Fund Holdings — BARLOW WEALTH PARTNERS, INC.

Total Portfolio Value
$900.01M
Total Bought
$101.26M
Total Sold
$129.48M
Net Transaction
-$28.22M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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FERRARI N V
COM
061,293+61,293022,8532.54%+22,853
SCHWAB CHARLES CORP(SCHW)5,164243,993+238,82951722,5162.50%+21,998
SALESFORCE INC(CRM)066,620+66,620012,1341.35%+12,134
BERKSHIRE HATHAWAY INC DEL40,09356,327+16,23420,01126,7322.97%+6,721
TECHNIPFMC PLC(FTI)485,044438,429-46,61524,28630,8833.43%+6,597
GARMIN LTD(GRMN)75,49775,714+21716,02420,2472.25%+4,223
EMCOR GROUP INC(EME)39,51836,520-2,99825,53929,4373.27%+3,898
NVIDIA CORPORATION(NVDA)222,394222,748+35441,11244,9244.99%+3,812
FAIR ISAAC CORP(FICO)7,91215,275+7,36313,17816,3981.82%+3,220
COSTCO WHOLESALE CORPORATION(COST)34,82735,110+28332,21135,1073.90%+2,896
WW GRAINGER INC(GWW)20,69420,764+7021,31224,1472.68%+2,836
ROYAL GOLD INC(RGLD)112,927112,426-50127,69030,1443.35%+2,454
APPLE INC(AAPL)122,146122,235+8931,68133,0313.67%+1,350
MCKESSON CORP(MCK)17,12317,224+10113,97314,9221.66%+949
TJX COS INC NEW(TJX)205,204205,969+76532,38333,0953.68%+712
JOHNSON & JOHNSON(JNJ)24,13724,030-1074,9335,6270.63%+694
TRANE TECHNOLOGIES PLC(TT)5,6385,639+12,1522,6850.30%+532
APPLIED MATLS INC4,7184,71801,4211,8730.21%+452
EXXON MOBIL CORP19,64719,595-522,4482,8690.32%+421
AMAZON COM INC(AMZN)89,09989,625+52622,04122,4562.50%+415
STOCK YDS BANCORP INC(SYBT)61,51761,51704,1034,4640.50%+361
CORNING INC(GLW)02,126+2,12603490.04%+349
COMFORT SYS USA INC(FIX)36436403686010.07%+233
ALPHABET INC(GOOG)17,07317,090+175,6105,8390.65%+230
PALANTIR TECHNOLOGIES INC(PLTR)01,555+1,55502280.03%+228
SHELL PLC(SHEL)02,450+2,45002150.02%+215
AT&T INC(T)08,100+8,10002150.02%+215
UNITED CMNTY BKS BLAIRSVLE G(UCB)06,020+6,02002060.02%+206
AFLAC INC(AFL)01,770+1,77002030.02%+203
CUMMINS INC(CMI)0321+32102010.02%+201
AMGEN INC(AMGN)5,7395,73901,8712,0390.23%+168
CATERPILLAR INC(CAT)83683605166640.07%+148
TRUSTMARK CORP(TRMK)26,86426,86401,0771,2170.14%+140
ISHARES TR1,4761,630+1541,0291,1630.13%+134
BROWN FORMAN CORP(BF-A)40,17540,065-1101,0431,1680.13%+125
ONTO INNOVATION INC(ONTO)1,2301,23002333580.04%+124
CHEVRON CORPORATION(CVX)5,3635,36308699870.11%+117
KROGER CO(KR)18,69617,696-1,0001,1131,2070.13%+94
NEXTERA ENERGY INC(NEE)7,6327,63206107020.08%+92
BROADCOM INC(AVGO)1,4481,438-105005850.06%+85
HONEYWELL INTL INC(HON)3,2353,23506717560.08%+85
COCA COLA CO(KO)15,54615,561+151,0961,1790.13%+82
CROWDSTRIKE HLDGS INC(CRWD)538788+2502533340.04%+81
PNC FINL SVCS GROUP INC(PNC)10,38210,391+92,2592,3360.26%+78
DEERE & CO(DE)663667+43243940.04%+70
MERCK & CO INC(MRK)7,5407,490-508338920.10%+58
TEXAS INSTRS INC(TXN)1,4501,452+22763340.04%+58
OREILLY AUTOMOTIVE INC(ORLY)6,9907,590+6006567110.08%+56
WALMART INC(WMT)3,3263,32603814240.05%+43
VANGUARD INTL EQUITY INDEX F6,5256,52509449840.11%+41
LOCKHEED MARTIN CORP(LMT)81781704444840.05%+40
NETFLIX INC.(NFLX)5,0605,06004534920.05%+40
PROCTER & GAMBLE CO(PG)7,7697,771+21,1021,1420.13%+39
STATE STR SPDR S&P 500 ETF T(SPY)1,6031,622+191,1131,1520.13%+39
DOVER CORP(DOV)2,2702,27004584970.06%+39
BROWN FORMAN CORP(BF-A)10,76910,76902813200.04%+39
SPDR GOLD TR(GLD)1,5781,553-256546930.08%+38
ALTRIA GROUP INC(MO)4,7414,74102733040.03%+31
WP CAREY INC(WPC)4,2064,20602803110.03%+31
AIR PRODUCTS AND CHEMICALS I1,0771,07702843140.03%+30
AMERICAN CENTY ETF TR4,4724,47203974250.05%+28
ILLINOIS TOOL WKS INC(ITW)4,4604,274-1861,1381,1640.13%+26
FIDELITY COVINGTON TRUST1,4721,492+203343590.04%+24
ALLSTATE CORP(ALL)5,9055,90501,2531,2760.14%+23
VANGUARD INTL EQUITY INDEX F3,9713,97103023240.04%+23
MCDONALDS CORP(MCD)5,5345,53401,7011,7230.19%+22
INVESCO QQQ TR1,0071,00706316530.07%+22
AUTOZONE INC(AZO)14214204865070.06%+21
SOUTHERN CO(SO)2,6202,62002282480.03%+20
VANGUARD INDEX FDS2,5522,55205025210.06%+19
VANGUARD INDEX FDS2,1962,19607527700.09%+18
FIRST CAP INC(FCAP)5,3045,330+262732910.03%+17
REPUBLIC BANCORP INC KY(RBCAA)3,0453,04502132300.03%+17
CHUBB LTD SWITZ
COM
67367302062230.02%+16
COLGATE PALMOLIVE CO(CL)6,6966,534-1625465610.06%+15
VANGUARD INDEX FDS1,4821,48203293440.04%+15
MORGAN STANLEY(MS)4,9644,96409259370.10%+12
US BANCORP(USB)6,7366,73603723830.04%+12
CINCINNATI FINL CORP(CINF)2,9652,96504834950.05%+11
MONDELEZ INTL INC(MDLZ)4,5894,58902532630.03%+10
F N B CORP(FNB)18,02818,163+1353173260.04%+9
UNITED PARCEL SVCS INC(UPS)2,5302,649+1192732820.03%+9
OLD NATL BANCORP IND(ONB)12,30912,30902862950.03%+8
VANGUARD INDEX FDS1,2201,22003903980.04%+8
VANGUARD INDEX FDS76576502282350.03%+6
HANCOCK WHITNEY CORPORATION(HWC)3,4503,45002352370.03%+2
GOLDMAN SACHS GROUP INC(GS)28628602692650.03%-4
SCHWAB STRATEGIC TR15,54415,54405115070.06%-4
TESLA INC(TSLA)473508+352102040.02%-7
HOME DEPOT INC(HD)748775+272802710.03%-9
CENCORA INC1,2681,26804264150.05%-10
PEPSICO INC(PEP)2,1661,854-3123032920.03%-11
BLACKROCK INC(BLK)33933903683570.04%-11
PHILIP MORRIS INTL INC(PM)3,0003,00004884730.05%-14
MEDPACE HLDGS INC(MEDP)425433+82532250.03%-27
GENERAL DYNAMICS CORP(GD)1,7971,79706366040.07%-32
MEDTRONIC PLC(MDT)2,8272,82702762440.03%-32
ORACLE CORP(ORCL)1,4331,43302842510.03%-34
GENUINE PARTS CO(GPC)2,6082,60803352970.03%-38
AMERICAN EXPRESS CO(AXP)89689603372970.03%-39
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BARLOW WEALTH PARTNERS, INC. — 13F Holdings — Q1 2026 | TickerTrail