Institutions / BARLOW WEALTH PARTNERS, LLC / Holdings

Barlow Wealth Partners, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Alphabet Inc.	—	$77.60M	235,754	8.4%
MICROSOFT CORP	—	$47.59M	99,304	5.1%
NVIDIA Corp	—	$41.11M	222,394	4.4%
Houlihan Lokey Inc	—	$37.15M	204,387	4.0%
Visa Inc	—	$36.90M	105,509	4.0%
TJX Cos Inc/The	—	$32.38M	205,204	3.5%
COSTCO WHOLESALE CORP /NEW	—	$32.21M	34,827	3.5%
Apple Inc.	—	$31.68M	122,146	3.4%
MUELLER INDUSTRIES INC	—	$31.51M	254,963	3.4%
ASML HOLDING N V	—	$30.28M	23,772	3.3%
JPMORGAN CHASE & CO	—	$27.95M	84,914	3.0%
ROYAL GOLD INC	—	$27.69M	112,927	3.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$27.31M	84,392	2.9%
TKO Group Holdings, Inc.	—	$26.20M	131,230	2.8%
EMCOR Group Inc	—	$25.54M	39,518	2.8%
TechnipFMC plc	—	$24.29M	485,044	2.6%
Arthur J. Gallagher & Co.	—	$23.44M	88,580	2.5%
Meta Platforms Inc	—	$22.58M	34,582	2.4%
Amazon.com Inc	—	$22.04M	89,099	2.4%
W.W. GRAINGER, INC.	—	$21.31M	20,694	2.3%
Warren E. Buffett	—	$20.01M	40,093	2.2%
MercadoLibre, Inc.	—	$19.04M	8,742	2.1%
W. R. Berkley Corporation	—	$18.46M	269,657	2.0%
Constellation Energy Corp	—	$18.01M	52,588	1.9%
Garmin Ltd	—	$16.02M	75,497	1.7%
INTUIT INC.	—	$15.10M	23,346	1.6%
Fortinet Inc	—	$14.45M	182,342	1.6%
MCKESSON CORP	—	$13.97M	17,123	1.5%
VERTEX PHARMACEUTICALS INC / MA	—	$13.96M	30,087	1.5%
FAIR ISAAC CORP	—	$13.18M	7,912	1.4%
Morningstar, Inc.	—	$12.04M	55,533	1.3%
ADOBE INC.	—	$11.89M	35,591	1.3%
VEEVA SYSTEMS INC	—	$8.91M	37,089	1.0%
Alphabet Inc.	—	$5.61M	17,073	0.6%
JOHNSON & JOHNSON	—	$4.93M	24,137	0.5%
Stock Yards Bancorp, Inc.	—	$4.10M	61,517	0.4%
BERKSHIRE HATHAWAY INC DEL	—	$3.74M	5	0.4%
Texas Roadhouse, Inc.	—	$2.65M	14,477	0.3%
EXXON MOBIL CORP	—	$2.45M	19,647	0.3%
The PNC Financial Services Group, Inc.	—	$2.26M	10,382	0.2%
Trane Technologies plc	—	$2.15M	5,638	0.2%
AMGEN INC	—	$1.87M	5,739	0.2%
Churchill Downs Inc	—	$1.76M	16,276	0.2%
MCDONALD'S CORP	—	$1.70M	5,534	0.2%
Accenture plc	—	$1.56M	5,571	0.2%
ELI LILLY & Co	—	$1.53M	1,435	0.2%
First Solar Inc	—	$1.44M	6,050	0.2%
APPLIED MATERIALS INC /DE	—	$1.42M	4,718	0.2%
ALLSTATE CORP	—	$1.25M	5,905	0.1%
AUTOMATIC DATA PROCESSING INC	—	$1.22M	4,569	0.1%