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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 45 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 Viking Holdings LTD F 200.0 $21K NEW $104.67
882 VYMI Vanguard Internatnl HGH DIV YLD ETF 211.0 $21K NEW $98.20 +7.9%
883 ABNB Airbnb Inc Class A Consumer Cyclical 143.0 $20K NEW $143.10 +33.1%
884 IYR iShares Dow Jones US Real Estate ETF 200.0 $20K NEW $102.25 +3.1%
885 LOB Live Oak Bancshares Financial Services 500.0 $20K NEW $40.84 -2.1%
886 HR Healthcare Realty Trust Class A Real Estate 1,008.0 $20K NEW $20.17 -3.9%
887 DDOG Datadog Inc Class A Technology 78.0 $20K NEW $260.36 -14.4%
888 TEVA Teva Pharmaceutical In F Sponsored ADR Healthcare 594.0 $20K NEW $33.88 +12.5%
889 CRCL Circle Internet Group In Class A Financial Services 320.0 $20K NEW $62.63 +46.9%
890 SONY Sony Group Corporation Technology 995.0 $20K NEW $20.06 +19.9%
891 GUTS Fractyl Health Inc Healthcare 25,000.0 $20K NEW $0.79 -1.3%
892 HON Honeywell Intl Inc Industrials 89.0 $20K NEW $222.64 -3.1%
893 BLDR Builders Firstsource Industrials 221.0 $20K NEW $89.48 -22.5%
894 PEG Pub SVC Enterpise GP Utilities 241.0 $20K NEW $81.16 -9.7%
895 SILA Sila Realty Trust Inc Real Estate 643.0 $20K NEW $30.36 +0.0%
896 EXC Exelon Corp Utilities 418.0 $19K NEW $46.62 -5.0%
897 H Hyatt Hotels Class A Consumer Cyclical 100.0 $19K NEW $193.84 -8.7%
898 PRI Primerica, Inc. Financial Services 68.0 $19K NEW $284.21 +4.8%
899 IVOV Vanguard S&P Mid Cap 400 Value ETF 168.0 $19K NEW $114.07 +0.1%
900 SDVY First Trust Smid Cap Rising Divi ETF 444.0 $19K NEW $43.14 +1.6%
Page 45 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%