Barlow Wealth Partners, LLC

Barlow Wealth Partners, LLC reported 149 holdings worth US$926M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

Barlow Wealth Partners, LLC reported 149 holdings worth US$926M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Microsoft Corp. Filed Jul 14, 2026 (Form 13F).

Holdings
149
Value as reported
US$926M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C188KUS$68.3M7.4%
Nvidia Corporation226KUS$46.1M5.0%
Microsoft Corp.102KUS$39M4.2%
Visa Inc.109KUS$38M4.1%
Apple Inc118KUS$36.9M4.0%
Costco Wholesale Corporation35,455US$33.8M3.7%
Berkshire Hathaway Inc.64,684US$32M3.5%
Tjx Companies, Inc. (the)209KUS$32M3.5%
Asml Holding Nv16,634US$29.4M3.2%
W.w. Grainger, Inc.20,912US$28.2M3.0%
Jp Morgan Chase & Co.85,274US$28.2M3.0%
Mckesson Corporation33,820US$27.7M3.0%
Houlihan Lokey, Inc.206KUS$27.6M3.0%
Mueller Industries, Inc.464KUS$25.8M2.8%
Charles Schwab Corporation (the)249KUS$25.3M2.7%
Taiwan Semiconductor Manufacturing Co., Ltd.57,667US$25.2M2.7%
Fortinet, Inc.158KUS$24.7M2.7%
Emcor Group, Inc.32,066US$24.7M2.7%
Royal Gold, Inc.113KUS$21.7M2.3%
Tko Group Holdings, Inc.111KUS$21.4M2.3%
Uber Technologies, Inc.288KUS$21.2M2.3%
W.r. Berkley Corporation271KUS$19.3M2.1%
Constellation Energy Corporation66,046US$16.1M1.7%
Salesforce, Inc.95,913US$16M1.7%
Fair Isaac Corporation12,601US$16M1.7%
Vertex Pharmaceuticals Incorporated30,786US$15.3M1.7%
Intuit Inc.41,262US$11.2M1.2%
Morningstar, Inc.57,602US$9.51M1.0%
Johnson & Johnson24,463US$6.44M0.70%
Stock Yards Bancorp, Inc.61,517US$4.64M0.50%
Adobe Inc.19,487US$4.31M0.47%
Servicenow, Inc.30,921US$3.33M0.36%
Exxon Mobil Corporation19,597US$2.77M0.30%
Texas Roadhouse, Inc.14,477US$2.63M0.28%
Pnc Financial Services Group, Inc. (the)10,415US$2.57M0.28%
Applied Materials, Inc.4,378US$2.5M0.27%
Amazon.com, Inc.9,637US$2.35M0.25%
Amgen Inc.5,739US$2.11M0.23%
Eli Lilly And Company1,448US$1.76M0.19%
Mcdonald's Corporation5,534US$1.54M0.17%
Allstate Corporation (the)5,905US$1.48M0.16%
First Solar, Inc.6,050US$1.36M0.15%
Coca-cola Company (the)16,061US$1.34M0.14%
Churchill Downs, Incorporated15,546US$1.33M0.14%
Brown Forman Inc51,079US$1.32M0.14%
Trustmark Corporation26,864US$1.21M0.13%
Illinois Tool Works Inc.4,557US$1.21M0.13%
Automatic Data Processing, Inc.4,569US$1.1M0.12%
Procter & Gamble Company (the)7,401US$1.1M0.12%
Abbvie Inc.4,334US$1.1M0.12%
Morgan Stanley4,964US$1.08M0.12%
Kroger Company (the)17,696US$1.05M0.11%
Unitedhealth Group Incorporated2,448US$1.04M0.11%
Chevron Corporation5,363US$944K0.10%
Merck & Company, Inc.7,490US$944K0.10%
Elevance Health, Inc.2,205US$917K0.10%
S&p Global Inc.2,076US$894K0.10%
Stryker Corporation2,556US$835K0.09%
O'reilly Automotive, Inc.9,465US$804K0.09%
Caterpillar, Inc.836US$793K0.09%
Humana Inc.1,931US$765K0.08%
Mercadolibre, Inc.388US$702K0.08%
General Dynamics Corporation1,797US$673K0.07%
Nextera Energy, Inc.7,632US$667K0.07%
Mastercard Incorporated1,242US$646K0.07%
Walt Disney Company (the)6,407US$620K0.07%
Colgate-palmolive Company6,534US$608K0.07%
Crowdstrike Holdings, Inc.3,152US$602K0.07%
Comfort Systems Usa, Inc.350US$590K0.06%
Philip Morris International Inc3,000US$561K0.06%
Broadcom Inc.1,438US$559K0.06%
Cincinnati Financial Corporation2,965US$538K0.06%
Shopify Inc.4,425US$528K0.06%
Dover Corporation2,270US$480K0.05%
Texas Instruments Incorporated1,453US$438K0.05%
Autozone, Inc.142US$436K0.05%
Duke Energy Corporation (holding Company)3,438US$436K0.05%
Lockheed Martin Corporation817US$431K0.05%
U.s. Bancorp6,736US$411K0.04%
Meta Platforms, Inc.679US$410K0.04%
Deere & Company667US$398K0.04%
Cencora, Inc.1,268US$393K0.04%
Corning Incorporated2,126US$391K0.04%
Netflix, Inc.5,070US$383K0.04%
Capital One Financial Corporation1,976US$379K0.04%
Walmart Inc.3,326US$376K0.04%
Onto Innovation Inc.1,230US$358K0.04%
United Parcel Service, Inc.3,249US$357K0.04%
Altria Group, Inc.4,741US$345K0.04%
F.n.b. Corporation18,291US$337K0.04%
Blackrock, Inc.339US$336K0.04%
First Capital, Inc.5,350US$326K0.04%
Genuine Parts Company2,608US$325K0.04%
Air Products And Chemicals, Inc.1,077US$320K0.03%
Applovin Corporation612US$320K0.03%
Old National Bancorp12,309US$317K0.03%
Tesla, Inc.770US$303K0.03%
American Express Company896US$301K0.03%
W. P. Carey Inc. Reit4,206US$297K0.03%
Goldman Sachs Group, Inc. (the)286US$294K0.03%

Every holding of Barlow Wealth Partners, LLC

Source

View original at SEC

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