Barlow Wealth Partners as of Dec. 31, 2025
Portfolio Holdings for Barlow Wealth Partners
Barlow Wealth Partners holds 135 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 8.4 | $78M | 236k | 329.14 | |
| Microsoft Corporation (MSFT) | 5.1 | $48M | 99k | 479.28 | |
| NVIDIA Corporation (NVDA) | 4.4 | $41M | 222k | 184.86 | |
| Houlihan Lokey Cl A (HLI) | 4.0 | $37M | 204k | 181.77 | |
| Visa Com Cl A (V) | 4.0 | $37M | 106k | 349.77 | |
| TJX Companies (TJX) | 3.5 | $32M | 205k | 157.81 | |
| Costco Wholesale Corporation (COST) | 3.5 | $32M | 35k | 924.88 | |
| Apple (AAPL) | 3.4 | $32M | 122k | 259.37 | |
| Mueller Industries (MLI) | 3.4 | $32M | 255k | 123.60 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.3 | $30M | 24k | 1273.90 | |
| JPMorgan Chase & Co. (JPM) | 3.0 | $28M | 85k | 329.19 | |
| Royal Gold (RGLD) | 3.0 | $28M | 113k | 245.20 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $27M | 84k | 323.63 | |
| Tko Group Holdings Cl A (TKO) | 2.8 | $26M | 131k | 199.63 | |
| Emcor (EME) | 2.8 | $26M | 40k | 646.27 | |
| Technipfmc (FTI) | 2.6 | $24M | 485k | 50.07 | |
| Arthur J. Gallagher & Co. (AJG) | 2.5 | $23M | 89k | 264.59 | |
| Meta Platforms Cl A (META) | 2.4 | $23M | 35k | 653.06 | |
| Amazon (AMZN) | 2.4 | $22M | 89k | 247.38 | |
| W.W. Grainger (GWW) | 2.3 | $21M | 21k | 1029.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $20M | 40k | 499.11 | |
| MercadoLibre (MELI) | 2.1 | $19M | 8.7k | 2178.43 | |
| W.R. Berkley Corporation (WRB) | 2.0 | $19M | 270k | 68.44 | |
| Constellation Energy (CEG) | 1.9 | $18M | 53k | 342.52 | |
| Garmin SHS (GRMN) | 1.7 | $16M | 76k | 212.25 | |
| Intuit (INTU) | 1.6 | $15M | 23k | 646.89 | |
| Fortinet (FTNT) | 1.6 | $14M | 182k | 79.22 | |
| McKesson Corporation (MCK) | 1.5 | $14M | 17k | 816.04 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $14M | 30k | 463.86 | |
| Fair Isaac Corporation (FICO) | 1.4 | $13M | 7.9k | 1665.55 | |
| Morningstar (MORN) | 1.3 | $12M | 56k | 216.82 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $12M | 36k | 333.95 | |
| Veeva Sys Cl A Com (VEEV) | 1.0 | $8.9M | 37k | 240.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.6M | 17k | 328.57 | |
| Johnson & Johnson (JNJ) | 0.5 | $4.9M | 24k | 204.39 | |
| Stock Yards Ban (SYBT) | 0.4 | $4.1M | 62k | 66.70 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.7M | 5.00 | 748060.00 | |
| Texas Roadhouse (TXRH) | 0.3 | $2.7M | 15k | 183.15 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | 20k | 124.61 | |
| PNC Financial Services (PNC) | 0.2 | $2.3M | 10k | 217.55 | |
| Trane Technologies SHS (TT) | 0.2 | $2.2M | 5.6k | 381.71 | |
| Amgen (AMGN) | 0.2 | $1.9M | 5.7k | 326.10 | |
| Churchill Downs (CHDN) | 0.2 | $1.8M | 16k | 108.24 | |
| McDonald's Corporation (MCD) | 0.2 | $1.7M | 5.5k | 307.32 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.6M | 5.6k | 280.67 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | 1.4k | 1063.56 | |
| First Solar (FSLR) | 0.2 | $1.4M | 6.1k | 238.66 | |
| Applied Materials (AMAT) | 0.2 | $1.4M | 4.7k | 301.18 | |
| Allstate Corporation (ALL) | 0.1 | $1.3M | 5.9k | 212.21 | |
| Automatic Data Processing (ADP) | 0.1 | $1.2M | 4.6k | 266.02 | |
| Illinois Tool Works (ITW) | 0.1 | $1.1M | 4.5k | 255.12 | |
| S&p Global (SPGI) | 0.1 | $1.1M | 2.1k | 541.94 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | 1.6k | 694.10 | |
| Kroger (KR) | 0.1 | $1.1M | 19k | 59.51 | |
| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.8k | 141.87 | |
| Coca-Cola Company (KO) | 0.1 | $1.1M | 16k | 70.51 | |
| Trustmark Corporation (TRMK) | 0.1 | $1.1M | 27k | 40.09 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $1.0M | 40k | 25.96 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.0M | 1.5k | 697.08 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $944k | 6.5k | 144.60 | |
| Stryker Corporation (SYK) | 0.1 | $939k | 2.6k | 367.54 | |
| Morgan Stanley Com New (MS) | 0.1 | $925k | 5.0k | 186.32 | |
| UnitedHealth (UNH) | 0.1 | $871k | 2.5k | 343.98 | |
| Chevron Corporation (CVX) | 0.1 | $869k | 5.4k | 162.11 | |
| Merck & Co (MRK) | 0.1 | $833k | 7.5k | 110.53 | |
| Anthem (ELV) | 0.1 | $822k | 2.2k | 372.83 | |
| Abbvie (ABBV) | 0.1 | $802k | 3.6k | 220.08 | |
| Walt Disney Company (DIS) | 0.1 | $771k | 6.7k | 115.88 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $752k | 2.2k | 342.40 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $728k | 4.4k | 164.48 | |
| Honeywell International (HON) | 0.1 | $671k | 3.2k | 207.38 | |
| O'reilly Automotive (ORLY) | 0.1 | $656k | 7.0k | 93.80 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $654k | 1.6k | 414.47 | |
| General Dynamics Corporation (GD) | 0.1 | $636k | 1.8k | 353.89 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $631k | 1.0k | 626.65 | |
| Humana (HUM) | 0.1 | $630k | 2.3k | 276.89 | |
| Nextera Energy (NEE) | 0.1 | $610k | 7.6k | 79.89 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $556k | 966.00 | 575.54 | |
| Colgate-Palmolive Company (CL) | 0.1 | $546k | 6.7k | 81.48 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $517k | 5.2k | 100.17 | |
| Caterpillar (CAT) | 0.1 | $516k | 836.00 | 617.62 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $511k | 16k | 32.86 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $502k | 2.6k | 196.82 | |
| Broadcom (AVGO) | 0.1 | $500k | 1.4k | 344.97 | |
| Capital One Financial (COF) | 0.1 | $492k | 2.0k | 249.20 | |
| Philip Morris International (PM) | 0.1 | $488k | 3.0k | 162.61 | |
| AutoZone (AZO) | 0.1 | $486k | 142.00 | 3421.17 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $483k | 3.0k | 162.99 | |
| Dover Corporation (DOV) | 0.0 | $458k | 2.3k | 201.89 | |
| Netflix (NFLX) | 0.0 | $453k | 5.1k | 89.46 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $444k | 817.00 | 542.92 | |
| AmerisourceBergen (COR) | 0.0 | $426k | 1.3k | 335.69 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $418k | 645.00 | 647.72 | |
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $397k | 4.5k | 88.76 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $391k | 1.2k | 320.07 | |
| Wal-Mart Stores (WMT) | 0.0 | $381k | 3.3k | 114.53 | |
| Us Bancorp Del Com New (USB) | 0.0 | $372k | 6.7k | 55.21 | |
| Blackrock (BLK) | 0.0 | $368k | 339.00 | 1085.10 | |
| Comfort Systems USA (FIX) | 0.0 | $368k | 364.00 | 1010.41 | |
| American Express Company (AXP) | 0.0 | $337k | 896.00 | 375.61 | |
| Genuine Parts Company (GPC) | 0.0 | $335k | 2.6k | 128.34 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $334k | 1.5k | 227.18 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $329k | 1.5k | 222.06 | |
| Deere & Company (DE) | 0.0 | $324k | 663.00 | 488.08 | |
| F.N.B. Corporation (FNB) | 0.0 | $317k | 18k | 17.56 | |
| Pepsi (PEP) | 0.0 | $303k | 2.2k | 139.91 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $302k | 4.0k | 75.96 | |
| Old National Ban (ONB) | 0.0 | $286k | 12k | 23.27 | |
| Oracle Corporation (ORCL) | 0.0 | $285k | 1.4k | 198.52 | |
| Air Products & Chemicals (APD) | 0.0 | $284k | 1.1k | 263.72 | |
| Brown Forman Corp Cl A (BF.A) | 0.0 | $281k | 11k | 26.13 | |
| Home Depot (HD) | 0.0 | $280k | 748.00 | 374.64 | |
| Wp Carey (WPC) | 0.0 | $280k | 4.2k | 66.50 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $276k | 1.5k | 190.29 | |
| Medtronic SHS (MDT) | 0.0 | $276k | 2.8k | 97.53 | |
| United Parcel Service CL B (UPS) | 0.0 | $273k | 2.5k | 108.06 | |
| First Capital (FCAP) | 0.0 | $273k | 5.3k | 51.51 | |
| Altria (MO) | 0.0 | $273k | 4.7k | 57.53 | |
| Goldman Sachs (GS) | 0.0 | $269k | 286.00 | 938.98 | |
| International Business Machines (IBM) | 0.0 | $255k | 839.00 | 304.22 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $253k | 538.00 | 470.61 | |
| Medpace Hldgs (MEDP) | 0.0 | $253k | 425.00 | 595.00 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $253k | 4.6k | 55.09 | |
| Hancock Holding Company (HWC) | 0.0 | $235k | 3.5k | 68.07 | |
| Onto Innovation (ONTO) | 0.0 | $233k | 1.2k | 189.65 | |
| Abbott Laboratories (ABT) | 0.0 | $230k | 1.8k | 125.92 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $229k | 765.00 | 298.66 | |
| Southern Company (SO) | 0.0 | $228k | 2.6k | 87.01 | |
| Cbre Group Cl A (CBRE) | 0.0 | $222k | 1.3k | 165.46 | |
| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.0 | $213k | 3.0k | 69.95 | |
| Tesla Motors (TSLA) | 0.0 | $211k | 473.00 | 445.01 | |
| Chubb (CB) | 0.0 | $207k | 673.00 | 306.81 | |
| Tractor Supply Company (TSCO) | 0.0 | $201k | 3.9k | 51.51 | |
| Martin Marietta Materials (MLM) | 0.0 | $200k | 300.00 | 666.67 | |
| Sypris Solutions (SYPR) | 0.0 | $64k | 25k | 2.55 |
