Barlow Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$900.0M
Q ending 2026-03-31
Prior quarter
$926.5M
Q ending 2025-12-31
Change
-2.9% QoQ · +18.2% YoY
Positions
137
reported holdings
Largest positions
Top 100 of 137 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc | GOOG | Shares | $67.5M | 199K |
| Nvidia Corporation | NVDA | Shares | $44.9M | 223K |
| Microsoft Corp | MSFT | Shares | $42.8M | 101K |
| Costco Wholesale Corporation | COST | Shares | $35.1M | 35K |
| Visa Inc | V | Shares | $34.3M | 108K |
| Houlihan Lokey Inc | HLI | Shares | $33.3M | 205K |
| Tjx Cos Inc New | TJX | Shares | $33.1M | 206K |
| Apple Inc | AAPL | Shares | $33.0M | 122K |
| Mueller Inds Inc | MLI | Shares | $31.0M | 254K |
| Technipfmc Plc | Shares | $30.9M | 438K | |
| Royal Gold Inc | RGLD | Shares | $30.1M | 112K |
| Emcor Group Inc | EME | Shares | $29.4M | 37K |
| Asml Hldg Nv | Shares | $27.3M | 19K | |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $26.7M | 56K |
| Jpmorgan Chase & Co | JPM | Shares | $26.2M | 84K |
| Ww Grainger Inc | GWW | Shares | $24.1M | 21K |
| Tko Group Holdings Inc | TKO | Shares | $23.6M | 127K |
| Ferrari N V | Shares | $22.9M | 61K | |
| Schwab Charles Corp | SCHW | Shares | $22.5M | 244K |
| Amazon Com Inc | AMZN | Shares | $22.5M | 90K |
| Taiwan Semiconductor Manufac | TSM | Shares | $21.6M | 58K |
| Garmin Ltd | Shares | $20.2M | 76K | |
| Berkley W R Corp | WRB | Shares | $18.1M | 270K |
| Fair Isaac Corp | FICO | Shares | $16.4M | 15K |
| Constellation Energy Corp | CEG | Shares | $15.4M | 52K |
| Mckesson Corp | MCK | Shares | $14.9M | 17K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $13.4M | 30K |
| Fortinet Inc | FTNT | Shares | $13.2M | 161K |
| Salesforce Inc | CRM | Shares | $12.1M | 67K |
| Morningstar Inc | MORN | Shares | $10.6M | 58K |
| Adobe Inc | ADBE | Shares | $8.7M | 36K |
| Alphabet Inc | GOOGL | Shares | $5.8M | 17K |
| Johnson & Johnson | JNJ | Shares | $5.6M | 24K |
| Intuit | INTU | Shares | $5.6M | 14K |
| Stock Yds Bancorp Inc | SYBT | Shares | $4.5M | 62K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $3.6M | 5 |
| Exxon Mobil Corp | XOM | Shares | $2.9M | 20K |
| Trane Technologies Plc | Shares | $2.7M | 6K | |
| Texas Roadhouse Inc | TXRH | Shares | $2.4M | 14K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $2.3M | 10K |
| Amgen Inc | AMGN | Shares | $2.0M | 6K |
| Applied Matls Inc | AMAT | Shares | $1.9M | 5K |
| Mcdonalds Corp | MCD | Shares | $1.7M | 6K |
| Churchill Downs Inc | CHDN | Shares | $1.5M | 16K |
| Eli Lilly & Co | LLY | Shares | $1.3M | 1K |
| Allstate Corp | ALL | Shares | $1.3M | 6K |
| Trustmark Corp | TRMK | Shares | $1.2M | 27K |
| Kroger Co | KR | Shares | $1.2M | 18K |
| Coca Cola Co | KO | Shares | $1.2M | 16K |
| Brown Forman Corp | BF/B | Shares | $1.2M | 40K |
| Illinois Tool Wks Inc | ITW | Shares | $1.2M | 4K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| First Solar Inc | FSLR | Shares | $1.2M | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.2M | 2K |
| Procter & Gamble Co | PG | Shares | $1.1M | 8K |
| Accenture Plc Ireland | Shares | $1.1M | 5K | |
| Chevron Corporation | CVX | Shares | $987K | 5K |
| Vanguard Intl Equity Index F | VT | Shares | $984K | 7K |
| Morgan Stanley | MS | Shares | $937K | 5K |
| S&P Global Inc | SPGI | Shares | $923K | 2K |
| Automatic Data Processing In | ADP | Shares | $916K | 5K |
| Merck & Co Inc | MRK | Shares | $892K | 7K |
| Stryker Corporation | SYK | Shares | $878K | 3K |
| Mercadolibre Inc | MELI | Shares | $798K | 430 |
| Unitedhealth Group Inc | UNH | Shares | $795K | 2K |
| Vanguard Index Fds | VTI | Shares | $770K | 2K |
| Abbvie Inc | ABBV | Shares | $759K | 4K |
| Honeywell Intl Inc | HONGBP | Shares | $756K | 3K |
| Elevance Health Inc Formerly | ELV | Shares | $712K | 2K |
| Oreilly Automotive Inc | ORLY | Shares | $711K | 8K |
| Disney Walt Co | DIS | Shares | $702K | 7K |
| Nextera Energy Inc | NEE | Shares | $702K | 8K |
| Spdr Gold Tr | GLD | Shares | $693K | 2K |
| Caterpillar Inc | CAT | Shares | $664K | 836 |
| Invesco Qqq Tr | QQQ | Shares | $653K | 1K |
| General Dynamics Corp | GD | Shares | $604K | 2K |
| Comfort Sys Usa Inc | FIX | Shares | $601K | 364 |
| Broadcom Inc | AVGO | Shares | $585K | 1K |
| Shopify Inc | SHOP | Shares | $580K | 4K |
| Colgate Palmolive Co | CL | Shares | $561K | 7K |
| Meta Platforms Inc | META | Shares | $526K | 764 |
| Vanguard Index Fds | VTV | Shares | $521K | 3K |
| Autozone Inc | AZO | Shares | $507K | 142 |
| Schwab Strategic Tr | SCHG | Shares | $507K | 16K |
| Mastercard Incorporated | MA | Shares | $506K | 970 |
| Dover Corp | DOV | Shares | $497K | 2K |
| Cincinnati Finl Corp | CINF | Shares | $495K | 3K |
| Netflix Inc. | NFLX | Shares | $492K | 5K |
| Lockheed Martin Corp | LMT | Shares | $484K | 817 |
| Philip Morris Intl Inc | PM | Shares | $473K | 3K |
| Humana Inc | HUM | Shares | $456K | 2K |
| American Centy Etf Tr | AVGE | Shares | $425K | 4K |
| Walmart Inc | WMT | Shares | $424K | 3K |
| Cencora Inc | COR | Shares | $415K | 1K |
| Capital One Finl Corp | COF | Shares | $408K | 2K |
| Vanguard Index Fds | VV | Shares | $398K | 1K |
| Deere & Co | DE | Shares | $394K | 667 |
| Us Bancorp | USB | Shares | $383K | 7K |
| Fidelity Covington Trust | FTEC | Shares | $359K | 1K |
| Onto Innovation Inc | ONTO | Shares | $358K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.