Filed: 7/29/2025ACC: 0001951757-25-000980
📋 What this filing means
BARLOW WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $835.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$835.65M
Total AUM (reported)
4.78M
Total Shares
Allocation by class
COM$538.04M64.4%
CL A$90.11M10.8%
CAP STK CL C$47.51M5.7%
COM CL A$37.30M4.5%
N Y REGISTRY SHS$23.93M2.9%
SPONSORED ADS$19.03M2.3%
SHS$18.72M2.2%
Portfolio Concentration
Top 3$132.82M15.9%
4–10$205.84M24.6%
11–25$299.47M35.8%
Rest$197.52M23.6%
Top 3 weight
15.9%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 4.78M
Sole
Full voting authority
4.68M
shares
% of voting shares97.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
105.13K
shares
% of voting shares2.2%
Investment Discretion (by position count)
Sole134
Shared0
Other0
Dominant voting typeSole · 97.8% of voting shares
Institutional Holdings134
Rows:
MICROSOFT CORP
SOLEShares96.91K
TypeSH
Market value$47.59M
5.70%
Sole
95.04K
Shared
0.00
None
1.87K
ALPHABET INC
SOLEShares264.27K
TypeSH
Market value$47.51M
5.68%
Sole
258.40K
Shared
0.00
None
5.87K
HOULIHAN LOKEY INC
SOLEShares205.58K
TypeSH
Market value$37.72M
4.51%
Sole
201.27K
Shared
0.00
None
4.31K
VISA INC
SOLEShares105.30K
TypeSH
Market value$37.30M
4.46%
Sole
102.94K
Shared
0.00
None
2.36K
NVIDIA CORPORATION
SOLEShares221.66K
TypeSH
Market value$34.86M
4.17%
Sole
217.72K
Shared
0.00
None
3.95K
COSTCO WHSL CORP NEW
SOLEShares33.71K
TypeSH
Market value$33.12M
3.96%
Sole
33K
Shared
0.00
None
710.00
APPLE INC
SOLEShares120.28K
TypeSH
Market value$25.55M
3.06%
Sole
117.60K
Shared
0.00
None
2.67K
TJX COS INC NEW
SOLEShares203.57K
TypeSH
Market value$25.51M
3.05%
Sole
199.34K
Shared
0.00
None
4.23K
JPMORGAN CHASE & CO.
SOLEShares85.75K
TypeSH
Market value$25.04M
3.00%
Sole
84.65K
Shared
0.00
None
1.10K
MUELLER INDS INC
SOLEShares294.24K
TypeSH
Market value$24.47M
2.93%
Sole
287.55K
Shared
0.00
None
6.69K
META PLATFORMS INC
SOLEShares33.69K
TypeSH
Market value$24.04M
2.88%
Sole
32.81K
Shared
0.00
None
877.00
ASML HOLDING N V
SOLEShares29.92K
TypeSH
Market value$23.93M
2.86%
Sole
29.24K
Shared
0.00
None
683.00
VERTEX PHARMACEUTICALS INC
SOLEShares50.96K
TypeSH
Market value$23.29M
2.79%
Sole
49.79K
Shared
0.00
None
1.17K
TKO GROUP HOLDINGS INC
SOLEShares127.14K
TypeSH
Market value$22.56M
2.70%
Sole
124.24K
Shared
0.00
None
2.90K
PINNACLE FINL PARTNERS INC
SOLEShares182.62K
TypeSH
Market value$21.37M
2.56%
Sole
178.66K
Shared
0.00
None
3.96K
CONSTELLATION ENERGY CORP
SOLEShares68.31K
TypeSH
Market value$20.95M
2.51%
Sole
66.85K
Shared
0.00
None
1.46K
EMCOR GROUP INC
SOLEShares38.19K
TypeSH
Market value$20.69M
2.48%
Sole
37.33K
Shared
0.00
None
861.00
ROYAL GOLD INC
SOLEShares113.31K
TypeSH
Market value$20.32M
2.43%
Sole
110.71K
Shared
0.00
None
2.60K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares81.48K
TypeSH
Market value$19.03M
2.28%
Sole
79.71K
Shared
0.00
None
1.77K
BERKLEY W R CORP
SOLEShares261.12K
TypeSH
Market value$18.48M
2.21%
Sole
255.06K
Shared
0.00
None
6.06K
PAYCOM SOFTWARE INC
SOLEShares80.27K
TypeSH
Market value$18.31M
2.19%
Sole
78.45K
Shared
0.00
None
1.82K
FORTINET INC
SOLEShares178.68K
TypeSH
Market value$18.26M
2.19%
Sole
174.72K
Shared
0.00
None
3.97K
NOVO-NORDISK A S
SOLEShares237K
TypeSH
Market value$16.55M
1.98%
Sole
231.59K
Shared
0.00
None
5.41K
ACCENTURE PLC IRELAND
SOLEShares53.04K
TypeSH
Market value$16.03M
1.92%
Sole
51.88K
Shared
0.00
None
1.16K
GARMIN LTD
SOLEShares73.41K
TypeSH
Market value$15.66M
1.87%
Sole
71.75K
Shared
0.00
None
1.66K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 96.91K | SH | $47.59M 5.70% | 95.04K | 0.00 | 1.87K |
ALPHABET INCSOLE | CAP STK CL C | 264.27K | SH | $47.51M 5.68% | 258.40K | 0.00 | 5.87K |
HOULIHAN LOKEY INCSOLE | CL A | 205.58K | SH | $37.72M 4.51% | 201.27K | 0.00 | 4.31K |
VISA INCSOLE | COM CL A | 105.30K | SH | $37.30M 4.46% | 102.94K | 0.00 | 2.36K |
NVIDIA CORPORATIONSOLE | COM | 221.66K | SH | $34.86M 4.17% | 217.72K | 0.00 | 3.95K |
COSTCO WHSL CORP NEWSOLE | COM | 33.71K | SH | $33.12M 3.96% | 33K | 0.00 | 710.00 |
APPLE INCSOLE | COM | 120.28K | SH | $25.55M 3.06% | 117.60K | 0.00 | 2.67K |
TJX COS INC NEWSOLE | COM | 203.57K | SH | $25.51M 3.05% | 199.34K | 0.00 | 4.23K |
JPMORGAN CHASE & CO.SOLE | COM | 85.75K | SH | $25.04M 3.00% | 84.65K | 0.00 | 1.10K |
MUELLER INDS INCSOLE | COM | 294.24K | SH | $24.47M 2.93% | 287.55K | 0.00 | 6.69K |
META PLATFORMS INCSOLE | CL A | 33.69K | SH | $24.04M 2.88% | 32.81K | 0.00 | 877.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 29.92K | SH | $23.93M 2.86% | 29.24K | 0.00 | 683.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 50.96K | SH | $23.29M 2.79% | 49.79K | 0.00 | 1.17K |
TKO GROUP HOLDINGS INCSOLE | CL A | 127.14K | SH | $22.56M 2.70% | 124.24K | 0.00 | 2.90K |
PINNACLE FINL PARTNERS INCSOLE | COM | 182.62K | SH | $21.37M 2.56% | 178.66K | 0.00 | 3.96K |
CONSTELLATION ENERGY CORPSOLE | COM | 68.31K | SH | $20.95M 2.51% | 66.85K | 0.00 | 1.46K |
EMCOR GROUP INCSOLE | COM | 38.19K | SH | $20.69M 2.48% | 37.33K | 0.00 | 861.00 |
ROYAL GOLD INCSOLE | COM | 113.31K | SH | $20.32M 2.43% | 110.71K | 0.00 | 2.60K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 81.48K | SH | $19.03M 2.28% | 79.71K | 0.00 | 1.77K |
BERKLEY W R CORPSOLE | COM | 261.12K | SH | $18.48M 2.21% | 255.06K | 0.00 | 6.06K |
PAYCOM SOFTWARE INCSOLE | COM | 80.27K | SH | $18.31M 2.19% | 78.45K | 0.00 | 1.82K |
FORTINET INCSOLE | COM | 178.68K | SH | $18.26M 2.19% | 174.72K | 0.00 | 3.97K |
NOVO-NORDISK A SSOLE | ADR | 237K | SH | $16.55M 1.98% | 231.59K | 0.00 | 5.41K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 53.04K | SH | $16.03M 1.92% | 51.88K | 0.00 | 1.16K |
GARMIN LTDSOLE | SHS | 73.41K | SH | $15.66M 1.87% | 71.75K | 0.00 | 1.66K |
Page 1 of 6
…