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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 21 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FSLR First Solar Inc Energy 1,410.0 $333K 0.00% NEW $235.96 -12.3%
402 NXPI NXP Semiconductors F Technology 1,178.0 $332K 0.00% NEW $282.04 -20.3%
403 NAZ Nuveen Arizona QLTY MNCP Financial Services 26,400.0 $331K 0.00% NEW $12.55 -2.7%
404 MDT Medtronic PLC F Healthcare 4,181.0 $329K 0.00% NEW $78.80 +15.7%
405 LLYVA Liberty Live HLDGS Inc 3,222.0 $326K 0.00% NEW $101.26
406 SHM SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF 6,800.0 $326K 0.00% NEW $47.97 -0.4%
407 HALO Halozyme Therapeutics In Healthcare 4,144.0 $324K 0.00% NEW $78.27 +39.7%
408 A Agilent Technologies Inc Com Healthcare 2,425.0 $323K 0.00% NEW $133.08 +16.3%
409 LYTS L S I Industries Inc Technology 11,981.0 $318K 0.00% NEW $26.58 -22.3%
410 VLTO Veralto Corp Industrials 3,584.0 $318K 0.00% NEW $88.80 +11.2%
411 EME Emcor Group Inc Industrials 383.0 $318K 0.00% NEW $829.88 -10.8%
412 EQT EQT Corporation Com Energy 5,923.0 $315K 0.00% NEW $53.17 +1.5%
413 CTVA Corteva Inc Basic Materials 3,714.0 $315K 0.00% NEW $84.69 -1.9%
414 CBRE Cbre Group Inc Class A Real Estate 2,306.0 $311K 0.00% NEW $134.69 +12.6%
415 JLL Jones Lang Lasalle Real Estate 993.0 $308K 0.00% NEW $309.95 +26.7%
416 PGR Progressive Co Ohio Financial Services 1,405.0 $307K 0.00% NEW $218.45 +1.7%
417 DIA SPDR Dow Jones Industrial Average ETF Trust Financial Services 585.0 $306K 0.00% NEW $523.62 +2.2%
418 FCX Freeport-Mcmoran Inc Basic Materials 4,841.0 $304K 0.00% NEW $62.89 +27.1%
419 Carnival Corporation CMN 10,626.0 $304K 0.00% NEW $28.57
420 CME Cme Group Inc Class A Financial Services 1,364.0 $301K 0.00% NEW $220.83 +25.6%
Page 21 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%