Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Barlow Wealth Partners, Inc.

Investment Activity

Barlow Wealth Partners, Inc. has $925.54 million in total holdings as of June 30, 2026.
Barlow Wealth Partners, Inc. owns shares of 149 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 8.10% of the portfolio was purchased this quarter.
About 5.78% of the portfolio was sold this quarter.
This quarter, Barlow Wealth Partners, Inc. has purchased 137 new stocks and bought additional shares in 38 stocks.
Barlow Wealth Partners, Inc. sold shares of 25 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Alphabet: $62,067,417
NVIDIA: $46,085,463
Microsoft: $39,037,074
Visa: $38,016,902
Apple: $36,868,965

Largest New Holdings this Quarter

90353T100 - Uber Technologies: $21,228,795 Holding
81762P102 - ServiceNow: $3,332,665 Holding
26441C204 - Duke Energy: $435,904 Holding
43849R105 - HONEYWELL AEROSPACE INC: $362,550 Holding
438516205 - HONEYWELL INTL INC: $356,102 Holding

Largest Purchases this Quarter

Uber Technologies: 288,435 shares (about $21.23M)
McKesson: 16,596 shares (about $13.59M)
Mueller Industries: 210,169 shares (about $11.71M)
Intuit: 27,111 shares (about $7.38M)
Salesforce: 29,293 shares (about $4.88M)

Largest Sales this Quarter

Amazon.com: 79,988 shares (about $19.49M)
Alphabet: 25,958 shares (about $9.31M)
ASML: 2,101 shares (about $3.72M)
Adobe: 16,032 shares (about $3.54M)
TechnipFMC: 49,429 shares (about $3.48M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOG Alphabet	$62,067,417	$9,311,368 â–¼	-13.0%	173,030	6.7%	Computer and Technology
NVDA NVIDIA	$46,085,463	$618,076 â–²	1.4%	225,776	5.0%	Computer and Technology
MSFT Microsoft	$39,037,074	$245,338 â–²	0.6%	101,834	4.2%	Computer and Technology
V Visa	$38,016,902	$434,759 â–²	1.2%	109,392	4.1%	Business Services
AAPL Apple	$36,868,965	$1,438,142 â–¼	-3.8%	117,646	4.0%	Computer and Technology
COST Costco Wholesale	$33,793,513	$328,833 â–²	1.0%	35,455	3.7%	Retail/Wholesale
TJX TJX Companies	$31,995,917	$525,903 â–²	1.7%	209,411	3.5%	Retail/Wholesale
ASML ASML	$29,418,870	$3,715,826 â–¼	-11.2%	16,634	3.2%	Computer and Technology
BRK.B Berkshire Hathaway	$28,302,262	$432,443 â–²	1.6%	57,201	3.1%	Finance
GWW W.W. Grainger	$28,226,264	$199,765 â–²	0.7%	20,912	3.0%	Industrials
JPM JPMorgan Chase & Co.	$28,193,418	$301,857 â–²	1.1%	85,274	3.0%	Finance
MCK McKesson	$27,686,847	$13,586,366 â–²	96.4%	33,820	3.0%	Medical
HLI Houlihan Lokey	$27,627,068	$72,125 â–²	0.3%	205,696	3.0%	Finance
FTI TechnipFMC	$27,381,680	$3,479,303 â–¼	-11.3%	389,000	3.0%	Energy
MLI Mueller Industries	$25,848,641	$11,714,818 â–²	82.9%	463,736	2.8%	Industrials
SCHW Charles Schwab	$25,309,069	$494,974 â–²	2.0%	248,860	2.7%	Finance
TSM Taiwan Semiconductor Manufacturing	$25,199,193	$328,607 â–¼	-1.3%	57,667	2.7%	Computer and Technology
FTNT Fortinet	$24,685,736	$587,035 â–¼	-2.3%	157,525	2.7%	Computer and Technology
EME EMCOR Group	$24,658,377	$3,425,074 â–¼	-12.2%	32,066	2.7%	Construction
RACE Ferrari	$23,197,625	$210,768 â–²	0.9%	61,855	2.5%	Auto/Tires/Trucks
RGLD Royal Gold	$21,745,639	$167,747 â–²	0.8%	113,300	2.3%	Basic Materials
TKO GROUP HOLDINGS INC	$21,371,123	$3,088,678 â–¼	-12.6%	110,783	2.3%	CL A
UBER Uber Technologies	$21,228,795	$21,228,795 â–²	New Holding	288,435	2.3%	Computer and Technology
WRB W.R. Berkley	$19,339,310	$73,490 â–²	0.4%	271,315	2.1%	Finance
GRMN Garmin	$18,573,504	$134,915 â–²	0.7%	76,268	2.0%	Computer and Technology
CEG Constellation Energy	$16,149,647	$3,451,172 â–²	27.2%	66,046	1.7%	Energy
CRM Salesforce	$15,977,243	$4,879,645 â–²	44.0%	95,913	1.7%	Computer and Technology
FICO Fair Isaac	$15,954,027	$3,385,530 â–¼	-17.5%	12,601	1.7%	Computer and Technology
VRTX Vertex Pharmaceuticals	$15,344,717	$186,912 â–²	1.2%	30,786	1.7%	Medical
INTU Intuit	$11,227,286	$7,376,835 â–²	191.6%	41,262	1.2%	Computer and Technology
MORN Morningstar	$9,506,045	$19,474 â–¼	-0.2%	57,602	1.0%	Business Services
JNJ Johnson & Johnson	$6,443,554	$114,052 â–²	1.8%	24,463	0.7%	Medical
GOOGL Alphabet	$6,185,213		0.0%	17,090	0.7%	Computer and Technology
SYBT Stock Yards Bancorp	$4,636,536		0.0%	61,517	0.5%	Finance
ADBE Adobe	$4,305,529	$3,542,169 â–¼	-45.1%	19,487	0.5%	Computer and Technology
BRK.A Berkshire Hathaway	$3,741,250		0.0%	5	0.4%	Finance
NOW ServiceNow	$3,332,665	$3,332,665 â–²	New Holding	30,921	0.4%	Computer and Technology
XOM ExxonMobil	$2,765,774	$282 â–²	0.0%	19,597	0.3%	Energy
TT Trane Technologies	$2,634,353	$28,809 â–¼	-1.1%	5,578	0.3%	Construction
TXRH Texas Roadhouse	$2,630,181		0.0%	14,477	0.3%	Retail/Wholesale
PNC The PNC Financial Services Group	$2,567,575	$5,917 â–²	0.2%	10,415	0.3%	Finance
AMAT Applied Materials	$2,497,649	$193,970 â–¼	-7.2%	4,378	0.3%	Computer and Technology
AMZN Amazon.com	$2,347,644	$19,485,664 â–¼	-89.2%	9,637	0.3%	Retail/Wholesale
AMGN Amgen	$2,111,895		0.0%	5,739	0.2%	Medical
LLY Eli Lilly and Company	$1,760,522		0.0%	1,448	0.2%	Medical
MCD McDonald's	$1,539,836		0.0%	5,534	0.2%	Retail/Wholesale
ALL Allstate	$1,483,159		0.0%	5,905	0.2%	Finance
FSLR First Solar	$1,357,015		0.0%	6,050	0.1%	Energy
KO CocaCola	$1,339,487	$41,700 â–²	3.2%	16,061	0.1%	Consumer Staples
CHDN Churchill Downs	$1,326,074	$21,325 â–¼	-1.6%	15,546	0.1%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$1,220,968		0.0%	1,630	0.1%	ETF
TRMK Trustmark	$1,210,492		0.0%	26,864	0.1%	Finance
SPY SPDR S&P 500 ETF Trust	$1,208,992		0.0%	1,622	0.1%	Finance
ITW Illinois Tool Works	$1,208,061	$75,023 â–²	6.6%	4,557	0.1%	Industrials
ADP Automatic Data Processing	$1,102,820		0.0%	4,569	0.1%	Computer and Technology
PG Procter & Gamble	$1,098,304	$54,908 â–¼	-4.8%	7,401	0.1%	Consumer Staples
ABBV AbbVie	$1,095,375	$174,896 â–²	19.0%	4,334	0.1%	Medical
MS Morgan Stanley	$1,082,499		0.0%	4,964	0.1%	Finance
KR Kroger	$1,049,727		0.0%	17,696	0.1%	Retail/Wholesale
UNH UnitedHealth Group	$1,041,869		0.0%	2,448	0.1%	Medical
BF.B Brown-Forman	$1,031,803	$1,083 â–¼	-0.1%	40,023	0.1%	Consumer Staples
VT Vanguard Total World Stock ETF	$1,016,731		0.0%	6,525	0.1%	ETF
CVX Chevron	$943,727		0.0%	5,363	0.1%	Energy
MRK Merck & Co., Inc.	$943,665		0.0%	7,490	0.1%	Medical
ELV Elevance Health	$917,456		0.0%	2,205	0.1%	Medical
SPGI S&P Global	$894,320	$3,877 â–¼	-0.4%	2,076	0.1%	Finance
SYK Stryker	$835,429		0.0%	2,556	0.1%	Medical
VTI Vanguard Total Stock Market ETF	$808,677		0.0%	2,196	0.1%	ETF
ORLY O'Reilly Automotive	$804,336	$159,338 â–²	24.7%	9,465	0.1%	Retail/Wholesale
CAT Caterpillar	$792,595		0.0%	836	0.1%	Industrials
HUM Humana	$765,398	$116,138 â–¼	-13.2%	1,931	0.1%	Medical
QQQ Invesco QQQ	$716,420		0.0%	1,007	0.1%	Finance
MELI MercadoLibre	$702,039	$75,994 â–¼	-9.8%	388	0.1%	Retail/Wholesale
GD General Dynamics	$672,635		0.0%	1,797	0.1%	Aerospace
NEE NextEra Energy	$667,342		0.0%	7,632	0.1%	Utilities
SCHG Schwab U.S. Large-Cap Growth ETF	$660,091	$128,020 â–²	24.1%	19,284	0.1%	ETF
ACN Accenture	$649,046	$102,755 â–¼	-13.7%	4,731	0.1%	Computer and Technology
MA Mastercard	$645,666	$141,402 â–²	28.0%	1,242	0.1%	Business Services
DIS Walt Disney	$619,563	$19,340 â–¼	-3.0%	6,407	0.1%	Consumer Discretionary
GLD SPDR Gold Shares	$616,345	$34,824 â–²	6.0%	1,646	0.1%	Finance
CL Colgate-Palmolive	$607,923		0.0%	6,534	0.1%	Consumer Staples
CRWD CrowdStrike	$602,410	$451,808 â–²	300.0%	3,152	0.1%	Computer and Technology
FIX Comfort Systems USA	$589,729	$23,589 â–¼	-3.8%	350	0.1%	Construction
PM Philip Morris International	$561,210		0.0%	3,000	0.1%	Consumer Staples
AVGO Broadcom	$558,952		0.0%	1,438	0.1%	Computer and Technology
VTV Vanguard Value ETF	$555,417		0.0%	2,552	0.1%	ETF
CINF Cincinnati Financial	$538,340		0.0%	2,965	0.1%	Finance
SHOPIFY INC	$527,549		0.0%	4,425	0.1%	CL A SUB VTG SHS
DOV Dover	$480,037		0.0%	2,270	0.1%	Industrials
AVGE Avantis All Equity Markets ETF	$438,597		0.0%	4,472	0.0%	ETF
TXN Texas Instruments	$437,960	$301 â–²	0.1%	1,453	0.0%	Computer and Technology
AZO AutoZone	$435,964		0.0%	142	0.0%	Retail/Wholesale
DUK Duke Energy	$435,904	$435,904 â–²	New Holding	3,438	0.0%	Utilities
LMT Lockheed Martin	$431,343		0.0%	817	0.0%	Aerospace
VV Vanguard Large-Cap ETF	$418,911		0.0%	1,220	0.0%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$411,509		0.0%	1,492	0.0%	ETF
USB U.S. Bancorp	$410,896		0.0%	6,736	0.0%	Finance
META Meta Platforms	$409,518	$51,265 â–¼	-11.1%	679	0.0%	Computer and Technology
DE Deere & Company	$398,026		0.0%	667	0.0%	Industrials
COR Cencora	$392,535		0.0%	1,268	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Barlow Wealth Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2026)

About Barlow Wealth Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBarlow Wealth Partners, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools