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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 43 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TDC Teradata Corp Technology 800.0 $28K NEW $34.65 -21.0%
842 CLS Celestica Inc Com Technology 75.0 $27K NEW $364.80 -15.9%
843 SOFI Sofi Technologies Inc F Financial Services 1,505.0 $27K NEW $17.93 +6.0%
844 BJ BJS WHSL Club HLDGS Inc Consumer Defensive 307.0 $27K NEW $87.22 +8.2%
845 WH Wyndham Hotels & Resorts Inc Consumer Cyclical 317.0 $27K NEW $84.21 -9.9%
846 VTR Ventas Inc Real Estate 296.0 $26K NEW $89.46 +4.9%
847 Gci Liberty Inc Class C 1,225.0 $26K NEW $21.56
848 WELL Welltower Inc REIT Real Estate 116.0 $26K NEW $226.01 +6.7%
849 EIX Edison International Utilities 350.0 $26K NEW $74.45 +0.4%
850 WEN Wendy's Company Consumer Cyclical 3,131.0 $26K NEW $8.29 +10.0%
851 FNDE Schwab Fundamentaql Emg MKTS Large Com ETF 636.0 $25K NEW $39.68 +5.7%
852 WIW Western Ast Infltn Link Financial Services 3,000.0 $25K NEW $8.40 -0.5%
853 AM Antero Midstream Corp Energy 1,107.0 $25K NEW $22.75 -3.7%
854 KBH KB Home Consumer Cyclical 400.0 $25K NEW $62.59 -8.8%
855 VGLT Vanguard Long Term Government Bond 450.0 $25K NEW $55.18 -2.9%
856 PIO Invesco Global Water ETF 547.0 $25K NEW $44.97 +0.3%
857 EMN Eastman Chemical Co Basic Materials 362.0 $25K NEW $67.82 +6.2%
858 FTSL First Trust Senior Loan ETF 545.0 $24K NEW $44.75 +0.0%
859 MICC Magnum Ice Cream Co BV/The Consumer Defensive 1,399.0 $24K NEW $17.41 +16.5%
860 TNL Travel Plus Leisure Co Consumer Cyclical 317.0 $24K NEW $76.43 -3.6%
Page 43 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%