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Barlow Wealth Partners, Llc

Portfolio Manager
Barlow Wealth Partners, Llc
Performance
-1.05% (2026 Q1)
AUM (13F)
$900.01M
# of Holdings
137
Performance Rank
Allocation (Top 20)
71.25%

Barlow Wealth Partners, Llc Holdings Map

Top 50 Barlow Wealth Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
7.5%199.0K$67.5M
-15.60%(-36.77K)
2025-Q1: 261.7K shares2025-Q2: 264.3K shares2025-Q3: 249.1K shares2025-Q4: 235.8K shares2026-Q1: 199.0K shares
$139.41(+186.23%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.99%222.7K$44.9M
+0.16%(+354)
2025-Q1: 188.9K shares2025-Q2: 221.7K shares2025-Q3: 222.2K shares2025-Q4: 222.4K shares2026-Q1: 222.7K shares
$100.65(+124.37%)
2026-03-31
MSFT
MICROSOFT CORP
4.75%101.2K$42.8M
+1.90%(+1.89K)
2025-Q1: 95.8K shares2025-Q2: 96.9K shares2025-Q3: 98.3K shares2025-Q4: 99.3K shares2026-Q1: 101.2K shares
$356.35(+13.71%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
3.9%35.1K$35.1M
+0.81%(+283)
2025-Q1: 33.5K shares2025-Q2: 33.7K shares2025-Q3: 34.5K shares2025-Q4: 34.8K shares2026-Q1: 35.1K shares
$648.81(+59.23%)
2026-03-31
V
VISA INC
3.81%108.1K$34.3M
+2.49%(+2.63K)
2025-Q1: 103.8K shares2025-Q2: 105.3K shares2025-Q3: 103.6K shares2025-Q4: 105.5K shares2026-Q1: 108.1K shares
$255.54(+25.35%)
2026-03-31
HLI
HOULIHAN LOKEY INC
3.7%205.2K$33.3M
+0.38%(+772)
2025-Q1: 203.8K shares2025-Q2: 205.6K shares2025-Q3: 203.1K shares2025-Q4: 204.4K shares2026-Q1: 205.2K shares
$121.61(+23.79%)
2026-03-31
TJX
TJX COS INC NEW
3.68%206.0K$33.1M
+0.37%(+765)
2025-Q1: 202.0K shares2025-Q2: 203.6K shares2025-Q3: 206.4K shares2025-Q4: 205.2K shares2026-Q1: 206.0K shares
$94.37(+55.81%)
2026-03-31
AAPL
APPLE INC
3.67%122.2K$33.0M
+0.07%(+89)
2025-Q1: 129.1K shares2025-Q2: 120.3K shares2025-Q3: 121.1K shares2025-Q4: 122.1K shares2026-Q1: 122.2K shares
$187.27(+59.59%)
2026-03-31
MLI
MUELLER INDS INC
3.44%253.6K$31.0M
-0.55%(-1.40K)
2025-Q1: 226.8K shares2025-Q2: 294.2K shares2025-Q3: 299.2K shares2025-Q4: 255.0K shares2026-Q1: 253.6K shares
$54.14(+157.78%)
2026-03-31
FTI
TECHNIPFMC PLC
3.43%438.4K$30.9M
-9.61%(-46.62K)
2025-Q1: 0 shares2025-Q2: 376.5K shares2025-Q3: 479.8K shares2025-Q4: 485.0K shares2026-Q1: 438.4K shares
$33.79(+115.09%)
2026-03-31

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