1y return+19.3%S&P 500 +20.9%
3y return+45.9%S&P 500 +68.5%
5y return+33.0%S&P 500 +74.5%
10y return+61.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $161 against $357 in the S&P 500.2
Barry Investment Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FNDFSchwab Strategic Tr | $43.5M | 9.1% | +3.2% |
| BILSpdr Series Trust | $42.9M | 9.0% | +43.9% |
| VYMIVanguard Whitehall Fds | $41.8M | 8.7% | +3.2% |
| VGLTVanguard Scottsdale Fds | $41.5M | 8.7% | +3.4% |
| GUNRFlexshares Tr | $30.8M | 6.5% | +4.9% |
| EMLPFirst Tr Exchange-traded Fd | $21.9M | 4.6% | +5.9% |
| EWJIshares Inc | $19.0M | 4.0% | |
| SHYIshares Tr | $18.8M | 3.9% | +48.1% |
| GDXVaneck Etf Trust | $17.8M | 3.7% | |
| ILFIshares Tr | $14.6M | 3.0% | +3.2% |
| AVDVAmerican Centy Etf Tr | $14.5M | 3.0% | +3.6% |
| VWOVanguard Intl Equity Index F | $14.1M | 3.0% | +6.1% |
| VCRBVanguard Malvern Fds | $14.0M | 2.9% | +28.5% |
| MLPAGlobal X Fds | $10.9M | 2.3% | |
| SCHDSchwab Strategic Tr | $10.3M | 2.2% | +29.9% |
| DFJWisdomtree Tr | $8.6M | 1.8% | −3.4% |
| FBNDFidelity Merrimack Str Tr | $8.0M | 1.7% | +36.7% |
| VTVanguard Intl Equity Index F | $6.9M | 1.4% | −18.7% |
| VBRVanguard Index Fds | $6.3M | 1.3% | +1.7% |
| AAPLApple Inc | $5.4M | 1.1% | −2.9% |
| PICKIshares Inc | $5.4M | 1.1% | −2.4% |
| RTXRtx Corporation | $5.3M | 1.1% | |
| Totalenergies SeCUSIP F92124100 | $4.9M | 1.0% | −1.1% |
| VEAVanguard Tax-managed Fds | $4.7M | 1.0% | −3.9% |
| IEVIshares Tr | $4.3M | 0.9% | −4.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.4M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $5.3M |
| GDXVaneck Etf Trust | March 31, 2021 | +132.2% | $17.8M |
| EMLPFirst Tr Exchange-traded Fd | September 30, 2020 | +128.5% | $21.9M |
| FNDFSchwab Strategic Tr | June 30, 2020 | +122.2% | $43.5M |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $3.9M |
| AMLPAlps Etf Tr | June 30, 2020 | +110.1% | $2.1M |
| MLPAGlobal X Fds | June 30, 2020 | +95.0% | $10.9M |
| VEAVanguard Tax-managed Fds | June 30, 2020 | +83.7% | $4.7M |
| EWUIshares Tr | September 30, 2020 | +81.0% | $1.4M |
Sold off last quarter
- JNJJohnson & Johnson was $9.7M
- Exxon Mobil CorpCUSIP 30231G102 was $943K
- MPCMarathon Pete Corp was $277K
- TSMTaiwan Semiconductor Manufac was $200K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.9% | +14.8% |
| March 31, 2026 | +5.4% | −4.6% |
| December 31, 2025 | +3.7% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +4.0% | +10.5% |
| March 31, 2025 | +6.9% | −4.6% |
| December 31, 2024 | −5.8% | +2.1% |
| September 30, 2024 | +8.3% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +7.8% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | −0.8% | +8.3% |
| March 31, 2023 | +2.1% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −8.2% | −5.3% |
| June 30, 2022 | −8.9% | −16.5% |
| March 31, 2022 | −2.6% | −4.9% |
| December 31, 2021 | +4.3% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Barry Investment Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1631639&type=13F-HR&dateb=&owner=include&count=40CIK 1631639
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1631639/000208585326000677/Filed July 9, 2026 · accession 0002085853-26-000677