Institutions / Barlow Wealth Partners, LLC
Barlow Wealth Partners, LLC
CIK 1999928 · Institution · as of Dec 31, 2025
Portfolio value
$926.52M
Positions
135
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 135 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $77.60M | 8.4% |
| Microsoft Corp | $47.59M | 5.1% |
| NVIDIA Corp | $41.11M | 4.4% |
| Houlihan Lokey Inc | $37.15M | 4.0% |
| Visa Inc | $36.90M | 4.0% |
| TJX Cos Inc/The | $32.38M | 3.5% |
| Costco Wholesale Corp /New | $32.21M | 3.5% |
| Apple Inc. | $31.68M | 3.4% |
| Mueller Industries Inc | $31.51M | 3.4% |
| Asml Holding N V | $30.28M | 3.3% |
| JPMorgan Chase & Co | $27.95M | 3.0% |
| Royal Gold Inc | $27.69M | 3.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $27.31M | 2.9% |
| TKO Group Holdings, Inc. | $26.20M | 2.8% |
| EMCOR Group Inc | $25.54M | 2.8% |
| TechnipFMC plc | $24.29M | 2.6% |
| Arthur J. Gallagher & Co. | $23.44M | 2.5% |
| Meta Platforms Inc | $22.58M | 2.4% |
| Amazon.com Inc | $22.04M | 2.4% |
| W.w. Grainger, Inc. | $21.31M | 2.3% |
| Warren E. Buffett | $20.01M | 2.2% |
| MercadoLibre, Inc. | $19.04M | 2.1% |
| W. R. Berkley Corporation | $18.46M | 2.0% |
| Constellation Energy Corp | $18.01M | 1.9% |
| Garmin Ltd | $16.02M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.