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
Holdings (134)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 96,912 | $47.6M | 5.70% |
| 2 | ALPHABET INC | GOOG | 264,270 | $47.5M | 5.68% |
| 3 | HOULIHAN LOKEY INC | HLI | 205,578 | $37.7M | 4.51% |
| 4 | VISA INC | V | 105,303 | $37.3M | 4.46% |
| 5 | NVIDIA CORPORATION | NVDA | 221,665 | $34.9M | 4.17% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 33,712 | $33.1M | 3.96% |
| 7 | APPLE INC | AAPL | 120,277 | $25.6M | 3.06% |
| 8 | TJX COS INC NEW | 872540109 | 203,569 | $25.5M | 3.05% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 85,754 | $25.0M | 3.00% |
| 10 | MUELLER INDS INC | 624756102 | 294,243 | $24.5M | 2.93% |
| 11 | META PLATFORMS INC | META | 33,692 | $24.0M | 2.88% |
| 12 | ASML HOLDING N V | ASMLF | 29,922 | $23.9M | 2.86% |
| 13 | VERTEX PHARMACEUTICALS INC | VRTX | 50,958 | $23.3M | 2.79% |
| 14 | TKO GROUP HOLDINGS INC | TKO | 127,142 | $22.6M | 2.70% |
| 15 | PINNACLE FINL PARTNERS INC | 72346Q104 | 182,618 | $21.4M | 2.56% |
| 16 | CONSTELLATION ENERGY CORP | CEG | 68,308 | $20.9M | 2.51% |
| 17 | EMCOR GROUP INC | EME | 38,193 | $20.7M | 2.48% |
| 18 | ROYAL GOLD INC | RGLD | 113,313 | $20.3M | 2.43% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 81,482 | $19.0M | 2.28% |
| 20 | BERKLEY W R CORP | WRB-PH | 261,115 | $18.5M | 2.21% |
| 21 | PAYCOM SOFTWARE INC | PAYC | 80,269 | $18.3M | 2.19% |
| 22 | FORTINET INC | FTNT | 178,684 | $18.3M | 2.19% |
| 23 | NOVO-NORDISK A S | NONOF | 236,999 | $16.5M | 1.98% |
| 24 | ACCENTURE PLC IRELAND | ACN | 53,043 | $16.0M | 1.92% |
| 25 | GARMIN LTD | GRMN | 73,408 | $15.7M | 1.87% |
| 26 | MORNINGSTAR INC | MORN | 49,072 | $15.2M | 1.82% |
| 27 | GRAINGER W W INC | 384802104 | 14,182 | $14.7M | 1.76% |
| 28 | INTUIT | INTU | 17,639 | $13.6M | 1.63% |
| 29 | ADOBE INC | ADBE | 35,807 | $13.6M | 1.62% |
| 30 | TECHNIPFMC PLC | FTI | 376,462 | $13.0M | 1.56% |
| 31 | MERCADOLIBRE INC | MELI | 5,076 | $12.5M | 1.50% |
| 32 | BROWN FORMAN CORP | BF-B | 423,960 | $12.2M | 1.46% |
| 33 | FAIR ISAAC CORP | FICO | 4,857 | $9.0M | 1.07% |
| 34 | UNITEDHEALTH GROUP INC | UNH | 26,399 | $8.1M | 0.97% |
| 35 | ELEVANCE HEALTH INC | ELV | 19,670 | $6.9M | 0.82% |
| 36 | STOCK YDS BANCORP INC | 861025104 | 61,517 | $5.0M | 0.60% |
| 37 | JOHNSON & JOHNSON | JNJ | 25,599 | $4.0M | 0.48% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $3.6M | 0.43% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,371 | $3.5M | 0.42% |
| 40 | ALPHABET INC | GOOG | 17,235 | $3.1M | 0.37% |
| 41 | TRANE TECHNOLOGIES PLC | TT | 6,473 | $2.8M | 0.34% |
| 42 | AMAZON COM INC | AMZN | 12,565 | $2.8M | 0.33% |
| 43 | EXXON MOBIL CORP | XOM | 20,556 | $2.3M | 0.27% |
| 44 | AMGEN INC | AMGN | 6,843 | $2.0M | 0.24% |
| 45 | PNC FINL SVCS GROUP INC | 693475105 | 10,355 | $2.0M | 0.24% |
| 46 | CHURCHILL DOWNS INC | CHDN | 17,046 | $1.8M | 0.21% |
| 47 | MCDONALDS CORP | MCD | 5,534 | $1.6M | 0.20% |
| 48 | AUTOMATIC DATA PROCESSING IN | ADP | 4,807 | $1.5M | 0.18% |
| 49 | PROCTER AND GAMBLE CO | 742718109 | 8,859 | $1.4M | 0.17% |
| 50 | KROGER CO | KR | 18,696 | $1.3M | 0.16% |
| 51 | S&P GLOBAL INC | SPGI | 2,284 | $1.2M | 0.14% |
| 52 | ILLINOIS TOOL WKS INC | 452308109 | 4,606 | $1.2M | 0.14% |
| 53 | ISHARES TR | 464287200 | 1,860 | $1.2M | 0.14% |
| 54 | ALLSTATE CORP | ALL-PJ | 5,882 | $1.1M | 0.14% |
| 55 | COCA COLA CO | KO | 15,747 | $1.1M | 0.13% |
| 56 | STRYKER CORPORATION | SYK | 2,691 | $1.1M | 0.13% |
| 57 | FIRST SOLAR INC | FSLR | 6,050 | $1.0M | 0.12% |
| 58 | TRUSTMARK CORP | TRMK | 26,864 | $1.0M | 0.12% |
| 59 | SPDR S&P 500 ETF TR | SPY | 1,461 | $906,276 | 0.11% |
| 60 | APPLIED MATLS INC | 038222105 | 4,706 | $894,187 | 0.11% |
| 61 | CHEVRON CORP NEW | CVX | 5,818 | $860,948 | 0.10% |
| 62 | VANGUARD INTL EQUITY INDEX F | 922042742 | 6,525 | $842,501 | 0.10% |
| 63 | HONEYWELL INTL INC | 438516106 | 3,249 | $777,356 | 0.09% |
| 64 | MORGAN STANLEY | MS-PQ | 5,364 | $766,301 | 0.09% |
| 65 | ELI LILLY & CO | LLY | 949 | $739,537 | 0.09% |
| 66 | MERCK & CO INC | MRK | 8,607 | $709,131 | 0.08% |
| 67 | VANGUARD INDEX FDS | 922908769 | 2,297 | $701,756 | 0.08% |
| 68 | ABBVIE INC | ABBV | 3,599 | $686,509 | 0.08% |
| 69 | NETFLIX INC | NFLX | 516 | $662,988 | 0.08% |
| 70 | MASTERCARD INCORPORATED | MA | 1,164 | $653,609 | 0.08% |
| 71 | HUMANA INC | HUM | 2,590 | $631,537 | 0.08% |
| 72 | OREILLY AUTOMOTIVE INC | 67103H107 | 6,990 | $624,347 | 0.07% |
| 73 | COLGATE PALMOLIVE CO | CL | 6,696 | $618,710 | 0.07% |
| 74 | NEXTERA ENERGY INC | NEE-PW | 8,392 | $612,784 | 0.07% |
| 75 | GENERAL DYNAMICS CORP | GD | 1,997 | $586,958 | 0.07% |
| 76 | PHILIP MORRIS INTL INC | 718172109 | 3,000 | $527,730 | 0.06% |
| 77 | AUTOZONE INC | AZO | 142 | $523,318 | 0.06% |
| 78 | SPDR GOLD TR | GLD | 1,683 | $520,468 | 0.06% |
| 79 | INVESCO QQQ TR | IVZ | 944 | $519,955 | 0.06% |
| 80 | SHOPIFY INC | SHOP | 4,425 | $507,857 | 0.06% |
| 81 | WALMART INC | WMT | 4,995 | $487,562 | 0.06% |
| 82 | BROWN FORMAN CORP | BF-B | 15,887 | $465,330 | 0.06% |
| 83 | VANGUARD INDEX FDS | 922908744 | 2,552 | $456,017 | 0.05% |
| 84 | SCHWAB STRATEGIC TR | 808524300 | 15,544 | $452,641 | 0.05% |
| 85 | DISNEY WALT CO | 254687106 | 3,657 | $449,737 | 0.05% |
| 86 | CINCINNATI FINL CORP | 172062101 | 2,965 | $433,216 | 0.05% |
| 87 | CAPITAL ONE FINL CORP | 14040H105 | 1,976 | $432,369 | 0.05% |
| 88 | DOVER CORP | DOV | 2,070 | $389,471 | 0.05% |
| 89 | LOCKHEED MARTIN CORP | LMT | 817 | $377,903 | 0.05% |
| 90 | PEPSICO INC | PEP | 2,716 | $370,680 | 0.04% |
| 91 | CENCORA INC | COR | 1,268 | $369,204 | 0.04% |
| 92 | BLACKROCK INC | BLK | 339 | $362,923 | 0.04% |
| 93 | AMERICAN CENTY ETF TR | 025072232 | 4,472 | $350,367 | 0.04% |
| 94 | VANGUARD INDEX FDS | 922908637 | 1,220 | $349,237 | 0.04% |
| 95 | DEERE & CO | DE | 663 | $344,966 | 0.04% |
| 96 | CATERPILLAR INC | CAT | 836 | $333,087 | 0.04% |
| 97 | GENUINE PARTS CO | GPC | 2,608 | $332,442 | 0.04% |
| 98 | ORACLE CORP | ORCL-PD | 1,423 | $327,262 | 0.04% |
| 99 | US BANCORP DEL | USB-PS | 6,736 | $319,893 | 0.04% |
| 100 | MONDELEZ INTL INC | 609207105 | 4,589 | $319,211 | 0.04% |
| 101 | VANGUARD INDEX FDS | 922908611 | 1,570 | $315,052 | 0.04% |
| 102 | TEXAS INSTRS INC | 882508104 | 1,445 | $311,444 | 0.04% |
| 103 | AIR PRODS & CHEMS INC | AIIR | 1,061 | $308,008 | 0.04% |
| 104 | BROADCOM INC | AVGO | 1,104 | $297,970 | 0.04% |
| 105 | AMERICAN EXPRESS CO | AXP | 896 | $291,747 | 0.03% |
| 106 | FIDELITY COVINGTON TRUST | 316092808 | 1,459 | $288,546 | 0.03% |
| 107 | TESLA INC | TSLA | 911 | $287,557 | 0.03% |
| 108 | ALTRIA GROUP INC | MO | 4,741 | $280,525 | 0.03% |
| 109 | OLD NATL BANCORP IND | 680033107 | 12,309 | $276,953 | 0.03% |
| 110 | F N B CORP | 302520101 | 17,776 | $272,503 | 0.03% |
| 111 | CHUBB LIMITED | CB | 960 | $268,877 | 0.03% |
| 112 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,971 | $267,844 | 0.03% |
| 113 | CROWDSTRIKE HLDGS INC | CRWD | 538 | $266,902 | 0.03% |
| 114 | WP CAREY INC | 92936U109 | 4,206 | $266,324 | 0.03% |
| 115 | REPUBLIC BANCORP INC KY | RBCAA | 3,490 | $265,721 | 0.03% |
| 116 | UNITED PARCEL SERVICE INC | UPS | 2,505 | $264,378 | 0.03% |
| 117 | HOME DEPOT INC | HD | 672 | $249,883 | 0.03% |
| 118 | MEDTRONIC PLC | MDT | 2,827 | $249,568 | 0.03% |
| 119 | INTERNATIONAL BUSINESS MACHS | INTR | 839 | $241,338 | 0.03% |
| 120 | SOUTHERN CO | SOMN | 2,620 | $238,813 | 0.03% |
| 121 | ABBOTT LABS | ABLZF | 1,760 | $236,034 | 0.03% |
| 122 | KIMBERLY-CLARK CORP | KMB | 1,749 | $231,498 | 0.03% |
| 123 | MCCORMICK & CO INC | MKC-V | 2,950 | $225,852 | 0.03% |
| 124 | LOWES COS INC | 548661107 | 994 | $225,578 | 0.03% |
| 125 | FIRST CAP INC | FCAP | 5,253 | $223,305 | 0.03% |
| 126 | CONSTELLATION BRANDS INC | STZ | 1,257 | $218,555 | 0.03% |
| 127 | QUALCOMM INC | QCOM | 1,325 | $215,074 | 0.03% |
| 128 | TRACTOR SUPPLY CO | TSCO | 3,900 | $215,046 | 0.03% |
| 129 | PHILLIPS EDISON & CO INC | PECO | 6,086 | $213,435 | 0.03% |
| 130 | SHELL PLC | RYDAF | 2,950 | $213,226 | 0.03% |
| 131 | WATERS CORP | 941848103 | 600 | $211,152 | 0.03% |
| 132 | HANCOCK WHITNEY CORPORATION | HWCPZ | 3,450 | $208,760 | 0.02% |
| 133 | GOLDMAN SACHS GROUP INC | GSCE | 286 | $204,745 | 0.02% |
| 134 | SYPRIS SOLUTIONS INC | SYPR | 25,000 | $52,750 | 0.01% |