CIK 2010186
BARTLETT & CO. WEALTH MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
1,226
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 401–450 of 1,226
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ORLY | O Reilly Automotive | 3K | $100K–$500K | SH |
| LYTS | L S I Industries Inc | 17K | $100K–$500K | SH |
| PGR | Progressive Co Ohio | 1K | $100K–$500K | SH |
| STE | Steris PLC F | 1K | $100K–$500K | SH |
| TEL | Te Connectivity PLC F | 1K | $100K–$500K | SH |
| EUSB | iShares ESG Advanced TTL USD BND ETF | 7K | $100K–$500K | SH |
| STZ | Constellation Brand Class A | 2K | $100K–$500K | SH |
| NNN | National Retail Properties Inc | 7K | $100K–$500K | SH |
| MOS | The Mosaic Co | 12K | $100K–$500K | SH |
| DIA | SPDR Dow Jones Industrial Average ETF Trust | 585 | $100K–$500K | SH |
| CEG | Constellation Energy Corp Com | 790 | $100K–$500K | SH |
| REGN | Regeneron Pharms Inc | 361 | $100K–$500K | SH |
| L | Loews Corp | 3K | $100K–$500K | SH |
| VRTX | Vertex Pharmaceutica | 601 | $100K–$500K | SH |
| AKRE | Professionally Managed Portfolios Akre Focus | 4K | $100K–$500K | SH |
| CTVA | Corteva Inc | 4K | $100K–$500K | SH |
| AZN | Astrazeneca PLC F Sponsored ADR | 3K | $100K–$500K | SH |
| EXE | Expand Energy Corp | 2K | $100K–$500K | SH |
| LLYVA | Liberty Live HLDGS Inc | 3K | $100K–$500K | SH |
| TDS | Telephone & Data SYS | 6K | $100K–$500K | SH |
| HBAN | Huntington Bancshs | 15K | $100K–$500K | SH |
| CHH | Choice Hotels Intl | 3K | $100K–$500K | SH |
| GPC | Genuine Parts Co | 2K | $100K–$500K | SH |
| NXPI | NXP Semiconductors F | 1K | $100K–$500K | SH |
| MUNI | PIMCO Intrmediate Muni Bond Actv ETF | 5K | $100K–$500K | SH |
| FISV | Fiserv Inc | 4K | $100K–$500K | SH |
| CRWD | Crowdstrike HLDGS Inc | 530 | $100K–$500K | SH |
| VYMI | Vanguard Internatnl HGH DIV YLD ETF | 3K | $100K–$500K | SH |
| ESGE | iShares Esg Aware MSCI Em ETF | 6K | $100K–$500K | SH |
| FCX | Freeport-Mcmoran Inc | 5K | $100K–$500K | SH |
| OSBC | Old Second BNCP Inc | 12K | $100K–$500K | SH |
| XLU | Select Sector Uti Select SPDR ETF | 6K | $100K–$500K | SH |
| HI | Hillenbrand Inc | 7K | $100K–$500K | SH |
| VCR | Vanguard Consumer Discretionary ETF | 595 | $100K–$500K | SH |
| ISCB | iShares Morningstar Small Cap ETF | 4K | $100K–$500K | SH |
| NVR | N V R Inc | 32 | $100K–$500K | SH |
| SPMB | SPDR Port MRTGG BCKD BND ETF | 10K | $100K–$500K | SH |
| HPQ | HP Inc. | 10K | $100K–$500K | SH |
| PSA | Public Storage REIT | 848 | $100K–$500K | SH |
| VONG | Vanguard Russell (1000 Growth Etf) | 2K | $100K–$500K | SH |
| XLRE | Select Sector SPDR TR Real Estate Select Sector SPDR FD | 5K | $100K–$500K | SH |
| EFV | iShares MSCI EAFE Value ETF | 3K | $100K–$500K | SH |
| CADE | Cadence Bank | 5K | $100K–$500K | SH |
| PWR | Quanta Services Inc | 500 | $100K–$500K | SH |
| MTUM | iShares TR Edge MSCI USA Momentum Factor ETF | 822 | $100K–$500K | SH |
| SCHZ | Schwab US Aggregate Bond ETF | 9K | $100K–$500K | SH |
| BRX | Brixmor Property Group REIT | 8K | $100K–$500K | SH |
| SOXX | iShares Semiconductor ETF IV | 677 | $100K–$500K | SH |
| BNDX | Vanguard Total International BND ETF | 4K | $100K–$500K | SH |
| ESGD | iShares ESG Aware MSCI EAFE ETF | 2K | $100K–$500K | SH |