Sponsored

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

Currently, BARLOW WEALTH PARTNERS, LLC holds 137 types of securities in its portfolio with a total value $900.0M. In the most recent quarter, they have increased their positions in RACE (+61.3K shares, valued at $22.9M), SCHW (+238.8K shares, valued at $22.0M), CRM (+66.6K shares, valued at $12.1M); decreased their positions in META (-33.8K shares, valued at $23.3M), MELI (-8.3K shares, valued at $15.4M), N/A (-36.8K shares, valued at $12.5M); initiated new positions in RACE (+61.3K shares, valued at $22.9M), CRM (+66.6K shares, valued at $12.1M), GLW (+2.1K shares, valued at $349.5K).

1M P&L

+22.6M+2.85%

3M P&L

+20.6M+2.60%

HY P&L

+58.0M+7.68%

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

1Semiconductors66.9M

8.4%

2Capital Markets57.1M

7.2%

3Software - Infrastructure56.8M

7.1%

Top Industries by Stock Count

1N/A16 stocks

12.7%

2Banks - Regional10 stocks

7.9%

3Software - Application7 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC ALPHABET INC199.0K shares-15.60%2026-03-312026-04-21

NVDA NVIDIA CORPORATION222.7K shares0.16%2026-03-312026-04-21

MSFT MICROSOFT CORP101.2K shares1.90%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION35.1K shares0.81%2026-03-312026-04-21

V VISA INC108.1K shares2.49%2026-03-312026-04-21

HLI HOULIHAN LOKEY INC205.2K shares0.38%2026-03-312026-04-21

TJX TJX COS INC NEW206.0K shares0.37%2026-03-312026-04-21

AAPL APPLE INC122.2K shares0.07%2026-03-312026-04-21

Sponsored

MLI MUELLER INDS INC253.6K shares-0.55%2026-03-312026-04-21

FTI TECHNIPFMC PLC438.4K shares-9.61%2026-03-312026-04-21

RGLD ROYAL GOLD INC112.4K shares-0.44%2026-03-312026-04-21

EME EMCOR GROUP INC36.5K shares-7.59%2026-03-312026-04-21

ASML ASML HLDG NV18.7K shares-21.19%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL56.3K shares40.49%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO84.4K shares-0.65%2026-03-312026-04-21

GWW WW GRAINGER INC20.8K shares0.34%2026-03-312026-04-21

Sponsored

TKO TKO GROUP HOLDINGS INC126.8K shares-3.38%2026-03-312026-04-21

RACE FERRARI N V61.3K sharesnew addition2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP244.0K shares4624.88%2026-03-312026-04-21

AMZN AMAZON COM INC89.6K shares0.59%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC58.4K shares-30.78%2026-03-312026-04-21

GRMN GARMIN LTD75.7K shares0.29%2026-03-312026-04-21

WRB BERKLEY W R CORP270.3K shares0.23%2026-03-312026-04-21

FICO FAIR ISAAC CORP15.3K shares93.06%2026-03-312026-04-21

Sponsored

CEG CONSTELLATION ENERGY CORP51.9K shares-1.25%2026-03-312026-04-21

MCK MCKESSON CORP17.2K shares0.59%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC30.4K shares1.08%2026-03-312026-04-21

FTNT FORTINET INC161.3K shares-11.56%2026-03-312026-04-21

CRM SALESFORCE INC66.6K sharesnew addition2026-03-312026-04-21

MORN MORNINGSTAR INC57.7K shares3.94%2026-03-312026-04-21

ADBE ADOBE INC35.5K shares-0.20%2026-03-312026-04-21

ALPHABET INC ALPHABET INC17.1K shares0.10%2026-03-312026-04-21

Sponsored

JNJ JOHNSON & JOHNSON24.0K shares-0.44%2026-03-312026-04-21

INTU INTUIT14.2K shares-39.39%2026-03-312026-04-21

SYBT STOCK YDS BANCORP INC61.5K shares0.00%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP19.6K shares-0.26%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC5.6K shares0.02%2026-03-312026-04-21

TXRH TEXAS ROADHOUSE INC14.5K shares0.00%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC10.4K shares0.09%2026-03-312026-04-21

Sponsored

AMGN AMGEN INC5.7K shares0.00%2026-03-312026-04-21

AMAT APPLIED MATLS INC4.7K shares0.00%2026-03-312026-04-21

MCD MCDONALDS CORP5.5K shares0.00%2026-03-312026-04-21

CHDN CHURCHILL DOWNS INC15.8K shares-2.95%2026-03-312026-04-21

LLY ELI LILLY & CO1.4K shares0.91%2026-03-312026-04-21

ALL ALLSTATE CORP5.9K shares0.00%2026-03-312026-04-21

TRMK TRUSTMARK CORP26.9K shares0.00%2026-03-312026-04-21

KR KROGER CO17.7K shares-5.35%2026-03-312026-04-21

Sponsored

KO COCA COLA CO15.6K shares0.10%2026-03-312026-04-21

BF.B BROWN FORMAN CORP40.1K shares-0.27%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC4.3K shares-4.17%2026-03-312026-04-21

IVV ISHARES TR1.6K shares10.43%2026-03-312026-04-21

FSLR FIRST SOLAR INC6.0K shares0.00%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.6K shares1.19%2026-03-312026-04-21

PG PROCTER & GAMBLE CO7.8K shares0.03%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.5K shares-1.63%2026-03-312026-04-21

Sponsored

CVX CHEVRON CORPORATION5.4K shares0.00%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F6.5K shares0.00%2026-03-312026-04-21

MS MORGAN STANLEY5.0K shares0.00%2026-03-312026-04-21

SPGI S&P GLOBAL INC2.1K shares0.19%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN4.6K shares0.00%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC7.5K shares-0.66%2026-03-312026-04-21

SYK STRYKER CORPORATION2.6K shares0.00%2026-03-312026-04-21

MELI MERCADOLIBRE INC430 shares-95.08%2026-03-312026-04-21

Sponsored

UNH UNITEDHEALTH GROUP INC2.4K shares-3.32%2026-03-312026-04-21

VTI VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC3.6K shares0.00%2026-03-312026-04-21

HON HONEYWELL INTL INC3.2K shares0.00%2026-03-312026-04-21

ELV ELEVANCE HEALTH INC FORMERLY2.2K shares0.00%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC7.6K shares8.58%2026-03-312026-04-21

DIS DISNEY WALT CO6.6K shares-0.66%2026-03-312026-04-21

NEE NEXTERA ENERGY INC7.6K shares0.00%2026-03-312026-04-21

Sponsored

GLD SPDR GOLD TR1.6K shares-1.58%2026-03-312026-04-21

CAT CATERPILLAR INC836 shares0.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR1.0K shares0.00%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares0.00%2026-03-312026-04-21

FIX COMFORT SYS USA INC364 shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.4K shares-0.69%2026-03-312026-04-21

SHOP SHOPIFY INC4.4K shares0.00%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO6.5K shares-2.42%2026-03-312026-04-21

Sponsored

META META PLATFORMS INC764 shares-97.79%2026-03-312026-04-21

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-21

AZO AUTOZONE INC142 shares0.00%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR15.5K shares0.00%2026-03-312026-04-21

MA MASTERCARD INCORPORATED970 shares0.41%2026-03-312026-04-21

DOV DOVER CORP2.3K shares0.00%2026-03-312026-04-21

CINF CINCINNATI FINL CORP3.0K shares0.00%2026-03-312026-04-21

NFLX NETFLIX INC.5.1K shares0.00%2026-03-312026-04-21

Sponsored

LMT LOCKHEED MARTIN CORP817 shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC3.0K shares0.00%2026-03-312026-04-21

HUM HUMANA INC2.2K shares-2.24%2026-03-312026-04-21

AVGE AMERICAN CENTY ETF TR4.5K shares0.00%2026-03-312026-04-21

WMT WALMART INC3.3K shares0.00%2026-03-312026-04-21

CENCORA INC CENCORA INC1.3K shares0.00%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP2.0K shares0.00%2026-03-312026-04-21

VV VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-21

Sponsored

DE DEERE & CO667 shares0.60%2026-03-312026-04-21

USB US BANCORP6.7K shares0.00%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST1.5K shares1.36%2026-03-312026-04-21

ONTO ONTO INNOVATION INC1.2K shares0.00%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC339 shares0.00%2026-03-312026-04-21

GLW CORNING INC2.1K sharesnew addition2026-03-312026-04-21

VBR VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC788 shares46.47%2026-03-312026-04-21

Sponsored

TXN TEXAS INSTRS INC1.5K shares0.14%2026-03-312026-04-21

FNB F N B CORP18.2K shares0.75%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F4.0K shares0.00%2026-03-312026-04-21

BF.A BROWN FORMAN CORP10.8K shares0.00%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I1.1K shares0.00%2026-03-312026-04-21

WPC WP CAREY INC4.2K shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC4.7K shares0.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO896 shares0.00%2026-03-312026-04-21

Sponsored

GPC GENUINE PARTS CO2.6K shares0.00%2026-03-312026-04-21

ONB OLD NATL BANCORP IND12.3K shares0.00%2026-03-312026-04-21

PEP PEPSICO INC1.9K shares-14.40%2026-03-312026-04-21

APP APPLOVIN CORP612 shares-5.12%2026-03-312026-04-21

FCAP FIRST CAP INC5.3K shares0.49%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC2.6K shares4.70%2026-03-312026-04-21

HD HOME DEPOT INC775 shares3.61%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC286 shares0.00%2026-03-312026-04-21

Sponsored

MDLZ MONDELEZ INTL INC4.6K shares0.00%2026-03-312026-04-21

ORCL ORACLE CORP1.4K shares0.00%2026-03-312026-04-21

SO SOUTHERN CO2.6K shares0.00%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC2.8K shares0.00%2026-03-312026-04-21

HWC HANCOCK WHITNEY CORPORATION3.5K shares0.00%2026-03-312026-04-21

VO VANGUARD INDEX FDS765 shares0.00%2026-03-312026-04-21

RBCAA REPUBLIC BANCORP INC KY3.0K shares0.00%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC1.6K sharesnew addition2026-03-312026-04-21

Sponsored

MEDP MEDPACE HLDGS INC433 shares1.88%2026-03-312026-04-21

CB CHUBB LTD SWITZ673 shares0.00%2026-03-312026-04-21

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-04-21

T AT&T INC8.1K sharesnew addition2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS839 shares0.00%2026-03-312026-04-21

UCB UNITED CMNTY BKS BLAIRSVLE G6.0K sharesnew addition2026-03-312026-04-21

TSLA TESLA INC508 shares7.40%2026-03-312026-04-21

AFL AFLAC INC1.8K sharesnew addition2026-03-312026-04-21

Sponsored

CMI CUMMINS INC321 sharesnew addition2026-03-312026-04-21

ALPHABET INC

-15.60%

Shares199.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

0.16%

Shares222.7K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

1.90%

Shares101.2K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

0.81%

Shares35.1K

Event2026-03-31

Filed2026-04-21

VISA INC

2.49%

Shares108.1K

Event2026-03-31

Filed2026-04-21

HLI

HOULIHAN LOKEY INC

0.38%

Shares205.2K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

0.37%

Shares206.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.07%

Shares122.2K

Event2026-03-31

Filed2026-04-21

MLI

MUELLER INDS INC

-0.55%

Shares253.6K

Event2026-03-31

Filed2026-04-21

FTI

TECHNIPFMC PLC

-9.61%

Shares438.4K

Event2026-03-31

Filed2026-04-21

RGLD

ROYAL GOLD INC

-0.44%

Shares112.4K

Event2026-03-31

Filed2026-04-21

EME

EMCOR GROUP INC

-7.59%

Shares36.5K

Event2026-03-31

Filed2026-04-21

ASML

ASML HLDG NV

-21.19%

Shares18.7K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

40.49%

Shares56.3K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-0.65%

Shares84.4K

Event2026-03-31

Filed2026-04-21

GWW

WW GRAINGER INC

0.34%

Shares20.8K

Event2026-03-31

Filed2026-04-21

TKO

TKO GROUP HOLDINGS INC

-3.38%

Shares126.8K

Event2026-03-31

Filed2026-04-21

RACE

FERRARI N V

New

Shares61.3K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

4624.88%

Shares244.0K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.59%

Shares89.6K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-30.78%

Shares58.4K

Event2026-03-31

Filed2026-04-21

GRMN

GARMIN LTD

0.29%

Shares75.7K

Event2026-03-31

Filed2026-04-21

WRB

BERKLEY W R CORP

0.23%

Shares270.3K

Event2026-03-31

Filed2026-04-21

FICO

FAIR ISAAC CORP

93.06%

Shares15.3K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

-1.25%

Shares51.9K

Event2026-03-31

Filed2026-04-21

MCK

MCKESSON CORP

0.59%

Shares17.2K

Event2026-03-31

Filed2026-04-21

VRTX

VERTEX PHARMACEUTICALS INC

1.08%

Shares30.4K

Event2026-03-31

Filed2026-04-21

FTNT

FORTINET INC

-11.56%

Shares161.3K

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INC

New

Shares66.6K

Event2026-03-31

Filed2026-04-21

MORN

MORNINGSTAR INC

3.94%

Shares57.7K

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INC

-0.20%

Shares35.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.10%

Shares17.1K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-0.44%

Shares24.0K

Event2026-03-31

Filed2026-04-21

INTU

INTUIT

-39.39%

Shares14.2K

Event2026-03-31

Filed2026-04-21

SYBT

STOCK YDS BANCORP INC

0.00%

Shares61.5K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-0.26%

Shares19.6K

Event2026-03-31

Filed2026-04-21

TRANE TECHNOLOGIES PLC

0.02%

Shares5.6K

Event2026-03-31

Filed2026-04-21

TXRH

TEXAS ROADHOUSE INC

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-21

PNC

PNC FINL SVCS GROUP INC

0.09%

Shares10.4K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-21

CHDN

CHURCHILL DOWNS INC

-2.95%

Shares15.8K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

0.91%

Shares1.4K

Event2026-03-31

Filed2026-04-21

ALL

ALLSTATE CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-21

TRMK

TRUSTMARK CORP

0.00%

Shares26.9K

Event2026-03-31

Filed2026-04-21

KROGER CO

-5.35%

Shares17.7K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

0.10%

Shares15.6K

Event2026-03-31

Filed2026-04-21

BF.B

BROWN FORMAN CORP

-0.27%

Shares40.1K

Event2026-03-31

Filed2026-04-21

ITW

ILLINOIS TOOL WKS INC

-4.17%

Shares4.3K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

10.43%

Shares1.6K

Event2026-03-31

Filed2026-04-21

FSLR

FIRST SOLAR INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

1.19%

Shares1.6K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

0.03%

Shares7.8K

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND

-1.63%

Shares5.5K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-21

SPGI

S&P GLOBAL INC

0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-0.66%

Shares7.5K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

MELI

MERCADOLIBRE INC

-95.08%

Shares430

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

-3.32%

Shares2.4K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

ORLY

OREILLY AUTOMOTIVE INC

8.58%

Shares7.6K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

-0.66%

Shares6.6K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

-1.58%

Shares1.6K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

0.00%

Shares836

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

FIX

COMFORT SYS USA INC

0.00%

Shares364

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-0.69%

Shares1.4K

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE CO

-2.42%

Shares6.5K

Event2026-03-31

Filed2026-04-21