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Latest BARLOW WEALTH PARTNERS, INC. Stock Portfolio

$970Million | No. of Holdings #152

BARLOW WEALTH PARTNERS, INC. Performance

2026 Q3+5.21%
YTD+5.19%
2025+13.72%

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

On 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, BARLOW WEALTH PARTNERS, LLC reported an equity portfolio of $970.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of BARLOW WEALTH PARTNERS, LLC are GOOG, MSFT, NVDA. The fund has invested 6.2% of it's portfolio in ALPHABET INC and 5.6% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off FAIR ISAAC CORP (FICO), MORNINGSTAR INC (MORN) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in INTUIT (INTU), CROWDSTRIKE HLDGS INC (CRWD) and TECHNIPFMC PLC (FTI). BARLOW WEALTH PARTNERS, LLC opened new stock positions in AMPHENOL CORP (APH), EXXONMOBIL HOLDINGS CORP and WOODWARD INC (WWD). The fund showed a lot of confidence in some stocks as they added substantially to S&P GLOBAL INC (SPGI), ELI LILLY & CO (LLY) and DEERE & CO (DE).
BARLOW WEALTH PARTNERS, INC. Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$970Million
  as of Oct 15, 2026

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

Our best estimate is that BARLOW WEALTH PARTNERS, LLC made a return of 5.21% in the last quarter. In trailing 12 months, it's portfolio return was 10.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amphenol corp26,368,400
exxonmobil holdings corp3,299,360
brightspring health svcs inc667,973
woodward inc341,207
american centy etf tr242,545
intel corp241,088
at&t inc228,249
cisco sys inc220,902
New stocks bought by BARLOW WEALTH PARTNERS, INC.

Additions

Ticker% Inc.
s&p global inc2,767
eli lilly & co79.49
deere & co74.96
walmart inc49.82
texas instrs inc48.31
united cmnty bks blairsvle g41.96
pepsico inc32.85
salesforce inc14.79
Additions to existing portfolio by BARLOW WEALTH PARTNERS, INC.

Reductions

Ticker% Reduced
intuit-97.79
crowdstrike hldgs inc-75.00
technipfmc plc-25.99
royal gold inc-25.19
tesla inc-24.94
palantir technologies inc-20.84
tko group holdings inc-20.7
air products and chemicals i-16.25
BARLOW WEALTH PARTNERS, INC. reduced stake in above stock

Sold off

Ticker$ Sold
morningstar inc-9,506,040
servicenow inc-3,332,660
exxon mobil corp-2,765,770
adobe inc-4,305,530
fair isaac corp-15,954,000
applovin corp-319,574
cummins inc-214,816
BARLOW WEALTH PARTNERS, INC. got rid off the above stocks

Sector Distribution

BARLOW WEALTH PARTNERS, LLC has about 28.6% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Others
  • Industrials
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
  • Utilities
  • Energy
  • Basic Materials
Sector%
Technology28.6
Financial Services18
Others15.4
Industrials9.6
Communication Services7
Healthcare6.8
Consumer Defensive4.1
Consumer Cyclical4
Utilities2.2
Energy2.2
Basic Materials2.1

Market Cap. Distribution

BARLOW WEALTH PARTNERS, LLC has about 81.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP45.3
MEGA-CAP36
UNALLOCATED15.3
MID-CAP3.2

Stocks belong to which Index?

About 72.5% of the stocks held by BARLOW WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50068.6
Others27.5
RUSSELL 20003.9
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
302.3 %
PSX
phillips 66
43.6 %
PLTR
palantir technologies inc
40.5 %
ACN
accenture plc ireland
39.5 %
SHOP
shopify inc
37.8 %
Top 5 Winners ($)$
MSFT
microsoft corp
14.9 M
NVDA
nvidia corporation
8.0 M
CRM
salesforce inc
6.0 M
FTNT
fortinet inc
5.1 M
RGLD
royal gold inc
4.2 M
Top 5 Losers (%)%
honeywell aerospace inc
-29.9 %
IBM
international business machs
-25.6 %
FSLR
first solar inc
-19.8 %
MCD
mcdonalds corp
-16.5 %
UPS
united parcel svcs inc
-15.3 %
Top 5 Losers ($)$
TJX
tjx cos inc new
-3.3 M
GOOG
alphabet inc
-2.4 M
tko group holdings inc
-1.6 M
GWW
ww grainger inc
-1.6 M
UBER
uber technologies inc
-1.3 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 152 stocks in it's portfolio. About 41.7% of the portfolio is in top 10 stocks. TJX proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for BARLOW WEALTH PARTNERS, LLC last quarter.

$970.11MTotal Value
159Positions
15 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of BARLOW WEALTH PARTNERS, INC., last reported on 15 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
BARLOW WEALTH PARTNERS, INC.'s holding in American Centy Etf Tr over time
0.05%4,472
$447.5K
0.05%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
BARLOW WEALTH PARTNERS, INC.'s holding in American Centy Etf Tr over time
0.03%2,043
$242.5K
0.03%
new position
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
BARLOW WEALTH PARTNERS, INC.'s holding in Asml Hldg Nv over time
3.16%16,732
$30.69M
3.16%
increased 0.59 percentadded