BARLOW WEALTH PARTNERS, LLC
Top Portfolio Positions
123 positions ·
$776,942,140 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
222,748 | $38,847,251 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
101,194 | $37,458,982 | 4.82% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
35,110 | $34,984,657 | 4.50% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
205,969 | $32,893,249 | 4.23% | |
| V |
Visa Inc.
Financial Services
|
108,141 | $32,684,535 | 4.21% | |
| AAPL |
Apple Inc.
Technology
|
122,235 | $31,022,020 | 3.99% | |
| FTI |
TechnipFMC plc
Energy
|
438,429 | $30,308,596 | 3.90% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
205,159 | $29,464,935 | 3.79% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
112,426 | $28,611,292 | 3.68% | |
| MLI |
Mueller Industries Inc
Industrials
|
253,567 | $28,095,223 | 3.62% |
Portfolio Trend
10 quarters · across all stocks
Holdings in TRMK
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,132,048 | 26,864 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,046,352 | 26,864 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,063,814 | 26,864 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $979,461 | 26,864 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $926,539 | 26,864 | Shares | Sole | 2025-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||