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Barlow Wealth Partners, LLC Portfolio
$970.1M across 152 positions as of 2026-09-30, with 42% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| GOOGAlphabet Inc | $59.9M | 6.2% | 173,691 |
| MSFTMicrosoft Corp | $54.5M | 5.6% | 102,901 |
| NVDANVIDIA Corp | $54.4M | 5.6% | 227,473 |
| VVisa Inc | $41.1M | 4.2% | 110,867 |
| AAPLApple Inc | $39.9M | 4.1% | 119,530 |
| COSTCostco Wholesale Corp | $34M | 3.5% | 36,354 |
| MCKMcKesson Corp | $31.5M | 3.2% | 34,154 |
| ASML HLDG NV | $30.7M | 3.2% | 16,732 |
| MUELLER INDS INC | $29.6M | 3.0% | 468,654 |
| TJXTJX Companies Inc | $29.3M | 3.0% | 213,533 |
| BRK.BBerkshire Hathaway Inc | $29.1M | 3.0% | 57,612 |
| JPMJPMorgan Chase & Co | $28.4M | 2.9% | 85,875 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $28M | 2.9% | 58,053 |
| GWWWW Grainger Inc | $26.9M | 2.8% | 21,059 |
| EMEEMCOR Group Inc | $26.6M | 2.7% | 32,280 |
| FTNTFortinet Inc | $26.6M | 2.7% | 138,986 |
| APHAmphenol Corp | $26.4M | 2.7% | 297,544 |
| CRMSalesforce Inc | $24.8M | 2.6% | 110,094 |
| SCHWCharles Schwab Corp | $24.4M | 2.5% | 252,451 |
| FERRARI N V | $24.2M | 2.5% | 62,495 |
| SPGIS&P Global Inc | $23.6M | 2.4% | 59,528 |
| HLIHoulihan Lokey Inc | $23M | 2.4% | 180,034 |
| GARMIN LTD | $21.5M | 2.2% | 77,019 |
| UBERUber Technologies Inc | $20.2M | 2.1% | 291,859 |
| TECHNIPFMC PLC | $20.1M | 2.1% | 287,914 |
| CEGConstellation Energy Corp | $20M | 2.1% | 66,617 |
| RGLDRoyal Gold Inc | $19.9M | 2.0% | 84,763 |
| WRBW. R. Berkley Corp | $19.1M | 2.0% | 274,206 |
| VRTXVertex Pharmaceuticals Inc | $16M | 1.7% | 31,947 |
| TKOTKO Group Holdings Inc | $15.5M | 1.6% | 87,846 |
| JNJJohnson & Johnson | $6.2M | 0.6% | 24,448 |
| GOOGLAlphabet Inc | $5.9M | 0.6% | 17,090 |
| STOCK YDS BANCORP INC | $4.7M | 0.5% | 60,448 |
| BRK.ABerkshire Hathaway Inc | $3.8M | 0.4% | 5 |
| XOMExxonmobil Holdings Corp | $3.3M | 0.3% | 20,059 |
| LLYEli Lilly and Co | $3M | 0.3% | 2,599 |
| TRANE TECHNOLOGIES PLC | $2.6M | 0.3% | 5,361 |
| AMZNAmazon.com Inc | $2.4M | 0.3% | 9,474 |
| TXRHTexas Roadhouse Inc | $2.4M | 0.2% | 14,477 |
| AMATApplied Materials Inc | $2.3M | 0.2% | 4,378 |
| AMGNAmgen Inc | $2.3M | 0.2% | 5,739 |
| PNCPNC Financial Services Group Inc | $2.3M | 0.2% | 10,425 |
| KOCoca-Cola Co | $1.4M | 0.1% | 16,477 |
| ALLAllstate Corp | $1.3M | 0.1% | 5,905 |
| MCDMcDonald's Corp | $1.3M | 0.1% | 5,534 |
| IVViShares Core S&P 500 ETF | $1.3M | 0.1% | 1,639 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.3M | 0.1% | 1,620 |
| ITWIllinois Tool Works Inc | $1.2M | 0.1% | 4,557 |
| TRMKTrustmark Corp | $1.2M | 0.1% | 26,864 |
| ADPAutomatic Data Processing Inc | $1.2M | 0.1% | 4,535 |
| CHDNChurchill Downs Inc | $1.2M | 0.1% | 15,198 |
| CVXChevron Corp | $1.2M | 0.1% | 5,671 |
| ABBVAbbVie Inc | $1.2M | 0.1% | 4,334 |
| PGProcter & Gamble Co | $1.1M | 0.1% | 7,602 |
| FSLRFirst Solar Inc | $1.1M | 0.1% | 6,050 |
| BF.BBrown-Forman Corp | $1.1M | 0.1% | 41,023 |
| MRKMerck & Co Inc | $1.1M | 0.1% | 7,590 |
| VTVanguard Total World Stock Index ETF | $1M | 0.1% | 6,525 |
| KRKroger Co | $1M | 0.1% | 17,696 |
| MSMorgan Stanley | $948.2K | 0.1% | 4,964 |
| UNHUnitedHealth Group Inc | $932.5K | 0.1% | 2,478 |
| ELVElevance Health Inc | $882.2K | 0.1% | 2,205 |
| CRWDCrowdStrike Holdings Inc | $879K | 0.1% | 3,152 |
| VTIVanguard Total Stock Market ETF | $861.5K | 0.1% | 2,252 |
| ACCENTURE PLC IRELAND | $849.6K | 0.1% | 4,393 |
| ORLYO'Reilly Automotive Inc | $805.9K | 0.1% | 9,465 |
| CATCaterpillar Inc | $798.7K | 0.1% | 925 |
| DEDeere & Co | $796.8K | 0.1% | 1,167 |
| HUMHumana Inc | $774.1K | 0.1% | 1,915 |
| QQQInvesco QQQ Trust, Series 1 | $768K | 0.1% | 1,011 |
| SHOPShopify Inc | $723.5K | 0.1% | 4,400 |
| MELIMercadoLibre Inc | $720.9K | 0.1% | 388 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $712.2K | 0.1% | 19,284 |
| SYKStryker Corp | $705.2K | 0.1% | 2,535 |
| MAMastercard Inc | $703.7K | 0.1% | 1,242 |
| DISWalt Disney Co | $687.4K | 0.1% | 6,608 |
| BRIGHTSPRING HEALTH SVCS INC | $668K | 0.1% | 10,478 |
| TXNTexas Instruments Inc | $640.6K | 0.1% | 2,155 |
| FIXComfort Systems USA Inc | $636.3K | 0.1% | 350 |
| GLDSPDR Gold Shares | $629.2K | 0.1% | 1,646 |
| NEENextera Energy Inc | $594.4K | 0.1% | 7,632 |
| GDGeneral Dynamics Corp | $589.8K | 0.1% | 1,780 |
| PMPhilip Morris International Inc | $571.2K | 0.1% | 3,000 |
| CLColgate-Palmolive Co | $570.1K | 0.1% | 6,534 |
| VTVVanguard Value ETF | $558.9K | 0.1% | 2,552 |
| AVGOBroadcom Inc | $540.4K | 0.1% | 1,438 |
| WMTWalmart Inc | $534.2K | 0.1% | 4,983 |
| METAMeta Platforms Inc | $492.1K | 0.1% | 666 |
| CINFCincinnati Financial Corp | $483.5K | 0.0% | 2,965 |
| FTECFIDELITY COVINGTON TRUST | $462.4K | 0.0% | 1,492 |
| AMERICAN CENTY ETF TR | $447.5K | 0.0% | 4,472 |
| VVVanguard Large-Cap ETF | $438.7K | 0.0% | 1,220 |
| DOVDover Corp | $435.6K | 0.0% | 2,270 |
| LMTLockheed Martin Corp | $416.8K | 0.0% | 817 |
| AZOAutozone Inc | $411.6K | 0.0% | 142 |
| DUKDuke Energy Corp | $397.6K | 0.0% | 3,438 |
| CORCencora Inc | $390.4K | 0.0% | 1,234 |
| COFCapital One Financial Corp | $386.9K | 0.0% | 1,976 |
| USBUS Bancorp | $385.9K | 0.0% | 6,736 |
| ONTOOnto Innovation Inc | $385.9K | 0.0% | 1,230 |
| BLKBlackRock Inc | $365.9K | 0.0% | 339 |
| GLWCorning Inc | $359.2K | 0.0% | 2,126 |
| VBRVanguard Small-Cap Value ETF | $348.7K | 0.0% | 1,482 |
| FIRST CAP INC | $347K | 0.0% | 5,372 |
| HONHoneywell International Inc | $344K | 0.0% | 1,616 |
| WWDWoodward Inc | $341.2K | 0.0% | 1,026 |
| NFLXNetflix Inc | $338.6K | 0.0% | 4,930 |
| VEUVanguard FTSE All World Ex US ETF | $332.8K | 0.0% | 3,971 |
| GPCGenuine Parts Co | $332.2K | 0.0% | 2,608 |
| FNBFNB Corp | $318.3K | 0.0% | 18,421 |
| MOAltria Group Inc | $317.7K | 0.0% | 4,634 |
| PEPPepsiCo Inc | $309.6K | 0.0% | 2,463 |
| OLD NATL BANCORP IND | $306.4K | 0.0% | 12,309 |
| SCHFSchwab International Equity ETF | $305.4K | 0.0% | 11,066 |
| FASTFastenal Co | $303.3K | 0.0% | 5,969 |
| UPSUnited Parcel Service Inc | $302.1K | 0.0% | 3,245 |
| PSXPhillips 66 | $294.6K | 0.0% | 1,092 |
| DELLDell Technologies Inc | $289.9K | 0.0% | 505 |
| BROWN FORMAN CORP | $289.7K | 0.0% | 10,769 |
| UCBUnited Community Banks Inc | $288.2K | 0.0% | 8,546 |
| RBCAARepublic Bancorp Inc | $284.1K | 0.0% | 3,045 |
| AMDAdvanced Micro Devices Inc | $280.5K | 0.0% | 432 |
| AXPAmerican Express Co | $274.1K | 0.0% | 900 |
| MDLZMondelez International Inc | $273.6K | 0.0% | 4,589 |
| WPCW.p. Carey Inc | $269.2K | 0.0% | 4,206 |
| INTUIntuit Inc | $264.1K | 0.0% | 911 |
| MEDPMedpace Holdings Inc | $260.5K | 0.0% | 432 |
| GSGoldman Sachs Group Inc | $256.6K | 0.0% | 286 |
| WATWaters Corp | $255.7K | 0.0% | 586 |
| HONAHoneywell Aerospace Inc | $254.3K | 0.0% | 1,616 |
| APDAir Products and Chemicals Inc | $253.5K | 0.0% | 902 |
| HANCOCK WHITNEY CORPORATION | $250.9K | 0.0% | 3,450 |
| VOVanguard Mid-Cap ETF | $247.8K | 0.0% | 3,060 |
| MEDTRONIC PLC | $246.2K | 0.0% | 2,827 |
| AMERICAN CENTY ETF TR | $242.5K | 0.0% | 2,043 |
| INTCIntel Corp | $241.1K | 0.0% | 2,143 |
| SHELShell PLC | $239.2K | 0.0% | 2,450 |
| PLTRPalantir Technologies Inc | $236.4K | 0.0% | 1,231 |
| TAT&T Inc | $228.2K | 0.0% | 9,343 |
| CHUBB LIMITED | $224.9K | 0.0% | 673 |
| SOSouthern Co | $223.9K | 0.0% | 2,620 |
| HDHome Depot Inc | $222.2K | 0.0% | 775 |
| SHORE BANCSHARES INC | $220.9K | 0.0% | 9,754 |
| CSCOCisco Systems Inc | $220.9K | 0.0% | 1,873 |
| TSLATesla Inc | $220K | 0.0% | 578 |
| VOOVanguard S&P 500 ETF | $215.6K | 0.0% | 301 |
| VUGVanguard Growth ETF | $214.6K | 0.0% | 2,316 |
| AAgilent Technologies Inc | $210K | 0.0% | 1,240 |
| IBMInternational Business Machines Corp | $209.8K | 0.0% | 948 |
| ORCLOracle Corp | $207.5K | 0.0% | 1,433 |
| MCHPMicrochip Technology Inc | $204.8K | 0.0% | 2,520 |
| AFLAflac Inc | $201.1K | 0.0% | 1,770 |
Quarter ending 2026-09-30.
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