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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 58 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 U Haul Holding Non Votin Class Series N 48.0 $3K NEW $57.77
1142 VOD Vodafone Group F Sponsored ADR Communication Services 200.0 $3K NEW $13.50 +18.4%
1143 PPLT Abrdn Platinum ETF (trust Abrdn Physical Platinum Shares Etf) Financial Services 190.0 $3K NEW $14.13 +20.3%
1144 LVS Las Vegas Sands Corp. Consumer Cyclical 58.0 $3K NEW $46.19 +1.7%
1145 SSNC SS&C Technologs HLDG Technology 43.0 $3K NEW $62.05 +34.6%
1146 SELF Global Self Storage Inc REIT Real Estate 505.0 $3K NEW $5.24 +8.2%
1147 ROL Rollins Inc Consumer Cyclical 63.0 $3K NEW $41.75 -10.7%
1148 MTD Mettler Toledo International Healthcare 2.0 $3K NEW $1277.50 +9.5%
1149 HII Huntington Ingalls Industrials 9.0 $3K NEW $279.89 +5.3%
1150 VREX Varex Imaging Corp00500 Healthcare 240.0 $3K NEW $10.43 +77.6%
1151 BALL Ball Corp Consumer Cyclical 40.0 $2K NEW $62.40 +3.2%
1152 KRMN Karman HLDGS Inc Industrials 50.0 $2K NEW $49.92 +2.9%
1153 KTOS Kratos Def & Sec Sol Industrials 50.0 $2K NEW $49.86 +6.4%
1154 BROS Put Dutch Bros Inc Consumer Cyclical 35.0 $2K NEW $71.17 -27.0%
1155 PL Planet Labs PBC Class Class A Industrials 74.0 $2K NEW $33.14 -34.9%
1156 RJF Raymond James Finl Financial Services 16.0 $2K NEW $152.00 +16.2%
1157 ARKK Ark Innovation ETF 30.0 $2K NEW $80.83 +3.8%
1158 BGRN iShares Usd Green Bond ETF 51.0 $2K NEW $47.47 -1.1%
1159 CASY Casey's General Stores Inc Consumer Cyclical 3.0 $2K NEW $794.67 +7.5%
1160 MTB M & T Bank Corp Financial Services 10.0 $2K NEW $238.00 +1.6%
Page 58 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%