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CIK: 0001999928
Total reported value
$970.1M
$970.1M
134 檔
18.6%
The Q1 2025 SEC filing reveals that Barlow Wealth Partners, LLC held a total portfolio value of $970.1M, covering 134 public equity positions.
During Q1 2025, 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 | 5.63% | -0.54% | +1.12% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | +1.39% | +2.27% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.57% | +0.13% | +1.36% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.30% | -0.14% | +0.66% | |
| 5 | HLI | Houlihan Lokey Inc | Stock-Financials | 4.26% | -0.61% | +1.07% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.13% | +8.14% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.36% | -0.44% | +1.08% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.25% | -0.01% | +0.77% | |
| 9 | PAYC | Paycom Software Inc | Stock-Tech | 2.95% | — | +0.77% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.78% | -0.12% | +1.14% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | +0.63% | +50.24% | |
| 12 | CEG | Constellation Energy | Stock-Utilities | 2.67% | +0.32% | +0.61% | |
| 13 | RGLD | Royal Gold Inc | Stock-Materials | 2.64% | -0.30% | +1.17% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.61% | -0.01% | +29.30% | |
| 15 | TKO | Tko Group Holdings Inc | Stock-Comm Services | 2.60% | -0.71% | +1.15% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.48% | +0.12% | +1867.31% | |
| 17 | WRB | Wr Berkley CORP | Stock-Financials | 2.40% | -0.12% | +1.50% | |
| 18 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 2.39% | — | +2.41% | |
| 19 | FTNT | Fortinet Inc | Stock-Tech | 2.37% | +0.07% | +1.19% | |
| 20 | ASML | ASML Holding N.V. | Stock-Tech | 2.34% | -0.02% | +45.20% | |
| 21 | MLI | Mueller Industries Inc | Stock-Industrials | 2.18% | +0.26% | +2.15% | |
| 22 | ACN | Accenture plc | Stock-Tech | 2.04% | +0.02% | +1.14% | |
| 23 | EME | Emcor Group Inc | Stock-Industrials | 2.03% | +0.08% | +24.32% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.94% | +0.01% | +1973.08% | |
| 25 | GRMN | Garmin Ltd. | Stock-Tech | 1.89% | +0.21% | +1.27% | |
| 26 | GWW | Ww Grainger Inc | Stock-Industrials | 1.85% | -0.28% | +1.27% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.66% | -0.30% | EXIT | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.63% | -0.47% | EXIT | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 1.63% | -0.02% | EXIT | |
| 30 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 1.46% | -0.02% | +0.28% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.45% | — | — | |
| 32 | INTU | Intuit Inc | Stock-Tech | 1.43% | -1.18% | +0.80% | |
| 33 | MORN | Morningstar Inc | Stock-Financials | 1.35% | -1.03% | EXIT | |
| 34 | FICO | Fair Isaac CORP | Stock-Tech | 1.22% | -1.72% | EXIT | |
| 35 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.00% | — | -10.26% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.68% | -0.36% | EXIT | |
| 37 | SYBT | Stock Yards Bancorp Inc | Stock-Other | 0.60% | -0.02% | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.01% | -16.67% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.06% | -0.32% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.06% | +31.81% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | -0.06% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | — | -0.41% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.30% | -0.02% | +0.02% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.26% | +0.01% | -1.16% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.04% | +7.69% | |
| 46 | PNC | Pnc Financial Services Group | Stock-Financials | 0.22% | -0.04% | +2.30% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.19% | — | -2.16% | |
| 48 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.19% | — | -0.66% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | — | +12.53% | |
| 50 | KR | Kroger Co | Stock-Consumer Staples | 0.18% | — | -4.83% |
According to official SEC Form 13F filings, Barlow Wealth Partners, LLC reported a total U.S. public equity portfolio value of $970.1M across 134 disclosed positions in Q1 2025.
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, V) accounted for 18.6% of total reported equity market value during Q1 2025.
During Q1 2025, Barlow Wealth Partners, LLC's top holdings by market value included GOOG (5.6%)、MSFT (4.9%)、V (4.6%). The largest single position, GOOG, represented 5.6% of total portfolio value.
In Q1 2025, 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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