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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 44 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 FCG FRST TRST Ise Rev NTRL GS Ind ETF 900.0 $24K NEW $26.61 +14.8%
862 SPTM SPDR Portfolio Total Stock Market ETF 262.0 $24K NEW $90.79 +2.4%
863 BLW BlackRock Limited Durati Financial Services 1,900.0 $24K NEW $12.49 +2.5%
864 MUFG Mitsubishi UFJ Financial Services 1,158.0 $23K NEW $20.20 +10.0%
865 COHR Coherent Corp Com Technology 59.0 $23K NEW $394.47 -27.0%
866 CACI Caci Inc. Class A Technology 50.0 $23K NEW $463.26 +32.1%
867 SNY Sanofi S A F Sponsored ADR Healthcare 540.0 $23K NEW $42.66 +7.9%
868 EQIX Equinix Inc Real Estate 22.0 $23K NEW $1042.41 +3.0%
869 TDF Templeton Dragon CF Financial Services 2,100.0 $23K NEW $10.89 -0.3%
870 CCSO Carbon Collective Climate US ETF IV 815.0 $23K NEW $27.91 -4.8%
871 TDG Transdigm Group Inc Industrials 17.0 $23K NEW $1332.06 -10.5%
872 CAG Conagra Brands Inc Consumer Defensive 1,676.0 $23K NEW $13.46 +20.9%
873 TSI TCW Strategic Income CF Financial Services 5,000.0 $23K NEW $4.51 -2.4%
874 SUN Sunoco LP LP Energy 330.0 $22K NEW $67.50 +10.5%
875 UAL United Airls HLDGS Industrials 162.0 $22K NEW $135.99 -13.7%
876 MYI BlackRock Muniyield Qual Financial Services 1,931.0 $22K NEW $11.17 -3.5%
877 IQDY Flexshs Intl QTY DIV DYN Ind ETF 500.0 $21K NEW $42.73 +2.9%
878 BIP Brookfield Infrastructure Partners LP Utilities 585.0 $21K NEW $36.49 +6.7%
879 VONV Vanguard Russell 1000 Value ETF 200.0 $21K NEW $106.31 +6.5%
880 BLOK Amplify TRNSFRMTNL Data SHRNG ETF 335.0 $21K NEW $62.63 +3.0%
Page 44 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%