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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 7 of 67  ·  1,334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHX Schwab US Large Cap ETF 260,590.0 $7.7M 0.10% NEW $29.43 +2.7%
122 MCK Mckesson Corp Healthcare 9,919.0 $7.5M 0.09% NEW $756.40 +19.7%
123 BMY Bristol-Myers Squibb Healthcare 129,968.0 $7.5M 0.09% NEW $57.62 +17.9%
124 CL Colgate-Palmolive Co Consumer Defensive 81,344.0 $7.5M 0.09% NEW $91.68 -0.4%
125 IBM IBM Corp Technology 26,333.0 $7.4M 0.09% NEW $281.21 -16.7%
126 AMD Advanced Micro Technology 12,346.0 $7.2M 0.09% NEW $580.93 -17.5%
127 IVW iShares S&P 500 Growth ETF 51,461.0 $7.1M 0.09% NEW $137.53 +0.9%
128 ESGV Vanguard ESG U.S. Stock ETF 51,103.0 $6.8M 0.09% NEW $132.24 +2.7%
129 MDLZ Mondelez Intl Class A Consumer Defensive 114,773.0 $6.7M 0.08% NEW $58.05 +8.5%
130 TPL Texas Pacific Land Corp Energy 14,958.0 $6.5M 0.08% NEW $437.64 -14.9%
131 SCHG Schwab US Large Cap Growth ETF 189,740.0 $6.4M 0.08% NEW $33.84 +4.4%
132 YUM Yum Brands Inc Consumer Cyclical 39,886.0 $6.4M 0.08% NEW $159.86 -2.2%
133 LMT Lockheed Martin Corp Industrials 12,501.0 $6.4M 0.08% NEW $509.46 +9.2%
134 VGSH Vanguard Short Term Treasury ETF 105,636.0 $6.1M 0.08% NEW $58.20 +0.0%
135 KR Kroger Co Consumer Defensive 107,547.0 $6.0M 0.07% NEW $55.53 +5.3%
136 CAT Caterpillar Inc Industrials 5,555.0 $5.9M 0.07% NEW $1064.82 -23.8%
137 PM Philip Morris Intl Consumer Defensive 31,853.0 $5.8M 0.07% NEW $182.28 +6.4%
138 VXF Vanguard Extended Market ETF 23,501.0 $5.8M 0.07% NEW $246.21 -0.9%
139 VFH Vanguard Financials ETF 42,292.0 $5.6M 0.07% NEW $131.60 +8.2%
140 GE GE Aerospace Industrials 14,809.0 $5.5M 0.07% NEW $373.73 -6.5%
Page 7 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%