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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 50 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 IYE iShares US Energy ETF 200.0 $11K NEW $56.59 +17.1%
982 MRNA Moderna Inc Healthcare 160.0 $11K NEW $70.03 +121.9%
983 LITE Lumentum Holdings Inc Technology 13.0 $11K NEW $858.08 +0.4%
984 IOO iShares S&P Global Index Fund 81.0 $11K NEW $136.78 +4.9%
985 RLI Rli Corp Financial Services 185.0 $11K NEW $59.07 +9.3%
986 EMLP First Trust North American Energy Infrastructure ETF 250.0 $11K NEW $43.50 +0.9%
987 EFG iShares MSCI EAFE Growth ETF 87.0 $11K NEW $124.43 +1.2%
988 GSAT Globalstar Inc Communication Services 133.0 $11K NEW $81.29 +0.7%
989 KVUE Kenvue Inc Com Consumer Defensive 560.0 $11K NEW $19.12 +0.8%
990 ALB Albemarle Corp Basic Materials 78.0 $11K NEW $135.54 -1.3%
991 EL Estee Lauder Co Inc Class A Consumer Defensive 133.0 $10K NEW $78.95 +31.5%
992 CLH Clean Harbors Inc Industrials 35.0 $10K NEW $298.74 +4.5%
993 ITB iShares US Home Construct ETF 100.0 $10K NEW $104.48 -6.6%
994 HLN Haleon PLC F Sponsored ADR Healthcare 1,097.0 $10K NEW $9.33 +8.7%
995 MTN Vail Resorts Inc Consumer Cyclical 74.0 $10K NEW $137.95 +7.3%
996 AIQ Global X Fund GLB X Art Intl TGY ETF 155.0 $10K NEW $65.61 -3.9%
997 JUST Goldman Sachs Just US LRG CP Eq ETF 94.0 $10K NEW $106.69 +3.3%
998 Mobility Global Inc 450.0 $10K NEW $22.05
999 USFD US Foods HLDG Corp Consumer Defensive 97.0 $10K NEW $102.25 +6.7%
1000 AKR Acadia Realty TR REIT Real Estate 468.0 $10K NEW $21.11 +0.6%
Page 50 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%