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CIK: 0001999928
Total reported value
$925.5M
$925.5M
136 檔
20.5%
In Q4 2024, Barlow Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $925.5M, distributed across 136 disclosed stock positions.
During Q4 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 | 6.45% | -0.79% | +3.20% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | -0.53% | +1.63% | |
| 3 | HLI | Houlihan Lokey Inc | Stock-Financials | 4.47% | -0.72% | +11.81% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.10% | +0.30% | +5.61% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.89% | -0.25% | +3.55% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.59% | +0.31% | +0.44% | |
| 7 | CEG | Constellation Energy | Stock-Utilities | 3.45% | +0.03% | -7.62% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.01% | -0.22% | +4.12% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.75% | +0.14% | +8.56% | |
| 10 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 2.69% | — | +17.48% | |
| 11 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.67% | +0.17% | +4.49% | |
| 12 | PAYC | Paycom Software Inc | Stock-Tech | 2.55% | — | +4.29% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.52% | +0.02% | +6.53% | |
| 14 | ACN | Accenture plc | Stock-Tech | 2.31% | -0.05% | +3.65% | |
| 15 | MLI | Mueller Industries Inc | Stock-Industrials | 2.28% | -0.65% | +8.45% | |
| 16 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 2.27% | -0.31% | +4.63% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 2.22% | -0.49% | -3.48% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | -0.01% | -0.53% | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 2.17% | — | +2.51% | |
| 20 | WHD | Cactus Inc - A | Stock-Other | 2.16% | — | +4.63% | |
| 21 | FTNT | Fortinet Inc | Stock-Tech | 2.06% | +1.20% | +4.07% | |
| 22 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 2.02% | -0.02% | +2.51% | |
| 23 | NICE | Nice LTD - Spon Adr | Stock-Tech | 1.96% | — | — | |
| 24 | WRB | Wr Berkley CORP | Stock-Financials | 1.94% | +0.08% | +6.10% | |
| 25 | GRMN | Garmin Ltd. | Stock-Tech | 1.93% | -0.24% | +3.25% | |
| 26 | EME | Emcor Group Inc | Stock-Industrials | 1.93% | -0.61% | +6.12% | |
| 27 | RGLD | Royal Gold Inc | Stock-Materials | 1.92% | -1.00% | +5.89% | |
| 28 | GWW | Ww Grainger Inc | Stock-Industrials | 1.90% | +0.37% | +2.68% | |
| 29 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.86% | — | +3.00% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 1.66% | +0.14% | — | |
| 31 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.51% | — | -31.33% | |
| 32 | MORN | Morningstar Inc | Stock-Financials | 1.49% | -0.15% | +5.32% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.38% | -0.01% | +0.85% | |
| 34 | INTU | Intuit Inc | Stock-Tech | 1.36% | +0.59% | +3.08% | |
| 35 | FICO | Fair Isaac CORP | Stock-Tech | 1.22% | -0.10% | +2.62% | |
| 36 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.17% | — | -7.90% | |
| 37 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.57% | — | -3.45% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | — | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | +0.07% | -9.00% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.02% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -2.25% | +0.71% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.32% | -0.02% | +0.08% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | +0.09% | +0.41% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.02% | -0.27% | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.26% | +0.02% | -0.79% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | — | -9.94% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.19% | +0.02% | -14.56% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.19% | -0.02% | +0.21% | |
| 49 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.18% | -0.02% | -17.19% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.18% | +0.38% | — |
According to official SEC Form 13F filings, Barlow Wealth Partners, LLC reported a total U.S. public equity portfolio value of $925.5M across 136 disclosed positions in Q4 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 20.5% of total reported equity market value during Q4 2024.
During Q4 2024, Barlow Wealth Partners, LLC's top holdings by market value included GOOG (6.5%)、MSFT (5.0%)、HLI (4.5%). The largest single position, GOOG, represented 6.5% of total portfolio value.
In Q4 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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