Barlow Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Barlow Wealth Partners, Llc disclosed 152 stock positions valued at approximately $970.11M as of quarter-end September 30, 2026. The largest holdings include ALPHABET INC, MICROSOFT CORP, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 152
- Portfolio Value
- $970.11M
Holdings by Sector
Barlow Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 6.17% | 173,691 | +661 | +0.38% | $59,852,022 |
| MICROSOFT CORP | MSFT | Technology | 5.61% | 102,901 | +1,067 | +1.05% | $54,465,293 |
| NVIDIA CORPORATION | NVDA | Technology | 5.61% | 227,473 | +1,697 | +0.75% | $54,420,733 |
| VISA INC | V | Financial Services | 4.24% | 110,867 | +1,475 | +1.35% | $41,091,869 |
| APPLE INC | AAPL | Technology | 4.11% | 119,530 | +1,884 | +1.60% | $39,878,801 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.51% | 36,354 | +899 | +2.54% | $34,016,015 |
| MCKESSON CORP | MCK | Healthcare | 3.24% | 34,154 | +334 | +0.99% | $31,478,465 |
| ASML HLDG NV | ASML | Technology | 3.16% | 16,732 | +98 | +0.59% | $30,687,303 |
| MUELLER INDS INC | MLI | Industrials | 3.05% | 468,654 | +4,918 | +1.06% | $29,586,113 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 3.02% | 213,533 | +4,122 | +1.97% | $29,260,435 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.00% | 57,612 | +411 | +0.72% | $29,124,945 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.93% | 85,875 | +601 | +0.70% | $28,448,613 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.89% | 58,053 | +386 | +0.67% | $27,998,856 |
| WW GRAINGER INC | GWW | Industrials | 2.77% | 21,059 | +147 | +0.70% | $26,861,473 |
| EMCOR GROUP INC | EME | Industrials | 2.74% | 32,280 | +214 | +0.67% | $26,615,793 |
| FORTINET INC | FTNT | Technology | 2.74% | 138,986 | -18,539 | -11.77% | $26,583,844 |
| AMPHENOL CORP | APH | Technology | 2.72% | 297,544 | +297,544 | +100.00% | $26,368,358 |
| SALESFORCE INC | CRM | Technology | 2.55% | 110,094 | +14,181 | +14.79% | $24,770,123 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 2.52% | 252,451 | +3,591 | +1.44% | $24,437,287 |
| FERRARI N V | RACE | Consumer Cyclical | 2.49% | 62,495 | +640 | +1.03% | $24,154,466 |
| S&P GLOBAL INC | SPGI | Financial Services | 2.43% | 59,528 | +57,452 | +2767.44% | $23,580,841 |
| HOULIHAN LOKEY INC | HLI | Financial Services | 2.37% | 180,034 | -25,662 | -12.48% | $23,033,559 |
| GARMIN LTD | GRMN | Technology | 2.22% | 77,019 | +751 | +0.98% | $21,504,376 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.08% | 291,859 | +3,424 | +1.19% | $20,161,600 |
| TECHNIPFMC PLC | FTI | Energy | 2.07% | 287,914 | -101,086 | -25.99% | $20,122,285 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 2.06% | 66,617 | +571 | +0.86% | $20,011,892 |
| ROYAL GOLD INC | RGLD | Basic Materials | 2.05% | 84,763 | -28,537 | -25.19% | $19,864,302 |
| BERKLEY W R CORP | WRB | Financial Services | 1.97% | 274,206 | +2,891 | +1.07% | $19,098,435 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.65% | 31,947 | +1,161 | +3.77% | $16,047,349 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 1.60% | 87,846 | -22,937 | -20.70% | $15,501,251 |
Showing 30 of 152 holdings in the latest reporting period.