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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 26 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SPXC SPX Technologies Inc Industrials 750.0 $184K 0.00% NEW $245.17 -16.1%
502 GM General Motors Co Consumer Cyclical 2,373.0 $183K 0.00% NEW $77.06 +12.0%
503 AEIS Advanced Energy Industries Inc Industrials 490.0 $183K 0.00% NEW $372.87 -24.1%
504 DY Dycom Industries Inc Industrials 361.0 $183K 0.00% NEW $505.59 -38.5%
505 AX Axos Finl Inc Financial Services 1,868.0 $182K 0.00% NEW $97.39 +0.7%
506 VSS VGRD FTSE All WRLD Ex US SML Cap ETF 1,176.0 $181K 0.00% NEW $154.29 +4.0%
507 PLMR Palomar HLDGS Inc Com Financial Services 1,423.0 $180K 0.00% NEW $126.39 +4.2%
508 MOD Modine Manufacturing Consumer Cyclical 667.0 $178K 0.00% NEW $267.02 -29.9%
509 SLV iShares Silver Trust ETF IV Financial Services 3,321.0 $178K 0.00% NEW $53.47 +15.2%
510 IGM iShares Expanded Tech Sector ETF 1,083.0 $177K 0.00% NEW $163.58 -3.1%
511 EPI Wisdomtree India Earnings ETF 4,100.0 $175K 0.00% NEW $42.78 +0.8%
512 FN Fabrinet F Technology 312.0 $175K 0.00% NEW $562.08 -22.1%
513 PRF Invesco Exchange Traded FD TR FTSE Rafi 1000 3,243.0 $175K 0.00% NEW $54.03 +4.1%
514 CNQ Canadian Natural Res LTD Energy 4,300.0 $171K 0.00% NEW $39.76 +24.9%
515 FISV Fiserv Inc Technology 3,476.0 $170K 0.00% NEW $49.05 +6.9%
516 WDC Western Digital Corp Technology 266.0 $170K 0.00% NEW $638.72 -26.5%
517 RGLD Royal Gold Inc Basic Materials 850.0 $170K 0.00% NEW $199.61 +33.3%
518 JEPI JPMorgan Equity Premium Income ETF 3,000.0 $169K 0.00% NEW $56.48 +2.9%
519 IGV iShares Expanded Tech STW SCTR ETF 1,870.0 $169K 0.00% NEW $90.60 +13.0%
520 DRI Darden Restaurants Consumer Cyclical 821.0 $169K 0.00% NEW $206.01 +6.3%
Page 26 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%