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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 16 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CMG Chipotle Mexican GRL Consumer Cyclical 23,227.0 $790K 0.01% NEW $34.00 +11.9%
302 VPU Vanguard Utilities ETF 4,007.0 $784K 0.01% NEW $195.73 -4.5%
303 Brown Forman Corp Class B 29,132.0 $783K 0.01% NEW $26.88
304 Liberty Live HLDGS Inc Ser C Liberty Live Group Com 7,330.0 $774K 0.01% NEW $105.64
305 EBAY eBay Inc Consumer Cyclical 6,882.0 $769K 0.01% NEW $111.75 -4.2%
306 SPLV Invesco S&P 500 Low Volatility ETF 10,120.0 $758K 0.01% NEW $74.90 +1.5%
307 Entergy Corp 6,582.0 $756K 0.01% NEW $114.87
308 MCHP Microchip Technology Technology 8,096.0 $738K 0.01% NEW $91.20 -18.6%
309 DCI Donaldson Co Industrials 8,222.0 $738K 0.01% NEW $89.77 +3.0%
310 SWK Stanley Black & Deck Industrials 7,800.0 $734K 0.01% NEW $94.12 +4.7%
311 NTAP Netapp Inc Technology 4,716.0 $730K 0.01% NEW $154.76 +20.7%
312 SHEL Shell PLC F Unsponsored ADR Energy 9,362.0 $726K 0.01% NEW $77.54 +19.9%
313 IBKR Interactive Brokers Class A Financial Services 8,328.0 $725K 0.01% NEW $87.04 +6.9%
314 CI CIGNA Corp Healthcare 2,628.0 $724K 0.01% NEW $275.68 +1.7%
315 DVY iShares Select Dividend ETF 4,630.0 $724K 0.01% NEW $156.30 +5.3%
316 EXPE Expedia Group Inc. Consumer Cyclical 2,821.0 $722K 0.01% NEW $255.88 +32.5%
317 C Citigroup Inc Financial Services 4,999.0 $700K 0.01% NEW $139.97 -5.9%
318 IJT iShares S&P Small-Cap 600 Growth ETF 3,837.0 $685K 0.01% NEW $178.60 -3.0%
319 CM CDN Imperial BK Comm F Financial Services 5,804.0 $667K 0.01% NEW $115.00 -0.1%
320 MCO Moodys Corp Com Financial Services 1,468.0 $665K 0.01% NEW $452.92 +12.9%
Page 16 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%