BARLOW WEALTH PARTNERS, LLC

CIK

1999928

Location

LOUISVILLE, KY

Portfolio Value

Small $759,557,877

Diversification

Diversified

Filing Date

Global Rank

#2,054 / 8,603 ▲ 5 · as of Mar 2026

Top Industry

Semiconductors 7.8%

3Y Alpha vs SPY

-8.6%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.7%

SPY

+54.1%

Annualised alpha

-8.3%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

122 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.1%

−0.9 pts

Top 5

23.3%

−1.1 pts

Top 10

42.6%

+0.4 pts

HHI

308

Diversified+4

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$233,390,031	24
Financial Services	23.6%	$179,190,579	28
Consumer Cyclical	10.6%	$80,476,946	12
Industrials	9.4%	$71,376,603	14
Healthcare	5.6%	$42,787,365	14
Consumer Defensive	5.4%	$41,191,038	11
Communication Services	4.3%	$32,521,213	7
Energy	4.2%	$31,646,050	3
Basic Materials	3.8%	$28,924,149	2
Utilities	2.0%	$15,463,753	3
Unclassified	0.3%	$2,304,311	3
Real Estate	0.0%	$285,839	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHW	Schwab Charles Corp	+238,829	243,993	$22,930,462
BRK-B	Berkshire Hathaway Inc	+16,234	56,327	$26,991,898
FICO	Fair Isaac Corp	+7,363	15,275	$16,306,673
V	Visa Inc.	+2,632	108,141	$32,684,535
MORN	Morningstar, Inc.	+2,187	57,720	$9,757,566
MSFT	Microsoft Corp	+1,890	101,194	$37,458,982
HLI	Houlihan Lokey, Inc.	+772	205,159	$29,464,935
TJX	Tjx Companies Inc /De/	+765	205,969	$32,893,249
WRB	Berkley W R Corp	+627	270,284	$17,914,423
ORLY	O Reilly Automotive Inc	+600	7,590	$700,632
AMZN	Amazon Com Inc	+526	89,625	$18,666,198
NVDA	Nvidia Corp	+354	222,748	$38,847,251
VRTX	Vertex Pharmaceuticals Inc / Ma	+324	30,411	$13,579,727
COST	Costco Wholesale Corp /New	+283	35,110	$34,984,657
CRWD	CrowdStrike Holdings, Inc.	+250	788	$76,910
GRMN	Garmin Ltd	+217	75,714	$17,566,405
FNB	Fnb Corp/Pa/	+135	18,163	$303,685
UPS	United Parcel Service Inc	+119	2,649	$260,608
MCK	Mckesson Corp	+101	17,224	$14,904,960
AAPL	Apple Inc.	+89	122,235	$31,022,020
GWW	W.W. Grainger, Inc.	+70	20,764	$22,649,580
TSLA	Tesla, Inc.	+35	508	$188,849
HD	Home Depot, Inc.	+27	775	$254,889
FCAP	First Capital Inc	+26	5,330	$264,527
SPY	Spdr S&P 500 ETF Trust	+19	1,622	$1,054,851
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FTI	TechnipFMC plc	−46,615	438,429	$30,308,596
META	Meta Platforms, Inc.	−33,818	764	$437,107
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−25,973	58,419	$19,742,701
FTNT	Fortinet, Inc.	−21,071	161,271	$13,179,066
INTU	Intuit Inc.	−9,195	14,151	$6,118,609
MELI	Mercadolibre Inc	−8,312	430	$743,478
ASML	Asml Holding NV	−5,037	18,735	$24,745,750
TKO	TKO Group Holdings, Inc.	−4,436	126,794	$25,568,010
EME	EMCOR Group, Inc.	−2,998	36,520	$26,963,081
MLI	Mueller Industries Inc	−1,396	253,567	$14,047,611
KR	Kroger Co	−1,000	17,696	$1,280,482
CEG	Constellation Energy Corp	−656	51,932	$14,502,011
JPM	Jpmorgan Chase & Co	−553	84,361	$24,815,631
RGLD	Royal Gold Inc	−501	112,426	$28,611,292
CHDN	Churchill Downs Inc	−480	15,796	$1,418,954
PEP	Pepsico Inc	−312	1,854	$287,907
ITW	Illinois Tool Works Inc	−186	4,274	$1,112,479
CL	Colgate Palmolive Co	−162	6,534	$556,892
JNJ	Johnson & Johnson	−107	24,030	$5,873,893
ACN	Accenture plc	−91	5,480	$1,086,629
UNH	Unitedhealth Group Inc	−84	2,448	$662,404
ADBE	Adobe Inc.	−72	35,519	$8,633,958
HUM	Humana Inc	−51	2,224	$385,619
MRK	Merck & Co., Inc.	−50	7,490	$900,972
DIS	Walt Disney Co	−44	6,607	$636,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
RACE	Ferrari N.V.	61,293	$20,744,615
CRM	Salesforce, Inc.	66,620	$12,435,955
GLW	Corning Inc /Ny	2,126	$289,072
T	At&T Inc.	8,100	$234,819
SHEL	Shell plc	2,450	$227,850
PLTR	Palantir Technologies Inc.	1,555	$227,465
AFL	Aflac Inc	1,770	$194,186
UCB	United Community Banks Inc	6,020	$189,569
CMI	Cummins Inc	321	$172,704
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	88,580	$22,923,618
VEEV	Veeva Systems Inc	37,089	$8,279,377
ABT	Abbott Laboratories	1,824	$228,528
CBRE	Cbre Group, Inc.	1,339	$215,297
TSCO	Tractor Supply Co /De/	3,900	$195,039
MLM	Martin Marietta Materials Inc	300	$186,798
SYPR	Sypris Solutions Inc	25,000	$61,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

122 positions · $759,557,877 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 122 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	222,748	+354	$38,847,251	−6.3%	5.11%
MSFT	Microsoft Corp Technology	Added	101,194	+1,890	$37,458,982	−22.0%	4.93%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	35,110	+283	$34,984,657	+16.5%	4.61%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	205,969	+765	$32,893,249	+4.4%	4.33%
V	Visa Inc. Financial Services	Added	108,141	+2,632	$32,684,535	−11.7%	4.30%
AAPL	Apple Inc. Technology	Added	122,235	+89	$31,022,020	−6.6%	4.08%
FTI	TechnipFMC plc Energy	Reduced	438,429	-46,615	$30,308,596	+40.2%	3.99%
HLI	Houlihan Lokey, Inc. Financial Services	Added	205,159	+772	$29,464,935	−17.2%	3.88%
RGLD	Royal Gold Inc Basic Materials	Reduced	112,426	-501	$28,611,292	+14.0%	3.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	56,327	+16,234	$26,991,898	+33.9%	3.55%
EME	EMCOR Group, Inc. Industrials	Reduced	36,520	-2,998	$26,963,081	+11.5%	3.55%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	126,794	-4,436	$25,568,010	−6.8%	3.37%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	84,361	-553	$24,815,631	−9.3%	3.27%
ASML	Asml Holding NV Technology	Reduced	18,735	-5,037	$24,745,750	−2.7%	3.26%
SCHW	Schwab Charles Corp Financial Services	Added	243,993	+238,829	$22,930,462	+4344.4%	3.02%
GWW	W.W. Grainger, Inc. Industrials	Added	20,764	+70	$22,649,580	+8.5%	2.98%
RACE	Ferrari N.V. Consumer Cyclical	NEW	61,293	NEW	$20,744,615	NEW	2.73%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	58,419	-25,973	$19,742,701	−23.0%	2.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	89,625	+526	$18,666,198	−9.2%	2.46%
WRB	Berkley W R Corp Financial Services	Added	270,284	+627	$17,914,423	−5.3%	2.36%
GRMN	Garmin Ltd Technology	Added	75,714	+217	$17,566,405	+14.7%	2.31%
FICO	Fair Isaac Corp Technology	Added	15,275	+7,363	$16,306,673	+21.9%	2.15%
MCK	Mckesson Corp Healthcare	Added	17,224	+101	$14,904,960	+6.1%	1.96%
CEG	Constellation Energy Corp Utilities	Reduced	51,932	-656	$14,502,011	−21.9%	1.91%
MLI	Mueller Industries Inc Industrials	Reduced	253,567	-1,396	$14,047,611	−4.0%	1.85%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	30,411	+324	$13,579,727	−0.4%	1.79%
FTNT	Fortinet, Inc. Technology	Reduced	161,271	-21,071	$13,179,066	−9.0%	1.74%
CRM	Salesforce, Inc. Technology	NEW	66,620	NEW	$12,435,955	NEW	1.64%
MORN	Morningstar, Inc. Financial Services	Added	57,720	+2,187	$9,757,566	−19.1%	1.28%
ADBE	Adobe Inc. Technology	Reduced	35,519	-72	$8,633,958	−30.7%	1.14%
INTU	Intuit Inc. Technology	Reduced	14,151	-9,195	$6,118,609	−60.4%	0.81%
JNJ	Johnson & Johnson Healthcare	Reduced	24,030	-107	$5,873,893	+17.6%	0.77%
GOOGL	Alphabet Inc. Communication Services	Added	17,090	+17	$4,914,400	−8.0%	0.65%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	61,517	0	$4,077,961	+2.1%	0.54%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Held	14,477	0	$2,390,731	−0.5%	0.31%
TT	Trane Technologies plc Industrials	Added	5,639	+1	$2,349,996	+7.1%	0.31%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	10,391	+9	$2,162,263	−0.2%	0.28%
AMGN	Amgen Inc Healthcare	Held	5,739	0	$2,019,267	+7.5%	0.27%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,534	0	$1,719,911	+1.7%	0.23%
AMAT	Applied Materials Inc /De Technology	Held	4,718	0	$1,612,565	+33.0%	0.21%
CHDN	Churchill Downs Inc Consumer Cyclical	Reduced	15,796	-480	$1,418,954	−23.4%	0.19%
LLY	ELI LILLY & Co Healthcare	Added	1,448	+13	$1,331,826	−13.6%	0.18%
KR	Kroger Co Consumer Defensive	Reduced	17,696	-1,000	$1,280,482	+9.6%	0.17%
ALL	Allstate Corp Financial Services	Held	5,905	0	$1,224,342	−0.4%	0.16%
FSLR	First Solar, Inc. Technology	Held	6,050	0	$1,193,423	−24.5%	0.16%
KO	Coca Cola Co Consumer Defensive	Added	15,561	+15	$1,183,414	+8.9%	0.16%
TRMK	Trustmark Corp Financial Services	Held	26,864	0	$1,132,048	+8.2%	0.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,771	+2	$1,122,443	+0.8%	0.15%
ITW	Illinois Tool Works Inc Industrials	Reduced	4,274	-186	$1,112,479	+1.3%	0.15%
CVX	Chevron Corp Energy	Held	5,363	0	$1,109,604	+35.8%	0.15%