Institutional Manager · CIK 0001999928
BARLOW WEALTH PARTNERS, INC.
LOUISVILLE, KY · File #028-23613
Latest AUM
$926.5M
Positions
135
Top-10 Concentration
45.1%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025135 pos · $926.5M
- 13F HOLDINGS REPORTQ/E Sep 2025131 pos · $898.6M
- 13F HOLDINGS REPORTQ/E Jun 2025134 pos · $835.7M
- 13F HOLDINGS REPORTQ/E Mar 2025134 pos · $761.4M
- 13F HOLDINGS REPORTQ/E Dec 2024136 pos · $790.2M
- 13F HOLDINGS REPORTQ/E Sep 2024147 pos · $764.9M
- 13F HOLDINGS REPORTQ/E Jun 2024149 pos · $722.4M
- 13F HOLDINGS REPORTQ/E Mar 2024152 pos · $734.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 235,754 | $77.6M | 8.78% |
| 2 | MICROSOFT CORP | MSFT | 99,304 | $47.6M | 5.39% |
| 3 | NVIDIA CORPORATION | NVDA | 222,394 | $41.1M | 4.65% |
| 4 | HOULIHAN LOKEY INC | HLI | 204,387 | $37.2M | 4.21% |
| 5 | VISA INC | V | 105,509 | $36.9M | 4.18% |
| 6 | TJX COS INC NEW | 872540109 | 205,204 | $32.4M | 3.67% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 34,827 | $32.2M | 3.65% |
| 8 | APPLE INC | AAPL | 122,146 | $31.7M | 3.59% |
| 9 | MUELLER INDS INC | 624756102 | 254,963 | $31.5M | 3.57% |
| 10 | ASML HOLDING N V | ASMLF | 23,772 | $30.3M | 3.43% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 84,914 | $28.0M | 3.16% |
| 12 | ROYAL GOLD INC | RGLD | 112,927 | $27.7M | 3.13% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 84,392 | $27.3M | 3.09% |
| 14 | TKO GROUP HOLDINGS INC | TKO | 131,230 | $26.2M | 2.97% |
| 15 | EMCOR GROUP INC | EME | 39,518 | $25.5M | 2.89% |
| 16 | TECHNIPFMC PLC | FTI | 485,044 | $24.3M | 2.75% |
| 17 | GALLAGHER ARTHUR J & CO | 363576109 | 88,580 | $23.4M | 2.65% |
| 18 | META PLATFORMS INC | META | 34,582 | $22.6M | 2.56% |
| 19 | AMAZON COM INC | AMZN | 89,099 | $22.0M | 2.49% |
| 20 | WW GRAINGER INC | 384802104 | 20,694 | $21.3M | 2.41% |