Skip to main content

Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 17, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
1,197
−118 vs. Q2 2022
Portfolio value
$4.65B
−$284.3M (−5.8%) vs. Q2 2022
Filed
Oct 17, 2022
SEC
Holdings of Bartlett & Co. LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,867,747$258.1M5.5%−34,641−1.8%ReducedHistory
MSFTMicrosoft CorpStock972,994$226.6M4.9%−619−0.1%ReducedHistory
GOOGAlphabet Inc.Stock1,297,230$124.7M2.7%−33,070−2.5%ReducedConverted for a 20-for-1 splitHistory
PGProcter & Gamble CoStock910,516$115.0M2.5%−3,842−0.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock418,084$111.6M2.4%+13,696+3.4%AddedHistory
LOWLowes Companies IncStock581,830$109.3M2.3%+579+0.1%AddedHistory
PEPPepsiCo IncStock631,687$103.1M2.2%+3,160+0.5%AddedHistory
ABTAbbott LaboratoriesStock1,033,202$100.0M2.1%+2,327+0.2%AddedHistory
MAMastercard IncStock348,943$99.2M2.1%+808+0.2%AddedHistory
AMGNAmgen IncStock382,685$86.3M1.9%−1,091−0.3%ReducedHistory
JPMJPMorgan Chase & CoStock719,914$75.2M1.6%−883−0.1%ReducedHistory
AMZNAmazon Com IncStock665,630$75.2M1.6%+9,293+1.4%AddedHistory
COSTCostco Wholesale CorpStock158,679$74.9M1.6%+1,110+0.7%AddedHistory
AMTAmerican Tower CorpREIT338,093$72.6M1.6%+1,125+0.3%AddedHistory
Vanguard S&P 500 ETF922908363ETF214,695$70.8M1.5%+9,647+4.7%Added–
TJXTJX Companies IncStock1,135,169$70.5M1.5%+14,581+1.3%AddedHistory
ACNAccenture plcStock272,557$70.1M1.5%−183−0.1%ReducedHistory
NEENextera Energy IncStock891,236$69.9M1.5%−11,502−1.3%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock133,689$67.8M1.5%−170.0%ReducedHistory
DEDeere & CoStock201,255$67.4M1.4%+6,379+3.3%AddedHistory
JNJJohnson & JohnsonStock401,973$65.7M1.4%+6,388+1.6%AddedHistory
DISWalt Disney CoStock674,100$63.6M1.4%+2,797+0.4%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD848,820$63.1M1.4%−29,616−3.4%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF651,048$62.7M1.3%+1,687+0.3%Added–
LINLinde PLCSHS226,959$61.2M1.3%+950.0%AddedHistory
UNHUnitedHealth Group IncStock120,585$60.9M1.3%+2,048+1.7%AddedHistory
BMYBristol Myers Squibb CoStock850,327$60.5M1.3%+5,839+0.7%AddedHistory
ENBEnbridge IncStock1,619,017$60.1M1.3%+23,875+1.5%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF776,889$58.8M1.3%−9,943−1.3%Reduced–
BAHBooz Allen Hamilton Holding CorpCL A608,817$56.2M1.2%−2,601−0.4%ReducedHistory
ADIAnalog Devices IncStock376,878$52.5M1.1%−1,107−0.3%ReducedHistory
DUKDuke Energy CORPStock513,513$47.8M1.0%−7,403−1.4%ReducedHistory
WMWaste Management IncStock291,362$46.7M1.0%−2,323−0.8%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF877,055$46.2M1.0%+17,862+2.1%Added–
ITWIllinois Tool Works IncStock236,774$43.1M0.9%−1,501−0.6%ReducedHistory
SPGIS&P Global Inc.Stock134,144$41.0M0.9%+3,577+2.7%AddedHistory
GOOGLAlphabet Inc.Stock415,873$39.8M0.9%−37,347−8.2%ReducedConverted for a 20-for-1 splitHistory
MCDMcDonalds CorpStock172,083$39.7M0.9%+486+0.3%AddedHistory
LHLabcorp Holdings Inc.COM NEW190,161$38.9M0.8%+6,388+3.5%AddedHistory
CRMSalesforce, Inc.Stock259,374$37.3M0.8%−1,753−0.7%ReducedHistory
CBChubb LtdStock202,049$36.9M0.8%+3,110+1.6%AddedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF810,060$36.5M0.8%−22,085−2.7%Reduced–
QCOMQualcomm IncStock311,346$35.2M0.8%+27,565+9.7%AddedHistory
Nestle SA ADR641069406COM318,448$34.3M0.7%−2,172−0.7%Reduced–
CDWCDW CorpCOM216,353$33.8M0.7%+1,623+0.8%AddedHistory
GDGeneral Dynamics CorpStock157,266$33.4M0.7%+5,145+3.4%AddedHistory
UNPUnion Pacific CorpStock161,038$31.4M0.7%−763−0.5%ReducedHistory
BAXBaxter International IncStock558,267$30.2M0.6%−36,669−6.2%ReducedHistory
FDXFedEx CorpStock201,380$30.1M0.6%+5,167+2.6%AddedHistory
NKENIKE, Inc.Stock352,812$29.4M0.6%+533+0.2%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF349,784$26.2M0.6%−28,725−7.6%Reduced–
CMCSAComcast CorpStock887,513$26.0M0.6%−247,176−21.8%ReducedHistory
Berkshire Hat A 100th084990175COM6,400$26.0M0.6%−800−11.1%Reduced–
USBUS Bancorp DECOM NEW600,824$24.5M0.5%−4,203−0.7%ReducedHistory
INTUIntuit Inc.Stock62,943$24.4M0.5%+41,364+191.7%AddedHistory
MKCMcCormick & Co IncStock341,245$24.3M0.5%−3,538−1.0%ReducedHistory
ADPAutomatic Data Processing IncStock104,975$23.9M0.5%−1,630−1.5%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF57,333$23.2M0.5%+2,141+3.9%AddedHistory
FISFidelity National Information Services, Inc.Stock299,408$22.6M0.5%−32,054−9.7%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF124,592$22.4M0.5%+7,440+6.4%Added–
CPCanadian Pacific Kansas City LtdCOM316,691$21.1M0.5%−2,614−0.8%ReducedHistory
DEODiageo PLCSPON ADR NEW116,932$20.1M0.4%−918−0.8%ReducedHistory
DHRDanaher CorpStock76,067$19.7M0.4%−1,316−1.7%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF448,718$18.8M0.4%+853+0.2%Added–
NSCNorfolk Southern CorpStock87,952$18.4M0.4%−1,828−2.0%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF210,096$18.3M0.4%+11,699+5.9%Added–
WMTWalmart Inc.Stock139,990$18.2M0.4%−336−0.2%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS336,583$16.6M0.4%+1,278+0.4%Added–
CFRCullen/Frost Bankers, Inc.COM117,848$15.6M0.3%+4,674+4.1%AddedHistory
ABBVAbbVie Inc.Stock114,212$15.3M0.3%+1,852+1.6%AddedHistory
MRKMerck & Co., Inc.Stock174,831$15.2M0.3%+659+0.4%AddedHistory
UPSUnited Parcel Service IncStock92,881$15.0M0.3%−2,825−3.0%ReducedHistory
METAMeta Platforms, Inc.Stock103,453$14.0M0.3%−9,441−8.4%ReducedHistory
RTXRTX CorpStock168,343$13.8M0.3%−422−0.3%ReducedHistory
NVSNovartis AGADR181,265$13.8M0.3%−2,848−1.5%ReducedHistory
AXPAmerican Express CoStock97,585$13.2M0.3%−345−0.4%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF157,564$12.4M0.3%−477−0.3%Reduced–
Schwab Fundamental U.S. Large Company ETF808524771ETF252,563$12.1M0.3%+4,681+1.9%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF83,183$11.9M0.3%−175−0.2%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF275,955$11.9M0.3%−25,199−8.4%Reduced–
TROWPrice T Rowe Group IncStock112,021$11.8M0.3%−10,990−8.9%ReducedHistory
iShares Tr46434V4070-5YR HI YL CP289,931$11.6M0.2%+212+0.1%Added–
XOMExxonMobil Holdings CorpCOM132,450$11.6M0.2%+1,708+1.3%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF242,570$10.8M0.2%+2,224+0.9%Added–
CINFCincinnati Financial CorpCOM115,889$10.5M0.2%+880+0.8%AddedHistory
EMREmerson Electric CoStock139,529$10.2M0.2%−195−0.1%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF96,479$9.90M0.2%−1,715−1.7%Reduced–
BDXBecton Dickinson & CoStock44,235$9.86M0.2%−493−1.1%ReducedHistory
TSLATesla, Inc.Stock37,055$9.83M0.2%00.0%UnchangedConverted for a 3-for-1 splitHistory
SBUXStarbucks CorpStock115,120$9.70M0.2%−1,539−1.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF26,832$9.63M0.2%−64−0.2%ReducedHistory
KOCoca Cola CoStock168,979$9.54M0.2%+3,545+2.1%AddedHistory
CVXChevron CorpStock65,185$9.37M0.2%+274+0.4%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF96,201$9.24M0.2%−7,923−7.6%Reduced–
MDLZMondelez International, Inc.Stock163,812$9.04M0.2%−1,679−1.0%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF52,118$8.91M0.2%+4,772+10.1%Added–
iShares Tips Bond ETF464287176ETF80,698$8.46M0.2%−1,031−1.3%Reduced–
VZVerizon Communications IncStock221,393$8.41M0.2%−79,391−26.4%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF42,662$8.32M0.2%+2,640+6.6%Added–
CLColgate Palmolive CoStock116,602$8.19M0.2%−125−0.1%ReducedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Bartlett & Co. LLC in Q3 2022
SecurityClassPutsCalls
Call RRGB $7.5 Exp Oct 21, 2022RRGB22102CALL–$1.00K

Sold out since Q2 2022 (166)

Positions held at the end of Q2 2022 that are gone from this filing.

The largest 100 of 166 by value last quarter.

Positions of Bartlett & Co. LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
CDKCDK Global, Inc.COM4,395$241.0K<0.1%History
SOFISoFi Technologies, Inc.Stock44,775$236.0K<0.1%History
Pershing Square Tontine Hldg71531R109COM CL A10,000$200.0K<0.1%–
KBSRKBS Real Estate Investment Trust III, Inc.COM8,783$95.0K<0.1%History
Coherent Inc192479103COM300$80.0K<0.1%–
iShares Semiconductor ETF464287523ETF115$40.0K<0.1%–
FSKFS KKR Capital CorpCOM1,978$40.0K<0.1%History
CPAYCorpay, Inc.COM176$37.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY1,452$32.0K<0.1%–
LWLamb Weston Holdings, Inc.Stock414$30.0K<0.1%History
QRVOQorvo, Inc.Stock228$22.0K<0.1%History
PAYCPaycom Software, Inc.Stock75$21.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY977$21.0K<0.1%–
Invesco Exch TRD SLF Idx FD46138J858BULSHS 2023 HY935$21.0K<0.1%–
SPDR Series Trust78464A672ST INTER ETF685$20.0K<0.1%–
EVTCEVERTEC, Inc.COM486$18.0K<0.1%History
FCNFti Consulting, IncCOM95$17.0K<0.1%History
BOHBank of Hawaii CorpCOM213$16.0K<0.1%History
AINAlbany International CorpCL A200$16.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J650BULLSHS 24 USD673$16.0K<0.1%–
Invesco Exch TRD SLF Idx FD46138J668BULLSHS 23 USD707$16.0K<0.1%–
THOThor Industries IncCOM206$15.0K<0.1%History
UNFUnifirst CorpCOM85$15.0K<0.1%History
SYBTStock Yards Bancorp, Inc.COM231$14.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB677$14.0K<0.1%–
LESLLeslie's, Inc.COM908$14.0K<0.1%History
FICOFair Isaac CorpCOM33$13.0K<0.1%History
J P Morgan Exchange Traded F46641Q878BET USD HIG ETF298$13.0K<0.1%–
AWIArmstrong World Industries IncCOM171$13.0K<0.1%History
Ssga Active ETF Tr78467V608ST STR BL LN ETF312$13.0K<0.1%–
AVLRAvalara, Inc.COM175$12.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB601$12.0K<0.1%–
CAKECheesecake Factory IncCOM432$11.0K<0.1%History
CSGPCostar Group, Inc.COM180$11.0K<0.1%History
EMEEMCOR Group, Inc.Stock97$10.0K<0.1%History
SAMBoston Beer Co IncCL A33$10.0K<0.1%History
ROADConstruction Partners, Inc.COM CL A487$10.0K<0.1%History
WDAYWorkday, Inc.CL A70$10.0K<0.1%History
HQYHealthequity, Inc.COM170$10.0K<0.1%History
TTDTrade Desk, Inc.Stock213$9.00K<0.1%History
GOLFAcushnet Holdings Corp.COM219$9.00K<0.1%History
BANFBancfirst CorpCOM94$9.00K<0.1%History
SSDSimpson Manufacturing Co., Inc.COM92$9.00K<0.1%History
CELHCelsius Holdings, Inc.COM NEW137$9.00K<0.1%History
Alps ETF Tr00162Q452ALERIAN MLP271$9.00K<0.1%–
Rightmove PLC Unsponsored ADR76657Y101ADR621$9.00K<0.1%–
FDSFactset Research Systems IncStock20$8.00K<0.1%History
MANHManhattan Associates IncStock70$8.00K<0.1%History
MELIMercadolibre IncCOM13$8.00K<0.1%History
HLMNHillman Solutions Corp.COM928$8.00K<0.1%History
FHBFirst Hawaiian, Inc.COM373$8.00K<0.1%History
LKFNLakeland Financial CorpCOM116$8.00K<0.1%History
CRVLCorvel CorpCOM54$8.00K<0.1%History
POOLPool CorpCOM23$8.00K<0.1%History
Air Liquide ADR009126202ADR301$8.00K<0.1%–
Japan Tobacco Inc Unsponsord ADR471105205ADR975$8.00K<0.1%–
Kddi Corp ADR48667L106ADR513$8.00K<0.1%–
Signature BK New York N Y82669G104COM43$8.00K<0.1%–
KLACKLA CorpCOM NEW22$7.00K<0.1%History
TTCToro CoCOM91$7.00K<0.1%History
iShares Inc46434G822MSCI JAPAN ETF125$7.00K<0.1%–
WTSWatts Water Technologies IncCL A60$7.00K<0.1%History
APAMArtisan Partners Asset Management Inc.CL A188$7.00K<0.1%History
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB329$7.00K<0.1%–
BGBunge Global SACOM76$7.00K<0.1%History
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF269$6.00K<0.1%–
GTMZoomInfo Technologies Inc.Stock178$6.00K<0.1%History
STAAStaar Surgical CoCOM PAR $0.0184$6.00K<0.1%History
Brambles ADR105105209ADR411$6.00K<0.1%–
iShares Inc46434G814MSCI MLY ETF NEW291$6.00K<0.1%–
Mitsubishi Elec Corp ADR606776201ADR302$6.00K<0.1%–
Nihon Kohden Corp65412C108ADR614$6.00K<0.1%–
SPLKSplunk IncCOM71$6.00K<0.1%History
HESHess CorpStock45$5.00K<0.1%History
iShares Inc46434G780MSCI SINGPOR ETF293$5.00K<0.1%–
NGGNational Grid PLCSPONSORED ADR NE71$5.00K<0.1%History
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF104$5.00K<0.1%–
ROLRollins IncCOM150$5.00K<0.1%History
ATHMAutohome Inc.SP ADS RP CL A126$5.00K<0.1%History
BLNKBlink Charging Co.COM300$5.00K<0.1%History
SWIMLatham Group, Inc.COM664$5.00K<0.1%History
Computershare Ltd Sponsored ADR20557R105ADR273$5.00K<0.1%–
AZPNAspen Technology, Inc.COM28$5.00K<0.1%History
PANWPalo Alto Networks IncStock9$4.00K<0.1%History
FANGDiamondback Energy, Inc.Stock34$4.00K<0.1%History
VODVodafone Group Public Ltd CoADR231$4.00K<0.1%History
ETREntergy CorpCOM32$4.00K<0.1%History
KDPKeurig Dr Pepper Inc.COM115$4.00K<0.1%History
GSHDGoosehead Insurance, Inc.COM CL A97$4.00K<0.1%History
PSMTPricesmart IncCOM53$4.00K<0.1%History
DDOGDatadog, Inc.CL A COM39$4.00K<0.1%History
NCNOnCino, Inc.COM130$4.00K<0.1%History
ELANElanco Animal Health IncCOM207$4.00K<0.1%History
WIXWix.com Ltd.SHS57$4.00K<0.1%History
AIA Group Ltd001317205COM86$4.00K<0.1%–
IPGInterpublic Group of Companies, Inc.COM163$4.00K<0.1%History
Legal General Group PLC Sponsored ADR52463H103ADR252$4.00K<0.1%–
Qbe Ins Group Ltd Sponsored ADR74728G605ADR516$4.00K<0.1%–
RBGLYReckitt Benckiser Group PLCCOM236$4.00K<0.1%History
SILKSilk Road Medical IncCOM119$4.00K<0.1%History