Latest BARLOW WEALTH PARTNERS, INC. Stock Portfolio

BARLOW WEALTH PARTNERS, INC. Performance:

2026 Q1: 0.67%YTD: 0.67%2025: 13.72%

Performance for 2026 Q1 is 0.67%, and YTD is 0.67%, and 2025 is 13.72%.

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

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, BARLOW WEALTH PARTNERS, LLC reported an equity portfolio of $900 Millions as of 31 Mar, 2026.

The top stock holdings of BARLOW WEALTH PARTNERS, LLC are GOOG, NVDA, MSFT. The fund has invested 7.5% of it's portfolio in ALPHABET INC and 5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off GALLAGHER ARTHUR J & CO (AJG), VEEVA SYS INC (VEEV) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), MERCADOLIBRE INC (MELI) and INTUIT (INTU). BARLOW WEALTH PARTNERS, LLC opened new stock positions in FERRARI N V (RACE), SALESFORCE INC (CRM) and CORNING INC (GLW). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CHARLES CORP (SCHW), FAIR ISAAC CORP (FICO) and CROWDSTRIKE HLDGS INC (CRWD).

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

Our best estimate is that BARLOW WEALTH PARTNERS, LLC made a return of 0.67% in the last quarter. In trailing 12 months, it's portfolio return was 21.35%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ferrari n v	22,853,100
salesforce inc	12,134,200
corning inc	349,472
palantir technologies inc	227,636
shell plc	215,135
at&t inc	214,731
united cmnty bks blairsvle g	205,583
aflac inc	202,700

New stocks bought by BARLOW WEALTH PARTNERS, INC.

Additions

Ticker	% Inc.
schwab charles corp	4,624
fair isaac corp	93.06
crowdstrike hldgs inc	46.47
berkshire hathaway inc del	40.49
ishares tr	10.43
oreilly automotive inc	8.58
tesla inc	7.4
united parcel svcs inc	4.7

Additions to existing portfolio by BARLOW WEALTH PARTNERS, INC.

Reductions

Ticker	% Reduced
meta platforms inc	-97.79
mercadolibre inc	-95.08
intuit	-39.39
taiwan semiconductor manufac	-30.78
asml hldg nv	-21.19
alphabet inc	-15.6
pepsico inc	-14.4
fortinet inc	-11.56

BARLOW WEALTH PARTNERS, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
gallagher arthur j & co	-23,437,400
veeva sys inc	-8,905,880
sypris solutions inc	-63,750
tractor supply co	-200,889
abbott labs	-229,678
cbre group inc	-221,551
martin marietta matls inc	-200,001

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

Sector Distribution

BARLOW WEALTH PARTNERS, LLC has about 22.7% of it's holdings in Technology sector.

Sector	%
Technology	22.7
Financial Services	17.8
Others	15.3
Industrials	10.4
Communication Services	8.4
Consumer Cyclical	7.1
Healthcare	4.7
Consumer Defensive	4.6
Energy	3.9
Basic Materials	3.4
Utilities	1.8

Market Cap. Distribution

BARLOW WEALTH PARTNERS, LLC has about 82.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	44.9
MEGA-CAP	37.6
UNALLOCATED	15.2
MID-CAP	2.1

Stocks belong to which Index?

About 69% of the stocks held by BARLOW WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64.7
Others	31
RUSSELL 2000	4.3

Top 5 Winners (%)		%
FIX	comfort sys usa inc	63.4 %
ONTO	onto innovation inc	53.3 %
FTI	technipfmc plc	38.7 %
AMAT	applied matls inc	31.8 %
CAT	caterpillar inc	28.7 %

Top 5 Winners ($)		$
FTI	technipfmc plc	9.4 M
EME	emcor group inc	6.1 M
GRMN	garmin ltd	4.2 M
ASML	asml hldg nv	4.0 M
NVDA	nvidia corporation	3.7 M

Top 5 Losers (%)		%
INTU	intuit	-31.5 %
FICO	fair isaac corp	-29.5 %
ACN	accenture plc ireland	-29.3 %
ADBE	adobe inc	-26.8 %
APP	applovin corp	-25.6 %

Top 5 Losers ($)		$
FICO	fair isaac corp	-6.9 M
MSFT	microsoft corp	-5.7 M
INTU	intuit	-4.8 M
HLI	houlihan lokey inc	-3.9 M
V	visa inc	-3.5 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 137 stocks in it's portfolio. About 42.9% of the portfolio is in top 10 stocks. FICO proved to be the most loss making stock for the portfolio. FTI was the most profitable stock for BARLOW WEALTH PARTNERS, LLC last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.67	122,235	33,031,400	added	0.07

ABBV	abbvie inc	0.08	3,642	758,920	unchanged	0.00

ABC	cencora inc	0.05	1,268	415,346	unchanged	0.00

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACN	accenture plc ireland	0.12	5,480	1,083,120	reduced	-1.63

ADBE	adobe inc	0.96	35,519	8,682,620	reduced	-0.2

ADP	automatic data processing in	0.10	4,569	915,947	unchanged	0.00

AEMB	american centy etf tr	0.05	4,472	424,689	unchanged	0.00

AFL	aflac inc	0.02	1,770	202,700	new

AJG	gallagher arthur j & co	0.00	0.00	0.00	sold off	-100

ALL	allstate corp	0.14	5,905	1,276,420	unchanged	0.00

AMAT	applied matls inc	0.21	4,718	1,872,760	unchanged	0.00

AMGN	amgen inc	0.23	5,739	2,039,070	unchanged	0.00

AMZN	amazon com inc	2.50	89,625	22,456,400	added	0.59

ANTX	elevance health inc formerly	0.08	2,205	712,325	unchanged	0.00

APD	air products and chemicals i	0.04	1,077	314,279	unchanged	0.00

APP	applovin corp	0.03	612	292,046	reduced	-5.12

ASML	asml hldg nv	3.04	18,735	27,350,000	reduced	-21.19

AVGO	broadcom inc	0.06	1,438	584,613	reduced	-0.69

AXP	american express co	0.03	896	297,194	unchanged	0.00