Latest BARLOW WEALTH PARTNERS, INC. Stock Portfolio

BARLOW WEALTH PARTNERS, INC. Performance:

2025 Q4: 4.86%YTD: 12.73%2024: 19.78%

Performance for 2025 Q4 is 4.86%, and YTD is 12.73%, and 2024 is 19.78%.

About BARLOW WEALTH PARTNERS, INC. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BARLOW WEALTH PARTNERS, INC. reported an equity portfolio of $926.5 Millions as of 31 Dec, 2025.

The top stock holdings of BARLOW WEALTH PARTNERS, INC. are GOOG, MSFT, NVDA. The fund has invested 8.4% of it's portfolio in ALPHABET INC and 5.1% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off SPROUTS FMRS MKT INC (SFM), PALANTIR TECHNOLOGIES INC (PLTR) and KIMBERLY-CLARK CORP (KMB) stocks. They significantly reduced their stock positions in BROWN FORMAN CORP, VEEVA SYS INC (VEEV) and MERCADOLIBRE INC (MELI). BARLOW WEALTH PARTNERS, INC. opened new stock positions in GALLAGHER ARTHUR J & CO (AJG), SCHWAB CHARLES CORP (SCHW) and HANCOCK WHITNEY CORPORATION (HWC). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), COMFORT SYS USA INC (FIX) and BROADCOM INC (AVGO).

BARLOW WEALTH PARTNERS, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that BARLOW WEALTH PARTNERS, LLC made a return of 4.86% in the last quarter. In trailing 12 months, it's portfolio return was 12.73%.

Performance
S&P 500

New Buys

Ticker	$ Bought
gallagher arthur j & co	23,437,400
schwab charles corp	517,278
hancock whitney corporation	234,842
onto innovation inc	233,270
tesla inc	210,490
chubb limited	206,483
martin marietta matls inc	200,001

New stocks bought by BARLOW WEALTH PARTNERS, INC.

Additions

Ticker	% Inc.
netflix inc	880
comfort sys usa inc	37.88
broadcom inc	25.37
amazon com inc	15.95
applovin corp	10.26
mckesson corp	7.78
home depot inc	7.16
eli lilly & co	7.09

Additions to existing portfolio by BARLOW WEALTH PARTNERS, INC.

Reductions

Ticker	% Reduced
brown forman corp	-32.22
veeva sys inc	-31.31
mercadolibre inc	-24.02
constellation energy corp	-23.67
asml holding n v	-21.72
ishares tr	-20.65
brown forman corp	-18.8
humana inc	-16.24

BARLOW WEALTH PARTNERS, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
sprouts fmrs mkt inc	-16,723,600
kimberly-clark corp	-210,247
palantir technologies inc	-224,627

BARLOW WEALTH PARTNERS, INC. got rid off the above stocks

Sector Distribution

BARLOW WEALTH PARTNERS, LLC has about 21.3% of it's holdings in Technology sector.

Sector	%
Technology	21.3
Financial Services	18.5
Others	12.8
Communication Services	11.6
Industrials	9.3
Consumer Cyclical	8.8
Healthcare	5.5
Consumer Defensive	4.1
Energy	3
Basic Materials	3
Utilities	2

Market Cap. Distribution

BARLOW WEALTH PARTNERS, LLC has about 75.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	40.6
LARGE-CAP	35.3
UNALLOCATED	12.8
MID-CAP	10.7

Stocks belong to which Index?

About 69.8% of the stocks held by BARLOW WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	65.7
Others	30.2
RUSSELL 2000	4.1

Top 5 Winners (%)		%
AMAT	applied matls inc	36.5 %
FTI	technipfmc plc	33.2 %
RGLD	royal gold inc	33.2 %
GOOG	alphabet inc	30.3 %
LLY	eli lilly & co	29.6 %

Top 5 Winners ($)		$
GOOG	alphabet inc	18.6 M
	asml holding n v	7.1 M
RGLD	royal gold inc	7.0 M
FTI	technipfmc plc	6.1 M
MLI	mueller inds inc	5.4 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.3 %
ORCL	oracle corp	-26.6 %
VEEV	veeva sys inc	-14.5 %
AZO	autozone inc	-14.4 %
GRMN	garmin ltd	-14.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-4.1 M
NFLX	netflix inc	-2.9 M
META	meta platforms inc	-2.8 M
GRMN	garmin ltd	-2.6 M
HLI	houlihan lokey inc	-2.5 M

BARLOW WEALTH PARTNERS, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BARLOW WEALTH PARTNERS, INC.

BARLOW WEALTH PARTNERS, LLC has 135 stocks in it's portfolio. About 43% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for BARLOW WEALTH PARTNERS, LLC last quarter.

Last Reported on: 15 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.42	122,146	31,681,000	added	0.85

ABBV	abbvie inc	0.09	3,642	801,531	added	1.87

ABC	cencora inc	0.05	1,268	425,655	unchanged	0.00

ABT	abbott labs	0.03	1,824	229,678	added	3.64

ACN	accenture plc ireland	0.17	5,571	1,563,610	reduced	-4.29

ADBE	adobe inc	1.28	35,591	11,885,600	reduced	-1.79

ADP	automatic data processing in	0.13	4,569	1,215,440	reduced	-0.82

AEMB	american centy etf tr	0.04	4,472	396,919	unchanged	0.00

AJG	gallagher arthur j & co	2.53	88,580	23,437,400	new

ALL	allstate corp	0.14	5,905	1,253,100	unchanged	0.00

AMAT	applied matls inc	0.15	4,718	1,420,970	added	0.25

AMGN	amgen inc	0.20	5,739	1,871,490	reduced	-16.13

AMZN	amazon com inc	2.38	89,099	22,041,300	added	15.95

APD	air prods & chems inc	0.03	1,077	284,026	unchanged	0.00

APP	applovin corp	0.04	645	417,779	added	10.26

AVGO	broadcom inc	0.05	1,448	499,517	added	25.37

AXP	american express co	0.04	896	336,547	unchanged	0.00

AZO	autozone inc	0.05	142	485,806	unchanged	0.00

CAT	caterpillar inc	0.06	836	516,330	unchanged	0.00

CB	chubb limited	0.02	673	206,483	new