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Barr E S & Co

SEC CIK
0001040210
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
112
+4 vs. Q1 2026
Portfolio value
$1.78B
+$64.4M (+3.7%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Barr E S & Co in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock481,709$241.0M13.5%−8,095−1.7%ReducedHistory
GOOGAlphabet Inc.Stock473,699$167.4M9.4%−12,786−2.6%ReducedHistory
MKLMarkel Group Inc.COM77,051$150.5M8.4%−171−0.2%ReducedHistory
GSGoldman Sachs Group IncStock122,798$124.2M7.0%−19,390−13.6%ReducedHistory
JPMJPMorgan Chase & CoStock333,377$109.1M6.1%−8,090−2.4%ReducedHistory
AMZNAmazon Com IncStock437,392$104.2M5.8%−6,599−1.5%ReducedHistory
MCOMoodys CorpStock163,383$74.0M4.1%+3,519+2.2%AddedHistory
HOMBHome Bancshares IncCOM2,458,588$70.2M3.9%+12,101+0.5%AddedHistory
SCHWSchwab Charles CorpStock739,955$68.3M3.8%−6,172−0.8%ReducedHistory
BXBlackstone Inc.COM485,135$57.1M3.2%−4,525−0.9%ReducedHistory
BROBrown & Brown, Inc.Stock817,719$52.5M2.9%−2,128−0.3%ReducedHistory
GOOGLAlphabet Inc.Stock137,398$49.1M2.8%−3,600−2.6%ReducedHistory
AAPLApple Inc.Stock164,751$47.7M2.7%−525−0.3%ReducedHistory
AXPAmerican Express CoStock139,614$47.2M2.6%−3,941−2.7%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH898,434$38.3M2.1%−3,278−0.4%ReducedHistory
MAMastercard IncStock70,930$36.4M2.0%+18,796+36.1%AddedHistory
TTWOTake Two Interactive Software IncCOM120,988$30.2M1.7%+8,117+7.2%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF380,212$29.6M1.7%−27,363−6.7%Reduced–
JNJJohnson & JohnsonStock115,055$29.2M1.6%−4,013−3.4%ReducedHistory
MTDMettler Toledo International IncCOM21,471$27.4M1.5%+2,511+13.2%AddedHistory
BRK.ABerkshire Hathaway IncCL A29$21.7M1.2%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock194,458$17.9M1.0%−1,075−0.5%ReducedHistory
CHCOCity Holding CoCOM127,751$16.9M1.0%−1,493−1.2%ReducedHistory
ADBEAdobe Inc.Stock59,043$12.1M0.7%−1,129−1.9%ReducedHistory
FCNCAFirst Citizens Bancshares IncCL A5,546$11.5M0.6%−232−4.0%ReducedHistory
TROWPrice T Rowe Group IncStock97,473$11.1M0.6%−80−0.1%ReducedHistory
PEPPepsiCo IncStock78,081$10.6M0.6%−2,358−2.9%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM221,187$9.85M0.6%+4,928+2.3%AddedHistory
COSTCostco Wholesale CorpStock9,799$9.17M0.5%−5−0.1%ReducedHistory
ELEstee Lauder Companies IncCL A115,304$9.10M0.5%−8,424−6.8%ReducedHistory
SHWSherwin Williams CoCOM25,096$8.64M0.5%−70−0.3%ReducedHistory
WYNNWynn Resorts LtdCOM80,909$7.86M0.4%−4,375−5.1%ReducedHistory
NVDANVIDIA CorpStock35,700$7.14M0.4%+100+0.3%AddedHistory
MSFTMicrosoft CorpStock14,144$5.28M0.3%−680−4.6%ReducedHistory
WFCWells Fargo & CompanyStock63,512$5.25M0.3%−3,500−5.2%ReducedHistory
LLYEli Lilly & CoStock3,236$3.88M0.2%00.0%UnchangedHistory
TSLATesla, Inc.Stock8,220$3.46M0.2%00.0%UnchangedHistory
PGProcter & Gamble CoStock22,141$3.25M0.2%−685−3.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM22,619$3.09M0.2%−1,390−5.8%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF3,651$2.73M0.2%00.0%UnchangedHistory
WMTWalmart Inc.Stock23,520$2.66M0.1%−1,650−6.6%ReducedHistory
KKRKKR & Co. Inc.COM24,425$2.24M0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock5,902$2.23M0.1%00.0%UnchangedHistory
VVisa Inc.Stock5,388$1.85M0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock43,912$1.80M0.1%−387,489−89.8%ReducedHistory
DISWalt Disney CoStock18,669$1.80M0.1%−748−3.9%ReducedHistory
CATCaterpillar IncStock1,595$1.70M0.1%−25−1.5%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock6,300$1.55M0.1%−400−6.0%ReducedHistory
KOCoca Cola CoStock17,554$1.43M0.1%−1,500−7.9%ReducedHistory
CMECME Group Inc.COM6,000$1.32M0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT6,786$1.11M0.1%−150,256−95.7%ReducedHistory
STTState Street CorpCOM6,250$1.06M0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock10,055$1.03M0.1%−1,850−15.5%ReducedHistory
RFRegions Financial CorpCOM31,000$936.2K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF1,260$927.9K0.1%00.0%Unchanged–
SBCFSeacoast Banking Corp of FloridaCOM NEW26,450$879.5K<0.1%−1,625−5.8%ReducedHistory
HDHome Depot, Inc.Stock2,449$863.7K<0.1%−22−0.9%ReducedHistory
MCDMcDonalds CorpStock3,170$857.0K<0.1%−111−3.4%ReducedHistory
CVXChevron CorpStock4,781$792.5K<0.1%+725+17.9%AddedHistory
ABBVAbbVie Inc.Stock3,121$785.4K<0.1%−80−2.5%ReducedHistory
HEIHeico CorpCOM2,200$783.6K<0.1%00.0%UnchangedHistory
WSBCWesbanco IncCOM19,196$749.2K<0.1%−268−1.4%ReducedHistory
VSXYVictoria's Secret & Co.COMMON STOCK8,790$733.8K<0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,264$712.0K<0.1%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM3,913$702.5K<0.1%−60−1.5%ReducedHistory
CTASCintas CorpStock3,874$658.9K<0.1%00.0%UnchangedHistory
TDGTransDigm Group INCCOM445$592.8K<0.1%00.0%UnchangedHistory
TPLTexas Pacific Land CorpStock1,350$590.8K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock4,536$582.9K<0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF759$568.4K<0.1%−19−2.4%Reduced–
SPCXSpace Exploration Technologies CorpCLASS A COM STK3,180$543.3K<0.1%+3,180NewHistory
FSUNFirstsun Capital BancorpCOM14,000$542.9K<0.1%−1,000−6.7%ReducedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM110,000$533.5K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock2,719$515.9K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW8,218$496.4K<0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock1,859$485.2K<0.1%−599−24.4%ReducedHistory
TJXTJX Companies IncStock3,145$476.4K<0.1%00.0%UnchangedHistory
iShares Tr4642874571 3 YR TREAS BD5,775$474.2K<0.1%00.0%Unchanged–
SPGIS&P Global Inc.Stock1,100$448.0K<0.1%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock876$446.2K<0.1%00.0%UnchangedHistory
WTFCWintrust Financial CorpCOM2,774$445.8K<0.1%−600−17.8%ReducedHistory
BBWIBath & Body Works, Inc.COM18,000$416.3K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock1,316$412.1K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,446$393.3K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock3,605$387.5K<0.1%−50−1.4%ReducedHistory
COPConocoPhillipsStock3,725$387.3K<0.1%00.0%UnchangedHistory
FFord Motor CoStock27,375$380.5K<0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF2,620$360.3K<0.1%00.0%Unchanged–
PMPhilip Morris International Inc.Stock1,980$358.2K<0.1%00.0%UnchangedHistory
GNRCGenerac Holdings Inc.Stock1,200$351.4K<0.1%−51−4.1%ReducedHistory
MPCMarathon Petroleum CorpStock1,319$337.2K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock917$332.0K<0.1%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock943$321.6K<0.1%+943NewHistory
AZOAutoZone IncCOM100$319.6K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock4,400$314.2K<0.1%−180−3.9%ReducedHistory
CHDNChurchill Downs IncCOM3,400$304.8K<0.1%+3,400NewHistory
GLDSPDR Gold TrustETF800$294.7K<0.1%00.0%UnchangedHistory
MMM3M CoStock1,805$292.2K<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock2,000$292.2K<0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock1,277$286.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Barr E S & Co sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
XMTRXometry, Inc.CLASS A COM5,850$238.9K<0.1%History
MVISMicrovision, Inc.COM NEW27,000$17.3K<0.1%History