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BARLOW WEALTH PARTNERS, LLC

Q2 2026 13F filing

Updated 58 days ago

149 disclosed positions worth $925.5M

Portfolio value
$925.5M
Total holdings
149
New positions
14
Closed positions
2
Increased
38
Decreased
25
Turnover
10.7%
Filed
2026-07-14

Full holdings

Every line item disclosed in Q2 2026

G

ALPHABET INC

-13.1%
Value
$62.1M
Shares
173.0K
% Port
6.71%
N

NVIDIA CORPORATION

+1.4%
Value
$46.1M
Shares
225.8K
% Port
4.98%
M

MICROSOFT CORP

+0.6%
Value
$39M
Shares
101.8K
% Port
4.22%
V
4.V

VISA INC

+1.2%
Value
$38M
Shares
109.4K
% Port
4.11%
A

APPLE INC

-3.8%
Value
$36.9M
Shares
117.6K
% Port
3.98%
C

COSTCO WHOLESALE CORPORATION

+1.0%
Value
$33.8M
Shares
35.5K
% Port
3.65%
T
7.TJX

TJX COS INC NEW

+1.7%
Value
$32M
Shares
209.4K
% Port
3.46%
A

ASML HLDG NV

-11.2%
Value
$29.4M
Shares
16.6K
% Port
3.18%
B

BERKSHIRE HATHAWAY INC DEL

+1.6%
Value
$28.3M
Shares
57.2K
% Port
3.06%
?
10.N/A

WW GRAINGER INC

+0.7%
Value
$28.2M
Shares
20.9K
% Port
3.05%
J

JPMORGAN CHASE & CO

+1.1%
Value
$28.2M
Shares
85.3K
% Port
3.05%
M
12.MCK

MCKESSON CORP

+96.3%
Value
$27.7M
Shares
33.8K
% Port
2.99%
?
13.N/A

HOULIHAN LOKEY INC

+0.3%
Value
$27.6M
Shares
205.7K
% Port
2.98%
F
14.FTI

TECHNIPFMC PLC

-11.3%
Value
$27.4M
Shares
389.0K
% Port
2.96%
M
15.MLI

MUELLER INDS INC

+82.9%
Value
$25.8M
Shares
463.7K
% Port
2.79%
S

SCHWAB CHARLES CORP

+2.0%
Value
$25.3M
Shares
248.9K
% Port
2.73%
T

TAIWAN SEMICONDUCTOR MANUFAC

-1.3%
Value
$25.2M
Shares
57.7K
% Port
2.72%
?
18.N/A

FORTINET INC

-2.3%
Value
$24.7M
Shares
157.5K
% Port
2.67%
E
19.EME

EMCOR GROUP INC

-12.2%
Value
$24.7M
Shares
32.1K
% Port
2.66%
R
20.RACE

FERRARI N V

+0.9%
Value
$23.2M
Shares
61.9K
% Port
2.51%
R
21.RGLD

ROYAL GOLD INC

+0.8%
Value
$21.7M
Shares
113.3K
% Port
2.35%
T
22.TKO

TKO GROUP HOLDINGS INC

-12.6%
Value
$21.4M
Shares
110.8K
% Port
2.31%
U
23.UBER

UBER TECHNOLOGIES INC

Value
$21.2M
Shares
288.4K
% Port
2.29%
W

BERKLEY W R CORP

+0.4%
Value
$19.3M
Shares
271.3K
% Port
2.09%
G
25.GRMN

GARMIN LTD

+0.7%
Value
$18.6M
Shares
76.3K
% Port
2.01%
C
26.CEG

CONSTELLATION ENERGY CORP

+27.2%
Value
$16.1M
Shares
66.0K
% Port
1.74%
C
27.CRM

SALESFORCE INC

+44.0%
Value
$16M
Shares
95.9K
% Port
1.73%
F
28.FICO

FAIR ISAAC CORP

-17.5%
Value
$16M
Shares
12.6K
% Port
1.72%
V
29.VRTX

VERTEX PHARMACEUTICALS INC

+1.2%
Value
$15.3M
Shares
30.8K
% Port
1.66%
I
30.INTU

INTUIT

+191.6%
Value
$11.2M
Shares
41.3K
% Port
1.21%
M
31.MORN

MORNINGSTAR INC

-0.2%
Value
$9.5M
Shares
57.6K
% Port
1.03%
J
32.JNJ

JOHNSON & JOHNSON

+1.8%
Value
$6.4M
Shares
24.5K
% Port
0.70%
G

ALPHABET INC

Unchanged
Value
$6.2M
Shares
17.1K
% Port
0.67%
S
34.SYBT

STOCK YDS BANCORP INC

Unchanged
Value
$4.6M
Shares
61.5K
% Port
0.50%
A
35.ADBE

ADOBE INC

-45.1%
Value
$4.3M
Shares
19.5K
% Port
0.47%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$3.7M
Shares
5
% Port
0.40%
N
37.NOW

SERVICENOW INC

Value
$3.3M
Shares
30.9K
% Port
0.36%
X
38.XOM

EXXON MOBIL CORP

+0.0%
Value
$2.8M
Shares
19.6K
% Port
0.30%
T
39.TT

TRANE TECHNOLOGIES PLC

-1.1%
Value
$2.6M
Shares
5.6K
% Port
0.28%
T
40.TXRH

TEXAS ROADHOUSE INC

Unchanged
Value
$2.6M
Shares
14.5K
% Port
0.28%
P
41.PNC

PNC FINL SVCS GROUP INC

+0.2%
Value
$2.6M
Shares
10.4K
% Port
0.28%
A
42.AMAT

APPLIED MATLS INC

-7.2%
Value
$2.5M
Shares
4.4K
% Port
0.27%
A
43.AMZN

AMAZON COM INC

-89.3%
Value
$2.3M
Shares
9.6K
% Port
0.25%
A
44.AMGN

AMGEN INC

Unchanged
Value
$2.1M
Shares
5.7K
% Port
0.23%
L
45.LLY

ELI LILLY & CO

Unchanged
Value
$1.8M
Shares
1.4K
% Port
0.19%
M
46.MCD

MCDONALDS CORP

Unchanged
Value
$1.5M
Shares
5.5K
% Port
0.17%
A

ALLSTATE CORP

Unchanged
Value
$1.5M
Shares
5.9K
% Port
0.16%
?
48.N/A

FIRST SOLAR INC

Unchanged
Value
$1.4M
Shares
6.0K
% Port
0.15%
K
49.KO

COCA COLA CO

+3.2%
Value
$1.3M
Shares
16.1K
% Port
0.14%
C
50.CHDN

CHURCHILL DOWNS INC

-1.6%
Value
$1.3M
Shares
15.5K
% Port
0.14%