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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 56 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 PID Invsc Intl DVDND Achvrs ETF 212.0 $5K NEW $22.20 +3.8%
1102 GIGB GLDMN SCHS Acs Inv GRD CRPRT ETF 102.0 $5K NEW $45.91 -2.1%
1103 SMCI Super Micro Computer Technology 154.0 $5K NEW $29.33 +19.9%
1104 ELS Equity Lifestyle PPT REIT Real Estate 69.0 $4K NEW $64.99 +1.2%
1105 SG Sweetgreen Inc Com Consumer Cyclical 500.0 $4K NEW $8.81 -20.5%
1106 IX Orix Corporation Financial Services 115.0 $4K NEW $38.04 +2.8%
1107 SAP SAP ADR Rep 1 Ord Technology 28.0 $4K NEW $154.11 +41.9%
1108 TRGP Targa Res Corp Com Energy 16.0 $4K NEW $268.12 +9.7%
1109 FLR Fluor Corp New Industrials 80.0 $4K NEW $52.39 -2.1%
1110 TDY Teledyne Technologies Inc Com Technology 6.0 $4K NEW $666.83 -6.2%
1111 KALU Kaiser Aluminum Corp Basic Materials 20.0 $4K NEW $195.65 -22.1%
1112 TLT iShares 20 PLS Year Treasury BND ETF 45.0 $4K NEW $86.42 -4.5%
1113 DPZ Dominos Pizza Inc Consumer Cyclical 13.0 $4K NEW $296.08 +17.9%
1114 LYB Lyondellbasell Basic Materials 73.0 $4K NEW $52.64 +23.9%
1115 FLY Firefly Aerospace Industrials 130.0 $4K NEW $29.40 -21.4%
1116 PRIM Primoris Services Co Industrials 38.0 $4K NEW $100.42 -25.2%
1117 TTD The Trade Desk Inc Technology 211.0 $4K NEW $18.08 -26.6%
1118 TYL Tyler Technologies Inc Com Technology 13.0 $4K NEW $292.46 +21.7%
1119 IWY iShares Russell Top 200 GRW ETF IV 13.0 $4K NEW $290.62 -2.7%
1120 RIG Transocean LTD Energy 750.0 $4K NEW $4.89 +18.0%
Page 56 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%