DEL(DHR)2701,071+80151,192203,9610.06%+152,769
GOLDMAN SACHS GROUP INC(GS)296397+101250,332401,7120.11%+151,380
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
7,0907,091+11,360,7051,508,7400.42%+148,035
VANGUARD INDEX FDS1,7381,723-151,038,5171,183,5650.33%+145,048
INTUITIVE SURGICAL INC36401+36516,596159,4700.04%+142,874
TPG INC(TPG)3503,751+3,40114,179152,1200.04%+137,941
ISHARES TR
0-5 YR TIPS ETF
01,336+1,3360136,5010.04%+136,501
BLACKROCK INC(BLK)24162+13823,081155,7520.04%+132,671
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,130+1,1300132,5650.04%+132,565
CADENCE DESIGN SYSTEM INC(CDNS)0350+3500131,3620.04%+131,362
MERCK &CO INC(MRK)4,6965,411+715564,914695,3010.19%+130,387
SCHWAB STRATEGIC TR40,66239,693-9691,020,6101,149,5090.32%+128,899
CME GROUP INC(CME)225882+65766,454194,7130.05%+128,259
EMERSON ELEC CO(EMR)5,7606,168+408754,702882,8900.25%+128,188
STONE RIDGE TR
LIFEX 2035 INCM
15,74617,802+2,0561,285,7291,409,6120.39%+123,883
MARVELL TECHNOLOGY INC(MRVL)600600059,430178,7340.05%+119,304
ISHARES TR10,96016,334+5,374239,399353,6310.10%+114,232
SELECT SECTOR SPDR TR
ST STR FINL ETF
02,129+2,1290114,1440.03%+114,144
SELECT SECTOR SPDR TR
ST STR CARE ETF
0719+7190114,1040.03%+114,104
HOME DEPOT INC(HD)315615+300103,528216,9230.06%+113,395
ISHARES TR7,73513,235+5,500158,949272,2140.08%+113,265
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