BGRWX
Barrett Growth Fund
1W: -0.8%
1M: -1.4%
3M: +2.2%
YTD: +1.6%
1Y: +5.8%
3Y: +58.9%
5Y: +48.1%
$28.29
+0.23 (+0.82%)
Weekly Expected Move ±1.5%
$27
$28
$28
$28
$29
Total Changes (90d)
0
New Holdings
0
Removed Holdings
0
30 changes · Page 1 of 1
| Date | Holding Name | Ticker | Change Type | Old Value | New Value |
|---|---|---|---|---|---|
| 2026-02-28 | TTEK | TTEK | New | — | 23000 shares |
| 2026-02-28 | ENS | ENS | New | — | 4000 shares |
| 2026-02-28 | TMO | TMO | New | — | 900 shares |
| 2026-02-28 | JPM | JPM | New | — | 4000 shares |
| 2026-02-28 | DE | DE | New | — | 400 shares |
| 2026-02-28 | FICO | FICO | New | — | 500 shares |
| 2026-02-28 | ISRG | ISRG | New | — | 1000 shares |
| 2026-02-28 | SYK | SYK | New | — | 2000 shares |
| 2026-02-28 | ECL | ECL | New | — | 3000 shares |
| 2026-02-28 | V.BA | V.BA | New | — | 3450 shares |
| 2026-02-28 | COST | COST | New | — | 1000 shares |
| 2026-02-28 | DHR | DHR | New | — | 2250 shares |
| 2026-02-28 | AVGO | AVGO | New | — | 800 shares |
| 2026-02-28 | TJX | TJX | New | — | 9250 shares |
| 2026-02-28 | GOOG | GOOG | New | — | 6800 shares |
| 2026-02-28 | AZO | AZO | New | — | 100 shares |
| 2026-02-28 | PGR | PGR | New | — | 4500 shares |
| 2026-02-28 | ACN | ACN | New | — | 2500 shares |
| 2026-02-28 | AAPL.NE | AAPL.NE | New | — | 5000 shares |
| 2026-02-28 | SPGI | SPGI | New | — | 750 shares |
| 2026-02-28 | CVX | CVX | New | — | 1500 shares |
| 2026-02-28 | AMZN | AMZN | New | — | 6000 shares |
| 2026-02-28 | MSFT | MSFT | New | — | 3740 shares |
| 2026-02-28 | NVDA | NVDA | New | — | 13325 shares |
| 2026-02-28 | NOW | NOW | New | — | 500 shares |
| 2026-02-28 | REGN | REGN | New | — | 500 shares |
| 2026-02-28 | SBUX | SBUX | New | — | 5000 shares |
| 2026-02-28 | LLY | LLY | New | — | 800 shares |
| 2026-02-28 | ROP | ROP | New | — | 600 shares |
| 2026-02-28 | ARES | ARES | New | — | 8000 shares |