Barlow Wealth Partners as of March 31, 2026
Portfolio Holdings for Barlow Wealth Partners
Barlow Wealth Partners holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 7.5 | $68M | 199k | 339.40 | |
| NVIDIA Corporation (NVDA) | 5.0 | $45M | 223k | 201.68 | |
| Microsoft Corporation (MSFT) | 4.8 | $43M | 101k | 422.79 | |
| Costco Wholesale Corporation (COST) | 3.9 | $35M | 35k | 999.90 | |
| Visa Com Cl A (V) | 3.8 | $34M | 108k | 317.02 | |
| Houlihan Lokey Cl A (HLI) | 3.7 | $33M | 205k | 162.50 | |
| TJX Companies (TJX) | 3.7 | $33M | 206k | 160.68 | |
| Apple (AAPL) | 3.7 | $33M | 122k | 270.23 | |
| Mueller Industries (MLI) | 3.4 | $31M | 254k | 122.13 | |
| Technipfmc (FTI) | 3.4 | $31M | 438k | 70.44 | |
| Royal Gold (RGLD) | 3.3 | $30M | 112k | 268.12 | |
| Emcor (EME) | 3.3 | $29M | 37k | 806.06 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.0 | $27M | 19k | 1459.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $27M | 56k | 474.58 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $26M | 84k | 310.29 | |
| W.W. Grainger (GWW) | 2.7 | $24M | 21k | 1162.93 | |
| Tko Group Holdings Cl A (TKO) | 2.6 | $24M | 127k | 186.31 | |
| Ferrari Nv Ord (RACE) | 2.5 | $23M | 61k | 372.85 | |
| Charles Schwab Corporation (SCHW) | 2.5 | $23M | 244k | 92.28 | |
| Amazon (AMZN) | 2.5 | $23M | 90k | 250.56 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.4 | $22M | 58k | 370.50 | |
| Garmin SHS (GRMN) | 2.2 | $20M | 76k | 267.42 | |
| W.R. Berkley Corporation (WRB) | 2.0 | $18M | 270k | 66.83 | |
| Fair Isaac Corporation (FICO) | 1.8 | $16M | 15k | 1073.53 | |
| Constellation Energy (CEG) | 1.7 | $15M | 52k | 296.21 | |
| McKesson Corporation (MCK) | 1.7 | $15M | 17k | 866.36 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.5 | $13M | 30k | 441.20 | |
| Fortinet (FTNT) | 1.5 | $13M | 161k | 81.84 | |
| salesforce (CRM) | 1.3 | $12M | 67k | 182.14 | |
| Morningstar (MORN) | 1.2 | $11M | 58k | 184.28 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $8.7M | 36k | 244.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.8M | 17k | 341.68 | |
| Johnson & Johnson (JNJ) | 0.6 | $5.6M | 24k | 234.18 | |
| Intuit (INTU) | 0.6 | $5.6M | 14k | 393.25 | |
| Stock Yards Ban (SYBT) | 0.5 | $4.5M | 62k | 72.57 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $3.6M | 5.00 | 711558.80 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.9M | 20k | 146.44 | |
| Trane Technologies SHS (TT) | 0.3 | $2.7M | 5.6k | 476.07 | |
| Texas Roadhouse (TXRH) | 0.3 | $2.4M | 15k | 165.08 | |
| PNC Financial Services (PNC) | 0.3 | $2.3M | 10k | 224.82 | |
| Amgen (AMGN) | 0.2 | $2.0M | 5.7k | 355.30 | |
| Applied Materials (AMAT) | 0.2 | $1.9M | 4.7k | 396.94 | |
| McDonald's Corporation (MCD) | 0.2 | $1.7M | 5.5k | 311.36 | |
| Churchill Downs (CHDN) | 0.2 | $1.5M | 16k | 92.21 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | 1.4k | 927.03 | |
| Allstate Corporation (ALL) | 0.1 | $1.3M | 5.9k | 216.16 | |
| Trustmark Corporation (TRMK) | 0.1 | $1.2M | 27k | 45.29 | |
| Kroger (KR) | 0.1 | $1.2M | 18k | 68.19 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | 16k | 75.74 | |
| Brown Forman Corp CL B (BF.B) | 0.1 | $1.2M | 40k | 29.15 | |
| Illinois Tool Works (ITW) | 0.1 | $1.2M | 4.3k | 272.26 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | 1.6k | 713.36 | |
| First Solar (FSLR) | 0.1 | $1.2M | 6.1k | 190.44 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $1.2M | 1.6k | 710.05 | |
| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.8k | 146.92 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | 5.5k | 197.65 | |
| Chevron Corporation (CVX) | 0.1 | $987k | 5.4k | 183.99 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $984k | 6.5k | 150.85 | |
| Morgan Stanley Com New (MS) | 0.1 | $937k | 5.0k | 188.82 | |
| S&p Global (SPGI) | 0.1 | $923k | 2.1k | 442.57 | |
| Automatic Data Processing (ADP) | 0.1 | $916k | 4.6k | 200.47 | |
| Merck & Co (MRK) | 0.1 | $892k | 7.5k | 119.07 | |
| Stryker Corporation (SYK) | 0.1 | $878k | 2.6k | 343.32 | |
| MercadoLibre (MELI) | 0.1 | $798k | 430.00 | 1855.83 | |
| UnitedHealth (UNH) | 0.1 | $795k | 2.4k | 324.63 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $770k | 2.2k | 350.53 | |
| Abbvie (ABBV) | 0.1 | $759k | 3.6k | 208.38 | |
| Honeywell International (HON) | 0.1 | $756k | 3.2k | 233.55 | |
| Anthem (ELV) | 0.1 | $712k | 2.2k | 323.05 | |
| O'reilly Automotive (ORLY) | 0.1 | $711k | 7.6k | 93.71 | |
| Walt Disney Company (DIS) | 0.1 | $702k | 6.6k | 106.29 | |
| Nextera Energy (NEE) | 0.1 | $702k | 7.6k | 91.98 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $693k | 1.6k | 445.93 | |
| Caterpillar (CAT) | 0.1 | $664k | 836.00 | 794.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $653k | 1.0k | 648.85 | |
| General Dynamics Corporation (GD) | 0.1 | $604k | 1.8k | 336.29 | |
| Comfort Systems USA (FIX) | 0.1 | $601k | 364.00 | 1650.47 | |
| Broadcom (AVGO) | 0.1 | $585k | 1.4k | 406.55 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $580k | 4.4k | 131.15 | |
| Colgate-Palmolive Company (CL) | 0.1 | $561k | 6.5k | 85.81 | |
| Meta Platforms Cl A (META) | 0.1 | $526k | 764.00 | 688.55 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $521k | 2.6k | 204.24 | |
| AutoZone (AZO) | 0.1 | $507k | 142.00 | 3572.38 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $507k | 16k | 32.62 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $506k | 970.00 | 521.30 | |
| Dover Corporation (DOV) | 0.1 | $497k | 2.3k | 219.07 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $495k | 3.0k | 166.82 | |
| Netflix (NFLX) | 0.1 | $492k | 5.1k | 97.31 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $484k | 817.00 | 592.19 | |
| Philip Morris International (PM) | 0.1 | $473k | 3.0k | 157.79 | |
| Humana (HUM) | 0.1 | $456k | 2.2k | 205.13 | |
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $425k | 4.5k | 94.97 | |
| Wal-Mart Stores (WMT) | 0.0 | $424k | 3.3k | 127.50 | |
| AmerisourceBergen (COR) | 0.0 | $415k | 1.3k | 327.56 | |
| Capital One Financial (COF) | 0.0 | $408k | 2.0k | 206.47 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $398k | 1.2k | 326.54 | |
| Deere & Company (DE) | 0.0 | $394k | 667.00 | 590.46 | |
| Us Bancorp Com New (USB) | 0.0 | $384k | 6.7k | 56.93 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $359k | 1.5k | 240.29 | |
| Onto Innovation (ONTO) | 0.0 | $358k | 1.2k | 290.76 | |
| Blackrock (BLK) | 0.0 | $357k | 339.00 | 1052.14 | |
| Corning Incorporated (GLW) | 0.0 | $350k | 2.1k | 164.38 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $344k | 1.5k | 232.24 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $334k | 788.00 | 423.95 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $334k | 1.5k | 229.81 | |
| F.N.B. Corporation (FNB) | 0.0 | $326k | 18k | 17.94 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $324k | 4.0k | 81.63 | |
| Brown Forman Corp Cl A (BF.A) | 0.0 | $320k | 11k | 29.73 | |
| Air Products & Chemicals (APD) | 0.0 | $314k | 1.1k | 291.81 | |
| Wp Carey (WPC) | 0.0 | $311k | 4.2k | 73.98 | |
| Altria (MO) | 0.0 | $304k | 4.7k | 64.17 | |
| American Express Company (AXP) | 0.0 | $297k | 896.00 | 331.69 | |
| Genuine Parts Company (GPC) | 0.0 | $297k | 2.6k | 113.79 | |
| Old National Ban (ONB) | 0.0 | $295k | 12k | 23.96 | |
| Pepsi (PEP) | 0.0 | $292k | 1.9k | 157.67 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $292k | 612.00 | 477.20 | |
| First Capital (FCAP) | 0.0 | $291k | 5.3k | 54.50 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $282k | 2.6k | 106.44 | |
| Home Depot (HD) | 0.0 | $271k | 775.00 | 349.40 | |
| Goldman Sachs (GS) | 0.0 | $265k | 286.00 | 925.95 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $263k | 4.6k | 57.25 | |
| Oracle Corporation (ORCL) | 0.0 | $251k | 1.4k | 175.06 | |
| Southern Company (SO) | 0.0 | $248k | 2.6k | 94.51 | |
| Medtronic SHS (MDT) | 0.0 | $244k | 2.8k | 86.19 | |
| Hancock Holding Company (HWC) | 0.0 | $237k | 3.5k | 68.74 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $235k | 765.00 | 307.08 | |
| Republic Bancorp Inc Ky Cl A (RBCAA) | 0.0 | $230k | 3.0k | 75.47 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $228k | 1.6k | 146.39 | |
| Medpace Hldgs (MEDP) | 0.0 | $225k | 433.00 | 520.60 | |
| Chubb (CB) | 0.0 | $223k | 673.00 | 330.83 | |
| Shell Spon Ads (SHEL) | 0.0 | $215k | 2.5k | 87.81 | |
| At&t (T) | 0.0 | $215k | 8.1k | 26.51 | |
| International Business Machines (IBM) | 0.0 | $213k | 839.00 | 253.47 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $206k | 6.0k | 34.15 | |
| Tesla Motors (TSLA) | 0.0 | $204k | 508.00 | 400.62 | |
| AFLAC Incorporated (AFL) | 0.0 | $203k | 1.8k | 114.52 | |
| Cummins (CMI) | 0.0 | $201k | 321.00 | 627.18 |
