Latest BARLOW WEALTH PARTNERS, INC. Stock Portfolio

BARLOW WEALTH PARTNERS, INC. Performance:

2025 Q3: 4.4%YTD: 5.27%2024: 20.37%

Performance for 2025 Q3 is 4.4%, and YTD is 5.27%, and 2024 is 20.37%.

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 $898.6 Millions as of 30 Sep, 2025.

The top stock holdings of BARLOW WEALTH PARTNERS, INC. are GOOG, MSFT, NVDA. The fund has invested 7% of it's portfolio in ALPHABET INC and 5.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off PINNACLE FINL PARTNERS INC (PNFP), PAYCOM SOFTWARE INC (PAYC) and NOVO-NORDISK A S stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), ACCENTURE PLC IRELAND (ACN) and ELEVANCE HEALTH INC FORMERLY (ELV). BARLOW WEALTH PARTNERS, INC. opened new stock positions in SPROUTS FMRS MKT INC (SFM), VEEVA SYS INC (VEEV) and MCKESSON CORP (MCK). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), BERKSHIRE HATHAWAY INC DEL and MERCADOLIBRE INC (MELI).

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

Our best estimate is that BARLOW WEALTH PARTNERS, INC. made a return of 4.4% in the last quarter. In trailing 12 months, it's portfolio return was 11.77%.

New Buys

Ticker	$ Bought
sprouts fmrs mkt inc	16,723,600
veeva sys inc	15,655,900
mckesson corp	12,640,000
texas roadhouse inc	2,588,200
applovin corp	330,420
medpace hldgs inc	232,365
palantir technologies inc	224,627
vanguard index fds	222,967

New stocks bought by BARLOW WEALTH PARTNERS, INC.

Additions

Ticker	% Inc.
amazon com inc	511
berkshire hathaway inc del	433
mercadolibre inc	126
disney walt co	86.93
fair isaac corp	61.79
grainger w w inc	45.2
eli lilly & co	41.2
intuit	30.87

Additions to existing portfolio by BARLOW WEALTH PARTNERS, INC.

Reductions

Ticker	% Reduced
unitedhealth group inc	-90.35
accenture plc ireland	-89.03
elevance health inc formerly	-88.77
brown forman corp	-88.33
vertex pharmaceuticals inc	-41.36
walmart inc	-37.02
pepsico inc	-18.41
mastercard incorporated	-17.35

BARLOW WEALTH PARTNERS, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
novo-nordisk a s	-16,547,300
pinnacle finl partners inc	-21,366,300
paycom software inc	-18,311,800
phillips edison & co inc	-213,435
hancock whitney corporation	-208,760
mccormick & co inc	-225,852
shell plc	-213,226
qualcomm inc	-215,074

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

Sector Distribution

BARLOW WEALTH PARTNERS, INC. has about 22.6% of it's holdings in Technology sector.

Sector	%
Technology	22.6
Financial Services	16.3
Others	12.7
Communication Services	10.4
Industrials	9.5
Consumer Cyclical	8.7
Consumer Defensive	6.2
Healthcare	6.1
Utilities	2.8
Basic Materials	2.4
Energy	2.3

Market Cap. Distribution

BARLOW WEALTH PARTNERS, INC. has about 74.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	39.6
LARGE-CAP	34.8
UNALLOCATED	12.6
MID-CAP	12.3

Stocks belong to which Index?

About 69.2% of the stocks held by BARLOW WEALTH PARTNERS, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.2
Others	30.8
RUSSELL 2000	6

Top 5 Winners (%)		%
GOOG	alphabet inc	40.7 %
GOOG	alphabet inc	40.3 %
FSLR	first solar inc	31.0 %
CAT	caterpillar inc	29.0 %
MLI	mueller inds inc	24.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	19.1 M
MLI	mueller inds inc	6.2 M
AAPL	apple inc	5.5 M
NVDA	nvidia corporation	5.1 M
EME	emcor group inc	4.6 M

Top 5 Losers (%)		%
MORN	morningstar inc	-26.0 %
TXN	texas instrs inc	-20.8 %
ACN	accenture plc ireland	-17.5 %
UPS	united parcel service inc	-17.5 %
SYBT	stock yds bancorp inc	-17.1 %

Top 5 Losers ($)		$
MORN	morningstar inc	-4.4 M
FTNT	fortinet inc	-3.1 M
ACN	accenture plc ireland	-2.8 M
VRTX	vertex pharmaceuticals inc	-2.1 M
MELI	mercadolibre inc	-1.9 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, INC. has 131 stocks in it's portfolio. About 42.8% of the portfolio is in top 10 stocks. MORN proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for BARLOW WEALTH PARTNERS, INC. last quarter.

Last Reported on: 03 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.48	121,111	31,301,200	added	0.69

ABBV	abbvie inc	0.09	3,575	817,531	reduced	-0.67

ABC	cencora inc	0.05	1,268	419,454	unchanged	0.00

ABT	abbott labs	0.03	1,760	225,192	unchanged	0.00

ACN	accenture plc ireland	0.16	5,821	1,450,240	reduced	-89.03

ADBE	adobe inc	1.43	36,238	12,831,500	added	1.2

ADP	automatic data processing in	0.15	4,607	1,308,160	reduced	-4.16

AEMB	american centy etf tr	0.04	4,472	372,905	unchanged	0.00

ALL	allstate corp	0.13	5,905	1,150,240	added	0.39

AMAT	applied matls inc	0.12	4,706	1,037,960	unchanged	0.00

AMGN	amgen inc	0.22	6,843	2,025,390	unchanged	0.00

AMZN	amazon com inc	1.86	76,844	16,748,200	added	511

APD	air prods & chems inc	0.03	1,077	272,643	added	1.51

APP	applovin corp	0.04	585	330,420	new

AVGO	broadcom inc	0.04	1,155	393,047	added	4.62

AXP	american express co	0.04	896	315,392	unchanged	0.00

AZO	autozone inc	0.06	142	567,611	unchanged	0.00

CAT	caterpillar inc	0.05	836	429,629	unchanged	0.00

CB	chubb limited	0.00	0.00	0.00	sold off	-100

CBRE	cbre group inc	0.02	1,339	219,288	new