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CIK: 0001999928
Total reported value
$925.5M
$925.5M
149 檔
17.2%
During the Q2 2024 filing period, Barlow Wealth Partners, LLC (CIK: 0001999928) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $925.5M across 149 reported positions.
During Q2 2024, Barlow Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.93% | -0.79% | -6.76% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.39% | -0.53% | +0.78% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.65% | -0.25% | +3.16% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.58% | +0.31% | +2.37% | |
| 5 | HLI | Houlihan Lokey Inc | Stock-Financials | 3.50% | -0.72% | +2.06% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.36% | +0.30% | +3.29% | |
| 7 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.19% | +0.17% | +1.72% | |
| 8 | ADBE | Adobe Inc | Stock-Tech | 3.13% | -0.49% | +46.80% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.93% | -0.22% | +2.03% | |
| 10 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.63% | +0.02% | +3.04% | |
| 11 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 2.61% | — | +64.61% | |
| 12 | CEG | Constellation Energy | Stock-Utilities | 2.35% | +0.03% | +0.98% | |
| 13 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 2.32% | -0.02% | -23.56% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | +0.14% | +0.56% | |
| 15 | ICLR | ICON Public Limited Company | Stock-Healthcare | 2.27% | — | +1.68% | |
| 16 | ACN | Accenture plc | Stock-Tech | 2.26% | -0.05% | +1.41% | |
| 17 | CMI | Cummins Inc | Stock-Industrials | 2.21% | — | -14.53% | |
| 18 | PAYC | Paycom Software Inc | Stock-Tech | 2.03% | — | +153.14% | |
| 19 | WHD | Cactus Inc - A | Stock-Other | 2.01% | — | — | |
| 20 | RGLD | Royal Gold Inc | Stock-Materials | 1.96% | -1.00% | +3.07% | |
| 21 | ELV | Elevance Health Inc | Stock-Healthcare | 1.91% | +0.02% | +2.89% | |
| 22 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.91% | — | +2.70% | |
| 23 | CEIXEUR | Consol Energy Inc | Stock-Other | 1.89% | — | — | |
| 24 | MLI | Mueller Industries Inc | Stock-Industrials | 1.83% | -0.65% | +1.91% | |
| 25 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.74% | -0.31% | +5.22% | |
| 26 | GWW | Ww Grainger Inc | Stock-Industrials | 1.71% | +0.37% | +1.83% | |
| 27 | WRB | Wr Berkley CORP | Stock-Financials | 1.71% | +0.08% | +54.29% | |
| 28 | GRMN | Garmin Ltd. | Stock-Tech | 1.64% | -0.24% | -32.88% | |
| 29 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.49% | — | +49.31% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | +0.07% | -30.38% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 1.42% | +0.59% | -21.56% | |
| 32 | MORN | Morningstar Inc | Stock-Financials | 1.41% | -0.15% | +1.78% | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 1.29% | +1.20% | +0.82% | |
| 34 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.26% | — | +1.59% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.24% | -0.01% | +0.92% | |
| 36 | FICO | Fair Isaac CORP | Stock-Tech | 1.21% | -0.10% | +1.53% | |
| 37 | STLA | Stellantis N.V. | Stock-Consumer Disc | 1.16% | — | +3.35% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.01% | +920.78% | |
| 39 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.98% | — | +1.21% | |
| 40 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.91% | — | +0.91% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | — | — | |
| 42 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.53% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.02% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | — | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.02% | +0.01% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | +0.09% | +13.84% | |
| 47 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.32% | -0.02% | -18.66% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | -2.25% | +0.32% | |
| 49 | TT | Trane Technologies plc | Stock-Industrials | 0.30% | -0.02% | — | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.25% | +0.02% | +0.14% |
According to official SEC Form 13F filings, Barlow Wealth Partners, LLC reported a total U.S. public equity portfolio value of $925.5M across 149 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GOOG, MSFT, COST) accounted for 17.2% of total reported equity market value during Q2 2024.
During Q2 2024, Barlow Wealth Partners, LLC's top holdings by market value included GOOG (5.9%)、MSFT (5.4%)、COST (3.6%). The largest single position, GOOG, represented 5.9% of total portfolio value.
In Q2 2024, Barlow Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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