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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 23 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 IESC Ies HLDGS Inc Industrials 361.0 $265K 0.00% NEW $734.66 -57.4%
442 SANM Sanmina Corp Technology 1,021.0 $258K 0.00% NEW $253.08 -24.5%
443 DKNG Draftkings Inc New Class A Consumer Cyclical 10,000.0 $253K 0.00% NEW $25.26 +2.1%
444 MUNI PIMCO Intrmediate Muni Bond Actv ETF 4,741.0 $249K 0.00% NEW $52.60 -1.6%
445 TM Toyota Motor Corp F Sponsored ADR Consumer Cyclical 1,465.0 $247K 0.00% NEW $168.42 +14.6%
446 BRX Brixmor Property Group REIT Real Estate 7,800.0 $246K 0.00% NEW $31.53 -6.4%
447 PSA Public Storage REIT Real Estate 770.0 $245K 0.00% NEW $318.31 +1.4%
448 MOS The Mosaic Co Basic Materials 11,357.0 $241K 0.00% NEW $21.19 +14.5%
449 SHOP Shopify Inc F Class A Technology 2,107.0 $241K 0.00% NEW $114.18 +34.8%
450 GPC Genuine Parts Co Consumer Cyclical 2,015.0 $240K 0.00% NEW $119.04 +15.9%
451 XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD 5,427.0 $239K 0.00% NEW $44.03 +3.0%
452 TSCO Tractor Supply Comp Consumer Cyclical 7,557.0 $239K 0.00% NEW $31.61 +11.9%
453 AIR Aar Corp Industrials 1,655.0 $237K 0.00% NEW $142.93 -5.3%
454 VCR Vanguard Consumer Discretionary ETF 595.0 $236K 0.00% NEW $396.61 -0.1%
455 FTV Fortive Corp Disc Technology 3,823.0 $234K 0.00% NEW $61.15 -2.7%
456 STZ Constellation Brand Class A Consumer Defensive 1,669.0 $232K 0.00% NEW $139.09 -2.9%
457 Atlanta Braves HLDGS Inc Com Ser C 4,463.0 $232K 0.00% NEW $51.90
458 SPMB SPDR Port MRTGG BCKD BND ETF 10,341.0 $231K 0.00% NEW $22.31 -0.9%
459 VONG Vanguard Russell (1000 Growth Etf) 1,801.0 $230K 0.00% NEW $127.81 -1.9%
460 DT Dynatrace Inc Technology 5,239.0 $230K 0.00% NEW $43.91 +14.0%
Page 23 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%