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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 66 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 MTDR Matador Res Co Energy 3.0 $149.0 NEW $49.67 +15.8%
1302 RYN Rayonier Inc. REIT Real Estate 7.0 $149.0 NEW $21.29 -0.3%
1303 HOG Harley Davidson Inc Consumer Cyclical 6.0 $147.0 NEW $24.50 +15.5%
1304 PB Prosperity Bancshares Financial Services 2.0 $147.0 NEW $73.50 -1.0%
1305 CNA Cna Financial Corp Financial Services 3.0 $146.0 NEW $48.67 +2.0%
1306 TKR Timken Co Industrials 1.0 $145.0 NEW $145.00 -15.4%
1307 FNF FNFV Group Financial Services 3.0 $141.0 NEW $47.00 +0.9%
1308 ALLE Allegion PLC Industrials 1.0 $140.0 NEW $140.00 +16.2%
1309 CE Celanese Corporation Basic Materials 3.0 $138.0 NEW $46.00 -1.6%
1310 ZION Zions Bancorporation (zion Csus) Financial Services 2.0 $138.0 NEW $69.00 -1.6%
1311 FAF First Amer Finl Financial Services 2.0 $137.0 NEW $68.50 +5.5%
1312 PRGO Perrigo Company PLC Healthcare 13.0 $135.0 NEW $10.38 +37.4%
1313 EWBC East West Bancorp Inc Financial Services 1.0 $129.0 NEW $129.00 -0.1%
1314 WW Intl Inc 8.0 $128.0 NEW $16.00
1315 APG Api Group Corp Industrials 3.0 $127.0 NEW $42.33 -3.8%
1316 BHF Brighthouse Finl Inc0050 Financial Services 2.0 $127.0 NEW $63.50 -18.3%
1317 DNA Ginkgo Bioworks HLDG Class A Healthcare 12.0 $119.0 NEW $9.92 -31.6%
1318 ALSN Allison Transmission Consumer Cyclical 1.0 $113.0 NEW $113.00 +16.3%
1319 OLN Olin Corporation Basic Materials 5.0 $99.0 NEW $19.80 -11.3%
1320 ENPH Enphase Energy Inc Energy 2.0 $98.0 NEW $49.00 -24.1%
Page 66 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%