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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 48 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 GH Guardant Health Inc Healthcare 92.0 $14K NEW $150.03 +9.9%
942 AN Autonation Inc Consumer Cyclical 74.0 $14K NEW $185.78 +5.9%
943 XLB SPDR Fund Materials Select Sectr ETF 270.0 $14K NEW $50.83 +5.4%
944 DOC Healthpeak Properties, Inc. Real Estate 639.0 $14K NEW $21.40 +1.2%
945 RPM RPM Intl Inc Basic Materials 123.0 $14K NEW $111.15 -3.9%
946 DTE Dte Energy Co Utilities 89.0 $14K NEW $153.54 -11.3%
947 EVR Evercore Partners Inc Financial Services 40.0 $14K NEW $341.45 -15.2%
948 POR Portland Generl Elec Utilities 260.0 $14K NEW $52.38 -4.9%
949 NZF Nuveen Municipal Credit Financial Services 1,066.0 $14K NEW $12.76 -3.6%
950 VST Vistra Energy Corp Utilities 85.0 $13K NEW $158.64 -12.4%
951 CWI SPDR MSCI Acwi Ex-US ETF 331.0 $13K NEW $40.67 +2.5%
952 Gci Liberty Inc 612.0 $13K NEW $21.90
953 PZZA Papa Johns Intl Inc Consumer Cyclical 360.0 $13K NEW $36.77 -34.4%
954 LYV Live Nation Entertainment Inc Communication Services 72.0 $13K NEW $183.11 +2.0%
955 CTSH Cognizant Tech Solu Class A Technology 338.0 $13K NEW $38.73 +62.8%
956 MMT MFS Multimarket Income Trust Financial Services 2,967.0 $13K NEW $4.40 +0.5%
957 PGF Invesco Financial Preferred ETF 950.0 $13K NEW $13.71 -1.5%
958 RQI Cohen & Steers Quality Income RLTY FD Inc Com Financial Services 1,056.0 $13K NEW $12.31 +0.8%
959 FRDM Freedom 100 Emerging Markets ETF 177.0 $13K NEW $73.23 -5.6%
960 IBDT iShares Ibonds Dec 2028 Term ETF 500.0 $13K NEW $25.25 -0.1%
Page 48 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%