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)

StockValue
MSFTMICROSOFT CORP
$47.6M
GOOGALPHABET INC
$47.5M
HLIHOULIHAN LOKEY INC
$37.7M
VVISA INC
$37.3M
NVDANVIDIA CORPORATION
$34.9M
COSTCOSTCO WHSL CORP NEW
$33.1M
AAPLAPPLE INC
$25.6M
TJXTJX COS INC NEW
$25.5M
JPMJPMORGAN CHASE & CO.
$25.0M
MLIMUELLER INDS INC
$24.5M
METAMETA PLATFORMS INC
$24.0M
ASMLASML HOLDING N V
$23.9M
VRTXVERTEX PHARMACEUTICALS INC
$23.3M
TKOTKO GROUP HOLDINGS INC
$22.6M
PNFPPINNACLE FINL PARTNERS INC
$21.4M
CEGCONSTELLATION ENERGY CORP
$20.9M
EMEEMCOR GROUP INC
$20.7M
RGLDROYAL GOLD INC
$20.3M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$19.0M
WRBBERKLEY W R CORP
$18.5M
PAYCPAYCOM SOFTWARE INC
$18.3M
FTNTFORTINET INC
$18.3M
NVONOVO-NORDISK A S
$16.5M
ACNACCENTURE PLC IRELAND
$16.0M
GRMNGARMIN LTD
$15.7M
MORNMORNINGSTAR INC
$15.2M
GWWGRAINGER W W INC
$14.7M
INTUINTUIT
$13.6M
ADBEADOBE INC
$13.6M
FTITECHNIPFMC PLC
$13.0M
MLB1MERCADOLIBRE INC
$12.5M
BF/BBROWN FORMAN CORP
$12.2M
FICOFAIR ISAAC CORP
$9.0M
UNHUNITEDHEALTH GROUP INC
$8.1M
ELVELEVANCE HEALTH INC
$6.9M
SYBTSTOCK YDS BANCORP INC
$5.0M
JNJJOHNSON & JOHNSON
$4.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.5M
GOOGLALPHABET INC
$3.1M
TTTRANE TECHNOLOGIES PLC
$2.8M
AMZNAMAZON COM INC
$2.8M
XOMEXXON MOBIL CORP
$2.3M
AMGNAMGEN INC
$2.0M
PNCPNC FINL SVCS GROUP INC
$2.0M
CHRCHURCHILL DOWNS INC
$1.8M
MCDMCDONALDS CORP
$1.6M
ADPAUTOMATIC DATA PROCESSING IN
$1.5M
PGPROCTER AND GAMBLE CO
$1.4M
KRKROGER CO
$1.3M
SPGIS&P GLOBAL INC
$1.2M
ITWILLINOIS TOOL WKS INC
$1.2M
IVVISHARES TR
$1.2M
ALSALLSTATE CORP
$1.1M
KOCOCA COLA CO
$1.1M
SYKSTRYKER CORPORATION
$1.1M
FSLRFIRST SOLAR INC
$1.0M
TRMKTRUSTMARK CORP
$1.0M
SPYSPDR S&P 500 ETF TR
$906K
AMATAPPLIED MATLS INC
$894K
CVXCHEVRON CORP NEW
$861K
VTVANGUARD INTL EQUITY INDEX F
$843K
HONHONEYWELL INTL INC
$777K
DWDMORGAN STANLEY
$766K
LLYELI LILLY & CO
$740K
MRKMERCK & CO INC
$709K
VTIVANGUARD INDEX FDS
$702K
ABBVABBVIE INC
$687K
NFLXNETFLIX INC
$663K
MAMASTERCARD INCORPORATED
$654K
HUMHUMANA INC
$632K
ORLYOREILLY AUTOMOTIVE INC
$624K
CLCOLGATE PALMOLIVE CO
$619K
NEENEXTERA ENERGY INC
$613K
GDGENERAL DYNAMICS CORP
$587K
4I1PHILIP MORRIS INTL INC
$528K
AZOAUTOZONE INC
$523K
GQ9SPDR GOLD TR
$520K
NDQINVESCO QQQ TR
$520K
SHOPSHOPIFY INC
$508K
WMTWALMART INC
$488K
BF/ABROWN FORMAN CORP
$465K
VTVVANGUARD INDEX FDS
$456K
SCHGSCHWAB STRATEGIC TR
$453K
DISDISNEY WALT CO
$450K
CINFCINCINNATI FINL CORP
$433K
COFCAPITAL ONE FINL CORP
$432K
DOVDOVER CORP
$389K
LMTLOCKHEED MARTIN CORP
$378K
PEPPEPSICO INC
$371K
ABGCENCORA INC
$369K
BLKBLACKROCK INC
$363K
AVGEAMERICAN CENTY ETF TR
$350K
VVVANGUARD INDEX FDS
$349K
DEDEERE & CO
$345K
CATCATERPILLAR INC
$333K
GPCGENUINE PARTS CO
$332K
ORCLORACLE CORP
$327K
USBUS BANCORP DEL
$320K
MDLZMONDELEZ INTL INC
$319K
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