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Portfolio (Quarterly) Guide ↗

BARTLETT & CO. WEALTH MANAGEMENT LLC

· CIK 0002010186
13F Portfolio $8.0B AUM 1,342 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1334 New
Page 14 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ZTS Zoetis Inc Class A Healthcare 16,062.0 $1.2M 0.01% NEW $71.86 +7.4%
262 SHW Sherwin Williams Co Basic Materials 3,309.0 $1.1M 0.01% NEW $344.29 +0.7%
263 ISRG Intuitive Surgical Healthcare 2,793.0 $1.1M 0.01% NEW $397.68 -6.1%
264 AEP Amer Electric PWR Co Utilities 8,088.0 $1.1M 0.01% NEW $136.82 -10.8%
265 ON On Semiconductor Technology 11,668.0 $1.1M 0.01% NEW $94.54 -23.9%
266 MO Altria Group Inc Consumer Defensive 15,084.0 $1.1M 0.01% NEW $72.91 -6.1%
267 BAH Booz Allen Hamilton Class A Industrials 18,080.0 $1.1M 0.01% NEW $60.67 +24.0%
268 MEDP Medpace Holdings Inc Healthcare 2,065.0 $1.1M 0.01% NEW $529.59 +17.1%
269 RSP Invesco S&P 500 Equal Weight ETF 5,030.0 $1.1M 0.01% NEW $212.77 +4.3%
270 IYM iShares US Basic Materials ETF 5,956.0 $1.1M 0.01% NEW $179.53 +8.7%
271 KLAC Kla Corp Technology 3,521.0 $1.1M 0.01% NEW $301.71 -39.8%
272 SIRI Siriusxm HLDGS Inc Communication Services 35,584.0 $1.1M 0.01% NEW $29.54 -3.7%
273 IEX Idex Corp Industrials 4,579.0 $1.0M 0.01% NEW $226.95 +3.0%
274 CMCSA Comcast Corp Class A Communication Services 42,154.0 $1.0M 0.01% NEW $24.55 +10.1%
275 GNMA iShares GNMA Bond ETF 23,136.0 $1.0M 0.01% NEW $44.23 -1.3%
276 GILD Gilead Sciences Inc Healthcare 8,028.0 $1.0M 0.01% NEW $126.34 +16.1%
277 TMUS T-Mobile US Inc Com Communication Services 5,852.0 $982K 0.01% NEW $167.73 +8.9%
278 SCHV Schwab US Large Cap Value ETF 28,034.0 $976K 0.01% NEW $34.81 +0.2%
279 IYH iShares US Healthcare ETF 14,539.0 $974K 0.01% NEW $67.01 +10.2%
280 RNP Cohen Steers REIT Prefer Financial Services 47,925.0 $973K 0.01% NEW $20.30 -0.2%
Page 14 of 67  ·  1,334 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Financial Services 14.5%
Healthcare 11.0%
Industrials 10.4%
Consumer Cyclical 10.2%
Consumer Defensive 8.2%
Communication Services 4.8%
Utilities 3.5%
Basic Materials 2.4%
Energy 2.1%