Barry Investment Advisors, LLC
•CIK: 1631639•Filing: Q4 2025
**Barry Investment Advisors, LLC** manages $449M across a portfolio of 102 positions, exhibiting a focus on diversified sector and commodity exposure. Top holdings reveal significant allocations to materials and infrastructure, notably GDX at $42.4M and VGLT at $40.0M. Further concentration is seen in international and fixed-income assets, with VYMI ($36.7M) and FNDF ($35.9M) anchoring the core. The portfolio maintains notable exposure to commodities and broad market indices, including BIL ($30.2M) and SPYD ($16.4M).
Total AUM
$449.3M
QoQ Performance
+3.3%
Positions
78
Top 10 Concentration
60.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GDX
VGLT
VYMI
FNDF
BIL
GUNR
GDX9.4%
VGLT8.9%
VYMI8.2%
FNDF8.0%
BIL6.7%
GUNR5.9%
EMLP3.9%
SPYD3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.6%
Technology4.0%
Healthcare3.2%
Industrial1.2%
Financial0.5%
Energy0.2%
Consumer Staples0.1%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW5 new positions
↑29 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023