Barlow Wealth Partners, Inc.
- SEC CIK
- 0001999928
- Latest filing
- Jul 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 29, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 134
- 0 vs. Q1 2025
- Portfolio value
- $835.7M
- +$74.2M (+9.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 96,912 | $47.6M | 5.7% | +1,159+1.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 264,270 | $47.5M | 5.7% | +2,564+1.0% | Added | History |
| HLIHoulihan Lokey, Inc. | CL A | 205,578 | $37.7M | 4.5% | +1,764+0.9% | Added | History |
| VVisa Inc. | Stock | 105,303 | $37.3M | 4.5% | +1,464+1.4% | Added | History |
| NVDANVIDIA Corp | Stock | 221,665 | $34.9M | 4.2% | +32,769+17.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 33,712 | $33.1M | 4.0% | +239+0.7% | Added | History |
| AAPLApple Inc. | Stock | 120,277 | $25.6M | 3.1% | −8,859−6.9% | Reduced | History |
| TJXTJX Companies Inc | Stock | 203,569 | $25.5M | 3.1% | +1,559+0.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 85,754 | $25.0M | 3.0% | −1,238−1.4% | Reduced | History |
| MLIMueller Industries Inc | COM | 294,243 | $24.5M | 2.9% | +67,406+29.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 33,692 | $24.0M | 2.9% | +6,659+24.6% | Added | History |
| ASMLASML Holding NV | ADR | 29,922 | $23.9M | 2.9% | +3,669+14.0% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 50,958 | $23.3M | 2.8% | +865+1.7% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 127,142 | $22.6M | 2.7% | +1,009+0.8% | Added | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 182,618 | $21.4M | 2.6% | +1,490+0.8% | Added | History |
| CEGConstellation Energy Corp | Stock | 68,308 | $20.9M | 2.5% | −22,820−25.0% | Reduced | History |
| EMEEMCOR Group, Inc. | Stock | 38,193 | $20.7M | 2.5% | +450+1.2% | Added | History |
| RGLDRoyal Gold Inc | Stock | 113,313 | $20.3M | 2.4% | +1,139+1.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 81,482 | $19.0M | 2.3% | +78,010+2,246.8% | Added | History |
| WRBBerkley W R Corp | COM | 261,115 | $18.5M | 2.2% | +2,057+0.8% | Added | History |
| PAYCPaycom Software, Inc. | Stock | 80,269 | $18.3M | 2.2% | −18,468−18.7% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 178,684 | $18.3M | 2.2% | +1,629+0.9% | Added | History |
| NVONovo Nordisk A S | ADR | 236,999 | $16.5M | 2.0% | +236,999 | New | History |
| ACNAccenture plc | Stock | 53,043 | $16.0M | 1.9% | +168+0.3% | Added | History |
| GRMNGarmin Ltd | SHS | 73,408 | $15.7M | 1.9% | +896+1.2% | Added | History |
| MORNMorningstar, Inc. | COM | 49,072 | $15.2M | 1.8% | +12,350+33.6% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 14,182 | $14.7M | 1.8% | +273+2.0% | Added | History |
| INTUIntuit Inc. | Stock | 17,639 | $13.6M | 1.6% | +195+1.1% | Added | History |
| ADBEAdobe Inc. | Stock | 35,807 | $13.6M | 1.6% | +1,961+5.8% | Added | History |
| FTITechnipFMC plc | COM | 376,462 | $13.0M | 1.6% | +376,462 | New | History |
| MELIMercadolibre Inc | COM | 5,076 | $12.5M | 1.5% | +4,702+1,257.2% | Added | History |
| BF.BBrown Forman Corp | Stock | 423,960 | $12.2M | 1.5% | +381,008+887.1% | Added | History |
| FICOFair Isaac Corp | COM | 4,857 | $8.95M | 1.1% | +80+1.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 26,399 | $8.12M | 1.0% | −21,061−44.4% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 19,670 | $6.89M | 0.8% | +17,390+762.7% | Added | History |
| SYBTStock Yards Bancorp, Inc. | COM | 61,517 | $5.03M | 0.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 25,599 | $3.98M | 0.5% | −135−0.5% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $3.60M | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,371 | $3.54M | 0.4% | +260+3.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 17,235 | $3.08M | 0.4% | −40−0.2% | Reduced | History |
| TTTrane Technologies plc | SHS | 6,473 | $2.80M | 0.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 12,565 | $2.76M | 0.3% | +44+0.4% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 20,556 | $2.28M | 0.3% | −96,113−82.4% | Reduced | History |
| AMGNAmgen Inc | Stock | 6,843 | $2.03M | 0.2% | −152−2.2% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 10,355 | $2.03M | 0.2% | +13+0.1% | Added | History |
| CHDNChurchill Downs Inc | COM | 17,046 | $1.79M | 0.2% | −109,075−86.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 5,534 | $1.63M | 0.2% | −65−1.2% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 4,807 | $1.47M | 0.2% | −261−5.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 8,859 | $1.43M | 0.2% | −168−1.9% | Reduced | History |
| KRKroger Co | Stock | 18,696 | $1.31M | 0.2% | −1,000−5.1% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 2,284 | $1.20M | 0.1% | −143−5.9% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 4,606 | $1.18M | 0.1% | −207−4.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,860 | $1.16M | 0.1% | +237+14.6% | Added | – |
| ALLAllstate Corp | Stock | 5,882 | $1.15M | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 15,747 | $1.12M | 0.1% | +187+1.2% | Added | History |
| SYKStryker Corp | Stock | 2,691 | $1.05M | 0.1% | −165−5.8% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 6,050 | $1.03M | 0.1% | −900−12.9% | Reduced | History |
| TRMKTrustmark Corp | COM | 26,864 | $1.03M | 0.1% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,461 | $906.3K | 0.1% | +1+0.1% | Added | History |
| AMATApplied Materials Inc | Stock | 4,706 | $894.2K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 5,818 | $860.9K | 0.1% | −143−2.4% | Reduced | History |
| Vanguard Total World Stock ETF922042742 | ETF | 6,525 | $842.5K | 0.1% | 00.0% | Unchanged | – |
| HONHoneywell International Inc | COM | 3,249 | $777.4K | 0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 5,364 | $766.3K | 0.1% | −100−1.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 949 | $739.5K | 0.1% | −20,416−95.6% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 8,607 | $709.1K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,297 | $701.8K | 0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 3,599 | $686.5K | 0.1% | +100+2.9% | Added | History |
| NFLXNetflix Inc | Stock | 516 | $663.0K | 0.1% | −22−4.1% | Reduced | History |
| MAMastercard Inc | Stock | 1,164 | $653.6K | 0.1% | +2+0.2% | Added | History |
| HUMHumana Inc | Stock | 2,590 | $631.5K | 0.1% | −133−4.9% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 6,990 | $624.3K | 0.1% | 00.0% | UnchangedConverted for a 15-for-1 split | History |
| CLColgate Palmolive Co | Stock | 6,696 | $618.7K | 0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 8,392 | $612.8K | 0.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 1,997 | $587.0K | 0.1% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 3,000 | $527.7K | 0.1% | 00.0% | Unchanged | History |
| AZOAutoZone Inc | COM | 142 | $523.3K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,683 | $520.5K | 0.1% | +9+0.5% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 944 | $520.0K | 0.1% | 00.0% | Unchanged | – |
| SHOPShopify Inc. | Stock | 4,425 | $507.9K | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 4,995 | $487.6K | 0.1% | +97+2.0% | Added | History |
| BF.ABrown Forman Corp | CL A | 15,887 | $465.3K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,552 | $456.0K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 15,544 | $452.6K | 0.1% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 3,657 | $449.7K | 0.1% | +29+0.8% | Added | History |
| CINFCincinnati Financial Corp | COM | 2,965 | $433.2K | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 1,976 | $432.4K | 0.1% | +1,976 | New | History |
| DOVDOVER Corp | COM | 2,070 | $389.5K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 817 | $377.9K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 2,716 | $370.7K | <0.1% | −93−3.3% | Reduced | History |
| CORCencora, Inc. | Stock | 1,268 | $369.2K | <0.1% | −71−5.3% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 339 | $362.9K | <0.1% | 00.0% | Unchanged | History |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 4,472 | $350.4K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,220 | $349.2K | <0.1% | 00.0% | Unchanged | – |
| DEDeere & Co | Stock | 663 | $345.0K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 836 | $333.1K | <0.1% | 00.0% | Unchanged | History |
| GPCGenuine Parts Co | Stock | 2,608 | $332.4K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 1,423 | $327.3K | <0.1% | +1,423 | New | History |
| USBUS Bancorp DE | COM NEW | 6,736 | $319.9K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 4,589 | $319.2K | <0.1% | −666−12.7% | Reduced | History |
Sold out since Q1 2025 (8)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| CMICummins Inc | Stock | 42,320 | $12.4M | 1.6% | History |
| HSYHershey Co | COM | 67,596 | $11.0M | 1.4% | History |
| LULUlululemon athletica inc. | Stock | 28,376 | $7.60M | 1.0% | History |
| NOWServiceNow, Inc. | Stock | 5,466 | $5.17M | 0.7% | History |
| DECKDeckers Outdoor Corp | COM | 8,235 | $899.2K | 0.1% | History |
| DFSDiscover Financial Services | COM | 1,940 | $358.6K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,548 | $297.2K | <0.1% | History |
| Schwab International Equity ETF808524805 | ETF | 10,134 | $206.6K | <0.1% | – |