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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 13 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LRCX Lam Research Corp Technology 3,385.0 $1.5M 0.02% NEW $433.59 -27.4%
242 NOC Northrop Grumman Co Industrials 2,837.0 $1.4M 0.02% NEW $509.31 +6.5%
243 IWV iShares Russell 3000 ETF 3,345.0 $1.4M 0.02% NEW $426.40 +2.3%
244 ANET Arista Networks Inc Technology 8,352.0 $1.4M 0.02% NEW $169.88 +12.4%
245 AWK American Water Works Utilities 10,576.0 $1.4M 0.02% NEW $131.58 +4.6%
246 SRE Sempra Energy Utilities 14,888.0 $1.4M 0.02% NEW $93.37 -10.0%
247 VSGX Vanguard Esg Internatnl Stock ETF 16,676.0 $1.4M 0.02% NEW $82.34 +1.9%
248 FLEX Flextronics Intl LTD Ord SHS Technology 8,443.0 $1.4M 0.02% NEW $162.07 -32.6%
249 KMI Kinder Morgan Inc Energy 42,705.0 $1.4M 0.02% NEW $31.97 -3.2%
250 VTV Vanguard Value ETF 6,203.0 $1.4M 0.02% NEW $217.93 +4.1%
251 HUBB Hubbell Inc Industrials 2,576.0 $1.3M 0.02% NEW $523.20 -11.3%
252 NRG NRG Energy Inc Utilities 9,149.0 $1.3M 0.02% NEW $146.06 -22.2%
253 ESGD iShares ESG Aware MSCI EAFE ETF 12,991.0 $1.3M 0.02% NEW $102.81 +4.8%
254 MET Metlife Inc Financial Services 15,639.0 $1.3M 0.02% NEW $84.61 +13.3%
255 BE Bloom Energy Corp A Industrials 4,252.0 $1.3M 0.02% NEW $302.70 -28.2%
256 PCAR Paccar Inc Industrials 10,597.0 $1.3M 0.02% NEW $120.12 +7.6%
257 PRU Prudential Finl Financial Services 11,224.0 $1.2M 0.01% NEW $107.93 +11.3%
258 APD Air Prod & Chemicals Basic Materials 4,048.0 $1.2M 0.01% NEW $293.20 +3.6%
259 HUM Humana Inc Healthcare 2,968.0 $1.2M 0.01% NEW $398.11 -2.1%
260 DOV Dover Corp Industrials 5,186.0 $1.2M 0.01% NEW $224.28 -9.9%
Page 13 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%