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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 22 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PYPL Paypal Holdings Inc Financial Services 6,949.0 $300K 0.00% NEW $43.18 +44.2%
422 CHH Choice Hotels Intl Consumer Cyclical 2,700.0 $298K 0.00% NEW $110.27 -0.0%
423 RMBS Rambus Inc Del Com Technology 2,239.0 $297K 0.00% NEW $132.74 -32.3%
424 L Loews Corp Financial Services 2,613.0 $296K 0.00% NEW $113.21 -2.1%
425 EUSB iShares ESG Advanced TTL USD BND ETF 6,762.0 $294K 0.00% NEW $43.45 -0.9%
426 SMH Vaneck Vectors Semiconductor ETF 445.0 $292K 0.00% NEW $655.89 -15.3%
427 USMV iShares MSCI USA Min Vol FCTR ETF 3,020.0 $291K 0.00% NEW $96.46 +5.2%
428 IXUS iShares Core MSCI Total Intl Stock ETF 3,000.0 $286K 0.00% NEW $95.44 +3.1%
429 VRTX Vertex Pharmaceutica Healthcare 575.0 $286K 0.00% NEW $496.73 +11.3%
430 EFV iShares MSCI EAFE Value ETF 3,676.0 $281K 0.00% NEW $76.54 +7.9%
431 INOD Innodata Inc Technology 3,717.0 $281K 0.00% NEW $75.58 -24.4%
432 VOT Vanguard Mid Cap Growth ETF 910.0 $279K 0.00% NEW $306.30 -0.9%
433 MTUM iShares TR Edge MSCI USA Momentum Factor ETF 810.0 $278K 0.00% NEW $342.83 -11.8%
434 CMI Cummins Inc Industrials 387.0 $276K 0.00% NEW $713.21 -19.7%
435 APP Applovin Corp Class A Technology 529.0 $273K 0.00% NEW $515.23 -39.7%
436 XLU Select Sector Uti Select SPDR ETF 6,001.0 $272K 0.00% NEW $45.34 -4.5%
437 ISCB iShares Morningstar Small Cap ETF 3,600.0 $272K 0.00% NEW $75.51 +0.7%
438 PFXF Vaneck Preferred Securities Ex Financials ETF 15,236.0 $272K 0.00% NEW $17.84 +0.9%
439 OUNZ Vaneck Merk Gold ETF Financial Services 7,000.0 $270K 0.00% NEW $38.59 +16.2%
440 STRL Sterling Constructn Industrials 316.0 $265K 0.00% NEW $839.36 -42.1%
Page 22 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%