EdgeMarket › What Barlow Wealth Partners, Llc reported owning
What Barlow Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
900.0MPositions
137Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOG Alphabet Inc. | 67.5M | 7.5% | 199.0K | 341.75 | +70.7% |
| NVDA NVIDIA CORP | 44.9M | 5.0% | 222.7K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 42.8M | 4.8% | 101.2K | 483.24 | -4.4% |
| COST COSTCO WHOLESALE CORP /NEW | 35.1M | 3.9% | 35.1K | 947.74 | -4.7% |
| V VISA INC. | 34.3M | 3.8% | 108.1K | 371.04 | +7.9% |
| HLI HOULIHAN LOKEY, INC. | 33.3M | 3.7% | 205.2K | 129.05 | -33.1% |
| TJX TJX COMPANIES INC /DE/ | 33.1M | 3.7% | 206.0K | 140.53 | +1.6% |
| AAPL Apple Inc. | 33.0M | 3.7% | 122.2K | 309.35 | +36.9% |
| MLI MUELLER INDUSTRIES INC | 31.0M | 3.4% | 253.6K | 63.22 | +37.9% |
| FTI TechnipFMC plc | 30.9M | 3.4% | 438.4K | 77.45 | +122.8% |
| RGLD ROYAL GOLD INC | 30.1M | 3.3% | 112.4K | 259.01 | +52.6% |
| EME EMCOR Group, Inc. | 29.4M | 3.3% | 36.5K | 776.62 | +28.3% |
| ASML ASML HOLDING NV | 27.3M | 3.0% | 18.7K | 1,763.76 | +135.3% |
| unmapped CUSIP 084670702 | 26.7M | 3.0% | 56.3K | — | — |
| JPM JPMORGAN CHASE & CO | 26.2M | 2.9% | 84.4K | 351.58 | +20.3% |
| GWW W.W. GRAINGER, INC. | 24.1M | 2.7% | 20.8K | 1,312.24 | +31.3% |
| TKO TKO Group Holdings, Inc. | 23.6M | 2.6% | 126.8K | 193.14 | +5.8% |
| RACE Ferrari N.V. | 22.9M | 2.5% | 61.3K | 436.54 | -6.8% |
| SCHW SCHWAB CHARLES CORP | 22.5M | 2.5% | 244.0K | 112.30 | +17.6% |
| AMZN AMAZON COM INC | 22.5M | 2.5% | 89.6K | 258.63 | +15.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 21.6M | 2.4% | 58.4K | 418.95 | +83.3% |
| GRMN GARMIN LTD | 20.2M | 2.2% | 75.7K | 294.85 | +28.1% |
| WRB BERKLEY W R CORP | 18.1M | 2.0% | 270.3K | 68.60 | -5.6% |
| FICO FAIR ISAAC CORP | 16.4M | 1.8% | 15.3K | 1,172.67 | -12.8% |
| CEG Constellation Energy Corp | 15.4M | 1.7% | 51.9K | 272.88 | -13.2% |
| MCK MCKESSON CORP | 14.9M | 1.7% | 17.2K | 858.90 | +22.2% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 13.4M | 1.5% | 30.4K | 548.05 | +39.0% |
| FTNT Fortinet, Inc. | 13.2M | 1.5% | 161.3K | 153.51 | +92.8% |
| CRM Salesforce, Inc. | 12.1M | 1.3% | 66.6K | 209.17 | -15.1% |
| MORN Morningstar, Inc. | 10.6M | 1.2% | 57.7K | 215.97 | -17.7% |
| ADBE ADOBE INC. | 8.7M | 1.0% | 35.5K | 275.30 | -22.1% |
| GOOGL Alphabet Inc. | 5.8M | 0.6% | 17.1K | 344.82 | +73.0% |
| JNJ JOHNSON & JOHNSON | 5.6M | 0.6% | 24.0K | 270.24 | +51.1% |
| INTU INTUIT INC. | 5.6M | 0.6% | 14.2K | 367.00 | -47.5% |
| SYBT Stock Yards Bancorp, Inc. | 4.5M | 0.5% | 61.5K | 81.93 | +6.2% |
| unmapped CUSIP 084670108 | 3.6M | 0.4% | 5 | — | — |
| XOM ExxonMobil Holdings Corp | 2.9M | 0.3% | 19.6K | 165.11 | +52.1% |
| TT Trane Technologies plc | 2.7M | 0.3% | 5.6K | 453.43 | +6.4% |
| TXRH Texas Roadhouse, Inc. | 2.4M | 0.3% | 14.5K | 204.48 | +18.0% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 2.3M | 0.3% | 10.4K | 243.13 | +24.7% |
| AMGN AMGEN INC | 2.0M | 0.2% | 5.7K | 439.33 | +48.2% |
| AMAT APPLIED MATERIALS INC /DE | 1.9M | 0.2% | 4.7K | 492.32 | +205.9% |
| MCD MCDONALDS CORP | 1.7M | 0.2% | 5.5K | 270.95 | -13.5% |
| CHDN Churchill Downs Inc | 1.5M | 0.2% | 15.8K | 93.71 | -8.6% |
| LLY ELI LILLY & Co | 1.3M | 0.1% | 1.4K | 1,255.40 | +78.0% |
| ALL ALLSTATE CORP | 1.3M | 0.1% | 5.9K | 253.83 | +18.8% |
| TRMK TRUSTMARK CORP | 1.2M | 0.1% | 26.9K | 46.52 | +20.8% |
| KR KROGER CO | 1.2M | 0.1% | 17.7K | 57.90 | -19.4% |
| KO COCA COLA CO | 1.2M | 0.1% | 15.6K | 91.10 | +28.9% |
| unmapped CUSIP 115637209 | 1.2M | 0.1% | 40.1K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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