Barlow Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Barlow Wealth Partners, Llc disclosed 149 stock positions valued at approximately $925.54M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 149
- Portfolio Value
- $925.54M
Holdings by Sector
Barlow Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Communication Services | 6.71% | 173,030 | -25,958 | -13.05% | $62,067,417 |
| NVIDIA CORPORATION | NVDA | Technology | 4.98% | 225,776 | +3,028 | +1.36% | $46,085,463 |
| MICROSOFT CORP | MSFT | Technology | 4.22% | 101,834 | +640 | +0.63% | $39,037,074 |
| VISA INC | V | Financial Services | 4.11% | 109,392 | +1,251 | +1.16% | $38,016,902 |
| APPLE INC | AAPL | Technology | 3.98% | 117,646 | -4,589 | -3.75% | $36,868,965 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.65% | 35,455 | +345 | +0.98% | $33,793,513 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 3.46% | 209,411 | +3,442 | +1.67% | $31,995,917 |
| ASML HLDG NV | ASML | Other | 3.18% | 16,634 | -2,101 | -11.21% | $29,418,870 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.06% | 57,201 | +874 | +1.55% | $28,302,262 |
| WW GRAINGER INC | GWW | Industrials | 3.05% | 20,912 | +148 | +0.71% | $28,226,264 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.05% | 85,274 | +913 | +1.08% | $28,193,418 |
| MCKESSON CORP | MCK | Healthcare | 2.99% | 33,820 | +16,596 | +96.35% | $27,686,847 |
| HOULIHAN LOKEY INC | HLI | Financial Services | 2.98% | 205,696 | +537 | +0.26% | $27,627,068 |
| TECHNIPFMC PLC | FTI | Energy | 2.96% | 389,000 | -49,429 | -11.27% | $27,381,680 |
| MUELLER INDS INC | MLI | Industrials | 2.79% | 463,736 | +210,169 | +82.88% | $25,848,641 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 2.73% | 248,860 | +4,867 | +1.99% | $25,309,069 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.72% | 57,667 | -752 | -1.29% | $25,199,193 |
| FORTINET INC | FTNT | Technology | 2.67% | 157,525 | -3,746 | -2.32% | $24,685,736 |
| EMCOR GROUP INC | EME | Industrials | 2.66% | 32,066 | -4,454 | -12.20% | $24,658,377 |
| FERRARI N V | RACE | Other | 2.51% | 61,855 | +562 | +0.92% | $23,197,625 |
| ROYAL GOLD INC | RGLD | Basic Materials | 2.35% | 113,300 | +874 | +0.78% | $21,745,639 |
| TKO GROUP HOLDINGS INC | TKO | Communication Services | 2.31% | 110,783 | -16,011 | -12.63% | $21,371,123 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.29% | 288,435 | +288,435 | +100.00% | $21,228,795 |
| BERKLEY W R CORP | WRB | Financial Services | 2.09% | 271,315 | +1,031 | +0.38% | $19,339,310 |
| GARMIN LTD | GRMN | Other | 2.01% | 76,268 | +554 | +0.73% | $18,573,504 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.74% | 66,046 | +14,114 | +27.18% | $16,149,647 |
| SALESFORCE INC | CRM | Technology | 1.73% | 95,913 | +29,293 | +43.97% | $15,977,243 |
| FAIR ISAAC CORP | FICO | Technology | 1.72% | 12,601 | -2,674 | -17.51% | $15,954,027 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.66% | 30,786 | +375 | +1.23% | $15,344,717 |
| INTUIT | INTU | Technology | 1.21% | 41,262 | +27,111 | +191.58% | $11,227,286 |
Showing 30 of 149 holdings in the latest reporting period.