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%	Communication Services
NVDA NVIDIA	$46,085,463	$618,076 â–²	1.4%	225,776	5.0%	Technology
MSFT Microsoft	$39,037,074	$245,338 â–²	0.6%	101,834	4.2%	Technology
V Visa	$38,016,902	$434,759 â–²	1.2%	109,392	4.1%	Finance
AAPL Apple	$36,868,965	$1,438,142 â–¼	-3.8%	117,646	4.0%	Technology
COST Costco Wholesale	$33,793,513	$328,833 â–²	1.0%	35,455	3.7%	Consumer Staples
TJX TJX Companies	$31,995,917	$525,903 â–²	1.7%	209,411	3.5%	Consumer Discretionary
ASML ASML	$29,418,870	$3,715,826 â–¼	-11.2%	16,634	3.2%	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%	Healthcare
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%	Technology
FTNT Fortinet	$24,685,736	$587,035 â–¼	-2.3%	157,525	2.7%	Technology
EME EMCOR Group	$24,658,377	$3,425,074 â–¼	-12.2%	32,066	2.7%	Industrials
RACE Ferrari	$23,197,625	$210,768 â–²	0.9%	61,855	2.5%	Consumer Discretionary
RGLD Royal Gold	$21,745,639	$167,747 â–²	0.8%	113,300	2.3%	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%	Industrials
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%	Consumer Discretionary
CEG Constellation Energy	$16,149,647	$3,451,172 â–²	27.2%	66,046	1.7%	Utilities
CRM Salesforce	$15,977,243	$4,879,645 â–²	44.0%	95,913	1.7%	Technology
FICO Fair Isaac	$15,954,027	$3,385,530 â–¼	-17.5%	12,601	1.7%	Technology
VRTX Vertex Pharmaceuticals	$15,344,717	$186,912 â–²	1.2%	30,786	1.7%	Healthcare
INTU Intuit	$11,227,286	$7,376,835 â–²	191.6%	41,262	1.2%	Technology
MORN Morningstar	$9,506,045	$19,474 â–¼	-0.2%	57,602	1.0%	Finance
JNJ Johnson & Johnson	$6,443,554	$114,052 â–²	1.8%	24,463	0.7%	Healthcare
GOOGL Alphabet	$6,185,213		0.0%	17,090	0.7%	Communication Services
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%	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%	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%	Industrials
TXRH Texas Roadhouse	$2,630,181		0.0%	14,477	0.3%	Consumer Discretionary
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%	Technology
AMZN Amazon.com	$2,347,644	$19,485,664 â–¼	-89.2%	9,637	0.3%	Consumer Discretionary
AMGN Amgen	$2,111,895		0.0%	5,739	0.2%	Healthcare
LLY Eli Lilly and Company	$1,760,522		0.0%	1,448	0.2%	Healthcare
MCD McDonald's	$1,539,836		0.0%	5,534	0.2%	Consumer Discretionary
ALL Allstate	$1,483,159		0.0%	5,905	0.2%	Finance
FSLR First Solar	$1,357,015		0.0%	6,050	0.1%	Technology
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%	ETF
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%	Industrials
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%	Healthcare
MS Morgan Stanley	$1,082,499		0.0%	4,964	0.1%	Finance
KR Kroger	$1,049,727		0.0%	17,696	0.1%	Consumer Staples
UNH UnitedHealth Group	$1,041,869		0.0%	2,448	0.1%	Healthcare
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%	Healthcare
ELV Elevance Health	$917,456		0.0%	2,205	0.1%	Healthcare
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%	Healthcare
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%	Consumer Discretionary
CAT Caterpillar	$792,595		0.0%	836	0.1%	Industrials
HUM Humana	$765,398	$116,138 â–¼	-13.2%	1,931	0.1%	Healthcare
QQQ Invesco QQQ	$716,420		0.0%	1,007	0.1%	ETF
MELI MercadoLibre	$702,039	$75,994 â–¼	-9.8%	388	0.1%	Consumer Discretionary
GD General Dynamics	$672,635		0.0%	1,797	0.1%	Industrials
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%	Technology
MA Mastercard	$645,666	$141,402 â–²	28.0%	1,242	0.1%	Finance
DIS Walt Disney	$619,563	$19,340 â–¼	-3.0%	6,407	0.1%	Communication Services
GLD SPDR Gold Shares	$616,345	$34,824 â–²	6.0%	1,646	0.1%	ETF
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%	Technology
FIX Comfort Systems USA	$589,729	$23,589 â–¼	-3.8%	350	0.1%	Industrials
PM Philip Morris International	$561,210		0.0%	3,000	0.1%	Consumer Staples
AVGO Broadcom	$558,952		0.0%	1,438	0.1%	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%	Technology
AZO AutoZone	$435,964		0.0%	142	0.0%	Consumer Discretionary
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%	Industrials
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%	Communication Services
DE Deere & Company	$398,026		0.0%	667	0.0%	Industrials
COR Cencora	$392,535		0.0%	1,268	0.0%	Healthcare

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