BARLOW WEALTH PARTNERS, LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$835.7B
Holdings
134
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 96,912 | $47.6B | 5.70% | |
| 2 | GOOGALPHABET INC | 264,270 | $47.5B | 5.68% | |
| 3 | HLIHOULIHAN LOKEY INC | 205,578 | $37.7B | 4.51% | |
| 4 | VVISA INC | 105,303 | $37.3B | 4.46% | |
| 5 | NVDANVIDIA CORPORATION | 221,665 | $34.9B | 4.17% | |
| 6 | COSTCOSTCO WHSL CORP NEW | 33,712 | $33.1B | 3.96% | |
| 7 | AAPLAPPLE INC | 120,277 | $25.6B | 3.06% | |
| 8 | TJXTJX COS INC NEW | 203,569 | $25.5B | 3.05% | |
| 9 | JPMJPMORGAN CHASE & CO. | 85,754 | $25.0B | 3.00% | |
| 10 | MLIMUELLER INDS INC | 294,243 | $24.5B | 2.93% | |
| 11 | METAMETA PLATFORMS INC | 33,692 | $24.0B | 2.88% | |
| 12 | ASMLASML HOLDING N V | 29,922 | $23.9B | 2.86% | |
| 13 | VRTXVERTEX PHARMACEUTICALS INC | 50,958 | $23.3B | 2.79% | |
| 14 | TKOTKO GROUP HOLDINGS INC | 127,142 | $22.6B | 2.70% | |
| 15 | PNFPPINNACLE FINL PARTNERS INC | 182,618 | $21.4B | 2.56% | |
| 16 | CEGCONSTELLATION ENERGY CORP | 68,308 | $20.9B | 2.51% | |
| 17 | EMEEMCOR GROUP INC | 38,193 | $20.7B | 2.48% | |
| 18 | RGLDROYAL GOLD INC | 113,313 | $20.3B | 2.43% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 81,482 | $19.0B | 2.28% | |
| 20 | WRBBERKLEY W R CORP | 261,115 | $18.5B | 2.21% | |
| 21 | PAYCPAYCOM SOFTWARE INC | 80,269 | $18.3B | 2.19% | |
| 22 | FTNTFORTINET INC | 178,684 | $18.3B | 2.19% | |
| 23 | NVONOVO-NORDISK A S | 236,999 | $16.5B | 1.98% | |
| 24 | ACNACCENTURE PLC IRELAND | 53,043 | $16.0B | 1.92% | |
| 25 | GRMNGARMIN LTD | 73,408 | $15.7B | 1.87% | |
| 26 | MORNMORNINGSTAR INC | 49,072 | $15.2B | 1.82% | |
| 27 | GWWGRAINGER W W INC | 14,182 | $14.7B | 1.76% | |
| 28 | INTUINTUIT | 17,639 | $13.6B | 1.63% | |
| 29 | ADBEADOBE INC | 35,807 | $13.6B | 1.62% | |
| 30 | FTITECHNIPFMC PLC | 376,462 | $13.0B | 1.56% | |
| 31 | MLB1MERCADOLIBRE INC | 5,076 | $12.5B | 1.50% | |
| 32 | BF/BBROWN FORMAN CORP | 423,960 | $12.2B | 1.46% | |
| 33 | FICOFAIR ISAAC CORP | 4,857 | $9.0B | 1.07% | |
| 34 | UNHUNITEDHEALTH GROUP INC | 26,399 | $8.1B | 0.97% | |
| 35 | ELVELEVANCE HEALTH INC | 19,670 | $6.9B | 0.82% | |
| 36 | SYBTSTOCK YDS BANCORP INC | 61,517 | $5.0B | 0.60% | |
| 37 | JNJJOHNSON & JOHNSON | 25,599 | $4.0B | 0.48% | |
| 38 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.6B | 0.43% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,371 | $3.5B | 0.42% | |
| 40 | GOOGLALPHABET INC | 17,235 | $3.1B | 0.37% | |
| 41 | TTTRANE TECHNOLOGIES PLC | 6,473 | $2.8B | 0.34% | |
| 42 | AMZNAMAZON COM INC | 12,565 | $2.8B | 0.33% | |
| 43 | XOMEXXON MOBIL CORP | 20,556 | $2.3B | 0.27% | |
| 44 | AMGNAMGEN INC | 6,843 | $2.0B | 0.24% | |
| 45 | PNCPNC FINL SVCS GROUP INC | 10,355 | $2.0B | 0.24% | |
| 46 | CHRCHURCHILL DOWNS INC | 17,046 | $1.8B | 0.21% | |
| 47 | MCDMCDONALDS CORP | 5,534 | $1.6B | 0.20% | |
| 48 | ADPAUTOMATIC DATA PROCESSING IN | 4,807 | $1.5B | 0.18% | |
| 49 | PGPROCTER AND GAMBLE CO | 8,859 | $1.4B | 0.17% | |
| 50 | KRKROGER CO | 18,696 | $1.3B | 0.16% | |
| 51 | SPGIS&P GLOBAL INC | 2,284 | $1.2B | 0.14% | |
| 52 | ITWILLINOIS TOOL WKS INC | 4,606 | $1.2B | 0.14% | |
| 53 | IVVISHARES TR | 1,860 | $1.2B | 0.14% | |
| 54 | ALSALLSTATE CORP | 5,882 | $1.1B | 0.14% | |
| 55 | KOCOCA COLA CO | 15,747 | $1.1B | 0.13% | |
| 56 | SYKSTRYKER CORPORATION | 2,691 | $1.1B | 0.13% | |
| 57 | FSLRFIRST SOLAR INC | 6,050 | $1.0B | 0.12% | |
| 58 | TRMKTRUSTMARK CORP | 26,864 | $1.0B | 0.12% | |
| 59 | SPYSPDR S&P 500 ETF TR | 1,461 | $906.3M | 0.11% | |
| 60 | AMATAPPLIED MATLS INC | 4,706 | $894.2M | 0.11% | |
| 61 | CVXCHEVRON CORP NEW | 5,818 | $860.9M | 0.10% | |
| 62 | VTVANGUARD INTL EQUITY INDEX F | 6,525 | $842.5M | 0.10% | |
| 63 | HONHONEYWELL INTL INC | 3,249 | $777.4M | 0.09% | |
| 64 | DWDMORGAN STANLEY | 5,364 | $766.3M | 0.09% | |
| 65 | LLYELI LILLY & CO | 949 | $739.5M | 0.09% | |
| 66 | MRKMERCK & CO INC | 8,607 | $709.1M | 0.08% | |
| 67 | VTIVANGUARD INDEX FDS | 2,297 | $701.8M | 0.08% | |
| 68 | ABBVABBVIE INC | 3,599 | $686.5M | 0.08% | |
| 69 | NFLXNETFLIX INC | 516 | $663.0M | 0.08% | |
| 70 | MAMASTERCARD INCORPORATED | 1,164 | $653.6M | 0.08% | |
| 71 | HUMHUMANA INC | 2,590 | $631.5M | 0.08% | |
| 72 | ORLYOREILLY AUTOMOTIVE INC | 6,990 | $624.3M | 0.07% | |
| 73 | CLCOLGATE PALMOLIVE CO | 6,696 | $618.7M | 0.07% | |
| 74 | NEENEXTERA ENERGY INC | 8,392 | $612.8M | 0.07% | |
| 75 | GDGENERAL DYNAMICS CORP | 1,997 | $587.0M | 0.07% | |
| 76 | 4I1PHILIP MORRIS INTL INC | 3,000 | $527.7M | 0.06% | |
| 77 | AZOAUTOZONE INC | 142 | $523.3M | 0.06% | |
| 78 | GQ9SPDR GOLD TR | 1,683 | $520.5M | 0.06% | |
| 79 | NDQINVESCO QQQ TR | 944 | $520.0M | 0.06% | |
| 80 | SHOPSHOPIFY INC | 4,425 | $507.9M | 0.06% | |
| 81 | WMTWALMART INC | 4,995 | $487.6M | 0.06% | |
| 82 | BF/ABROWN FORMAN CORP | 15,887 | $465.3M | 0.06% | |
| 83 | VTVVANGUARD INDEX FDS | 2,552 | $456.0M | 0.05% | |
| 84 | SCHGSCHWAB STRATEGIC TR | 15,544 | $452.6M | 0.05% | |
| 85 | DISDISNEY WALT CO | 3,657 | $449.7M | 0.05% | |
| 86 | CINFCINCINNATI FINL CORP | 2,965 | $433.2M | 0.05% | |
| 87 | COFCAPITAL ONE FINL CORP | 1,976 | $432.4M | 0.05% | |
| 88 | DOVDOVER CORP | 2,070 | $389.5M | 0.05% | |
| 89 | LMTLOCKHEED MARTIN CORP | 817 | $377.9M | 0.05% | |
| 90 | PEPPEPSICO INC | 2,716 | $370.7M | 0.04% | |
| 91 | ABGCENCORA INC | 1,268 | $369.2M | 0.04% | |
| 92 | BLKBLACKROCK INC | 339 | $362.9M | 0.04% | |
| 93 | AVGEAMERICAN CENTY ETF TR | 4,472 | $350.4M | 0.04% | |
| 94 | VVVANGUARD INDEX FDS | 1,220 | $349.2M | 0.04% | |
| 95 | DEDEERE & CO | 663 | $345.0M | 0.04% | |
| 96 | CATCATERPILLAR INC | 836 | $333.1M | 0.04% | |
| 97 | GPCGENUINE PARTS CO | 2,608 | $332.4M | 0.04% | |
| 98 | ORCLORACLE CORP | 1,423 | $327.3M | 0.04% | |
| 99 | USBUS BANCORP DEL | 6,736 | $319.9M | 0.04% | |
| 100 | MDLZMONDELEZ INTL INC | 4,589 | $319.2M | 0.04% |
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