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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 42 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FANG Diamondback Energy Energy 184.0 $32K NEW $175.78 +14.1%
822 Liberty Media Corp 337.0 $32K NEW $95.14
823 SUI Sun Communities REIT Real Estate 261.0 $32K NEW $121.03 +4.0%
824 SLYV SPDR S&P 600 Small Cap Value ETF 286.0 $31K NEW $109.11 +0.8%
825 SPMD SPDR Mid Cap ETF 460.0 $31K NEW $67.56 -0.6%
826 FNDC Schwab Fundamental Intl SM Co ETF 635.0 $31K NEW $48.56 +6.1%
827 NOV Nov Inc Energy 1,642.0 $30K NEW $18.55 +7.9%
828 GNTX Gentex Corp Consumer Cyclical 1,200.0 $30K NEW $25.27 -6.4%
829 Elemental RTY Corp 1,700.0 $30K NEW $17.49
830 ACGL Arch Cap Group LTD F Financial Services 306.0 $30K NEW $97.06 +3.7%
831 MHF Western Asset Municipal Financial Services 4,220.0 $30K NEW $7.00 -1.9%
832 HLI Houlihan Lokey Inc Class A Financial Services 217.0 $29K NEW $134.13 -4.0%
833 ETY Eaton Vance Tax-Managed Diversified Equity Financial Services 2,000.0 $29K NEW $14.54 -0.9%
834 WCBR Wisdomtree Cybersecurity Fund 800.0 $29K NEW $36.22 +5.9%
835 MIDD Middleby Corp The Industrials 168.0 $29K NEW $172.01 -32.8%
836 HWM Howmet Aerospace Inc Industrials 107.0 $29K NEW $268.86 +0.3%
837 APOS Apollo Global MGMT Inc N 242.0 $29K NEW $118.31
838 IWC iShares Micro Cap ETF 143.0 $29K NEW $200.04 -1.5%
839 IGF iShares Global Infrastructure 420.0 $28K NEW $66.60 -0.6%
840 Annaly Capital Management Inc 1,200.0 $28K NEW $23.11
Page 42 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%