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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 39 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 HLT Hilton Worldwide Consumer Cyclical 137.0 $45K 0.00% NEW $330.46 -0.3%
762 APLD Applied Digital Corp Technology 1,205.0 $45K 0.00% NEW $37.30 -23.6%
763 NUE Nucor Corp Basic Materials 201.0 $45K 0.00% NEW $223.35 +10.8%
764 NEAR iShares Short Duratn BND Actv ETF 880.0 $45K 0.00% NEW $50.66 -0.1%
765 HQH Tekla HLTHCR Inv Financial Services 2,024.0 $44K 0.00% NEW $21.98 +7.0%
766 ALC Alcon Inc F Healthcare 653.0 $44K 0.00% NEW $67.10 +9.3%
767 LEN Lennar Corp Com Consumer Cyclical 483.0 $44K 0.00% NEW $90.49 -3.1%
768 HCA HCA Healthcare Inc Healthcare 112.0 $44K 0.00% NEW $389.89 +10.0%
769 IBDV iShares Ibnd Dec 2030 TRM Cop ETF IV 2,000.0 $44K 0.00% NEW $21.80 -0.7%
770 CSQ Calamos Strategic Total Return FD Com SH Ben Int Financial Services 2,112.0 $43K 0.00% NEW $20.56 +1.3%
771 Aegon LTD ADR F Sponsored ADR 5,000.0 $43K 0.00% NEW $8.68
772 BSX Boston Scientific Co Healthcare 1,013.0 $43K 0.00% NEW $42.68 +16.8%
773 SLVP iShares Msi GLBL Silr Metl Minr ETF 1,400.0 $43K 0.00% NEW $30.83 +33.0%
774 B Barrick MNG Corp F Basic Materials 1,175.0 $43K 0.00% NEW $36.73 +31.2%
775 GNRC Generac Holdings Inc Industrials 147.0 $43K 0.00% NEW $292.81 -31.1%
776 VNT Vontier Corp Technology 1,482.0 $43K 0.00% NEW $29.00 +15.2%
777 NDAQ Nasdaq OMX Group Inc Financial Services 540.0 $43K 0.00% NEW $78.82 +25.3%
778 Linde PLC F 82.0 $43K 0.00% NEW $518.94
779 VIGI Vanguard Intl Divdend Aprectn ETF IV 450.0 $42K 0.00% NEW $93.38 +6.2%
780 IAT iShares US Regional Banks ETF IV 663.0 $41K 0.00% NEW $62.21 +0.4%
Page 39 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%