13F HOLDINGS REPORT
BARLOW WEALTH PARTNERS, INC.
Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001951757-26-000096
Total Value
$926.5M
Positions
135
Other Managers
0
Confidential Omitted
No
Holdings (135)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 235,754 | $77.6M | 8.38% |
| 2 | MICROSOFT CORP | MSFT | 99,304 | $47.6M | 5.14% |
| 3 | NVIDIA CORPORATION | NVDA | 222,394 | $41.1M | 4.44% |
| 4 | HOULIHAN LOKEY INC | HLI | 204,387 | $37.2M | 4.01% |
| 5 | VISA INC | V | 105,509 | $36.9M | 3.98% |
| 6 | TJX COS INC NEW | 872540109 | 205,204 | $32.4M | 3.50% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 34,827 | $32.2M | 3.48% |
| 8 | APPLE INC | AAPL | 122,146 | $31.7M | 3.42% |
| 9 | MUELLER INDS INC | 624756102 | 254,963 | $31.5M | 3.40% |
| 10 | ASML HOLDING N V | ASMLF | 23,772 | $30.3M | 3.27% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 84,914 | $28.0M | 3.02% |
| 12 | ROYAL GOLD INC | RGLD | 112,927 | $27.7M | 2.99% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 84,392 | $27.3M | 2.95% |
| 14 | TKO GROUP HOLDINGS INC | TKO | 131,230 | $26.2M | 2.83% |
| 15 | EMCOR GROUP INC | EME | 39,518 | $25.5M | 2.76% |
| 16 | TECHNIPFMC PLC | FTI | 485,044 | $24.3M | 2.62% |
| 17 | GALLAGHER ARTHUR J & CO | 363576109 | 88,580 | $23.4M | 2.53% |
| 18 | META PLATFORMS INC | META | 34,582 | $22.6M | 2.44% |
| 19 | AMAZON COM INC | AMZN | 89,099 | $22.0M | 2.38% |
| 20 | WW GRAINGER INC | 384802104 | 20,694 | $21.3M | 2.30% |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 40,093 | $20.0M | 2.16% |
| 22 | MERCADOLIBRE INC | MELI | 8,742 | $19.0M | 2.06% |
| 23 | BERKLEY W R CORP | WRB-PH | 269,657 | $18.5M | 1.99% |
| 24 | CONSTELLATION ENERGY CORP | CEG | 52,588 | $18.0M | 1.94% |
| 25 | GARMIN LTD | GRMN | 75,497 | $16.0M | 1.73% |
| 26 | INTUIT | INTU | 23,346 | $15.1M | 1.63% |
| 27 | FORTINET INC | FTNT | 182,342 | $14.4M | 1.56% |
| 28 | MCKESSON CORP | MCK | 17,123 | $14.0M | 1.51% |
| 29 | VERTEX PHARMACEUTICALS INC | VRTX | 30,087 | $14.0M | 1.51% |
| 30 | FAIR ISAAC CORP | FICO | 7,912 | $13.2M | 1.42% |
| 31 | MORNINGSTAR INC | MORN | 55,533 | $12.0M | 1.30% |
| 32 | ADOBE INC | ADBE | 35,591 | $11.9M | 1.28% |
| 33 | VEEVA SYS INC | VEEV | 37,089 | $8.9M | 0.96% |
| 34 | ALPHABET INC | GOOG | 17,073 | $5.6M | 0.61% |
| 35 | JOHNSON & JOHNSON | JNJ | 24,137 | $4.9M | 0.53% |
| 36 | STOCK YDS BANCORP INC | 861025104 | 61,517 | $4.1M | 0.44% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 5 | $3.7M | 0.40% |
| 38 | TEXAS ROADHOUSE INC | TXRH | 14,477 | $2.7M | 0.29% |
| 39 | EXXON MOBIL CORP | XOM | 19,647 | $2.4M | 0.26% |
| 40 | PNC FINL SVCS GROUP INC | 693475105 | 10,382 | $2.3M | 0.24% |
| 41 | TRANE TECHNOLOGIES PLC | TT | 5,638 | $2.2M | 0.23% |
| 42 | AMGEN INC | AMGN | 5,739 | $1.9M | 0.20% |
| 43 | CHURCHILL DOWNS INC | CHDN | 16,276 | $1.8M | 0.19% |
| 44 | MCDONALDS CORP | MCD | 5,534 | $1.7M | 0.18% |
| 45 | ACCENTURE PLC IRELAND | ACN | 5,571 | $1.6M | 0.17% |
| 46 | ELI LILLY & CO | LLY | 1,435 | $1.5M | 0.16% |
| 47 | FIRST SOLAR INC | FSLR | 6,050 | $1.4M | 0.16% |
| 48 | APPLIED MATLS INC | 038222105 | 4,718 | $1.4M | 0.15% |
| 49 | ALLSTATE CORP | ALL-PJ | 5,905 | $1.3M | 0.14% |
| 50 | AUTOMATIC DATA PROCESSING IN | ADP | 4,569 | $1.2M | 0.13% |
| 51 | ILLINOIS TOOL WKS INC | 452308109 | 4,460 | $1.1M | 0.12% |
| 52 | S&P GLOBAL INC | SPGI | 2,081 | $1.1M | 0.12% |
| 53 | SPDR S&P 500 ETF TR | SPY | 1,603 | $1.1M | 0.12% |
| 54 | KROGER CO | KR | 18,696 | $1.1M | 0.12% |
| 55 | PROCTER AND GAMBLE CO | 742718109 | 7,769 | $1.1M | 0.12% |
| 56 | COCA COLA CO | KO | 15,546 | $1.1M | 0.12% |
| 57 | TRUSTMARK CORP | TRMK | 26,864 | $1.1M | 0.12% |
| 58 | BROWN FORMAN CORP | BF-B | 40,175 | $1.0M | 0.11% |
| 59 | ISHARES TR | 464287200 | 1,476 | $1.0M | 0.11% |
| 60 | VANGUARD INTL EQUITY INDEX F | 922042742 | 6,525 | $943,515 | 0.10% |
| 61 | STRYKER CORPORATION | SYK | 2,556 | $939,432 | 0.10% |
| 62 | MORGAN STANLEY | MS-PQ | 4,964 | $924,892 | 0.10% |
| 63 | UNITEDHEALTH GROUP INC | UNH | 2,532 | $870,957 | 0.09% |
| 64 | CHEVRON CORP NEW | CVX | 5,363 | $869,396 | 0.09% |
| 65 | MERCK & CO INC | MRK | 7,540 | $833,396 | 0.09% |
| 66 | ELEVANCE HEALTH INC FORMERLY | ELV | 2,205 | $822,090 | 0.09% |
| 67 | ABBVIE INC | ABBV | 3,642 | $801,531 | 0.09% |
| 68 | DISNEY WALT CO | 254687106 | 6,651 | $770,720 | 0.08% |
| 69 | VANGUARD INDEX FDS | 922908769 | 2,196 | $751,910 | 0.08% |
| 70 | SHOPIFY INC | SHOP | 4,425 | $727,824 | 0.08% |
| 71 | HONEYWELL INTL INC | 438516106 | 3,235 | $670,874 | 0.07% |
| 72 | OREILLY AUTOMOTIVE INC | 67103H107 | 6,990 | $655,662 | 0.07% |
| 73 | SPDR GOLD TR | GLD | 1,578 | $654,034 | 0.07% |
| 74 | GENERAL DYNAMICS CORP | GD | 1,797 | $635,940 | 0.07% |
| 75 | INVESCO QQQ TR | IVZ | 1,007 | $631,037 | 0.07% |
| 76 | HUMANA INC | HUM | 2,275 | $629,928 | 0.07% |
| 77 | NEXTERA ENERGY INC | NEE-PW | 7,632 | $609,720 | 0.07% |
| 78 | MASTERCARD INCORPORATED | MA | 966 | $555,972 | 0.06% |
| 79 | COLGATE PALMOLIVE CO | CL | 6,696 | $545,590 | 0.06% |
| 80 | SCHWAB CHARLES CORP | SCHW-PJ | 5,164 | $517,278 | 0.06% |
| 81 | CATERPILLAR INC | CAT | 836 | $516,330 | 0.06% |
| 82 | SCHWAB STRATEGIC TR | 808524300 | 15,544 | $510,776 | 0.06% |
| 83 | VANGUARD INDEX FDS | 922908744 | 2,552 | $502,285 | 0.05% |
| 84 | BROADCOM INC | AVGO | 1,448 | $499,517 | 0.05% |
| 85 | CAPITAL ONE FINL CORP | 14040H105 | 1,976 | $492,419 | 0.05% |
| 86 | PHILIP MORRIS INTL INC | 718172109 | 3,000 | $487,830 | 0.05% |
| 87 | AUTOZONE INC | AZO | 142 | $485,806 | 0.05% |
| 88 | CINCINNATI FINL CORP | 172062101 | 2,965 | $483,265 | 0.05% |
| 89 | DOVER CORP | DOV | 2,270 | $458,290 | 0.05% |
| 90 | NETFLIX INC | NFLX | 5,060 | $452,668 | 0.05% |
| 91 | LOCKHEED MARTIN CORP | LMT | 817 | $443,566 | 0.05% |
| 92 | CENCORA INC | COR | 1,268 | $425,655 | 0.05% |
| 93 | APPLOVIN CORP | APP | 645 | $417,779 | 0.05% |
| 94 | AMERICAN CENTY ETF TR | 025072232 | 4,472 | $396,919 | 0.04% |
| 95 | VANGUARD INDEX FDS | 922908637 | 1,220 | $390,485 | 0.04% |
| 96 | WALMART INC | WMT | 3,326 | $380,927 | 0.04% |
| 97 | US BANCORP DEL | USB-PS | 6,736 | $371,895 | 0.04% |
| 98 | BLACKROCK INC | BLK | 339 | $367,849 | 0.04% |
| 99 | COMFORT SYS USA INC | 199908104 | 364 | $367,789 | 0.04% |
| 100 | AMERICAN EXPRESS CO | AXP | 896 | $336,547 | 0.04% |
| 101 | GENUINE PARTS CO | GPC | 2,608 | $334,711 | 0.04% |
| 102 | FIDELITY COVINGTON TRUST | 316092808 | 1,472 | $334,409 | 0.04% |
| 103 | VANGUARD INDEX FDS | 922908611 | 1,482 | $329,093 | 0.04% |
| 104 | DEERE & CO | DE | 663 | $323,597 | 0.03% |
| 105 | F N B CORP | 302520101 | 18,028 | $316,570 | 0.03% |
| 106 | PEPSICO INC | PEP | 2,166 | $303,045 | 0.03% |
| 107 | VANGUARD INTL EQUITY INDEX F | 922042775 | 3,971 | $301,637 | 0.03% |
| 108 | OLD NATL BANCORP IND | 680033107 | 12,309 | $286,430 | 0.03% |
| 109 | ORACLE CORP | ORCL-PD | 1,433 | $284,479 | 0.03% |
| 110 | AIR PRODS & CHEMS INC | AIIR | 1,077 | $284,026 | 0.03% |
| 111 | BROWN FORMAN CORP | BF-B | 10,769 | $281,394 | 0.03% |
| 112 | HOME DEPOT INC | HD | 748 | $280,231 | 0.03% |
| 113 | WP CAREY INC | 92936U109 | 4,206 | $279,699 | 0.03% |
| 114 | TEXAS INSTRS INC | 882508104 | 1,450 | $275,915 | 0.03% |
| 115 | MEDTRONIC PLC | MDT | 2,827 | $275,717 | 0.03% |
| 116 | UNITED PARCEL SERVICE INC | UPS | 2,530 | $273,392 | 0.03% |
| 117 | FIRST CAP INC | FCAP | 5,304 | $273,202 | 0.03% |
| 118 | ALTRIA GROUP INC | MO | 4,741 | $272,750 | 0.03% |
| 119 | GOLDMAN SACHS GROUP INC | GSCE | 286 | $268,548 | 0.03% |
| 120 | INTERNATIONAL BUSINESS MACHS | INTR | 839 | $255,241 | 0.03% |
| 121 | CROWDSTRIKE HLDGS INC | CRWD | 538 | $253,188 | 0.03% |
| 122 | MEDPACE HLDGS INC | MEDP | 425 | $252,875 | 0.03% |
| 123 | MONDELEZ INTL INC | 609207105 | 4,589 | $252,808 | 0.03% |
| 124 | HANCOCK WHITNEY CORPORATION | HWCPZ | 3,450 | $234,842 | 0.03% |
| 125 | ONTO INNOVATION INC | ONTO | 1,230 | $233,270 | 0.03% |
| 126 | ABBOTT LABS | ABLZF | 1,824 | $229,678 | 0.02% |
| 127 | VANGUARD INDEX FDS | 922908629 | 765 | $228,475 | 0.02% |
| 128 | SOUTHERN CO | SOMN | 2,620 | $227,966 | 0.02% |
| 129 | CBRE GROUP INC | CBRE | 1,339 | $221,551 | 0.02% |
| 130 | REPUBLIC BANCORP INC KY | RBCAA | 3,045 | $212,983 | 0.02% |
| 131 | TESLA INC | TSLA | 473 | $210,490 | 0.02% |
| 132 | CHUBB LIMITED | CB | 673 | $206,483 | 0.02% |
| 133 | TRACTOR SUPPLY CO | TSCO | 3,900 | $200,889 | 0.02% |
| 134 | MARTIN MARIETTA MATLS INC | 573284106 | 300 | $200,001 | 0.02% |
| 135 | SYPRIS SOLUTIONS INC | SYPR | 25,000 | $63,750 | 0.01% |