Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VISA INC COM CL A | 36 | Q1 2022 | 6.1% |
EXXON MOBIL CORP COM | 36 | Q1 2022 | 5.9% |
MICROSOFT CORP COM | 36 | Q1 2022 | 5.9% |
APPLE INC COM | 36 | Q1 2022 | 5.2% |
WALT DISNEY CO | 36 | Q1 2022 | 3.2% |
ECOLAB INC COM | 36 | Q1 2022 | 3.2% |
JOHNSON JOHNSON COM | 36 | Q1 2022 | 3.0% |
META PLATFORMS INC | 36 | Q1 2022 | 3.6% |
ACCENTURE PLC IRELAND SHS CLAS | 36 | Q1 2022 | 3.8% |
JPMORGAN CHASE CO COM | 36 | Q1 2022 | 3.2% |
View Barrett Asset Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-06 |
13F-HR | 2021-05-13 |
13F-HR/A | 2021-02-10 |
13F-HR | 2021-02-10 |
13F-HR | 2020-11-06 |
13F-HR | 2020-08-10 |
13F-HR | 2020-04-20 |
View Barrett Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.