Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BARLOW WEALTH PARTNERS, INC.

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001951757-25-000980

Total Value
$835.7M
Positions
134
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (134)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT96,912$47.6M5.70%
2ALPHABET INCGOOG264,270$47.5M5.68%
3HOULIHAN LOKEY INCHLI205,578$37.7M4.51%
4VISA INCV105,303$37.3M4.46%
5NVIDIA CORPORATIONNVDA221,665$34.9M4.17%
6COSTCO WHSL CORP NEW22160K10533,712$33.1M3.96%
7APPLE INCAAPL120,277$25.6M3.06%
8TJX COS INC NEW872540109203,569$25.5M3.05%
9JPMORGAN CHASE & CO.VYLD85,754$25.0M3.00%
10MUELLER INDS INC624756102294,243$24.5M2.93%
11META PLATFORMS INCMETA33,692$24.0M2.88%
12ASML HOLDING N VASMLF29,922$23.9M2.86%
13VERTEX PHARMACEUTICALS INCVRTX50,958$23.3M2.79%
14TKO GROUP HOLDINGS INCTKO127,142$22.6M2.70%
15PINNACLE FINL PARTNERS INC72346Q104182,618$21.4M2.56%
16CONSTELLATION ENERGY CORPCEG68,308$20.9M2.51%
17EMCOR GROUP INCEME38,193$20.7M2.48%
18ROYAL GOLD INCRGLD113,313$20.3M2.43%
19TAIWAN SEMICONDUCTOR MFG LTD87403910081,482$19.0M2.28%
20BERKLEY W R CORPWRB-PH261,115$18.5M2.21%
21PAYCOM SOFTWARE INCPAYC80,269$18.3M2.19%
22FORTINET INCFTNT178,684$18.3M2.19%
23NOVO-NORDISK A SNONOF236,999$16.5M1.98%
24ACCENTURE PLC IRELANDACN53,043$16.0M1.92%
25GARMIN LTDGRMN73,408$15.7M1.87%
26MORNINGSTAR INCMORN49,072$15.2M1.82%
27GRAINGER W W INC38480210414,182$14.7M1.76%
28INTUITINTU17,639$13.6M1.63%
29ADOBE INCADBE35,807$13.6M1.62%
30TECHNIPFMC PLCFTI376,462$13.0M1.56%
31MERCADOLIBRE INCMELI5,076$12.5M1.50%
32BROWN FORMAN CORPBF-B423,960$12.2M1.46%
33FAIR ISAAC CORPFICO4,857$9.0M1.07%
34UNITEDHEALTH GROUP INCUNH26,399$8.1M0.97%
35ELEVANCE HEALTH INCELV19,670$6.9M0.82%
36STOCK YDS BANCORP INC86102510461,517$5.0M0.60%
37JOHNSON & JOHNSONJNJ25,599$4.0M0.48%
38BERKSHIRE HATHAWAY INC DELBRK-A5$3.6M0.43%
39BERKSHIRE HATHAWAY INC DELBRK-A7,371$3.5M0.42%
40ALPHABET INCGOOG17,235$3.1M0.37%
41TRANE TECHNOLOGIES PLCTT6,473$2.8M0.34%
42AMAZON COM INCAMZN12,565$2.8M0.33%
43EXXON MOBIL CORPXOM20,556$2.3M0.27%
44AMGEN INCAMGN6,843$2.0M0.24%
45PNC FINL SVCS GROUP INC69347510510,355$2.0M0.24%
46CHURCHILL DOWNS INCCHDN17,046$1.8M0.21%
47MCDONALDS CORPMCD5,534$1.6M0.20%
48AUTOMATIC DATA PROCESSING INADP4,807$1.5M0.18%
49PROCTER AND GAMBLE CO7427181098,859$1.4M0.17%
50KROGER COKR18,696$1.3M0.16%
51S&P GLOBAL INCSPGI2,284$1.2M0.14%
52ILLINOIS TOOL WKS INC4523081094,606$1.2M0.14%
53ISHARES TR4642872001,860$1.2M0.14%
54ALLSTATE CORPALL-PJ5,882$1.1M0.14%
55COCA COLA COKO15,747$1.1M0.13%
56STRYKER CORPORATIONSYK2,691$1.1M0.13%
57FIRST SOLAR INCFSLR6,050$1.0M0.12%
58TRUSTMARK CORPTRMK26,864$1.0M0.12%
59SPDR S&P 500 ETF TRSPY1,461$906,2760.11%
60APPLIED MATLS INC0382221054,706$894,1870.11%
61CHEVRON CORP NEWCVX5,818$860,9480.10%
62VANGUARD INTL EQUITY INDEX F9220427426,525$842,5010.10%
63HONEYWELL INTL INC4385161063,249$777,3560.09%
64MORGAN STANLEYMS-PQ5,364$766,3010.09%
65ELI LILLY & COLLY949$739,5370.09%
66MERCK & CO INCMRK8,607$709,1310.08%
67VANGUARD INDEX FDS9229087692,297$701,7560.08%
68ABBVIE INCABBV3,599$686,5090.08%
69NETFLIX INCNFLX516$662,9880.08%
70MASTERCARD INCORPORATEDMA1,164$653,6090.08%
71HUMANA INCHUM2,590$631,5370.08%
72OREILLY AUTOMOTIVE INC67103H1076,990$624,3470.07%
73COLGATE PALMOLIVE COCL6,696$618,7100.07%
74NEXTERA ENERGY INCNEE-PW8,392$612,7840.07%
75GENERAL DYNAMICS CORPGD1,997$586,9580.07%
76PHILIP MORRIS INTL INC7181721093,000$527,7300.06%
77AUTOZONE INCAZO142$523,3180.06%
78SPDR GOLD TRGLD1,683$520,4680.06%
79INVESCO QQQ TRIVZ944$519,9550.06%
80SHOPIFY INCSHOP4,425$507,8570.06%
81WALMART INCWMT4,995$487,5620.06%
82BROWN FORMAN CORPBF-B15,887$465,3300.06%
83VANGUARD INDEX FDS9229087442,552$456,0170.05%
84SCHWAB STRATEGIC TR80852430015,544$452,6410.05%
85DISNEY WALT CO2546871063,657$449,7370.05%
86CINCINNATI FINL CORP1720621012,965$433,2160.05%
87CAPITAL ONE FINL CORP14040H1051,976$432,3690.05%
88DOVER CORPDOV2,070$389,4710.05%
89LOCKHEED MARTIN CORPLMT817$377,9030.05%
90PEPSICO INCPEP2,716$370,6800.04%
91CENCORA INCCOR1,268$369,2040.04%
92BLACKROCK INCBLK339$362,9230.04%
93AMERICAN CENTY ETF TR0250722324,472$350,3670.04%
94VANGUARD INDEX FDS9229086371,220$349,2370.04%
95DEERE & CODE663$344,9660.04%
96CATERPILLAR INCCAT836$333,0870.04%
97GENUINE PARTS COGPC2,608$332,4420.04%
98ORACLE CORPORCL-PD1,423$327,2620.04%
99US BANCORP DELUSB-PS6,736$319,8930.04%
100MONDELEZ INTL INC6092071054,589$319,2110.04%
101VANGUARD INDEX FDS9229086111,570$315,0520.04%
102TEXAS INSTRS INC8825081041,445$311,4440.04%
103AIR PRODS & CHEMS INCAIIR1,061$308,0080.04%
104BROADCOM INCAVGO1,104$297,9700.04%
105AMERICAN EXPRESS COAXP896$291,7470.03%
106FIDELITY COVINGTON TRUST3160928081,459$288,5460.03%
107TESLA INCTSLA911$287,5570.03%
108ALTRIA GROUP INCMO4,741$280,5250.03%
109OLD NATL BANCORP IND68003310712,309$276,9530.03%
110F N B CORP30252010117,776$272,5030.03%
111CHUBB LIMITEDCB960$268,8770.03%
112VANGUARD INTL EQUITY INDEX F9220427753,971$267,8440.03%
113CROWDSTRIKE HLDGS INCCRWD538$266,9020.03%
114WP CAREY INC92936U1094,206$266,3240.03%
115REPUBLIC BANCORP INC KYRBCAA3,490$265,7210.03%
116UNITED PARCEL SERVICE INCUPS2,505$264,3780.03%
117HOME DEPOT INCHD672$249,8830.03%
118MEDTRONIC PLCMDT2,827$249,5680.03%
119INTERNATIONAL BUSINESS MACHSINTR839$241,3380.03%
120SOUTHERN COSOMN2,620$238,8130.03%
121ABBOTT LABSABLZF1,760$236,0340.03%
122KIMBERLY-CLARK CORPKMB1,749$231,4980.03%
123MCCORMICK & CO INCMKC-V2,950$225,8520.03%
124LOWES COS INC548661107994$225,5780.03%
125FIRST CAP INCFCAP5,253$223,3050.03%
126CONSTELLATION BRANDS INCSTZ1,257$218,5550.03%
127QUALCOMM INCQCOM1,325$215,0740.03%
128TRACTOR SUPPLY COTSCO3,900$215,0460.03%
129PHILLIPS EDISON & CO INCPECO6,086$213,4350.03%
130SHELL PLCRYDAF2,950$213,2260.03%
131WATERS CORP941848103600$211,1520.03%
132HANCOCK WHITNEY CORPORATIONHWCPZ3,450$208,7600.02%
133GOLDMAN SACHS GROUP INCGSCE286$204,7450.02%
134SYPRIS SOLUTIONS INCSYPR25,000$52,7500.01%