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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 65 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 ROIV Roivant Sciences LTD Healthcare 5.0 $177.0 NEW $35.40 +2.7%
1282 Lennar Corporation CMN Class B 2.0 $177.0 NEW $88.50
1283 First Hawaiian Inc 6.0 $176.0 NEW $29.33
1284 CBSH Commerce Bancshares Inc Financial Services 3.0 $173.0 NEW $57.67 +1.7%
1285 FNB F N B Corp Pa Financial Services 9.0 $172.0 NEW $19.11 -3.3%
1286 MTG M G I C Investment Financial Services 6.0 $169.0 NEW $28.17 +10.4%
1287 SON Sonoco Products Co Consumer Cyclical 3.0 $169.0 NEW $56.33 +2.1%
1288 BC Brunswick Corp Consumer Cyclical 2.0 $168.0 NEW $84.00 -3.3%
1289 RPRX Royalty Pharma PLC F Class A Healthcare 3.0 $168.0 NEW $56.00 +9.5%
1290 COLB Columbia BKG SYS Inc Financial Services 5.0 $160.0 NEW $32.00 -4.2%
1291 SMMT Summit Therapeutics Inc Healthcare 11.0 $160.0 NEW $14.55 -12.5%
1292 AGO Assured Guaranty LTD Financial Services 2.0 $160.0 NEW $80.00 -7.3%
1293 OC Owens Corning Fiberglas Industrials 1.0 $159.0 NEW $159.00 -7.6%
1294 WHR Whirlpool Corp Consumer Cyclical 4.0 $158.0 NEW $39.50 +1.6%
1295 FHN First Horizon Corp Financial Services 6.0 $155.0 NEW $25.83 -5.0%
1296 AGNC Agnc Investment Corp Real Estate 14.0 $154.0 NEW $11.00 -0.2%
1297 NFGC New Found Gold Corp Basic Materials 100.0 $154.0 NEW $1.54 +23.4%
1298 WTRG Essential Utils Inc Utilities 4.0 $153.0 NEW $38.25 +8.1%
1299 KRC Kilroy Realty Corp Real Estate 4.0 $152.0 NEW $38.00 -2.9%
1300 IDA Idacorp Inc Utilities 1.0 $151.0 NEW $151.00 -8.5%
Page 65 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%