Fund HoldingsBARLOW WEALTH PARTNERS, INC.

Total Portfolio Value
$835.65M
Total Bought
$165.38M
Total Sold
$99.40M
Net Transaction
+$65.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)081,482+81,482019,0342.28%+19,034
NOVO-NORDISK A S(NVO)0236,999+236,999016,5471.98%+16,547
NVIDIA CORPORATION(NVDA)188,896221,665+32,76920,96934,8574.17%+13,887
TECHNIPFMC PLC(FTI)0376,462+376,462013,0411.56%+13,041
MERCADOLIBRE INC(MELI)3745,076+4,70283212,5481.50%+11,716
BROWN FORMAN CORP(BF-A)42,952423,960+381,0081,45912,1721.46%+10,713
MICROSOFT CORP(MSFT)096,912+96,912047,5935.70%+47,593
META PLATFORMS INC(META)27,03333,692+6,65914,79524,0412.88%+9,247
MUELLER INDS INC(MLI)0294,243+294,243024,4662.93%+24,466
ASML HOLDING N V
N Y REGISTRY SHS
26,25329,922+3,66917,78023,9252.86%+6,145
ELEVANCE HEALTH INC(ELV)2,28019,670+17,3909616,8890.82%+5,928
HOULIHAN LOKEY INC(HLI)0205,578+205,578037,7174.51%+37,717
EMCOR GROUP INC(EME)37,74338,193+45015,48420,6932.48%+5,209
MORNINGSTAR INC(MORN)049,072+49,072015,2371.82%+15,237
ALPHABET INC(GOOG)0264,270+264,270047,5055.68%+47,505
JPMORGAN CHASE & CO.(JPM)085,754+85,754025,0403.00%+25,040
PINNACLE FINL PARTNERS INC0182,618+182,618021,3662.56%+21,366
INTUIT(INTU)17,44417,639+19510,88713,6471.63%+2,760
TKO GROUP HOLDINGS INC(TKO)126,133127,142+1,00919,81522,5632.70%+2,747
VISA INC(V)103,839105,303+1,46434,80437,3004.46%+2,497
GARMIN LTD(GRMN)073,408+73,408015,6651.87%+15,665
ADOBE INC(ADBE)035,807+35,807013,5521.62%+13,552
CONSTELLATION ENERGY CORP(CEG)068,308+68,308020,9452.51%+20,945
GRAINGER W W INC(GWW)014,182+14,182014,6821.76%+14,682
TRANE TECHNOLOGIES PLC(TT)06,473+6,47302,8010.34%+2,801
ACCENTURE PLC IRELAND
SHS CLASS A
053,043+53,043016,0341.92%+16,034
SHOPIFY INC(SHOP)04,425+4,42505080.06%+508
STOCK YDS BANCORP INC(SYBT)61,51761,51704,5935,0280.60%+435
CAPITAL ONE FINL CORP(COF)01,976+1,97604320.05%+432
COSTCO WHSL CORP NEW(COST)33,47333,712+23932,70833,1183.96%+409
AMAZON COM INC(AMZN)012,565+12,56502,7630.33%+2,763
PNC FINL SVCS GROUP INC(PNC)010,355+10,35502,0270.24%+2,027
ORACLE CORP(ORCL)01,423+1,42303270.04%+327
ALPHABET INC(GOOG)017,235+17,23503,0790.37%+3,079
UNITED PARCEL SERVICE INC(UPS)02,505+2,50502640.03%+264
ISHARES TR1,6231,860+2378981,1600.14%+262
ROYAL GOLD INC(RGLD)112,174113,313+1,13920,06520,3172.43%+252
FORTINET INC(FTNT)177,055178,684+1,62918,02418,2632.19%+239
BERKLEY W R CORP259,058261,115+2,05718,25818,4772.21%+218
TRACTOR SUPPLY CO(TSCO)03,900+3,90002150.03%+215
HANCOCK WHITNEY CORPORATION(HWC)03,450+3,45002090.02%+209
GOLDMAN SACHS GROUP INC(GS)0286+28602050.02%+205
APPLIED MATLS INC04,706+4,70608940.11%+894
MORGAN STANLEY(MS)5,4645,364-1006347660.09%+132
HONEYWELL INTL INC(HON)3,2493,24906477770.09%+130
TRUSTMARK CORP(TRMK)26,86426,86408961,0250.12%+129
DISNEY WALT CO(DIS)03,657+3,65704500.05%+450
SPDR S&P 500 ETF TR(SPY)01,461+1,46109060.11%+906
BROADCOM INC(AVGO)1,0401,104+642002980.04%+98
VANGUARD INTL EQUITY INDEX F6,5256,52507568430.10%+87
VANGUARD INDEX FDS2,2972,29706227020.08%+80
CATERPILLAR INC(CAT)83683602563330.04%+77
TEXAS INSTRS INC(TXN)1,4421,445+32353110.04%+77
INVESCO QQQ TR94494404465200.06%+74
NETFLIX INC(NFLX)538516-225936630.08%+70
AMGEN INC(AMGN)6,9956,843-1521,9642,0310.24%+67
SCHWAB STRATEGIC TR15,54415,54403934530.05%+60
NEXTERA ENERGY INC(NEE)8,3928,39205556130.07%+58
BLACKROCK INC(BLK)33933903083630.04%+55
AMERICAN EXPRESS CO(AXP)89689602372920.03%+54
FIDELITY COVINGTON TRUST1,4591,45902372890.03%+51
US BANCORP DEL(USB)06,736+6,73603200.04%+320
VANGUARD INDEX FDS1,4781,570+922653150.04%+50
FIRST SOLAR INC(FSLR)06,050+6,05001,0320.12%+1,032
GENERAL DYNAMICS CORP(GD)1,9971,99705435870.07%+44
DEERE & CO(DE)66366303053450.04%+40
VANGUARD INDEX FDS1,2201,22003093490.04%+40
DOVER CORP(DOV)2,0702,07003503890.05%+40
CROWDSTRIKE HLDGS INC(CRWD)53853802292670.03%+38
F N B CORP(FNB)17,62217,776+1542342730.03%+38
CINCINNATI FINL CORP(CINF)2,9652,96503964330.05%+37
AMERICAN CENTY ETF TR4,4724,47203143500.04%+37
S&P GLOBAL INC(SPGI)2,4272,284-1431,1651,2010.14%+36
VANGUARD INDEX FDS2,5522,55204204560.05%+36
ABBVIE INC(ABBV)3,4993,599+1006516870.08%+35
CHEVRON CORP NEW(CVX)05,818+5,81808610.10%+861
MASTERCARD INCORPORATED(MA)1,1621,164+26206540.08%+34
ILLINOIS TOOL WKS INC(ITW)04,606+4,60601,1810.14%+1,181
GENUINE PARTS CO(GPC)2,6082,60803043320.04%+28
TESLA INC(TSLA)0911+91102880.03%+288
AIR PRODS & CHEMS INC1,0611,06102833080.04%+25
VANGUARD INTL EQUITY INDEX F3,9713,97102462680.03%+22
WALMART INC(WMT)4,8984,995+974664880.06%+22
OLD NATL BANCORP IND(ONB)12,30912,30902572770.03%+20
PHILIP MORRIS INTL INC(PM)3,0003,00005115280.06%+17
QUALCOMM INC(QCOM)1,3501,325-252012150.03%+15
STRYKER CORPORATION(SYK)2,8562,691-1651,0421,0540.13%+12
MEDTRONIC PLC(MDT)2,8272,82702382500.03%+12
AUTOZONE INC(AZO)14214205135230.06%+11
ALLSTATE CORP(ALL)5,8825,88201,1351,1450.14%+10
SPDR GOLD TR(GLD)1,6741,683+95105200.06%+10
SYPRIS SOLUTIONS INC25,00025,000043530.01%+10
HOME DEPOT INC(HD)67267202402500.03%+10
CHUBB LIMITED
COM
937960+232622690.03%+7
LOWES COS INC(LOW)99499402202260.03%+6
MCCORMICK & CO INC(MKC)2,9502,95002202260.03%+6
JOHNSON & JOHNSON(JNJ)25,73425,599-1353,9783,9820.48%+4
PHILLIPS EDISON & CO INC(PECO)6,0336,086+532122130.03%+2
REPUBLIC BANCORP INC KY(RBCAA)3,9403,490-4502642660.03%+2
KIMBERLY-CLARK CORP(KMB)1,7491,74902302310.03%+1
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