Long-term investor
Barrett & Company, Inc. @barrettcompanyinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000887602).
Record
- Tracked since 2025-06-30 (441 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +11.1% · 6 months n/a · 1 year +17.9% · all +17.9%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 10.8% · long · since 2025-06-30
- IVW · 6.4% · long · since 2025-06-30
- USMV · 5.2% · long · since 2025-06-30
- NVDA · 4.6% · long · since 2025-06-30
- ILCV · 2.8% · long · since 2025-06-30
- IVV · 2.7% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- VEU · 2.5% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- XT · 2.4% · long · since 2025-06-30
- VIG · 2.3% · long · since 2025-06-30
- SPY · 2.1% · long · since 2025-06-30