Top 50 Barlow Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 7.5% | 199.0K | $67.5M | -15.60%(-36.77K) | $139.41(+186.23%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.99% | 222.7K | $44.9M | +0.16%(+354) | $100.65(+124.37%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.75% | 101.2K | $42.8M | +1.90%(+1.89K) | $356.35(+13.71%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.9% | 35.1K | $35.1M | +0.81%(+283) | $648.81(+59.23%) | 2026-03-31 | |
| V | VISA INC | 3.81% | 108.1K | $34.3M | +2.49%(+2.63K) | $255.54(+25.35%) | 2026-03-31 | |
| HLI | HOULIHAN LOKEY INC | 3.7% | 205.2K | $33.3M | +0.38%(+772) | $121.61(+23.79%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 3.68% | 206.0K | $33.1M | +0.37%(+765) | $94.37(+55.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.67% | 122.2K | $33.0M | +0.07%(+89) | $187.27(+59.59%) | 2026-03-31 | |
| MLI | MUELLER INDS INC | 3.44% | 253.6K | $31.0M | -0.55%(-1.40K) | $54.14(+157.78%) | 2026-03-31 | |
| FTI | TECHNIPFMC PLC | 3.43% | 438.4K | $30.9M | -9.61%(-46.62K) | $33.79(+115.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.29% | +57.27% |
| Top 20 Holdings Unweighted | +16.65% | +58.73% |
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