BARLOW WEALTH PARTNERS, LLC
138 holdingsFiling period: 2026-03-31Current AUM: $994.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 199.0K | $67.5M | $84.0M | 8.44% | -36,766 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 222.7K | $44.9M | $51.7M | 5.20% | +354 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 101.2K | $42.8M | $53.7M | 5.40% | +1.9K | 2026-03-31 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 35.1K | $35.1M | $33.5M | 3.37% | +283 | 2026-03-31 |
| 5 | V | VISA INC | 108.1K | $34.3M | $41.5M | 4.17% | +2.6K | 2026-03-31 |
| 6 | HLI | HOULIHAN LOKEY INC | 205.2K | $33.3M | $29.1M | 2.93% | +772 | 2026-03-31 |
| 7 | TJX | TJX COS INC NEW | 206.0K | $33.1M | $32.6M | 3.28% | +765 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 122.2K | $33.0M | $40.2M | 4.04% | +89 | 2026-03-31 |
| 9 | MLI | MUELLER INDS INC | 253.6K | $31.0M | $37.1M | 3.73% | -1,396 | 2026-03-31 |
| 10 | — | TECHNIPFMC PLC | 438.4K | $30.9M | $30.9M | 3.10% | -46,615 | 2026-03-31 |
| 11 | RGLD | ROYAL GOLD INC | 112.4K | $30.1M | $23.5M | 2.36% | -501 | 2026-03-31 |
| 12 | EME | EMCOR GROUP INC | 36.5K | $29.4M | $31.8M | 3.20% | -2,998 | 2026-03-31 |
| 13 | — | ASML HLDG NV | 18.7K | $27.3M | $27.3M | 2.75% | -5,037 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 56.3K | $26.7M | $26.7M | 2.69% | +16.2K | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 84.4K | $26.2M | $31.3M | 3.15% | -553 | 2026-03-31 |
| 16 | GWW | WW GRAINGER INC | 20.8K | $24.1M | $30.6M | 3.08% | +70 | 2026-03-31 |
| 17 | TKO | TKO GROUP HOLDINGS INC | 126.8K | $23.6M | $21.3M | 2.14% | -4,436 | 2026-03-31 |
| 18 | — | FERRARI N V | 61.3K | $22.9M | $22.9M | 2.30% | -- | 2026-03-31 |
| 19 | SCHW | SCHWAB CHARLES CORP | 244.0K | $22.5M | $25.2M | 2.53% | +238.8K | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 89.6K | $22.5M | $29.3M | 2.94% | +526 | 2026-03-31 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 58.4K | $21.6M | $25.9M | 2.60% | -25,973 | 2026-03-31 |
| 22 | — | GARMIN LTD | 75.7K | $20.2M | $20.2M | 2.04% | +217 | 2026-03-31 |
| 23 | WRB | BERKLEY W R CORP | 270.3K | $18.1M | $19.8M | 1.99% | +627 | 2026-03-31 |
| 24 | FICO | FAIR ISAAC CORP | 15.3K | $16.4M | $17.2M | 1.73% | +7.4K | 2026-03-31 |
| 25 | CEG | CONSTELLATION ENERGY CORP | 51.9K | $15.4M | $14.5M | 1.45% | -656 | 2026-03-31 |
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