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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 41 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FUL Fuller Co H B 0050 Basic Materials 600.0 $35K NEW $58.29 -2.2%
802 PBW Invesco Wilderhill Clean Energy ETF 885.0 $35K NEW $39.01 -15.8%
803 BWXT BWX Technologies Inc Industrials 176.0 $34K NEW $194.65 -23.1%
804 CG Carlyle Group Inc Financial Services 811.0 $34K NEW $42.10 +16.2%
805 WS Worthington Steel Inc Basic Materials 1,012.0 $34K NEW $33.58 +1.3%
806 CNC Centene Corp Healthcare 529.0 $34K NEW $64.19 +1.3%
807 F Ford Motor Co Consumer Cyclical 2,442.0 $34K NEW $13.90 +0.4%
808 Aptiv PLC Com SHS 552.0 $34K NEW $61.38
809 Iqvia HLDGS Inc Com 175.0 $34K NEW $193.22
810 DTD Wisdomtree Total Dividend 362.0 $34K NEW $93.25 +4.6%
811 MDB Mongodb Inc Technology 100.0 $34K NEW $335.90 +20.5%
812 HMY Harmony Gold MNG Basic Materials 2,200.0 $33K NEW $15.21 +50.8%
813 HOOD Robinhood MKTS Inc Class A Financial Services 331.0 $33K NEW $100.28 +11.8%
814 SPYV SPDR Portfolio S&P 500 Value ETF 544.0 $33K NEW $60.79 +4.6%
815 FIW First Trust Ise Water Index ETF 300.0 $33K NEW $109.52 +0.9%
816 ACWX iShares TR MSCI Acwi Ex US ETF 430.0 $33K NEW $76.11 +2.8%
817 KNTK Kinetik Holdings Inc Class A Energy 675.0 $33K NEW $48.34 +12.2%
818 FE Firstenergy Corp Utilities 685.0 $33K NEW $47.54 -2.0%
819 TMFC Motley Fool 100 Index ETF 427.0 $33K NEW $76.19 +3.3%
820 Amcor PLC F 748.0 $32K NEW $43.35
Page 41 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%