BARLOW WEALTH PARTNERS, LLC

Est. AUM

$925.5M

13F long equity, this entity only

Positions

149

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL C	$62.1M	173030	6.71%	SOLE
2	NVIDIA CORPORATION	COM	$46.1M	225776	4.98%	SOLE
3	MICROSOFT CORP	COM	$39.0M	101834	4.22%	SOLE
4	VISA INC	COM CL A	$38.0M	109392	4.11%	SOLE
5	APPLE INC	COM	$36.9M	117646	3.98%	SOLE
6	COSTCO WHOLESALE CORPORATION	COM	$33.8M	35455	3.65%	SOLE
7	TJX COS INC NEW	COM	$32.0M	209411	3.46%	SOLE
8	ASML HLDG NV	N Y REGISTRY SHS	$29.4M	16634	3.18%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$28.3M	57201	3.06%	SOLE
10	WW GRAINGER INC	COM	$28.2M	20912	3.05%	SOLE
11	JPMORGAN CHASE & CO	COM	$28.2M	85274	3.05%	SOLE
12	MCKESSON CORP	COM	$27.7M	33820	2.99%	SOLE
13	HOULIHAN LOKEY INC	CL A	$27.6M	205696	2.98%	SOLE
14	TECHNIPFMC PLC	COM	$27.4M	389000	2.96%	SOLE
15	MUELLER INDS INC	COM	$25.8M	463736	2.79%	SOLE
16	SCHWAB CHARLES CORP	COM	$25.3M	248860	2.73%	SOLE
17	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$25.2M	57667	2.72%	SOLE
18	FORTINET INC	COM	$24.7M	157525	2.67%	SOLE
19	EMCOR GROUP INC	COM	$24.7M	32066	2.66%	SOLE
20	FERRARI N V	COM	$23.2M	61855	2.51%	SOLE
21	ROYAL GOLD INC	COM	$21.7M	113300	2.35%	SOLE
22	TKO GROUP HOLDINGS INC	CL A	$21.4M	110783	2.31%	SOLE
23	UBER TECHNOLOGIES INC	COM	$21.2M	288435	2.29%	SOLE
24	BERKLEY W R CORP	COM	$19.3M	271315	2.09%	SOLE
25	GARMIN LTD	SHS	$18.6M	76268	2.01%	SOLE
26	CONSTELLATION ENERGY CORP	COM	$16.1M	66046	1.74%	SOLE
27	SALESFORCE INC	COM	$16.0M	95913	1.73%	SOLE
28	FAIR ISAAC CORP	COM	$16.0M	12601	1.72%	SOLE
29	VERTEX PHARMACEUTICALS INC	COM	$15.3M	30786	1.66%	SOLE
30	INTUIT	COM	$11.2M	41262	1.21%	SOLE
31	MORNINGSTAR INC	COM	$9.5M	57602	1.03%	SOLE
32	JOHNSON & JOHNSON	COM	$6.4M	24463	0.70%	SOLE
33	ALPHABET INC	CAP STK CL A	$6.2M	17090	0.67%	SOLE
34	STOCK YDS BANCORP INC	COM	$4.6M	61517	0.50%	SOLE
35	ADOBE INC	COM	$4.3M	19487	0.47%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL A	$3.7M	5	0.40%	SOLE
37	SERVICENOW INC	COM	$3.3M	30921	0.36%	SOLE
38	EXXON MOBIL CORP	COM	$2.8M	19597	0.30%	SOLE
39	TRANE TECHNOLOGIES PLC	SHS	$2.6M	5578	0.28%	SOLE
40	TEXAS ROADHOUSE INC	COM	$2.6M	14477	0.28%	SOLE
41	PNC FINL SVCS GROUP INC	COM	$2.6M	10415	0.28%	SOLE
42	APPLIED MATLS INC	COM	$2.5M	4378	0.27%	SOLE
43	AMAZON COM INC	COM	$2.3M	9637	0.25%	SOLE
44	AMGEN INC	COM	$2.1M	5739	0.23%	SOLE
45	ELI LILLY & CO	COM	$1.8M	1448	0.19%	SOLE
46	MCDONALDS CORP	COM	$1.5M	5534	0.17%	SOLE
47	ALLSTATE CORP	COM	$1.5M	5905	0.16%	SOLE
48	FIRST SOLAR INC	COM	$1.4M	6050	0.15%	SOLE
49	COCA COLA CO	COM	$1.3M	16061	0.14%	SOLE
50	CHURCHILL DOWNS INC	COM	$1.3M	15546	0.14%	SOLE

1–50 of 149

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.