BARLOW WEALTH PARTNERS, LLC Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$926.5B
Holdings
135
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (135 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 235,754 | $77.6B | 8.37% | |
| 2 | MSFTMICROSOFT CORP | 99,304 | $47.6B | 5.14% | |
| 3 | NVDANVIDIA CORPORATION | 222,394 | $41.1B | 4.44% | |
| 4 | HLIHOULIHAN LOKEY INC | 204,387 | $37.2B | 4.01% | |
| 5 | VVISA INC | 105,509 | $36.9B | 3.98% | |
| 6 | TJXTJX COS INC NEW | 205,204 | $32.4B | 3.50% | |
| 7 | COSTCOSTCO WHSL CORP NEW | 34,827 | $32.2B | 3.48% | |
| 8 | AAPLAPPLE INC | 122,146 | $31.7B | 3.42% | |
| 9 | MLIMUELLER INDS INC | 254,963 | $31.5B | 3.40% | |
| 10 | ASMLASML HOLDING N V | 23,772 | $30.3B | 3.27% | |
| 11 | JPMJPMORGAN CHASE & CO. | 84,914 | $28.0B | 3.02% | |
| 12 | RGLDROYAL GOLD INC | 112,927 | $27.7B | 2.99% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 84,392 | $27.3B | 2.95% | |
| 14 | TKOTKO GROUP HOLDINGS INC | 131,230 | $26.2B | 2.83% | |
| 15 | EMEEMCOR GROUP INC | 39,518 | $25.5B | 2.76% | |
| 16 | FTITECHNIPFMC PLC | 485,044 | $24.3B | 2.62% | |
| 17 | AJGGALLAGHER ARTHUR J & CO | 88,580 | $23.4B | 2.53% | |
| 18 | METAMETA PLATFORMS INC | 34,582 | $22.6B | 2.44% | |
| 19 | AMZNAMAZON COM INC | 89,099 | $22.0B | 2.38% | |
| 20 | GWWWW GRAINGER INC | 20,694 | $21.3B | 2.30% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 40,093 | $20.0B | 2.16% | |
| 22 | MLB1MERCADOLIBRE INC | 8,742 | $19.0B | 2.06% | |
| 23 | WRBBERKLEY W R CORP | 269,657 | $18.5B | 1.99% | |
| 24 | CEGCONSTELLATION ENERGY CORP | 52,588 | $18.0B | 1.94% | |
| 25 | GRMNGARMIN LTD | 75,497 | $16.0B | 1.73% | |
| 26 | INTUINTUIT | 23,346 | $15.1B | 1.63% | |
| 27 | FTNTFORTINET INC | 182,342 | $14.4B | 1.56% | |
| 28 | MCKMCKESSON CORP | 17,123 | $14.0B | 1.51% | |
| 29 | VRTXVERTEX PHARMACEUTICALS INC | 30,087 | $14.0B | 1.51% | |
| 30 | FICOFAIR ISAAC CORP | 7,912 | $13.2B | 1.42% | |
| 31 | MORNMORNINGSTAR INC | 55,533 | $12.0B | 1.30% | |
| 32 | ADBEADOBE INC | 35,591 | $11.9B | 1.28% | |
| 33 | VEEVVEEVA SYS INC | 37,089 | $8.9B | 0.96% | |
| 34 | GOOGLALPHABET INC | 17,073 | $5.6B | 0.61% | |
| 35 | JNJJOHNSON & JOHNSON | 24,137 | $4.9B | 0.53% | |
| 36 | SYBTSTOCK YDS BANCORP INC | 61,517 | $4.1B | 0.44% | |
| 37 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.7B | 0.40% | |
| 38 | TXRHTEXAS ROADHOUSE INC | 14,477 | $2.7B | 0.29% | |
| 39 | XOMEXXON MOBIL CORP | 19,647 | $2.4B | 0.26% | |
| 40 | PNCPNC FINL SVCS GROUP INC | 10,382 | $2.3B | 0.24% | |
| 41 | TTTRANE TECHNOLOGIES PLC | 5,638 | $2.2B | 0.23% | |
| 42 | AMGNAMGEN INC | 5,739 | $1.9B | 0.20% | |
| 43 | CHRCHURCHILL DOWNS INC | 16,276 | $1.8B | 0.19% | |
| 44 | MCDMCDONALDS CORP | 5,534 | $1.7B | 0.18% | |
| 45 | ACNACCENTURE PLC IRELAND | 5,571 | $1.6B | 0.17% | |
| 46 | LLYELI LILLY & CO | 1,435 | $1.5B | 0.16% | |
| 47 | FSLRFIRST SOLAR INC | 6,050 | $1.4B | 0.16% | |
| 48 | AMATAPPLIED MATLS INC | 4,718 | $1.4B | 0.15% | |
| 49 | ALSALLSTATE CORP | 5,905 | $1.3B | 0.14% | |
| 50 | ADPAUTOMATIC DATA PROCESSING IN | 4,569 | $1.2B | 0.13% | |
| 51 | ITWILLINOIS TOOL WKS INC | 4,460 | $1.1B | 0.12% | |
| 52 | SPGIS&P GLOBAL INC | 2,081 | $1.1B | 0.12% | |
| 53 | KRKROGER CO | 18,696 | $1.1B | 0.12% | |
| 54 | SPYSPDR S&P 500 ETF TR | 1,603 | $1.1B | 0.12% | |
| 55 | PGPROCTER AND GAMBLE CO | 7,769 | $1.1B | 0.12% | |
| 56 | KOCOCA COLA CO | 15,546 | $1.1B | 0.12% | |
| 57 | TRMKTRUSTMARK CORP | 26,864 | $1.1B | 0.12% | |
| 58 | BF/BBROWN FORMAN CORP | 40,175 | $1.0B | 0.11% | |
| 59 | IVVISHARES TR | 1,476 | $1.0B | 0.11% | |
| 60 | VTVANGUARD INTL EQUITY INDEX F | 6,525 | $943.0M | 0.10% | |
| 61 | SYKSTRYKER CORPORATION | 2,556 | $939.0M | 0.10% | |
| 62 | DWDMORGAN STANLEY | 4,964 | $924.0M | 0.10% | |
| 63 | UNHUNITEDHEALTH GROUP INC | 2,532 | $870.0M | 0.09% | |
| 64 | CVXCHEVRON CORP NEW | 5,363 | $869.0M | 0.09% | |
| 65 | MRKMERCK & CO INC | 7,540 | $833.0M | 0.09% | |
| 66 | ELVELEVANCE HEALTH INC FORMERLY | 2,205 | $822.0M | 0.09% | |
| 67 | ABBVABBVIE INC | 3,642 | $801.0M | 0.09% | |
| 68 | DISDISNEY WALT CO | 6,651 | $770.0M | 0.08% | |
| 69 | VTIVANGUARD INDEX FDS | 2,196 | $751.0M | 0.08% | |
| 70 | SHOPSHOPIFY INC | 4,425 | $727.0M | 0.08% | |
| 71 | HONHONEYWELL INTL INC | 3,235 | $670.0M | 0.07% | |
| 72 | ORLYOREILLY AUTOMOTIVE INC | 6,990 | $655.0M | 0.07% | |
| 73 | GQ9SPDR GOLD TR | 1,578 | $654.0M | 0.07% | |
| 74 | GDGENERAL DYNAMICS CORP | 1,797 | $635.0M | 0.07% | |
| 75 | NDQINVESCO QQQ TR | 1,007 | $631.0M | 0.07% | |
| 76 | HUMHUMANA INC | 2,275 | $629.0M | 0.07% | |
| 77 | NEENEXTERA ENERGY INC | 7,632 | $609.0M | 0.07% | |
| 78 | MAMASTERCARD INCORPORATED | 966 | $555.0M | 0.06% | |
| 79 | CLCOLGATE PALMOLIVE CO | 6,696 | $545.0M | 0.06% | |
| 80 | SCHWSCHWAB CHARLES CORP | 5,164 | $517.0M | 0.06% | |
| 81 | CATCATERPILLAR INC | 836 | $516.0M | 0.06% | |
| 82 | SCHGSCHWAB STRATEGIC TR | 15,544 | $510.0M | 0.06% | |
| 83 | VTVVANGUARD INDEX FDS | 2,552 | $502.0M | 0.05% | |
| 84 | AVGOBROADCOM INC | 1,448 | $499.0M | 0.05% | |
| 85 | COFCAPITAL ONE FINL CORP | 1,976 | $492.0M | 0.05% | |
| 86 | 4I1PHILIP MORRIS INTL INC | 3,000 | $487.0M | 0.05% | |
| 87 | AZOAUTOZONE INC | 142 | $485.0M | 0.05% | |
| 88 | CINFCINCINNATI FINL CORP | 2,965 | $483.0M | 0.05% | |
| 89 | DOVDOVER CORP | 2,270 | $458.0M | 0.05% | |
| 90 | NFLXNETFLIX INC | 5,060 | $452.0M | 0.05% | |
| 91 | LMTLOCKHEED MARTIN CORP | 817 | $443.0M | 0.05% | |
| 92 | ABGCENCORA INC | 1,268 | $425.0M | 0.05% | |
| 93 | APPAPPLOVIN CORP | 645 | $417.0M | 0.05% | |
| 94 | AVGEAMERICAN CENTY ETF TR | 4,472 | $396.0M | 0.04% | |
| 95 | VVVANGUARD INDEX FDS | 1,220 | $390.0M | 0.04% | |
| 96 | WMTWALMART INC | 3,326 | $380.0M | 0.04% | |
| 97 | USBUS BANCORP DEL | 6,736 | $371.0M | 0.04% | |
| 98 | FIXCOMFORT SYS USA INC | 364 | $367.0M | 0.04% | |
| 99 | BLKBLACKROCK INC | 339 | $367.0M | 0.04% | |
| 100 | AXPAMERICAN EXPRESS CO | 896 | $336.0M | 0.04% |
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