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Filers›Hedge Fund›BARRETT & COMPANY, INC.
DOSSIER · 13F-HR · Q1 2026

BARRETT & COMPANY, INC.

BARRETT & COMPANY's hedge fund based in London, UK — $291M in tracked AUM across 652 positions as of Q1 2026.

B&
BARRETT & COMPANY·London, UK·Hedge Fund
CIK 0000887602 · last filed Mar 31, 2026
Total AUM
$291M
▼ 1.0%
vs prior
Holdings
652
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BARRETT & COMPANY, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$31M97K10.7%
02
IVW
ISHARES TR
$18M157K6.1%
03
USMV
ISHARES TR
$17M178K5.7%
04
NVDA
NVIDIA CORPORATION
$11M65K3.9%
05
ILCV
ISHARES TR
$9M94K3.0%
06
IVV
ISHARES TR
$8M13K2.8%
07
VEU
VANGUARD INTL EQUITY INDEX F
$8M101K2.6%
08
AAPL
APPLE INC
$7M28K2.4%
09
VIG
VANGUARD SPECIALIZED FUNDS
$7M31K2.3%
10
XT
ISHARES TR
$6M94K2.2%

Filing history

Filing history loading…
AI Agent · grounded in BARRETT
haiku-4-5 · 652 positions indexed
Sector mix
  • Tech12%
  • Financials7%
  • Health Care37%
  • Cons. Disc.13%
  • Communications21%
  • Industrials5%
  • Other5%
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