Barlow Wealth Partners, LLC
Net buyer this quarter
$926M
136
+$34.3M
40.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $62.1M | 6.71% | Not reported | -13.1% | Q4 2023 |
 NVDA | $46.1M | 4.98% | 0.00% | +1.4% | Q4 2023 |
 MSFT | $39M | 4.22% | 0.00% | +0.6% | Q4 2023 |
 V | $38M | 4.11% | 0.01% | +1.2% | Q4 2023 |
 AAPL | $36.9M | 3.98% | 0.00% | -3.8% | Q4 2023 |
 COST | $33.8M | 3.65% | 0.01% | +1.0% | Q4 2023 |
 TJX | $32M | 3.46% | 0.02% | +1.7% | Q4 2023 |
 ASML | $29.4M | 3.18% | 0.00% | -11.2% | Q4 2024 |
 BRK.B | $28.3M | 3.06% | Not reported | +1.6% | Q4 2023 |
 GWW | $28.2M | 3.05% | 0.04% | +0.7% | Q4 2023 |
 JPM | $28.2M | 3.05% | 0.00% | +1.1% | Q4 2023 |
 MCK | $27.7M | 2.99% | 0.03% | +96.4% | Q3 2025 |
 HLI | $27.6M | 2.98% | 34.99% | +0.3% | Q4 2023 |
 FTI | $27.4M | 2.96% | 0.10% | -11.3% | Q2 2025 |
 MLI | $25.8M | 2.79% | 0.21% | +82.9% | Q4 2023 |
 SCHW | $25.3M | 2.73% | 0.01% | +2.0% | Q4 2025 |
 TSM | $25.2M | 2.72% | 0.00% | -1.3% | Q4 2023 |
 FTNT | $24.7M | 2.67% | 0.02% | -2.3% | Q4 2023 |
 EME | $24.7M | 2.66% | 0.07% | -12.2% | Q3 2024 |
 RACE | $23.2M | 2.51% | 0.03% | +0.9% | Q1 2026 |
 RGLD | $21.7M | 2.35% | 0.13% | +0.8% | Q4 2023 |
 TKO | $21.4M | 2.31% | Not reported | -12.6% | Q4 2023 |
 UBER | $21.2M | 2.29% | 0.01% | New | Q2 2026 |
 WRB | $19.3M | 2.09% | 0.07% | +0.4% | Q1 2024 |
 GRMN | $18.6M | 2.01% | 0.04% | +0.7% | Q4 2023 |
 CEG | $16.1M | 1.74% | 0.02% | +27.2% | Q4 2023 |
 CRM | $16M | 1.73% | 0.01% | +44.0% | Q4 2024 |
 FICO | $16M | 1.72% | 0.06% | -17.5% | Q4 2023 |
 VRTX | $15.3M | 1.66% | 0.01% | +1.2% | Q4 2023 |
 INTU | $11.2M | 1.21% | 0.02% | +191.6% | Q4 2023 |
 MORN | $9.51M | 1.03% | 0.15% | -0.2% | Q4 2023 |
 JNJ | $6.44M | 0.70% | 0.00% | +1.8% | Q4 2023 |
| GOOGL | $6.19M | 0.67% | 0.00% | Not reported | Q4 2023 |
 SYBT | $4.64M | 0.50% | 0.20% | Not reported | Q4 2023 |
 ADBE | $4.31M | 0.47% | 0.00% | -45.1% | Q4 2023 |
| BRK.A | $3.74M | 0.40% | Not reported | Not reported | Q4 2023 |
 NOW | $3.33M | 0.36% | 0.00% | Not reported | Q1 2025 |
 XOM | $2.77M | 0.30% | 0.00% | 0.0% | Q4 2023 |
 TT | $2.63M | 0.28% | 0.00% | -1.1% | Q4 2023 |
 TXRH | $2.63M | 0.28% | 0.02% | Not reported | Q3 2025 |
 PNC | $2.57M | 0.28% | 0.00% | +0.2% | Q4 2023 |
 AMAT | $2.5M | 0.27% | 0.00% | -7.2% | Q4 2023 |
 AMZN | $2.35M | 0.25% | 0.00% | -89.3% | Q4 2023 |
 AMGN | $2.11M | 0.23% | 0.00% | Not reported | Q4 2023 |
 LLY | $1.76M | 0.19% | 0.00% | Not reported | Q4 2023 |
 MCD | $1.54M | 0.17% | 0.00% | Not reported | Q4 2023 |
 ALL | $1.48M | 0.16% | 0.00% | Not reported | Q4 2023 |
 FSLR | $1.36M | 0.15% | 0.01% | Not reported | Q4 2023 |
 KO | $1.34M | 0.14% | 0.00% | +3.2% | Q4 2023 |
 CHDN | $1.33M | 0.14% | 0.02% | -1.6% | Q4 2023 |
| Q1 2026 | |||||
| GOOG | $67.5M | 7.50% | Not reported | -15.6% | Q4 2023 |
| NVDA | $44.9M | 4.99% | 0.00% | +0.2% | Q4 2023 |
| MSFT | $42.8M | 4.75% | 0.00% | +1.9% | Q4 2023 |
| COST | $35.1M | 3.90% | 0.01% | +0.8% | Q4 2023 |
| V | $34.3M | 3.81% | 0.01% | +2.5% | Q4 2023 |
| HLI | $33.3M | 3.70% | 34.90% | +0.4% | Q4 2023 |
| TJX | $33.1M | 3.68% | 0.02% | +0.4% | Q4 2023 |
| AAPL | $33M | 3.67% | 0.00% | +0.1% | Q4 2023 |
| MLI | $31M | 3.44% | 0.23% | -0.6% | Q4 2023 |
| FTI | $30.9M | 3.43% | 0.11% | -9.6% | Q2 2025 |
| RGLD | $30.1M | 3.35% | 0.13% | -0.4% | Q4 2023 |
| EME | $29.4M | 3.27% | 0.08% | -7.6% | Q3 2024 |
| ASML | $27.3M | 3.04% | 0.00% | -21.2% | Q4 2024 |
| BRK.B | $26.7M | 2.97% | Not reported | +40.5% | Q4 2023 |
| JPM | $26.2M | 2.91% | 0.00% | -0.7% | Q4 2023 |
| GWW | $24.1M | 2.68% | 0.04% | +0.3% | Q4 2023 |
| TKO | $23.6M | 2.62% | Not reported | -3.4% | Q4 2023 |
| RACE | $22.9M | 2.54% | 0.03% | New | Q1 2026 |
| SCHW | $22.5M | 2.50% | 0.01% | +4624.9% | Q4 2025 |
| AMZN | $22.5M | 2.50% | 0.00% | +0.6% | Q4 2023 |
| TSM | $21.6M | 2.40% | 0.00% | -30.8% | Q4 2023 |
| GRMN | $20.2M | 2.25% | 0.04% | +0.3% | Q4 2023 |
| WRB | $18.1M | 2.01% | 0.07% | +0.2% | Q1 2024 |
| FICO | $16.4M | 1.82% | 0.07% | +93.1% | Q4 2023 |
| CEG | $15.4M | 1.71% | 0.01% | -1.3% | Q4 2023 |
| MCK | $14.9M | 1.66% | 0.01% | +0.6% | Q3 2025 |
| VRTX | $13.4M | 1.49% | 0.01% | +1.1% | Q4 2023 |
| FTNT | $13.2M | 1.47% | 0.02% | -11.6% | Q4 2023 |
| CRM | $12.1M | 1.35% | 0.01% | Not reported | Q4 2024 |
| MORN | $10.6M | 1.18% | 0.15% | +3.9% | Q4 2023 |
| ADBE | $8.68M | 0.96% | 0.01% | -0.2% | Q4 2023 |
| GOOGL | $5.84M | 0.65% | 0.00% | +0.1% | Q4 2023 |
| JNJ | $5.63M | 0.63% | 0.00% | -0.4% | Q4 2023 |
| INTU | $5.56M | 0.62% | 0.01% | -39.4% | Q4 2023 |
| SYBT | $4.46M | 0.50% | 0.21% | Not reported | Q4 2023 |
| BRK.A | $3.56M | 0.40% | Not reported | Not reported | Q4 2023 |
| XOM | $2.87M | 0.32% | 0.00% | -0.3% | Q4 2023 |
| TT | $2.68M | 0.30% | 0.00% | 0.0% | Q4 2023 |
| TXRH | $2.39M | 0.27% | 0.02% | Not reported | Q3 2025 |
| PNC | $2.34M | 0.26% | 0.00% | +0.1% | Q4 2023 |
| AMGN | $2.04M | 0.23% | 0.00% | Not reported | Q4 2023 |
| AMAT | $1.87M | 0.21% | 0.00% | Not reported | Q4 2023 |
| MCD | $1.72M | 0.19% | 0.00% | Not reported | Q4 2023 |
| CHDN | $1.46M | 0.16% | 0.02% | -3.0% | Q4 2023 |
| LLY | $1.34M | 0.15% | 0.00% | +0.9% | Q4 2023 |
| ALL | $1.28M | 0.14% | 0.00% | Not reported | Q4 2023 |
 TRMK | $1.22M | 0.14% | 0.05% | Not reported | Q1 2025 |
 KR | $1.21M | 0.13% | 0.00% | -5.4% | Q4 2023 |
| KO | $1.18M | 0.13% | 0.00% | +0.1% | Q4 2023 |
| BF.B | $1.17M | 0.13% | 0.01% | -0.3% | Q4 2023 |
| Q4 2025 | |||||
| GOOG | $77.6M | 8.38% | Not reported | -5.4% | Q4 2023 |
| MSFT | $47.6M | 5.14% | 0.00% | +1.1% | Q4 2023 |
| NVDA | $41.1M | 4.44% | 0.00% | +0.1% | Q4 2023 |
| HLI | $37.2M | 4.01% | 34.77% | +0.6% | Q4 2023 |
| V | $36.9M | 3.98% | 0.01% | +1.9% | Q4 2023 |
| TJX | $32.4M | 3.50% | 0.02% | -0.6% | Q4 2023 |
| COST | $32.2M | 3.48% | 0.01% | +1.1% | Q4 2023 |
| AAPL | $31.7M | 3.42% | 0.00% | +0.9% | Q4 2023 |
| MLI | $31.5M | 3.40% | 0.11% | -14.8% | Q4 2023 |
| ASML | $30.3M | 3.27% | 0.01% | -21.7% | Q4 2024 |
| JPM | $28M | 3.02% | 0.00% | -1.0% | Q4 2023 |
| RGLD | $27.7M | 2.99% | 0.13% | -2.3% | Q4 2023 |
| TSM | $27.3M | 2.95% | 0.00% | +1.3% | Q4 2023 |
| TKO | $26.2M | 2.83% | Not reported | +0.8% | Q4 2023 |
| EME | $25.5M | 2.76% | 0.09% | +1.2% | Q3 2024 |
| FTI | $24.3M | 2.62% | 0.12% | +1.1% | Q2 2025 |
 AJG | $23.4M | 2.53% | 0.03% | New | Q4 2025 |
 META | $22.6M | 2.44% | Not reported | +0.6% | Q4 2023 |
| AMZN | $22M | 2.38% | 0.00% | +16.0% | Q4 2023 |
| GWW | $21.3M | 2.30% | 0.04% | +0.5% | Q4 2023 |
| BRK.B | $20M | 2.16% | Not reported | +1.9% | Q4 2023 |
 MELI | $19M | 2.06% | 0.02% | -24.0% | Q4 2023 |
| WRB | $18.5M | 1.99% | 0.07% | +1.5% | Q1 2024 |
| CEG | $18M | 1.94% | 0.02% | -23.7% | Q4 2023 |
| GRMN | $16M | 1.73% | 0.04% | +1.2% | Q4 2023 |
| INTU | $15.1M | 1.63% | 0.01% | +1.1% | Q4 2023 |
| FTNT | $14.4M | 1.56% | 0.02% | -0.9% | Q4 2023 |
| MCK | $14M | 1.51% | 0.01% | +7.8% | Q3 2025 |
| VRTX | $14M | 1.51% | 0.01% | +0.7% | Q4 2023 |
| FICO | $13.2M | 1.42% | 0.03% | +0.7% | Q4 2023 |
| MORN | $12M | 1.30% | 0.14% | -3.4% | Q4 2023 |
| ADBE | $11.9M | 1.28% | 0.01% | -1.8% | Q4 2023 |
 VEEV | $8.91M | 0.96% | 0.02% | -31.3% | Q3 2025 |
| GOOGL | $5.61M | 0.61% | 0.00% | -1.3% | Q4 2023 |
| JNJ | $4.93M | 0.53% | 0.00% | -2.7% | Q4 2023 |
| SYBT | $4.1M | 0.44% | 0.21% | Not reported | Q4 2023 |
| BRK.A | $3.74M | 0.40% | Not reported | Not reported | Q4 2023 |
| TXRH | $2.65M | 0.29% | 0.02% | Not reported | Q3 2025 |
| XOM | $2.45M | 0.26% | 0.00% | -0.8% | Q4 2023 |
| PNC | $2.26M | 0.24% | 0.00% | -0.3% | Q4 2023 |
| TT | $2.15M | 0.23% | 0.00% | -11.7% | Q4 2023 |
| AMGN | $1.87M | 0.20% | 0.00% | -16.1% | Q4 2023 |
| CHDN | $1.76M | 0.19% | 0.02% | +1.4% | Q4 2023 |
| MCD | $1.7M | 0.18% | 0.00% | Not reported | Q4 2023 |
 ACN | $1.56M | 0.17% | 0.00% | -4.3% | Q4 2023 |
| LLY | $1.53M | 0.16% | 0.00% | +7.1% | Q4 2023 |
| FSLR | $1.44M | 0.16% | 0.01% | Not reported | Q4 2023 |
| AMAT | $1.42M | 0.15% | 0.00% | +0.3% | Q4 2023 |
| ALL | $1.25M | 0.14% | 0.00% | Not reported | Q4 2023 |
 ADP | $1.22M | 0.13% | 0.00% | -0.8% | Q4 2023 |
| Q3 2025 | |||||
| GOOG | $62.9M | 7.00% | Not reported | -5.8% | Q4 2023 |
| MSFT | $51.1M | 5.69% | 0.00% | +1.4% | Q4 2023 |
| NVDA | $40.1M | 4.46% | 0.00% | +0.2% | Q4 2023 |
| HLI | $39.4M | 4.39% | 34.55% | -1.2% | Q4 2023 |
| V | $35.8M | 3.98% | 0.01% | -1.6% | Q4 2023 |
| COST | $32.5M | 3.62% | 0.01% | +2.2% | Q4 2023 |
| AAPL | $31.3M | 3.48% | 0.00% | +0.7% | Q4 2023 |
| MLI | $31.2M | 3.47% | 0.27% | +1.7% | Q4 2023 |
| ASML | $30.7M | 3.42% | 0.01% | +1.5% | Q4 2024 |
| TJX | $29.5M | 3.29% | 0.02% | +1.4% | Q4 2023 |
| EME | $25.9M | 2.88% | 0.09% | +2.3% | Q3 2024 |
| JPM | $25.2M | 2.81% | 0.00% | 0.0% | Q4 2023 |
| META | $25.2M | 2.80% | Not reported | +2.0% | Q4 2023 |
| TKO | $24.3M | 2.71% | Not reported | +2.4% | Q4 2023 |
| CEG | $24.1M | 2.68% | 0.02% | +0.9% | Q4 2023 |
| MELI | $24.1M | 2.68% | 0.02% | +126.7% | Q4 2023 |
| TSM | $24.1M | 2.68% | 0.00% | +2.3% | Q4 2023 |
| RGLD | $21.2M | 2.36% | 0.18% | +2.0% | Q4 2023 |
| GWW | $19.9M | 2.22% | 0.04% | +45.2% | Q4 2023 |
| WRB | $19.9M | 2.22% | 0.07% | +1.8% | Q1 2024 |
| BRK.B | $19.3M | 2.15% | Not reported | +433.7% | Q4 2023 |
| GRMN | $18.5M | 2.05% | 0.04% | +1.6% | Q4 2023 |
| FTI | $18M | 2.00% | 0.12% | +27.4% | Q2 2025 |
| AMZN | $16.7M | 1.86% | 0.00% | +511.6% | Q4 2023 |
 SFM | $16.7M | 1.86% | 0.16% | New | Q3 2025 |
| VEEV | $15.7M | 1.74% | 0.03% | New | Q3 2025 |
| FTNT | $15.6M | 1.73% | 0.02% | +3.0% | Q4 2023 |
| INTU | $15.5M | 1.72% | 0.01% | +30.9% | Q4 2023 |
| ADBE | $12.8M | 1.43% | 0.01% | +1.2% | Q4 2023 |
| VRTX | $12.7M | 1.42% | 0.01% | -41.4% | Q4 2023 |
| MORN | $12.6M | 1.41% | 0.14% | +17.1% | Q4 2023 |
| MCK | $12.6M | 1.41% | 0.01% | New | Q3 2025 |
| FICO | $12.4M | 1.38% | 0.03% | +61.8% | Q4 2023 |
| JNJ | $4.79M | 0.53% | 0.00% | -3.1% | Q4 2023 |
| GOOGL | $4.35M | 0.48% | 0.00% | +0.4% | Q4 2023 |
| SYBT | $4.17M | 0.46% | 0.21% | Not reported | Q4 2023 |
| BRK.A | $3.68M | 0.41% | Not reported | Not reported | Q4 2023 |
| TT | $2.61M | 0.29% | 0.00% | -1.4% | Q4 2023 |
| TXRH | $2.59M | 0.29% | 0.02% | New | Q3 2025 |
| XOM | $2.27M | 0.25% | 0.00% | -3.7% | Q4 2023 |
| AMGN | $2.03M | 0.23% | 0.00% | Not reported | Q4 2023 |
| PNC | $1.89M | 0.21% | 0.00% | +0.6% | Q4 2023 |
| MCD | $1.72M | 0.19% | 0.00% | Not reported | Q4 2023 |
| CHDN | $1.54M | 0.17% | 0.02% | -5.9% | Q4 2023 |
| ACN | $1.45M | 0.16% | 0.00% | -89.0% | Q4 2023 |
| BF.B | $1.39M | 0.15% | 0.01% | -88.3% | Q4 2023 |
| FSLR | $1.35M | 0.15% | 0.01% | Not reported | Q4 2023 |
| ADP | $1.31M | 0.15% | 0.00% | -4.2% | Q4 2023 |
| KR | $1.28M | 0.14% | 0.00% | Not reported | Q4 2023 |
 PG | $1.24M | 0.14% | 0.00% | -7.9% | Q4 2023 |