Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2025)

About Barlow Wealth Partners, Inc.

Investment Activity

Barlow Wealth Partners, Inc. has $835.65 million in total holdings as of June 30, 2025.
Barlow Wealth Partners, Inc. owns shares of 134 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 12.77% of the portfolio was purchased this quarter.
About 11.61% of the portfolio was sold this quarter.
This quarter, Barlow Wealth Partners, Inc. has purchased 134 new stocks and bought additional shares in 46 stocks.
Barlow Wealth Partners, Inc. sold shares of 35 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Microsoft: $47,592,735
Alphabet: $47,505,233
Houlihan Lokey: $37,717,391
Visa: $37,300,375
NVIDIA: $34,856,823

Largest New Holdings this Quarter

670100205 - Novo Nordisk A/S: $16,547,263 Holding
G87110105 - TechnipFMC: $13,040,644 Holding
14040H105 - Capital One Financial: $432,369 Holding
68389X105 - Oracle: $327,262 Holding
911312106 - United Parcel Service: $264,378 Holding

Largest Purchases this Quarter

Taiwan Semiconductor Manufacturing: 78,010 shares (about $18.22M)
Novo Nordisk A/S: 236,999 shares (about $16.55M)
TechnipFMC: 376,462 shares (about $13.04M)
MercadoLibre: 4,702 shares (about $11.62M)
Brown-Forman: 381,008 shares (about $10.94M)

Largest Sales this Quarter

Eli Lilly and Company: 20,416 shares (about $15.91M)
Churchill Downs: 109,075 shares (about $11.45M)
Exxon Mobil: 96,113 shares (about $10.67M)
Constellation Energy: 22,820 shares (about $7.00M)
UnitedHealth Group: 21,061 shares (about $6.48M)

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
MSFT Microsoft	$47,592,735	$569,176 ▲	1.2%	96,912	5.7%	Computer and Technology
GOOG Alphabet	$47,505,233	$460,905 ▲	1.0%	264,270	5.7%	Computer and Technology
HLI Houlihan Lokey	$37,717,391	$323,641 ▲	0.9%	205,578	4.5%	Finance
V Visa	$37,300,375	$518,577 ▲	1.4%	105,303	4.5%	Business Services
NVDA NVIDIA	$34,856,823	$5,152,926 ▲	17.3%	221,665	4.2%	Computer and Technology
COST Costco Wholesale	$33,117,560	$234,786 ▲	0.7%	33,712	4.0%	Retail/Wholesale
AAPL Apple	$25,551,610	$1,882,003 ▼	-6.9%	120,277	3.1%	Computer and Technology
TJX TJX Companies	$25,509,288	$195,359 ▲	0.8%	203,569	3.1%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$25,040,156	$361,496 ▼	-1.4%	85,754	3.0%	Finance
MLI Mueller Industries	$24,466,278	$5,604,803 ▲	29.7%	294,243	2.9%	Industrials
META Meta Platforms	$24,041,364	$4,751,616 ▲	24.6%	33,692	2.9%	Computer and Technology
ASML ASML	$23,925,147	$2,933,673 ▲	14.0%	29,922	2.9%	Computer and Technology
VRTX Vertex Pharmaceuticals	$23,289,335	$395,331 ▲	1.7%	50,958	2.8%	Medical
TKO GROUP HOLDINGS INC	$22,562,699	$179,058 ▲	0.8%	127,142	2.7%	CL A
PNFP Pinnacle Financial Partners	$21,366,327	$174,330 ▲	0.8%	182,618	2.6%	Finance
CEG Constellation Energy	$20,945,347	$6,997,318 ▼	-25.0%	68,308	2.5%	Energy
EME EMCOR Group	$20,693,089	$243,811 ▲	1.2%	38,193	2.5%	Construction
RGLD Royal Gold	$20,316,986	$204,222 ▲	1.0%	113,313	2.4%	Basic Materials
TSM Taiwan Semiconductor Manufacturing	$19,034,114	$18,223,058 ▲	2,246.8%	81,482	2.3%	Computer and Technology
WRB W.R. Berkley	$18,476,504	$145,553 ▲	0.8%	261,115	2.2%	Finance
PAYC Paycom Software	$18,311,792	$4,213,111 ▼	-18.7%	80,269	2.2%	Computer and Technology
FTNT Fortinet	$18,263,292	$166,500 ▲	0.9%	178,684	2.2%	Computer and Technology
NVO Novo Nordisk A/S	$16,547,263	$16,547,263 ▲	New Holding	236,999	2.0%	Medical
ACN Accenture	$16,034,302	$50,785 ▲	0.3%	53,043	1.9%	Computer and Technology
GRMN Garmin	$15,664,601	$191,198 ▲	1.2%	73,408	1.9%	Computer and Technology
MORN Morningstar	$15,236,994	$3,834,710 ▲	33.6%	49,072	1.8%	Business Services
GWW W.W. Grainger	$14,682,061	$282,626 ▲	2.0%	14,182	1.8%	Industrials
INTU Intuit	$13,647,022	$150,868 ▲	1.1%	17,639	1.6%	Computer and Technology
ADBE Adobe	$13,551,878	$742,180 ▲	5.8%	35,807	1.6%	Computer and Technology
FTI TechnipFMC	$13,040,644	$13,040,644 ▲	New Holding	376,462	1.6%	Energy
MELI MercadoLibre	$12,548,126	$11,623,579 ▲	1,257.2%	5,076	1.5%	Retail/Wholesale
BF.B Brown-Forman	$12,171,895	$10,938,743 ▲	887.1%	423,960	1.5%	Consumer Staples
FICO Fair Isaac	$8,950,541	$147,425 ▲	1.7%	4,857	1.1%	Computer and Technology
UNH UnitedHealth Group	$8,119,202	$6,477,462 ▼	-44.4%	26,399	1.0%	Medical
ELV Elevance Health	$6,889,429	$6,090,858 ▲	762.7%	19,670	0.8%	Medical
SYBT Stock Yards Bancorp	$5,028,400		0.0%	61,517	0.6%	Finance
JNJ Johnson & Johnson	$3,982,180	$21,001 ▼	-0.5%	25,599	0.5%	Medical
BRK.A Berkshire Hathaway	$3,602,500		0.0%	5	0.4%	Finance
BRK.B Berkshire Hathaway	$3,541,618	$124,925 ▲	3.7%	7,371	0.4%	Finance
GOOGL Alphabet	$3,078,860	$7,146 ▼	-0.2%	17,235	0.4%	Computer and Technology
TT Trane Technologies	$2,801,045		0.0%	6,473	0.3%	Construction
AMZN Amazon.com	$2,763,295	$9,676 ▲	0.4%	12,565	0.3%	Retail/Wholesale
XOM Exxon Mobil	$2,282,786	$10,673,546 ▼	-82.4%	20,556	0.3%	Energy
AMGN Amgen	$2,031,345	$45,121 ▼	-2.2%	6,843	0.2%	Medical
PNC The PNC Financial Services Group	$2,026,543	$2,544 ▲	0.1%	10,355	0.2%	Finance
CHDN Churchill Downs	$1,788,978	$11,447,423 ▼	-86.5%	17,046	0.2%	Consumer Discretionary
MCD McDonald's	$1,630,482	$19,151 ▼	-1.2%	5,534	0.2%	Retail/Wholesale
ADP Automatic Data Processing	$1,466,375	$79,618 ▼	-5.1%	4,807	0.2%	Computer and Technology
PG Procter & Gamble	$1,428,028	$27,081 ▼	-1.9%	8,859	0.2%	Consumer Staples
KR Kroger	$1,313,020	$70,230 ▼	-5.1%	18,696	0.2%	Retail/Wholesale
SPGI S&P Global	$1,200,562	$75,167 ▼	-5.9%	2,284	0.1%	Finance
ITW Illinois Tool Works	$1,181,209	$53,085 ▼	-4.3%	4,606	0.1%	Industrials
IVV iShares Core S&P 500 ETF	$1,159,561	$147,751 ▲	14.6%	1,860	0.1%	ETF
ALL Allstate	$1,145,167		0.0%	5,882	0.1%	Finance
KO CocaCola	$1,116,620	$13,260 ▲	1.2%	15,747	0.1%	Consumer Staples
SYK Stryker	$1,054,439	$64,653 ▼	-5.8%	2,691	0.1%	Medical
FSLR First Solar	$1,031,646	$153,468 ▼	-12.9%	6,050	0.1%	Energy
TRMK Trustmark	$1,025,130		0.0%	26,864	0.1%	Finance
SPY SPDR S&P 500 ETF Trust	$906,276	$620 ▲	0.1%	1,461	0.1%	Finance
AMAT Applied Materials	$894,187		0.0%	4,706	0.1%	Computer and Technology
CVX Chevron	$860,948	$21,161 ▼	-2.4%	5,818	0.1%	Energy
VT Vanguard Total World Stock ETF	$842,501		0.0%	6,525	0.1%	ETF
HON Honeywell International	$777,356		0.0%	3,249	0.1%	Multi-Sector Conglomerates
MS Morgan Stanley	$766,301	$14,286 ▼	-1.8%	5,364	0.1%	Finance
LLY Eli Lilly and Company	$739,537	$15,909,787 ▼	-95.6%	949	0.1%	Medical
MRK Merck & Co., Inc.	$709,131		0.0%	8,607	0.1%	Medical
VTI Vanguard Total Stock Market ETF	$701,756		0.0%	2,297	0.1%	ETF
ABBV AbbVie	$686,509	$19,075 ▲	2.9%	3,599	0.1%	Medical
NFLX Netflix	$662,988	$28,267 ▼	-4.1%	516	0.1%	Consumer Discretionary
MA Mastercard	$653,609	$1,123 ▲	0.2%	1,164	0.1%	Business Services
HUM Humana	$631,537	$32,430 ▼	-4.9%	2,590	0.1%	Medical
ORLY O'Reilly Automotive	$624,347	$582,724 ▲	1,400.0%	6,990	0.1%	Retail/Wholesale
CL Colgate-Palmolive	$618,710		0.0%	6,696	0.1%	Consumer Staples
NEE NextEra Energy	$612,784		0.0%	8,392	0.1%	Utilities
GD General Dynamics	$586,958		0.0%	1,997	0.1%	Aerospace
PM Philip Morris International	$527,730		0.0%	3,000	0.1%	Consumer Staples
AZO AutoZone	$523,318		0.0%	142	0.1%	Retail/Wholesale
GLD SPDR Gold Shares	$520,468	$2,783 ▲	0.5%	1,683	0.1%	Finance
QQQ Invesco QQQ	$519,955		0.0%	944	0.1%	Finance
SHOP Shopify	$507,857		0.0%	4,425	0.1%	Computer and Technology
WMT Walmart	$487,562	$9,468 ▲	2.0%	4,995	0.1%	Retail/Wholesale
BF.A Brown Forman	$465,330		0.0%	15,887	0.1%	Consumer Staples
VTV Vanguard Value ETF	$456,017		0.0%	2,552	0.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$452,641		0.0%	15,544	0.1%	ETF
DIS Walt Disney	$449,737	$3,566 ▲	0.8%	3,657	0.1%	Consumer Discretionary
CINF Cincinnati Financial	$433,216		0.0%	2,965	0.1%	Finance
COF Capital One Financial	$432,369	$432,369 ▲	New Holding	1,976	0.1%	Finance
DOV Dover	$389,471		0.0%	2,070	0.0%	Industrials
LMT Lockheed Martin	$377,903		0.0%	817	0.0%	Aerospace
PEP PepsiCo	$370,680	$12,693 ▼	-3.3%	2,716	0.0%	Consumer Staples
COR Cencora	$369,204	$20,673 ▼	-5.3%	1,268	0.0%	Medical
BLACKROCK INC	$362,923		0.0%	339	0.0%	COM
AVGE Avantis All Equity Markets ETF	$350,367		0.0%	4,472	0.0%	ETF
VV Vanguard Large-Cap ETF	$349,237		0.0%	1,220	0.0%	ETF
DE Deere & Company	$344,966		0.0%	663	0.0%	Industrials
CAT Caterpillar	$333,087		0.0%	836	0.0%	Industrials
GPC Genuine Parts	$332,442		0.0%	2,608	0.0%	Retail/Wholesale
ORCL Oracle	$327,262	$327,262 ▲	New Holding	1,423	0.0%	Computer and Technology
USB U.S. Bancorp	$319,893		0.0%	6,736	0.0%	Finance
MDLZ Mondelez International	$319,211	$46,327 ▼	-12.7%	4,589	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2025)

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 (2025)

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