Barrett & Company, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing reports the firm holds equity securities in 671 distinct companies.
The report lists a total of 671 holdings, with Apple Inc. holding the largest position at 9,673,742 shares. Other notable positions include Alphabet Inc. Class A with 8,318,972 shares, Amazon.com Inc. with 8,454,133 shares, and Meta Platforms Inc. Class A with 4,063,605 shares. The filing also includes significant positions in Berkshire Hathaway Inc. Class B, ExxonMobil Holdings Corp., and Chevron Corporation.
The report includes a mix of individual stocks and exchange-traded funds. ETFs held by the firm include the ARK Innovation ETF, the Invesco QQQ Trust, and various BlackRock ETFs. The filing lists Wilson Saville as the President and Chief Compliance Officer of Barrett & Company.
