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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 63 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 BUD Anheuser Busch Inbev S F Sponsored ADR Consumer Defensive 5.0 $412.0 NEW $82.40 -3.8%
1242 WYNN WYNN Resorts Consumer Cyclical 4.0 $388.0 NEW $97.00 +2.5%
1243 SOC Sable Offshore Corp Class A Energy 125.0 $385.0 NEW $3.08 +58.1%
1244 CWEN Clearway Energy Inc Class C Utilities 11.0 $376.0 NEW $34.18 -5.6%
1245 Occidental Petrol 27 WTS Warrants Exp 08/03/27 14.0 $373.0 NEW $26.64
1246 NNDM Nano Dimension LTD Sponsored ADR New Technology 250.0 $363.0 NEW $1.45 +6.1%
1247 RCI Rogers Commun Inc F Class B Communication Services 11.0 $361.0 NEW $32.82 +10.9%
1248 UAA Under Armour Inc CL A Com Consumer Cyclical 56.0 $358.0 NEW $6.39 -16.0%
1249 SANA Sana Biotechnology Inc Healthcare 100.0 $349.0 NEW $3.49 +8.3%
1250 UA Under Armour Inc Class C 56.0 $348.0 NEW $6.21
1251 INVH Invitation Homes Incorpo Real Estate 11.0 $336.0 NEW $30.55 -0.3%
1252 LCID Lucid Group Inc Consumer Cyclical 50.0 $335.0 NEW $6.70 -24.0%
1253 AVY Avery Dennison Corp Industrials 2.0 $325.0 NEW $162.50 +13.0%
1254 PNR Pentair PLC F Industrials 4.0 $307.0 NEW $76.75 -17.5%
1255 UHS Universal HLTH SVCS Class B Healthcare 2.0 $297.0 NEW $148.50 +18.8%
1256 LEG Leggett & Platt Inc Consumer Cyclical 25.0 $294.0 NEW $11.76 -20.2%
1257 NIO N I O Inc F Sponsored ADR Consumer Cyclical 50.0 $253.0 NEW $5.06 -13.8%
1258 MHK Mohawk Industries Consumer Cyclical 2.0 $243.0 NEW $121.50 +10.3%
1259 BBAX J P Morgan (exchange-Traded FD Betabuilders Dev) 4.0 $239.0 NEW $59.75 +8.9%
1260 MSM MSC Indl Direct Inc Class A Industrials 2.0 $238.0 NEW $119.00 +0.2%
Page 63 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%