BARLOW WEALTH PARTNERS, LLC
150 holdingsFiling period: 2026-06-30Current AUM: $972.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 173.0K | $62.1M | $60.0M | 6.17% | -25,958 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 225.8K | $46.1M | $48.9M | 5.03% | +3.0K | 2026-06-30 |
| 3 | MSFT | MICROSOFT CORP | 101.8K | $39.0M | $52.0M | 5.35% | +640 | 2026-06-30 |
| 4 | V | VISA INC | 109.4K | $38.0M | $41.6M | 4.28% | +1.3K | 2026-06-30 |
| 5 | AAPL | APPLE INC | 117.6K | $36.9M | $42.2M | 4.34% | -4,589 | 2026-06-30 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 35.5K | $33.8M | $32.6M | 3.35% | +345 | 2026-06-30 |
| 7 | TJX | TJX COS INC NEW | 209.4K | $32.0M | $26.3M | 2.71% | +3.4K | 2026-06-30 |
| 8 | — | ASML HLDG NV | 16.6K | $29.4M | $29.4M | 3.03% | -2,101 | 2026-06-30 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 57.2K | $28.3M | $28.3M | 2.91% | +874 | 2026-06-30 |
| 10 | GWW | WW GRAINGER INC | 20.9K | $28.2M | $26.3M | 2.71% | +148 | 2026-06-30 |
| 11 | JPM | JPMORGAN CHASE & CO | 85.3K | $28.2M | $30.4M | 3.12% | +913 | 2026-06-30 |
| 12 | MCK | MCKESSON CORP | 33.8K | $27.7M | $33.0M | 3.39% | +16.6K | 2026-06-30 |
| 13 | HLI | HOULIHAN LOKEY INC | 205.7K | $27.6M | $27.5M | 2.83% | +537 | 2026-06-30 |
| 14 | — | TECHNIPFMC PLC | 389.0K | $27.4M | $27.4M | 2.82% | -49,429 | 2026-06-30 |
| 15 | MLI | MUELLER INDS INC | 463.7K | $25.8M | $25.5M | 2.62% | +210.2K | 2026-06-30 |
| 16 | SCHW | SCHWAB CHARLES CORP | 248.9K | $25.3M | $29.6M | 3.04% | +4.9K | 2026-06-30 |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 57.7K | $25.2M | $21.8M | 2.25% | -752 | 2026-06-30 |
| 18 | FTNT | FORTINET INC | 157.5K | $24.7M | $27.7M | 2.85% | -3,746 | 2026-06-30 |
| 19 | EME | EMCOR GROUP INC | 32.1K | $24.7M | $21.9M | 2.25% | -4,454 | 2026-06-30 |
| 20 | — | FERRARI N V | 61.9K | $23.2M | $23.2M | 2.39% | +562 | 2026-06-30 |
| 21 | RGLD | ROYAL GOLD INC | 113.3K | $21.7M | $27.4M | 2.81% | +874 | 2026-06-30 |
| 22 | TKO | TKO GROUP HOLDINGS INC | 110.8K | $21.4M | $20.2M | 2.08% | -16,011 | 2026-06-30 |
| 23 | UBER | UBER TECHNOLOGIES INC | 288.4K | $21.2M | $21.0M | 2.16% | -- | 2026-06-30 |
| 24 | WRB | BERKLEY W R CORP | 271.3K | $19.3M | $19.5M | 2.01% | +1.0K | 2026-06-30 |
| 25 | — | GARMIN LTD | 76.3K | $18.6M | $18.6M | 1.91% | +554 | 2026-06-30 |
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