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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 32 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MNST Monster Beverage Corpora Consumer Defensive 1,111.0 $107K 0.00% NEW $96.12 -50.3%
622 LNC Lincoln National Co Financial Services 3,000.0 $106K 0.00% NEW $35.35 +22.5%
623 SNA Snap On Inc Industrials 263.0 $106K 0.00% NEW $402.40 -1.2%
624 CHE Chemed Corp Healthcare 225.0 $105K 0.00% NEW $465.74 +17.8%
625 NVT Nvent Electric PLC F Industrials 615.0 $104K 0.00% NEW $169.61 -8.5%
626 EXLS Exlservice Holdings Inc Com Technology 4,023.0 $104K 0.00% NEW $25.86 +45.0%
627 BKR Baker Hughes Co. Class A Energy 1,865.0 $104K 0.00% NEW $55.50 +11.7%
628 TROW T Rowe Price Group Financial Services 906.0 $103K 0.00% NEW $113.69 -1.0%
629 LBRDA Liberty Broadband Corp Series A 3,063.0 $102K 0.00% NEW $33.28
630 PLXS Plexus Corp Technology 330.0 $99K 0.00% NEW $300.67 -18.7%
631 MMIT Iq Mackay Muni Inter ETF 4,035.0 $98K 0.00% NEW $24.39 -1.7%
632 CGDV Capital Group Dividend Value ETF 1,964.0 $97K 0.00% NEW $49.43 +1.7%
633 RXL ProShares Ultra Health Care ETF 1,824.0 $97K 0.00% NEW $53.07 +17.6%
634 AGCO A G C O Corp Industrials 808.0 $97K 0.00% NEW $119.70 -6.8%
635 FVD First Trust Value Line Dividend ETF 2,000.0 $96K 0.00% NEW $48.18 +5.8%
636 VSH Vishay Intertech Technology 1,787.0 $96K 0.00% NEW $53.77 -43.0%
637 Ralliant Corp Wi When Issued 1,294.0 $95K 0.00% NEW $73.63
638 TLTE Flexshares Morningstar Emerg 1,221.0 $94K 0.00% NEW $77.39 -0.2%
639 SLF Sun Life Financial Financial Services 1,200.0 $94K 0.00% NEW $78.42 +0.8%
640 PHO Invesco Water Resources ETF 1,338.0 $92K 0.00% NEW $69.08 +4.4%
Page 32 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%