Investor
BARLOW WEALTH PARTNERS, LLC
CIK 0001999928 · filed 2026-04-21 · SEC filing
13F book
$900M
Positions
137
9 new · 7 sold
Largest name
7.5%
Alphabet Inc
Est. mark
$9.9M
Price effect on 128 names still held. Flow −$36.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 199K | $67.5M | 7.5% | $2.04M | Cut−$10.1M |
| Nvidia Corp | NVDA | 222.7K | $44.9M | 5.0% | $3.74M | Added$3.81M |
| Microsoft Corp | MSFT | 101.2K | $42.8M | 4.8% | −$5.61M | Added−$4.81M |
| Costco Whsl Corp New | — | 35.1K | $35.1M | 3.9% | $2.61M | Added$2.9M |
| Visa Inc. | V | 108.1K | $34.3M | 3.8% | −$3.46M | Added−$2.62M |
| Houlihan Lokey, Inc. | HLI | 205.2K | $33.3M | 3.7% | −$3.94M | Added−$3.81M |
| Tjx Cos Inc New | — | 206K | $33.1M | 3.7% | $588.9K | Added$711.9K |
| Apple Inc. | AAPL | 122.2K | $33M | 3.7% | $1.33M | Added$1.35M |
| Mueller Inds Inc | — | 253.6K | $31M | 3.4% | −$372.7K | Cut−$545.2K |
| TechnipFMC PLC | FTI | 438.4K | $30.9M | 3.4% | $8.93M | Cut$6.6M |
| Royal Gold Inc | RGLD | 112.4K | $30.1M | 3.3% | $2.58M | Cut$2.45M |
| EMCOR Group, Inc. | EME | 36.5K | $29.4M | 3.3% | $5.84M | Cut$3.9M |
| Asml Holding N V | — | 18.7K | $27.3M | 3.0% | $3.48M | Cut−$2.93M |
| Berkshire Hathaway Inc Del | — | 56.3K | $26.7M | 3.0% | −$983.1K | Added$6.72M |
| Jpmorgan Chase & Co. | — | 84.4K | $26.2M | 2.9% | −$1.59M | Cut−$1.78M |
| Ww Grainger Inc | — | 20.8K | $24.1M | 2.7% | $2.75M | Added$2.84M |
| TKO Group Holdings, Inc. | TKO | 126.8K | $23.6M | 2.6% | −$1.69M | Cut−$2.57M |
| Ferrari N.V. | RACE | 61.3K | $22.9M | 2.5% | — | New |
| Schwab Charles Corp | — | 244K | $22.5M | 2.5% | −$40.7K | Added$22M |
| Amazon Com Inc | AMZN | 89.6K | $22.5M | 2.5% | $283.3K | Added$415.1K |
| Taiwan Semiconductor Mfg Ltd | — | 58.4K | $21.6M | 2.4% | $2.74M | Cut−$5.67M |
| Garmin Ltd | GRMN | 75.7K | $20.2M | 2.3% | $4.17M | Added$4.22M |
| Berkley W R Corp | — | 270.3K | $18.1M | 2.0% | −$434.1K | Added−$392.2K |
| Fair Isaac Corp | FICO | 15.3K | $16.4M | 1.8% | −$4.68M | Added$3.22M |
| Constellation Energy Corp | CEG | 51.9K | $15.4M | 1.7% | −$2.4M | Cut−$2.63M |
| Mckesson Corp | MCK | 17.2K | $14.9M | 1.7% | $861.6K | Added$949.1K |
| Vertex Pharmaceuticals Inc | — | 30.4K | $13.4M | 1.5% | −$681.8K | Added−$538.8K |
| Fortinet, Inc. | FTNT | 161.3K | $13.2M | 1.5% | $422.5K | Cut−$1.25M |
| Salesforce, Inc. | CRM | 66.6K | $12.1M | 1.3% | — | New |
| Morningstar, Inc. | MORN | 57.7K | $10.6M | 1.2% | −$1.81M | Added−$1.4M |
| Adobe Inc. | ADBE | 35.5K | $8.68M | 1.0% | −$3.18M | Cut−$3.2M |
| Alphabet Inc | — | 17.1K | $5.84M | 0.6% | $223.8K | Added$229.6K |
| Johnson & Johnson | JNJ | 24K | $5.63M | 0.6% | $715.9K | Cut$694K |
| Intuit Inc. | INTU | 14.2K | $5.56M | 0.6% | −$3.59M | Cut−$9.54M |
| Stock Yds Bancorp Inc | — | 61.5K | $4.46M | 0.5% | $361.1K | Held |
| Berkshire Hathaway Inc Del | — | 5 | $3.56M | 0.4% | −$182.5K | Held |
| Exxon Mobil Corp | — | 19.6K | $2.87M | 0.3% | $427.8K | Cut$421.3K |
| Trane Technologies Plc | TT | 5.64K | $2.68M | 0.3% | $532K | Added$532.5K |
| Texas Roadhouse, Inc. | TXRH | 14.5K | $2.39M | 0.3% | −$261.6K | Held |
| Pnc Finl Svcs Group Inc | — | 10.4K | $2.34M | 0.3% | $75.5K | Added$77.5K |
| Amgen Inc | AMGN | 5.74K | $2.04M | 0.2% | $167.6K | Held |
| Applied Matls Inc | — | 4.72K | $1.87M | 0.2% | $451.8K | Held |
| Mcdonalds Corp | MCD | 5.53K | $1.72M | 0.2% | $22.4K | Held |
| Churchill Downs Inc | CHDN | 15.8K | $1.46M | 0.2% | −$253.2K | Cut−$305.2K |
| Eli Lilly & Co | LLY | 1.45K | $1.34M | 0.1% | −$195.9K | Added−$183.9K |
| Allstate Corp | — | 5.91K | $1.28M | 0.1% | $23.3K | Held |
| Trustmark Corp | TRMK | 26.9K | $1.22M | 0.1% | $139.7K | Held |
| Kroger Co | KR | 17.7K | $1.21M | 0.1% | $153.6K | Cut$94.1K |
| Coca Cola Co | KO | 15.6K | $1.18M | 0.1% | $81.3K | Added$82.4K |
| Brown Forman Corp | — | 40.1K | $1.17M | 0.1% | $127.8K | Cut$125K |
| Illinois Tool Wks Inc | — | 4.27K | $1.16M | 0.1% | $73.3K | Cut$25.8K |
| Ishares Tr | — | 1.63K | $1.16M | 0.1% | $24K | Added$133.9K |
| First Solar, Inc. | FSLR | 6.05K | $1.15M | 0.1% | −$291.7K | Held |
| Spdr S&P 500 Etf Tr | — | 1.62K | $1.15M | 0.1% | $25.6K | Added$39.1K |
| Procter And Gamble Co | PG | 7.77K | $1.14M | 0.1% | $39.2K | Added$39.5K |
| Accenture Plc Ireland | — | 5.48K | $1.08M | 0.1% | −$455K | Cut−$480.5K |
| Chevron Corp New | CVX | 5.36K | $986.7K | 0.1% | $117.3K | Held |
| Vanguard Intl Equity Index F | — | 6.53K | $984.3K | 0.1% | $40.8K | Held |
| Morgan Stanley | — | 4.96K | $937.3K | 0.1% | $12.4K | Held |
| S&P Global Inc. | SPGI | 2.08K | $922.8K | 0.1% | −$206.8K | Added−$205K |
| Automatic Data Processing In | — | 4.57K | $915.9K | 0.1% | −$299.5K | Held |
| Merck & Co., Inc. | MRK | 7.49K | $891.8K | 0.1% | $64K | Cut$58.4K |
| Stryker Corp | SYK | 2.56K | $877.5K | 0.1% | −$61.9K | Held |
| Mercadolibre Inc | MELI | 430 | $798K | 0.1% | −$138.7K | Cut−$18.2M |
| Unitedhealth Group Inc | UNH | 2.45K | $794.7K | 0.1% | −$47.4K | Cut−$76.3K |
| Vanguard Index Fds | — | 2.2K | $769.8K | 0.1% | $17.9K | Held |
| AbbVie Inc. | ABBV | 3.64K | $758.9K | 0.1% | −$42.6K | Held |
| Honeywell Intl Inc | — | 3.23K | $755.5K | 0.1% | $84.7K | Held |
| Elevance Health Inc Formerly | — | 2.21K | $712.3K | 0.1% | −$109.8K | Held |
| Oreilly Automotive Inc | — | 7.59K | $711.3K | 0.1% | −$629 | Added$55.6K |
| Disney Walt Co | — | 6.61K | $702.3K | 0.1% | −$63.4K | Cut−$68.5K |
| Nextera Energy Inc | — | 7.63K | $702K | 0.1% | $92.3K | Held |
| Spdr Gold Tr | — | 1.55K | $692.5K | 0.1% | $48.9K | Cut$38.5K |
| Caterpillar Inc | CAT | 836 | $664.3K | 0.1% | $148K | Held |
| Invesco Qqq Tr | — | 1.01K | $653.4K | 0.1% | $22.4K | Held |
| General Dynamics Corp | GD | 1.8K | $604.3K | 0.1% | −$31.6K | Held |
| Comfort Sys Usa Inc | — | 364 | $600.8K | 0.1% | $233K | Held |
| Broadcom Inc. | AVGO | 1.44K | $584.6K | 0.1% | $88.5K | Cut$85.1K |
| Shopify Inc. | SHOP | 4.42K | $580.3K | 0.1% | −$147.5K | Held |
| Colgate Palmolive Co | CL | 6.53K | $560.7K | 0.1% | $28.3K | Cut$15.1K |
| Meta Platforms, Inc. | META | 764 | $526.1K | 0.1% | $27.1K | Cut−$22.1M |
| Vanguard Index Fds | — | 2.55K | $521.2K | 0.1% | $18.9K | Held |
| Autozone Inc | AZO | 142 | $507.3K | 0.1% | $21.5K | Held |
| Schwab Strategic Tr | — | 15.5K | $507K | 0.1% | −$3.73K | Held |
| Mastercard Inc | MA | 970 | $505.7K | 0.1% | −$52.4K | Added−$50.3K |
| Dover Corp | DOV | 2.27K | $497.3K | 0.1% | $39K | Held |
| Cincinnati Finl Corp | — | 2.96K | $494.6K | 0.1% | $11.4K | Held |
| Netflix Inc | NFLX | 5.06K | $492.4K | 0.1% | $39.7K | Held |
| Lockheed Martin Corp | LMT | 817 | $483.8K | 0.1% | $40.3K | Held |
| Philip Morris Intl Inc | — | 3K | $473.4K | 0.1% | −$14.5K | Held |
| Humana Inc | HUM | 2.22K | $456.2K | 0.1% | −$159.6K | Cut−$173.7K |
| American Centy Etf Tr | — | 4.47K | $424.7K | 0.0% | $27.8K | Held |
| Walmart Inc. | WMT | 3.33K | $424.1K | 0.0% | $43.1K | Held |
| Cencora, Inc. | COR | 1.27K | $415.3K | 0.0% | −$10.3K | Held |
| Capital One Finl Corp | — | 1.98K | $408K | 0.0% | −$84.4K | Held |
| Vanguard Index Fds | — | 1.22K | $398.4K | 0.0% | $7.89K | Held |
| Deere & Co | DE | 667 | $393.8K | 0.0% | $67.9K | Added$70.2K |
| Us Bancorp Del | — | 6.74K | $383.5K | 0.0% | $11.6K | Held |
| Fidelity Covington Trust | — | 1.49K | $358.5K | 0.0% | $19.3K | Added$24.1K |
| Onto Innovation Inc. | ONTO | 1.23K | $357.6K | 0.0% | $124.4K | Held |
| BlackRock, Inc. | BLK | 339 | $356.7K | 0.0% | −$11.2K | Held |
| Corning Inc | — | 2.13K | $349.5K | 0.0% | — | New |
| Vanguard Index Fds | — | 1.48K | $344.2K | 0.0% | $15.1K | Held |
| Crowdstrike Hldgs Inc | — | 788 | $334.1K | 0.0% | −$25.1K | Added$80.9K |
| Texas Instrs Inc | — | 1.45K | $333.7K | 0.0% | $57.3K | Added$57.8K |
| F N B Corp | — | 18.2K | $325.9K | 0.0% | $6.86K | Added$9.28K |
| Vanguard Intl Equity Index F | — | 3.97K | $324.2K | 0.0% | $22.5K | Held |
| Brown Forman Corp | — | 10.8K | $320.2K | 0.0% | $38.8K | Held |
| Air Prods & Chems Inc | — | 1.08K | $314.3K | 0.0% | $30.3K | Held |
| Wp Carey Inc | — | 4.21K | $311.2K | 0.0% | $31.5K | Held |
| Altria Group, Inc. | MO | 4.74K | $304.2K | 0.0% | $31.5K | Held |
| American Express Co | AXP | 896 | $297.2K | 0.0% | −$39.4K | Held |
| Genuine Parts Co | GPC | 2.61K | $296.8K | 0.0% | −$37.9K | Held |
| Old Natl Bancorp Ind | — | 12.3K | $294.9K | 0.0% | $8.49K | Held |
| Pepsico Inc | PEP | 1.85K | $292.3K | 0.0% | $32.9K | Cut−$10.7K |
| Applovin Corp | APP | 612 | $292K | 0.0% | −$104.4K | Cut−$125.7K |
| First Cap Inc | — | 5.33K | $290.5K | 0.0% | $15.9K | Added$17.3K |
| United Parcel Service Inc | UPS | 2.65K | $282K | 0.0% | −$4.1K | Added$8.57K |
| Home Depot, Inc. | HD | 775 | $270.8K | 0.0% | −$18.9K | Added−$9.45K |
| Goldman Sachs Group Inc | — | 286 | $264.8K | 0.0% | −$3.73K | Held |
| Mondelez Intl Inc | — | 4.59K | $262.7K | 0.0% | $9.91K | Held |
| Oracle Corp | — | 1.43K | $250.9K | 0.0% | −$33.6K | Held |
| Southern Co | — | 2.62K | $247.6K | 0.0% | $19.6K | Held |
| Medtronic Plc | MDT | 2.83K | $243.7K | 0.0% | −$32.1K | Held |
| Hancock Whitney Corporation | — | 3.45K | $237.2K | 0.0% | $2.31K | Held |
| Vanguard Index Fds | — | 765 | $234.9K | 0.0% | $6.44K | Held |
| Republic Bancorp Inc /Ky/ | RBCAA | 3.04K | $229.8K | 0.0% | $16.8K | Held |
| Palantir Technologies Inc. | PLTR | 1.55K | $227.6K | 0.0% | — | New |
| Medpace Hldgs Inc | — | 433 | $225.4K | 0.0% | −$31.6K | Added−$27.5K |
| Chubb Limited | — | 673 | $222.6K | 0.0% | $16.2K | Held |
| Shell Plc | — | 2.45K | $215.1K | 0.0% | — | New |
| At&T Inc | — | 8.1K | $214.7K | 0.0% | — | New |
| International Business Machs | — | 839 | $212.7K | 0.0% | −$42.6K | Held |
| United Cmnty Bks Blairsvle G | — | 6.02K | $205.6K | 0.0% | — | New |
| Tesla, Inc. | TSLA | 508 | $203.5K | 0.0% | −$21K | Added−$6.97K |
| Aflac Inc | AFL | 1.77K | $202.7K | 0.0% | — | New |
| Cummins Inc | CMI | 321 | $201.3K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.