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CIK: 0001999928
Total reported value
$925.5M
$925.5M
147 檔
17.6%
According to the latest 13F quarterly dataset, Barlow Wealth Partners, LLC managed an equity portfolio of $925.5M at the end of Q3 2024, spanning 147 distinct U.S. exchange-listed positions.
During Q3 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 | 5.39% | -0.79% | +2.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | -0.53% | +1.48% | |
| 3 | HLI | Houlihan Lokey Inc | Stock-Financials | 3.79% | -0.72% | +1.79% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.67% | -0.25% | +1.31% | |
| 5 | CEG | Constellation Energy | Stock-Utilities | 3.57% | +0.03% | +1.26% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.47% | +0.30% | +1.57% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.45% | +0.31% | +0.44% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.81% | -0.22% | +1.06% | |
| 9 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.79% | +0.17% | +1.20% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 2.77% | -0.49% | +2.28% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.63% | +0.02% | +1.49% | |
| 12 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 2.42% | — | +2.03% | |
| 13 | ACN | Accenture plc | Stock-Tech | 2.35% | -0.05% | +1.72% | |
| 14 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 2.19% | -0.02% | +0.68% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | +0.14% | +0.49% | |
| 16 | WHD | Cactus Inc - A | Stock-Other | 2.17% | — | +1.56% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | -0.01% | +79.92% | |
| 18 | PAYC | Paycom Software Inc | Stock-Tech | 2.01% | — | +1.66% | |
| 19 | CEIXEUR | Consol Energy Inc | Stock-Other | 2.01% | — | +1.56% | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 2.01% | — | -18.53% | |
| 21 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 1.97% | -0.31% | +1.77% | |
| 22 | MLI | Mueller Industries Inc | Stock-Industrials | 1.92% | -0.65% | +1.45% | |
| 23 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.91% | — | +1.96% | |
| 24 | RGLD | Royal Gold Inc | Stock-Materials | 1.87% | -1.00% | +1.66% | |
| 25 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.87% | — | +2.60% | |
| 26 | GWW | Ww Grainger Inc | Stock-Industrials | 1.79% | +0.37% | +0.97% | |
| 27 | WRB | Wr Berkley CORP | Stock-Financials | 1.78% | +0.08% | +1.99% | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 1.76% | +0.02% | +1.37% | |
| 29 | FTNT | Fortinet Inc | Stock-Tech | 1.70% | +1.20% | +1.83% | |
| 30 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.67% | — | +1.39% | |
| 31 | EME | Emcor Group Inc | Stock-Industrials | 1.65% | -0.61% | — | |
| 32 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.64% | — | +16.66% | |
| 33 | GRMN | Garmin Ltd. | Stock-Tech | 1.48% | -0.24% | +1.02% | |
| 34 | MORN | Morningstar Inc | Stock-Financials | 1.40% | -0.15% | +1.91% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 1.32% | +0.59% | +1.82% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | -0.01% | +0.16% | |
| 37 | FICO | Fair Isaac CORP | Stock-Tech | 1.18% | -0.10% | -17.28% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.10% | — | — | |
| 39 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.81% | — | +1.70% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.07% | -57.90% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | — | -14.29% | |
| 42 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.50% | — | +1.71% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.02% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.02% | -0.41% | |
| 45 | TT | Trane Technologies plc | Stock-Industrials | 0.33% | -0.02% | +0.02% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.33% | — | — | |
| 47 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.32% | -0.02% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | +0.09% | +0.49% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | -2.25% | +3.31% | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.24% | +0.02% | +0.13% |
According to official SEC Form 13F filings, Barlow Wealth Partners, LLC reported a total U.S. public equity portfolio value of $925.5M across 147 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, MSFT, HLI) accounted for 17.6% of total reported equity market value during Q3 2024.
During Q3 2024, Barlow Wealth Partners, LLC's top holdings by market value included GOOG (5.4%)、MSFT (4.9%)、HLI (3.8%). The largest single position, GOOG, represented 5.4% of total portfolio value.
In Q3 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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