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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 2 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETN Eaton Corp PLC F Industrials 271,017.0 $115.5M 1.45% NEW $426.12 -4.1%
22 LOW Lowes Cos Inc Consumer Cyclical 479,020.0 $105.6M 1.32% NEW $220.49 -1.6%
23 NEE Nextera Energy Inc Utilities 1,165,321.0 $102.3M 1.28% NEW $87.77 -4.2%
24 META Meta Platforms Inc Class A Communication Services 180,324.0 $101.6M 1.27% NEW $563.29 -0.8%
25 IJH iShares Core S&P Mid Cap ETF 1,205,401.0 $92.9M 1.16% NEW $77.11 -1.2%
26 IJR iShares Core S&P Small Cap ETF 620,196.0 $92.0M 1.15% NEW $148.31 -1.0%
27 ABT Abbott Laboratories Healthcare 943,987.0 $85.7M 1.07% NEW $90.74 +28.6%
28 TMO Thermo Fisher Scientific Inc. Healthcare 167,029.0 $83.8M 1.05% NEW $501.78 +25.3%
29 CB Chubb LTD F Financial Services 225,744.0 $77.1M 0.96% NEW $341.57 +1.2%
30 AVGO Broadcom Inc Technology 199,217.0 $75.3M 0.94% NEW $377.75 -5.0%
31 CVX Chevron Corp Energy 444,133.0 $73.6M 0.92% NEW $165.76 +22.5%
32 DUK Duke Energy Corp Utilities 580,535.0 $73.5M 0.92% NEW $126.58 -3.6%
33 PEP Pepsico Inc Consumer Defensive 524,156.0 $71.0M 0.89% NEW $135.40 +6.8%
34 WM Waste Management Inc Industrials 312,393.0 $69.6M 0.87% NEW $222.88 +1.6%
35 UNH Unitedhealth GRP Inc Healthcare 163,859.0 $68.1M 0.85% NEW $415.63 -4.1%
36 IEMG iShares Core MSCI Emerging ETF 745,800.0 $61.8M 0.77% NEW $82.84 -2.8%
37 JNJ Johnson & Johnson Healthcare 232,434.0 $59.0M 0.74% NEW $253.97 +7.5%
38 VTI Vanguard Total Stock Market ETF 159,072.0 $58.9M 0.74% NEW $370.04 +1.9%
39 LH Labcorp Holdings Inc Healthcare 204,579.0 $57.3M 0.72% NEW $280.00 +21.2%
40 VCSH Vanguard Short Term Corp Bond ETF 703,045.0 $55.6M 0.69% NEW $79.03 -0.5%
Page 2 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%