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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 27 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 STE Steris PLC F Healthcare 795.0 $167K 0.00% NEW $210.57 +12.3%
522 PKG Packaging Corp Of Am Consumer Cyclical 697.0 $167K 0.00% NEW $239.83 +2.8%
523 BH Biglari Holdings Inc Class B Consumer Cyclical 392.0 $167K 0.00% NEW $426.03 -10.9%
524 SFM Sprouts Farmers Mark Consumer Defensive 1,972.0 $167K 0.00% NEW $84.58 +1.6%
525 BHP BHP Group LTD F Sponsored ADR Basic Materials 2,000.0 $167K 0.00% NEW $83.31 +18.5%
526 FSS Federal Signal Corp Industrials 1,290.0 $166K 0.00% NEW $128.49 -6.1%
527 CTRE Caretrust REIT Inc REIT Real Estate 4,014.0 $164K 0.00% NEW $40.74 -2.1%
528 NUDM Nuveen Esg Inter DVLP MKT Eqy ETF 3,930.0 $157K 0.00% NEW $40.02 +3.7%
529 MINT PIMCO Enhanced SHRT Maturty Actv ETF 1,555.0 $157K 0.00% NEW $100.81 -0.0%
530 IEV iShares S&P Europe 350 Index Fund 2,150.0 $157K 0.00% NEW $72.85 +4.7%
531 CVSA Adtalem Global Education Consumer Cyclical 1,252.0 $156K 0.00% NEW $124.66 +9.4%
532 NMIH Nmi HLDGS Inc Financial Services 3,793.0 $156K 0.00% NEW $41.09 +10.3%
533 Totalenergies Ordf 1,978.0 $156K 0.00% NEW $78.73
534 BDC Belden Inc Com Technology 1,296.0 $155K 0.00% NEW $119.96 -2.5%
535 LUV Southwest Airlines Industrials 2,975.0 $153K 0.00% NEW $51.53 -20.8%
536 Q Qnity Electronics, Inc. Technology 937.0 $153K 0.00% NEW $163.31 -22.5%
537 OHI Omega Hlthcare Invts REIT Real Estate 3,200.0 $153K 0.00% NEW $47.68 -1.5%
538 GDXJ Vaneck Junior Gold Miners ETF 1,550.0 $152K 0.00% NEW $98.25 +38.3%
539 SCHI Schwab 5 10 Year Corp Bond ETF 6,704.0 $152K 0.00% NEW $22.64 -1.4%
540 HQY Healthequity Inc Com Healthcare 1,643.0 $148K 0.00% NEW $90.32 +16.7%
Page 27 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%