BARLOW WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, BARLOW WEALTH PARTNERS, LLC held in its portfolio 135 assets valued at $926,520,128 (i.e. $926.52M).
The most valuable assets in the portfolio included: ALPHABET INC ($77.60M), MICROSOFT CORP ($47.59M), and NVIDIA CORPORATION ($41.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 135 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BARLOW WEALTH PARTNERS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 235754 | 77596173 | CAP STK CL C |
| MICROSOFT CORP | 99304 | 47594447 | COM |
| NVIDIA CORPORATION | 222394 | 41111692 | COM |
| HOULIHAN LOKEY INC | 204387 | 37151421 | CL A |
| VISA INC | 105509 | 36903739 | COM CL A |
| TJX COS INC NEW | 205204 | 32383314 | COM |
| COSTCO WHSL CORP NEW | 34827 | 32210721 | COM |
| APPLE INC | 122146 | 31681019 | COM |
| MUELLER INDS INC | 254963 | 31513399 | COM |
| ASML HOLDING N V | 23772 | 30283212 | N Y REGISTRY SHS |
| JPMORGAN CHASE & CO. | 84914 | 27952975 | COM |
| ROYAL GOLD INC | 112927 | 27689801 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 84392 | 27311889 | SPONSORED ADS |
| TKO GROUP HOLDINGS INC | 131230 | 26197531 | CL A |
| EMCOR GROUP INC | 39518 | 25539449 | COM |
| TECHNIPFMC PLC | 485044 | 24286162 | COM |
| GALLAGHER ARTHUR J & CO | 88580 | 23437399 | COM |
| META PLATFORMS INC | 34582 | 22584094 | CL A |
| AMAZON COM INC | 89099 | 22041261 | COM |
| WW GRAINGER INC | 20694 | 21311547 | COM |
| BERKSHIRE HATHAWAY INC DEL | 40093 | 20010616 | CL B NEW |
| MERCADOLIBRE INC | 8742 | 19043811 | COM |
| BERKLEY W R CORP | 269657 | 18455311 | COM |
| CONSTELLATION ENERGY CORP | 52588 | 18012461 | COM |
| GARMIN LTD | 75497 | 16024235 | SHS |
| INTUIT | 23346 | 15102365 | COM |
| FORTINET INC | 182342 | 14445165 | COM |
| MCKESSON CORP | 17123 | 13973062 | COM |
| VERTEX PHARMACEUTICALS INC | 30087 | 13956156 | COM |
| FAIR ISAAC CORP | 7912 | 13177817 | COM |
| MORNINGSTAR INC | 55533 | 12040731 | COM |
| ADOBE INC | 35591 | 11885617 | COM |
| VEEVA SYS INC | 37089 | 8905885 | CL A COM |
| ALPHABET INC | 17073 | 5609676 | CAP STK CL A |
| JOHNSON & JOHNSON | 24137 | 4933361 | COM |
| STOCK YDS BANCORP INC | 61517 | 4103184 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3740300 | CL A |
| TEXAS ROADHOUSE INC | 14477 | 2651463 | COM |
| EXXON MOBIL CORP | 19647 | 2448189 | COM |
| PNC FINL SVCS GROUP INC | 10382 | 2258587 | COM |
| TRANE TECHNOLOGIES PLC | 5638 | 2152076 | SHS |
| AMGEN INC | 5739 | 1871488 | COM |
| CHURCHILL DOWNS INC | 16276 | 1761714 | COM |
| MCDONALDS CORP | 5534 | 1700709 | COM |
| ACCENTURE PLC IRELAND | 5571 | 1563613 | SHS CLASS A |
| ELI LILLY & CO | 1435 | 1526209 | COM |
| FIRST SOLAR INC | 6050 | 1443893 | COM |
| APPLIED MATLS INC | 4718 | 1420967 | COM |
| ALLSTATE CORP | 5905 | 1253100 | COM |
| AUTOMATIC DATA PROCESSING IN | 4569 | 1215445 | COM |
| ILLINOIS TOOL WKS INC | 4460 | 1137835 | COM |
| S&P GLOBAL INC | 2081 | 1127777 | COM |
| SPDR S&P 500 ETF TR | 1603 | 1112641 | TR UNIT |
| KROGER CO | 18696 | 1112599 | COM |
| PROCTER AND GAMBLE CO | 7769 | 1102226 | COM |
| COCA COLA CO | 15546 | 1096148 | COM |
| TRUSTMARK CORP | 26864 | 1076978 | COM |
| BROWN FORMAN CORP | 40175 | 1042953 | CL B |
| ISHARES TR | 1476 | 1028890 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 6525 | 943515 | TT WRLD ST ETF |
| STRYKER CORPORATION | 2556 | 939432 | COM |
| MORGAN STANLEY | 4964 | 924892 | COM NEW |
| UNITEDHEALTH GROUP INC | 2532 | 870957 | COM |
| CHEVRON CORP NEW | 5363 | 869396 | COM |
| MERCK & CO INC | 7540 | 833396 | COM |
| ELEVANCE HEALTH INC FORMERLY | 2205 | 822090 | COM |
| ABBVIE INC | 3642 | 801531 | COM |
| DISNEY WALT CO | 6651 | 770720 | COM |
| VANGUARD INDEX FDS | 2196 | 751910 | TOTAL STK MKT |
| SHOPIFY INC | 4425 | 727824 | CL A SUB VTG SHS |
| HONEYWELL INTL INC | 3235 | 670874 | COM |
| OREILLY AUTOMOTIVE INC | 6990 | 655662 | COM |
| SPDR GOLD TR | 1578 | 654034 | GOLD SHS |
| GENERAL DYNAMICS CORP | 1797 | 635940 | COM |
| INVESCO QQQ TR | 1007 | 631037 | UNIT SER 1 |
| HUMANA INC | 2275 | 629928 | COM |
| NEXTERA ENERGY INC | 7632 | 609720 | COM |
| MASTERCARD INCORPORATED | 966 | 555972 | CL A |
| COLGATE PALMOLIVE CO | 6696 | 545590 | COM |
| SCHWAB CHARLES CORP | 5164 | 517278 | COM |
| CATERPILLAR INC | 836 | 516330 | COM |
| SCHWAB STRATEGIC TR | 15544 | 510776 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 2552 | 502285 | VALUE ETF |
| BROADCOM INC | 1448 | 499517 | COM |
| CAPITAL ONE FINL CORP | 1976 | 492419 | COM |
| PHILIP MORRIS INTL INC | 3000 | 487830 | COM |
| AUTOZONE INC | 142 | 485806 | COM |
| CINCINNATI FINL CORP | 2965 | 483265 | COM |
| DOVER CORP | 2270 | 458290 | COM |
| NETFLIX INC | 5060 | 452668 | COM |
| LOCKHEED MARTIN CORP | 817 | 443566 | COM |
| CENCORA INC | 1268 | 425655 | COM |
| APPLOVIN CORP | 645 | 417779 | COM CL A |
| AMERICAN CENTY ETF TR | 4472 | 396919 | AVANTIS ALL EQT |
| VANGUARD INDEX FDS | 1220 | 390485 | LARGE CAP ETF |
| WALMART INC | 3326 | 380927 | COM |
| US BANCORP DEL | 6736 | 371895 | COM NEW |
| BLACKROCK INC | 339 | 367849 | COM |
| COMFORT SYS USA INC | 364 | 367789 | COM |
| AMERICAN EXPRESS CO | 896 | 336547 | COM |
| GENUINE PARTS CO | 2608 | 334711 | COM |
| FIDELITY COVINGTON TRUST | 1472 | 334409 | MSCI INFO TECH I |
| VANGUARD INDEX FDS | 1482 | 329093 | SM CP VAL ETF |
| DEERE & CO | 663 | 323597 | COM |
| F N B CORP | 18028 | 316570 | COM |
| PEPSICO INC | 2166 | 303045 | COM |
| VANGUARD INTL EQUITY INDEX F | 3971 | 301637 | ALLWRLD EX US |
| OLD NATL BANCORP IND | 12309 | 286430 | COM |
| ORACLE CORP | 1433 | 284479 | COM |
| AIR PRODS & CHEMS INC | 1077 | 284026 | COM |
| BROWN FORMAN CORP | 10769 | 281394 | CL A |
| HOME DEPOT INC | 748 | 280231 | COM |
| WP CAREY INC | 4206 | 279699 | COM |
| TEXAS INSTRS INC | 1450 | 275915 | COM |
| MEDTRONIC PLC | 2827 | 275717 | SHS |
| UNITED PARCEL SERVICE INC | 2530 | 273392 | CL B |
| FIRST CAP INC | 5304 | 273202 | COM |
| ALTRIA GROUP INC | 4741 | 272750 | COM |
| GOLDMAN SACHS GROUP INC | 286 | 268548 | COM |
| INTERNATIONAL BUSINESS MACHS | 839 | 255241 | COM |
| CROWDSTRIKE HLDGS INC | 538 | 253188 | CL A |
| MEDPACE HLDGS INC | 425 | 252875 | COM |
| MONDELEZ INTL INC | 4589 | 252808 | CL A |
| HANCOCK WHITNEY CORPORATION | 3450 | 234842 | COM |
| ONTO INNOVATION INC | 1230 | 233270 | COM |
| ABBOTT LABS | 1824 | 229678 | COM |
| VANGUARD INDEX FDS | 765 | 228475 | MID CAP ETF |
| SOUTHERN CO | 2620 | 227966 | COM |
| CBRE GROUP INC | 1339 | 221551 | CL A |
| REPUBLIC BANCORP INC KY | 3045 | 212983 | CL A |
| TESLA INC | 473 | 210490 | COM |
| CHUBB LIMITED | 673 | 206483 | COM |
| TRACTOR SUPPLY CO | 3900 | 200889 | COM |
| MARTIN MARIETTA MATLS INC | 300 | 200001 | COM |
| SYPRIS SOLUTIONS INC | 25000 | 63750 | COM |
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