13F HOLDINGS REPORT
BARLOW WEALTH PARTNERS, INC.
Quarter ended Q1 2025 · Filed April 28, 2025 · Accession 0001951757-25-000466
Total Value
$761.4M
Positions
134
Other Managers
0
Confidential Omitted
No
Holdings (134)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 261,706 | $42.9M | 5.63% |
| 2 | MICROSOFT CORP | MSFT | 95,753 | $37.5M | 4.93% |
| 3 | VISA INC | V | 103,839 | $34.8M | 4.57% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 33,473 | $32.7M | 4.30% |
| 5 | HOULIHAN LOKEY INC | HLI | 203,814 | $32.5M | 4.26% |
| 6 | APPLE INC | AAPL | 129,136 | $27.0M | 3.55% |
| 7 | TJX COS INC NEW | 872540109 | 202,010 | $25.6M | 3.36% |
| 8 | VERTEX PHARMACEUTICALS INC | VRTX | 50,093 | $24.7M | 3.25% |
| 9 | PAYCOM SOFTWARE INC | PAYC | 98,737 | $22.5M | 2.95% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 86,992 | $21.2M | 2.78% |
| 11 | NVIDIA CORPORATION | NVDA | 188,896 | $21.0M | 2.75% |
| 12 | CONSTELLATION ENERGY CORP | CEG | 91,128 | $20.3M | 2.67% |
| 13 | ROYAL GOLD INC | RGLD | 112,174 | $20.1M | 2.64% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 47,460 | $19.9M | 2.61% |
| 15 | TKO GROUP HOLDINGS INC | TKO | 126,133 | $19.8M | 2.60% |
| 16 | ELI LILLY & CO | LLY | 21,365 | $18.9M | 2.48% |
| 17 | BERKLEY W R CORP | WRB-PH | 259,058 | $18.3M | 2.40% |
| 18 | PINNACLE FINL PARTNERS INC | 72346Q104 | 181,128 | $18.2M | 2.39% |
| 19 | FORTINET INC | FTNT | 177,055 | $18.0M | 2.37% |
| 20 | ASML HOLDING N V | ASMLF | 26,253 | $17.8M | 2.34% |
| 21 | MUELLER INDS INC | 624756102 | 226,837 | $16.6M | 2.18% |
| 22 | ACCENTURE PLC IRELAND | ACN | 52,875 | $15.5M | 2.04% |
| 23 | EMCOR GROUP INC | EME | 37,743 | $15.5M | 2.03% |
| 24 | META PLATFORMS INC | META | 27,033 | $14.8M | 1.94% |
| 25 | GARMIN LTD | GRMN | 72,512 | $14.4M | 1.89% |
| 26 | GRAINGER W W INC | 384802104 | 13,909 | $14.1M | 1.85% |
| 27 | EXXON MOBIL CORP | XOM | 116,669 | $12.7M | 1.66% |
| 28 | ADOBE INC | ADBE | 33,846 | $12.4M | 1.63% |
| 29 | CUMMINS INC | CMI | 42,320 | $12.4M | 1.63% |
| 30 | CHURCHILL DOWNS INC | CHDN | 126,121 | $11.1M | 1.46% |
| 31 | HERSHEY CO | HSY | 67,596 | $11.0M | 1.45% |
| 32 | INTUIT | INTU | 17,444 | $10.9M | 1.43% |
| 33 | MORNINGSTAR INC | MORN | 36,722 | $10.3M | 1.35% |
| 34 | FAIR ISAAC CORP | FICO | 4,777 | $9.3M | 1.22% |
| 35 | LULULEMON ATHLETICA INC | LULU | 28,376 | $7.6M | 1.00% |
| 36 | SERVICENOW INC | NOW | 5,466 | $5.2M | 0.68% |
| 37 | STOCK YDS BANCORP INC | 861025104 | 61,517 | $4.6M | 0.60% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $4.0M | 0.52% |
| 39 | JOHNSON & JOHNSON | JNJ | 25,734 | $4.0M | 0.52% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,111 | $3.8M | 0.50% |
| 41 | ALPHABET INC | GOOG | 17,275 | $2.8M | 0.37% |
| 42 | AMAZON COM INC | AMZN | 12,521 | $2.4M | 0.31% |
| 43 | TRANE TECHNOLOGIES PLC | TT | 6,473 | $2.3M | 0.30% |
| 44 | AMGEN INC | AMGN | 6,995 | $2.0M | 0.26% |
| 45 | MCDONALDS CORP | MCD | 5,599 | $1.8M | 0.23% |
| 46 | PNC FINL SVCS GROUP INC | 693475105 | 10,342 | $1.6M | 0.22% |
| 47 | AUTOMATIC DATA PROCESSING IN | ADP | 5,068 | $1.5M | 0.19% |
| 48 | BROWN FORMAN CORP | BF-B | 42,952 | $1.5M | 0.19% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 9,027 | $1.5M | 0.19% |
| 50 | KROGER CO | KR | 19,696 | $1.4M | 0.18% |
| 51 | S&P GLOBAL INC | SPGI | 2,427 | $1.2M | 0.15% |
| 52 | ILLINOIS TOOL WKS INC | 452308109 | 4,813 | $1.2M | 0.15% |
| 53 | ALLSTATE CORP | ALL-PJ | 5,882 | $1.1M | 0.15% |
| 54 | COCA COLA CO | KO | 15,560 | $1.1M | 0.15% |
| 55 | STRYKER CORPORATION | SYK | 2,856 | $1.0M | 0.14% |
| 56 | FIRST SOLAR INC | FSLR | 6,950 | $985,927 | 0.13% |
| 57 | ELEVANCE HEALTH INC | ELV | 2,280 | $961,430 | 0.13% |
| 58 | DECKERS OUTDOOR CORP | DECK | 8,235 | $899,180 | 0.12% |
| 59 | ISHARES TR | 464287200 | 1,623 | $897,827 | 0.12% |
| 60 | TRUSTMARK CORP | TRMK | 26,864 | $895,646 | 0.12% |
| 61 | MERCADOLIBRE INC | MELI | 374 | $832,468 | 0.11% |
| 62 | CHEVRON CORP NEW | CVX | 5,961 | $826,970 | 0.11% |
| 63 | SPDR S&P 500 ETF TR | SPY | 1,460 | $804,067 | 0.11% |
| 64 | VANGUARD INTL EQUITY INDEX F | 922042742 | 6,525 | $755,647 | 0.10% |
| 65 | HUMANA INC | HUM | 2,723 | $720,092 | 0.09% |
| 66 | APPLIED MATLS INC | 038222105 | 4,706 | $713,194 | 0.09% |
| 67 | MERCK & CO INC | MRK | 8,607 | $712,143 | 0.09% |
| 68 | ABBVIE INC | ABBV | 3,499 | $651,024 | 0.09% |
| 69 | HONEYWELL INTL INC | 438516106 | 3,249 | $647,071 | 0.08% |
| 70 | MORGAN STANLEY | MS-PQ | 5,464 | $633,879 | 0.08% |
| 71 | COLGATE PALMOLIVE CO | CL | 6,696 | $628,821 | 0.08% |
| 72 | OREILLY AUTOMOTIVE INC | 67103H107 | 466 | $627,702 | 0.08% |
| 73 | VANGUARD INDEX FDS | 922908769 | 2,297 | $621,660 | 0.08% |
| 74 | MASTERCARD INCORPORATED | MA | 1,162 | $619,904 | 0.08% |
| 75 | NETFLIX INC | NFLX | 538 | $592,623 | 0.08% |
| 76 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,472 | $573,170 | 0.08% |
| 77 | NEXTERA ENERGY INC | NEE-PW | 8,392 | $554,627 | 0.07% |
| 78 | GENERAL DYNAMICS CORP | GD | 1,997 | $543,124 | 0.07% |
| 79 | BROWN FORMAN CORP | BF-B | 15,887 | $537,298 | 0.07% |
| 80 | AUTOZONE INC | AZO | 142 | $512,525 | 0.07% |
| 81 | PHILIP MORRIS INTL INC | 718172109 | 3,000 | $510,720 | 0.07% |
| 82 | SPDR GOLD TR | GLD | 1,674 | $510,118 | 0.07% |
| 83 | WALMART INC | WMT | 4,898 | $465,751 | 0.06% |
| 84 | INVESCO QQQ TR | IVZ | 944 | $446,097 | 0.06% |
| 85 | SHOPIFY INC | SHOP | 4,425 | $429,756 | 0.06% |
| 86 | VANGUARD INDEX FDS | 922908744 | 2,552 | $420,442 | 0.06% |
| 87 | CINCINNATI FINL CORP | 172062101 | 2,965 | $396,391 | 0.05% |
| 88 | SCHWAB STRATEGIC TR | 808524300 | 15,544 | $392,952 | 0.05% |
| 89 | LOCKHEED MARTIN CORP | LMT | 817 | $390,232 | 0.05% |
| 90 | CENCORA INC | COR | 1,339 | $382,820 | 0.05% |
| 91 | PEPSICO INC | PEP | 2,809 | $374,664 | 0.05% |
| 92 | DISCOVER FINL SVCS | 254709108 | 1,940 | $358,628 | 0.05% |
| 93 | DOVER CORP | DOV | 2,070 | $349,851 | 0.05% |
| 94 | MONDELEZ INTL INC | 609207105 | 5,255 | $344,675 | 0.05% |
| 95 | DISNEY WALT CO | 254687106 | 3,628 | $327,535 | 0.04% |
| 96 | AMERICAN CENTY ETF TR | 025072232 | 4,472 | $313,736 | 0.04% |
| 97 | VANGUARD INDEX FDS | 922908637 | 1,220 | $309,416 | 0.04% |
| 98 | BLACKROCK INC | BLK | 339 | $307,707 | 0.04% |
| 99 | WP CAREY INC | 92936U109 | 5,049 | $306,070 | 0.04% |
| 100 | DEERE & CO | DE | 663 | $304,516 | 0.04% |
| 101 | GENUINE PARTS CO | GPC | 2,608 | $304,197 | 0.04% |
| 102 | ALTRIA GROUP INC | MO | 5,137 | $299,282 | 0.04% |
| 103 | PAYPAL HLDGS INC | PYPL | 4,548 | $297,166 | 0.04% |
| 104 | AIR PRODS & CHEMS INC | AIIR | 1,061 | $283,404 | 0.04% |
| 105 | ABBOTT LABS | ABLZF | 2,140 | $275,739 | 0.04% |
| 106 | US BANCORP DEL | USB-PS | 6,736 | $268,901 | 0.04% |
| 107 | VANGUARD INDEX FDS | 922908611 | 1,478 | $264,621 | 0.03% |
| 108 | REPUBLIC BANCORP INC KY | RBCAA | 3,940 | $264,043 | 0.03% |
| 109 | CHUBB LIMITED | CB | 937 | $261,526 | 0.03% |
| 110 | TESLA INC | TSLA | 911 | $259,589 | 0.03% |
| 111 | OLD NATL BANCORP IND | 680033107 | 12,309 | $256,520 | 0.03% |
| 112 | FIRST CAP INC | FCAP | 5,253 | $256,294 | 0.03% |
| 113 | CATERPILLAR INC | CAT | 836 | $256,192 | 0.03% |
| 114 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,971 | $245,646 | 0.03% |
| 115 | INTERNATIONAL BUSINESS MACHS | INTR | 1,052 | $244,495 | 0.03% |
| 116 | HOME DEPOT INC | HD | 672 | $240,294 | 0.03% |
| 117 | SOUTHERN CO | SOMN | 2,653 | $239,911 | 0.03% |
| 118 | MEDTRONIC PLC | MDT | 2,827 | $237,920 | 0.03% |
| 119 | AMERICAN EXPRESS CO | AXP | 896 | $237,270 | 0.03% |
| 120 | FIDELITY COVINGTON TRUST | 316092808 | 1,459 | $237,160 | 0.03% |
| 121 | WATERS CORP | 941848103 | 700 | $236,523 | 0.03% |
| 122 | TEXAS INSTRS INC | 882508104 | 1,442 | $234,894 | 0.03% |
| 123 | F N B CORP | 302520101 | 17,622 | $234,195 | 0.03% |
| 124 | CONSTELLATION BRANDS INC | STZ | 1,257 | $232,985 | 0.03% |
| 125 | KIMBERLY-CLARK CORP | KMB | 1,749 | $230,186 | 0.03% |
| 126 | CROWDSTRIKE HLDGS INC | CRWD | 538 | $228,585 | 0.03% |
| 127 | MCCORMICK & CO INC | MKC-V | 2,950 | $219,893 | 0.03% |
| 128 | LOWES COS INC | 548661107 | 994 | $219,585 | 0.03% |
| 129 | SHELL PLC | RYDAF | 3,272 | $215,494 | 0.03% |
| 130 | PHILLIPS EDISON & CO INC | PECO | 6,033 | $211,626 | 0.03% |
| 131 | SCHWAB STRATEGIC TR | 808524805 | 10,134 | $206,632 | 0.03% |
| 132 | QUALCOMM INC | QCOM | 1,350 | $200,556 | 0.03% |
| 133 | BROADCOM INC | AVGO | 1,040 | $200,002 | 0.03% |
| 134 | SYPRIS SOLUTIONS INC | SYPR | 25,000 | $42,500 | 0.01% |