Sponsored

The Analysis of BARLOW WEALTH PARTNERS, LLC's Holdings & P&L

Currently, BARLOW WEALTH PARTNERS, LLC holds 149 types of securities in its portfolio with a total value $925.5M. In the most recent quarter, they have increased their positions in UBER (+288.4K shares, valued at $21.2M), MCK (+16.6K shares, valued at $13.6M), MLI (+210.2K shares, valued at $11.7M); decreased their positions in AMZN (-80.0K shares, valued at $19.5M), GOOG (-26.0K shares, valued at $9.3M), ASML (-2.1K shares, valued at $3.7M); initiated new positions in UBER (+288.4K shares, valued at $21.2M), N/A (+30.9K shares, valued at $3.3M), DUK (+3.4K shares, valued at $435.9K).

1M P&L

+7.6M+0.88%

3M P&L

-12.1M-1.37%

HY P&L

+19.3M+2.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors72.0M

9.0%

2Internet Content & Information68.3M

8.5%

3Software - Application66.0M

8.3%

Top Industries by Stock Count

1N/A16 stocks

13.3%

2Banks - Regional11 stocks

9.2%

3Software - Application6 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC173.0K shares-13.05%2026-06-302026-07-14

NVDA NVIDIA CORPORATION225.8K shares1.36%2026-06-302026-07-14

MSFT MICROSOFT CORP101.8K shares0.63%2026-06-302026-07-14

VISA INC VISA INC109.4K shares1.16%2026-06-302026-07-14

AAPL APPLE INC117.6K shares-3.75%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION35.5K shares0.98%2026-06-302026-07-14

TJX TJX COS INC NEW209.4K shares1.67%2026-06-302026-07-14

ASML ASML HLDG NV16.6K shares-11.21%2026-06-302026-07-14

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL57.2K shares1.55%2026-06-302026-07-14

GWW WW GRAINGER INC20.9K shares0.71%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO85.3K shares1.08%2026-06-302026-07-14

MCK MCKESSON CORP33.8K shares96.35%2026-06-302026-07-14

HLI HOULIHAN LOKEY INC205.7K shares0.26%2026-06-302026-07-14

FTI TECHNIPFMC PLC389.0K shares-11.27%2026-06-302026-07-14

MLI MUELLER INDS INC463.7K shares82.88%2026-06-302026-07-14

SCHW SCHWAB CHARLES CORP248.9K shares1.99%2026-06-302026-07-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC57.7K shares-1.29%2026-06-302026-07-14

FTNT FORTINET INC157.5K shares-2.32%2026-06-302026-07-14

EME EMCOR GROUP INC32.1K shares-12.20%2026-06-302026-07-14

RACE FERRARI N V61.9K shares0.92%2026-06-302026-07-14

RGLD ROYAL GOLD INC113.3K shares0.78%2026-06-302026-07-14

TKO TKO GROUP HOLDINGS INC110.8K shares-12.63%2026-06-302026-07-14

UBER UBER TECHNOLOGIES INC288.4K sharesnew addition2026-06-302026-07-14

WRB BERKLEY W R CORP271.3K shares0.38%2026-06-302026-07-14

Sponsored

GRMN GARMIN LTD76.3K shares0.73%2026-06-302026-07-14

CEG CONSTELLATION ENERGY CORP66.0K shares27.18%2026-06-302026-07-14

CRM SALESFORCE INC95.9K shares43.97%2026-06-302026-07-14

FICO FAIR ISAAC CORP12.6K shares-17.51%2026-06-302026-07-14

VRTX VERTEX PHARMACEUTICALS INC30.8K shares1.23%2026-06-302026-07-14

INTU INTUIT41.3K shares191.58%2026-06-302026-07-14

MORN MORNINGSTAR INC57.6K shares-0.20%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON24.5K shares1.80%2026-06-302026-07-14

Sponsored

GOOGL ALPHABET INC17.1K shares0.00%2026-06-302026-07-14

SYBT STOCK YDS BANCORP INC61.5K shares0.00%2026-06-302026-07-14

ADOBE INC ADOBE INC19.5K shares-45.14%2026-06-302026-07-14

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-06-302026-07-14

SERVICENOW INC SERVICENOW INC30.9K sharesnew addition2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP19.6K shares0.01%2026-06-302026-07-14

TT TRANE TECHNOLOGIES PLC5.6K shares-1.08%2026-06-302026-07-14

TXRH TEXAS ROADHOUSE INC14.5K shares0.00%2026-06-302026-07-14

Sponsored

PNC PNC FINL SVCS GROUP INC10.4K shares0.23%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC4.4K shares-7.21%2026-06-302026-07-14

AMZN AMAZON COM INC9.6K shares-89.25%2026-06-302026-07-14

AMGN AMGEN INC5.7K shares0.00%2026-06-302026-07-14

LLY ELI LILLY & CO1.4K shares0.00%2026-06-302026-07-14

MCD MCDONALDS CORP5.5K shares0.00%2026-06-302026-07-14

ALL ALLSTATE CORP5.9K shares0.00%2026-06-302026-07-14

FSLR FIRST SOLAR INC6.0K shares0.00%2026-06-302026-07-14

Sponsored

KO COCA COLA CO16.1K shares3.21%2026-06-302026-07-14

CHDN CHURCHILL DOWNS INC15.5K shares-1.58%2026-06-302026-07-14

ISHARES TR ISHARES TR1.6K shares0.00%2026-06-302026-07-14

TRMK TRUSTMARK CORP26.9K shares0.00%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.6K shares0.00%2026-06-302026-07-14

ITW ILLINOIS TOOL WKS INC4.6K shares6.62%2026-06-302026-07-14

ADP AUTOMATIC DATA PROCESSING IN4.6K shares0.00%2026-06-302026-07-14

PG PROCTER & GAMBLE CO7.4K shares-4.76%2026-06-302026-07-14

Sponsored

ABBVIE INC ABBVIE INC4.3K shares19.00%2026-06-302026-07-14

MS MORGAN STANLEY5.0K shares0.00%2026-06-302026-07-14

KR KROGER CO17.7K shares0.00%2026-06-302026-07-14

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.4K shares0.00%2026-06-302026-07-14

BF.B BROWN FORMAN CORP40.0K shares-0.10%2026-06-302026-07-14

VT VANGUARD INTL EQUITY INDEX F6.5K shares0.00%2026-06-302026-07-14

CVX CHEVRON CORPORATION5.4K shares0.00%2026-06-302026-07-14

MRK MERCK & CO INC7.5K shares0.00%2026-06-302026-07-14

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY2.2K shares0.00%2026-06-302026-07-14

S&P GLOBAL INC S&P GLOBAL INC2.1K shares-0.43%2026-06-302026-07-14

SYK STRYKER CORPORATION2.6K shares0.00%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares0.00%2026-06-302026-07-14

ORLY OREILLY AUTOMOTIVE INC9.5K shares24.70%2026-06-302026-07-14

CAT CATERPILLAR INC836 shares0.00%2026-06-302026-07-14

HUM HUMANA INC1.9K shares-13.17%2026-06-302026-07-14

QQQ INVESCO QQQ TR1.0K shares0.00%2026-06-302026-07-14

Sponsored

MELI MERCADOLIBRE INC388 shares-9.77%2026-06-302026-07-14

GD GENERAL DYNAMICS CORP1.8K shares0.00%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC7.6K shares0.00%2026-06-302026-07-14

SCHG SCHWAB STRATEGIC TR19.3K shares24.06%2026-06-302026-07-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.7K shares-13.67%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.2K shares28.04%2026-06-302026-07-14

DIS DISNEY WALT CO6.4K shares-3.03%2026-06-302026-07-14

GLD SPDR GOLD TR1.6K shares5.99%2026-06-302026-07-14

Sponsored

CL COLGATE PALMOLIVE CO6.5K shares0.00%2026-06-302026-07-14

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC3.2K shares300.00%2026-06-302026-07-14

FIX COMFORT SYS USA INC350 shares-3.85%2026-06-302026-07-14

PM PHILIP MORRIS INTL INC3.0K shares0.00%2026-06-302026-07-14

BROADCOM INC BROADCOM INC1.4K shares0.00%2026-06-302026-07-14

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-06-302026-07-14

CINF CINCINNATI FINL CORP3.0K shares0.00%2026-06-302026-07-14

SHOP SHOPIFY INC4.4K shares0.00%2026-06-302026-07-14

Sponsored

DOV DOVER CORP2.3K shares0.00%2026-06-302026-07-14

AVGE AMERICAN CENTY ETF TR4.5K shares0.00%2026-06-302026-07-14

TXN TEXAS INSTRS INC1.5K shares0.07%2026-06-302026-07-14

AZO AUTOZONE INC142 shares0.00%2026-06-302026-07-14

DUK DUKE ENERGY CORP NEW3.4K sharesnew addition2026-06-302026-07-14

LMT LOCKHEED MARTIN CORP817 shares0.00%2026-06-302026-07-14

VV VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-14

FTEC FIDELITY COVINGTON TRUST1.5K shares0.00%2026-06-302026-07-14

Sponsored

USB US BANCORP6.7K shares0.00%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC679 shares-11.13%2026-06-302026-07-14

DE DEERE & CO667 shares0.00%2026-06-302026-07-14

COR CENCORA INC1.3K shares0.00%2026-06-302026-07-14

GLW CORNING INC2.1K shares0.00%2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.5.1K shares0.20%2026-06-302026-07-14

COF CAPITAL ONE FINL CORP2.0K shares0.00%2026-06-302026-07-14

WMT WALMART INC3.3K shares0.00%2026-06-302026-07-14

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.6K sharesnew addition2026-06-302026-07-14

ONTO ONTO INNOVATION INC1.2K shares0.00%2026-06-302026-07-14

UPS UNITED PARCEL SVCS INC3.2K shares22.65%2026-06-302026-07-14

HONEYWELL INTL INC HONEYWELL INTL INC1.6K sharesnew addition2026-06-302026-07-14

VBR VANGUARD INDEX FDS1.5K shares0.00%2026-06-302026-07-14

MO ALTRIA GROUP INC4.7K shares0.00%2026-06-302026-07-14

FNB F N B CORP18.3K shares0.70%2026-06-302026-07-14

BLK BLACKROCK INC339 shares0.00%2026-06-302026-07-14

Sponsored

VEU VANGUARD INTL EQUITY INDEX F4.0K shares0.00%2026-06-302026-07-14

FCAP FIRST CAP INC5.3K shares0.38%2026-06-302026-07-14

GPC GENUINE PARTS CO2.6K shares0.00%2026-06-302026-07-14

APD AIR PRODUCTS AND CHEMICALS I1.1K shares0.00%2026-06-302026-07-14

APPLOVIN CORP APPLOVIN CORP612 shares0.00%2026-06-302026-07-14

ONB OLD NATL BANCORP IND12.3K shares0.00%2026-06-302026-07-14

TSLA TESLA INC770 shares51.57%2026-06-302026-07-14

SCHF SCHWAB STRATEGIC TR11.1K sharesnew addition2026-06-302026-07-14

Sponsored

AXP AMERICAN EXPRESS CO896 shares0.00%2026-06-302026-07-14

WPC WP CAREY INC4.2K shares0.00%2026-06-302026-07-14

GS GOLDMAN SACHS GROUP INC286 shares0.00%2026-06-302026-07-14

BF.A BROWN FORMAN CORP10.8K shares0.00%2026-06-302026-07-14

FAST FASTENAL CO6.0K sharesnew addition2026-06-302026-07-14

MDLZ MONDELEZ INTL INC4.6K shares0.00%2026-06-302026-07-14

RBCAA REPUBLIC BANCORP INC KY3.0K shares0.00%2026-06-302026-07-14

PEP PEPSICO INC1.9K shares0.00%2026-06-302026-07-14

Sponsored

HD HOME DEPOT INC775 shares0.00%2026-06-302026-07-14

HWC HANCOCK WHITNEY CORPORATION3.5K shares0.00%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS839 shares0.00%2026-06-302026-07-14

SOUTHERN CO SOUTHERN CO2.6K shares0.00%2026-06-302026-07-14

VO VANGUARD INDEX FDS3.1K shares300.00%2026-06-302026-07-14

CHUBB LIMITED CHUBB LIMITED673 shares0.00%2026-06-302026-07-14

MEDTRONIC PLC MEDTRONIC PLC2.8K shares0.00%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC447 sharesnew addition2026-06-302026-07-14

Sponsored

MEDP MEDPACE HLDGS INC432 shares-0.23%2026-06-302026-07-14

DELL DELL TECHNOLOGIES INC505 sharesnew addition2026-06-302026-07-14

WAT WATERS CORP586 sharesnew addition2026-06-302026-07-14

SHBI SHORE BANCSHARES INC9.7K sharesnew addition2026-06-302026-07-14

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.2.5K sharesnew addition2026-06-302026-07-14

AFL AFLAC INC1.8K shares0.00%2026-06-302026-07-14

CMI CUMMINS INC321 shares0.00%2026-06-302026-07-14

UCB UNITED CMNTY BKS BLAIRSVLE G6.0K shares0.00%2026-06-302026-07-14

Sponsored

VOO VANGUARD INDEX FDS301 sharesnew addition2026-06-302026-07-14

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC1.6K shares0.00%2026-06-302026-07-14

PSX PHILLIPS 661.1K sharesnew addition2026-06-302026-07-14

SHEL SHELL PLC2.5K shares0.00%2026-06-302026-07-14

ORACLE CORP ORACLE CORP1.4K shares0.00%2026-06-302026-07-14

GOOG

ALPHABET INC

-13.05%

Shares173.0K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

1.36%

Shares225.8K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

0.63%

Shares101.8K

Event2026-06-30

Filed2026-07-14

VISA INC

1.16%

Shares109.4K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-3.75%

Shares117.6K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

0.98%

Shares35.5K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

1.67%

Shares209.4K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

-11.21%

Shares16.6K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.55%

Shares57.2K

Event2026-06-30

Filed2026-07-14

GWW

WW GRAINGER INC

0.71%

Shares20.9K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

1.08%

Shares85.3K

Event2026-06-30

Filed2026-07-14

MCK

MCKESSON CORP

96.35%

Shares33.8K

Event2026-06-30

Filed2026-07-14

HLI

HOULIHAN LOKEY INC

0.26%

Shares205.7K

Event2026-06-30

Filed2026-07-14

FTI

TECHNIPFMC PLC

-11.27%

Shares389.0K

Event2026-06-30

Filed2026-07-14

MLI

MUELLER INDS INC

82.88%

Shares463.7K

Event2026-06-30

Filed2026-07-14

SCHW

SCHWAB CHARLES CORP

1.99%

Shares248.9K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.29%

Shares57.7K

Event2026-06-30

Filed2026-07-14

FTNT

FORTINET INC

-2.32%

Shares157.5K

Event2026-06-30

Filed2026-07-14

EME

EMCOR GROUP INC

-12.20%

Shares32.1K

Event2026-06-30

Filed2026-07-14

RACE

FERRARI N V

0.92%

Shares61.9K

Event2026-06-30

Filed2026-07-14

RGLD

ROYAL GOLD INC

0.78%

Shares113.3K

Event2026-06-30

Filed2026-07-14

TKO

TKO GROUP HOLDINGS INC

-12.63%

Shares110.8K

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC

New

Shares288.4K

Event2026-06-30

Filed2026-07-14

WRB

BERKLEY W R CORP

0.38%

Shares271.3K

Event2026-06-30

Filed2026-07-14

GRMN

GARMIN LTD

0.73%

Shares76.3K

Event2026-06-30

Filed2026-07-14

CEG

CONSTELLATION ENERGY CORP

27.18%

Shares66.0K

Event2026-06-30

Filed2026-07-14

CRM

SALESFORCE INC

43.97%

Shares95.9K

Event2026-06-30

Filed2026-07-14

FICO

FAIR ISAAC CORP

-17.51%

Shares12.6K

Event2026-06-30

Filed2026-07-14

VRTX

VERTEX PHARMACEUTICALS INC

1.23%

Shares30.8K

Event2026-06-30

Filed2026-07-14

INTU

INTUIT

191.58%

Shares41.3K

Event2026-06-30

Filed2026-07-14

MORN

MORNINGSTAR INC

-0.20%

Shares57.6K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

1.80%

Shares24.5K

Event2026-06-30

Filed2026-07-14

GOOGL

ALPHABET INC

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-14

SYBT

STOCK YDS BANCORP INC

0.00%

Shares61.5K

Event2026-06-30

Filed2026-07-14

ADOBE INC

-45.14%

Shares19.5K

Event2026-06-30

Filed2026-07-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-06-30

Filed2026-07-14

SERVICENOW INC

New

Shares30.9K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

0.01%

Shares19.6K

Event2026-06-30

Filed2026-07-14

TRANE TECHNOLOGIES PLC

-1.08%

Shares5.6K

Event2026-06-30

Filed2026-07-14

TXRH

TEXAS ROADHOUSE INC

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-14

PNC

PNC FINL SVCS GROUP INC

0.23%

Shares10.4K

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

-7.21%

Shares4.4K

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-89.25%

Shares9.6K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

MCD

MCDONALDS CORP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-14

ALL

ALLSTATE CORP

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-14

FSLR

FIRST SOLAR INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

3.21%

Shares16.1K

Event2026-06-30

Filed2026-07-14

CHDN

CHURCHILL DOWNS INC

-1.58%

Shares15.5K

Event2026-06-30

Filed2026-07-14

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

TRMK

TRUSTMARK CORP

0.00%

Shares26.9K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

ITW

ILLINOIS TOOL WKS INC

6.62%

Shares4.6K

Event2026-06-30

Filed2026-07-14

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-4.76%

Shares7.4K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

19.00%

Shares4.3K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-14

KROGER CO

0.00%

Shares17.7K

Event2026-06-30

Filed2026-07-14

UNITEDHEALTH GROUP INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

BF.B

BROWN FORMAN CORP

-0.10%

Shares40.0K

Event2026-06-30

Filed2026-07-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-14

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

S&P GLOBAL INC

-0.43%

Shares2.1K

Event2026-06-30

Filed2026-07-14

SYK

STRYKER CORPORATION

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-14

ORLY

OREILLY AUTOMOTIVE INC

24.70%

Shares9.5K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

0.00%

Shares836

Event2026-06-30

Filed2026-07-14

HUM

HUMANA INC

-13.17%

Shares1.9K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

MELI

MERCADOLIBRE INC

-9.77%

Shares388

Event2026-06-30

Filed2026-07-14

GENERAL DYNAMICS CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-14

SCHG

SCHWAB STRATEGIC TR

24.06%

Shares19.3K

Event2026-06-30

Filed2026-07-14

ACCENTURE PLC IRELAND

-13.67%

Shares4.7K

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

28.04%

Shares1.2K

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-3.03%

Shares6.4K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

5.99%

Shares1.6K

Event2026-06-30

Filed2026-07-14

COLGATE PALMOLIVE CO

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-14

CROWDSTRIKE HLDGS INC

300.00%

Shares3.2K

Event2026-06-30

Filed2026-07-14

FIX

COMFORT SYS USA INC

-3.85%

Shares350

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

CINF

CINCINNATI FINL CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

SHOP

SHOPIFY INC

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-14

DOV

DOVER CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-14

AVGE

AMERICAN CENTY ETF TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-14

TXN

TEXAS INSTRS INC

0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-14

AZO

AUTOZONE INC

0.00%

Shares142

Event2026-06-30

Filed2026-07-14

DUK

DUKE ENERGY CORP NEW

New

Shares3.4K

Event2026-06-30

Filed2026-07-14

LMT

LOCKHEED MARTIN CORP

0.00%

Shares817

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

USB

US BANCORP

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-11.13%

Shares679

Event2026-06-30

Filed2026-07-14

DEERE & CO

0.00%

Shares667

Event2026-06-30

Filed2026-07-14

COR

CENCORA INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-14

GLW

CORNING INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

0.20%

Shares5.1K

Event2026-06-30

Filed2026-07-14

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

ONTO

ONTO INNOVATION INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-14

UPS

UNITED PARCEL SVCS INC

22.65%

Shares3.2K

Event2026-06-30

Filed2026-07-14

HONEYWELL INTL INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-14

FNB

F N B CORP

0.70%

Shares18.3K

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

0.00%

Shares339

Event2026-06-30

Filed2026-07-14

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

FCAP

FIRST CAP INC

0.38%

Shares5.3K

Event2026-06-30

Filed2026-07-14

GPC

GENUINE PARTS CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-14

APPLOVIN CORP

0.00%

Shares612

Event2026-06-30

Filed2026-07-14

ONB

OLD NATL BANCORP IND

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

51.57%

Shares770

Event2026-06-30

Filed2026-07-14

SCHF

SCHWAB STRATEGIC TR

New

Shares11.1K

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

0.00%

Shares896

Event2026-06-30

Filed2026-07-14

WPC

WP CAREY INC

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-14

GOLDMAN SACHS GROUP INC

0.00%

Shares286

Event2026-06-30

Filed2026-07-14

BF.A

BROWN FORMAN CORP

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-14

FAST

FASTENAL CO

New

Shares6.0K

Event2026-06-30

Filed2026-07-14

MDLZ

MONDELEZ INTL INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-14

RBCAA

REPUBLIC BANCORP INC KY

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

0.00%

Shares775

Event2026-06-30

Filed2026-07-14

HWC

HANCOCK WHITNEY CORPORATION

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares839

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

300.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

CHUBB LIMITED

0.00%

Shares673

Event2026-06-30

Filed2026-07-14

MEDTRONIC PLC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

New

Shares447

Event2026-06-30

Filed2026-07-14

MEDP

MEDPACE HLDGS INC

-0.23%

Shares432

Event2026-06-30

Filed2026-07-14

DELL

DELL TECHNOLOGIES INC

New

Shares505

Event2026-06-30

Filed2026-07-14

WAT

WATERS CORP

New

Shares586

Event2026-06-30

Filed2026-07-14

SHBI

SHORE BANCSHARES INC

New

Shares9.7K

Event2026-06-30

Filed2026-07-14

MICROCHIP TECHNOLOGY INC.

New

Shares2.5K

Event2026-06-30

Filed2026-07-14

AFL

AFLAC INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

CMI

CUMMINS INC

0.00%

Shares321

Event2026-06-30

Filed2026-07-14

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

New

Shares301

Event2026-06-30

Filed2026-07-14

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-14

PSX

PHILLIPS 66

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

SHEL

SHELL PLC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available