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Bartlett & Co. LLC

Bartlett & Co. LLC is an Investment Adviser institutional filer with the SEC under CIK 1550075, reporting 1,265 portfolio positions, with 4 historical 13F filings on file. Most recent reporting period: 2023-12-31.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • Filing type: 13F-HR
  • Latest reporting period: 2023-12-31
  • Last filed: 2024-01-08

Top 10 portfolio positions

The largest reported holdings in Bartlett & Co. LLC's most recent 13F filing, ranked by reported market value.

  1. Apple Inc (AAPL)
  2. Microsoft Corp (MSFT)
  3. Alphabet Inc. Class C (GOOG)
  4. Berkshire Hathaway Class B (BRK.B)
  5. Mastercard Inc Class A (MA)
  6. JPMorgan Chase & Co (JPM)
  7. Procter & Gamble (PG)
  8. Lowes Cos Inc (LOW)
  9. Abbott Laboratories (ABT)
  10. Amazon.Com Inc (AMZN)
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