Filed: 1/15/2026ACC: 0001951757-26-000096
📋 What this filing means
BARLOW WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 135 equity positions with a total reported market value of $926.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
135
Positions
$926.52M
Total AUM (reported)
4.11M
Total Shares
Allocation by class
COM$596.56M64.4%
CL A$91.45M9.9%
CAP STK CL C$77.60M8.4%
COM CL A$37.32M4.0%
N Y REGISTRY SHS$30.28M3.3%
SPONSORED ADS$27.31M2.9%
CL B NEW$20.01M2.2%
Portfolio Concentration
Top 3$166.30M17.9%
4–10$232.13M25.1%
11–25$339.90M36.7%
Rest$188.19M20.3%
Top 3 weight
17.9%
Top 10 weight
43.0%
Voting Authority Distribution
Total shares with voting rights: 4.11M
Sole
Full voting authority
4.02M
shares
% of voting shares97.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
94.07K
shares
% of voting shares2.3%
Investment Discretion (by position count)
Sole135
Shared0
Other0
Dominant voting typeSole · 97.7% of voting shares
Institutional Holdings135
Rows:
ALPHABET INC
SOLEShares235.75K
TypeSH
Market value$77.60M
8.38%
Sole
230.10K
Shared
0.00
None
5.65K
MICROSOFT CORP
SOLEShares99.30K
TypeSH
Market value$47.59M
5.14%
Sole
97.15K
Shared
0.00
None
2.15K
NVIDIA CORPORATION
SOLEShares222.39K
TypeSH
Market value$41.11M
4.44%
Sole
217.96K
Shared
0.00
None
4.44K
HOULIHAN LOKEY INC
SOLEShares204.39K
TypeSH
Market value$37.15M
4.01%
Sole
199.83K
Shared
0.00
None
4.56K
VISA INC
SOLEShares105.51K
TypeSH
Market value$36.90M
3.98%
Sole
103.03K
Shared
0.00
None
2.48K
TJX COS INC NEW
SOLEShares205.20K
TypeSH
Market value$32.38M
3.50%
Sole
200.46K
Shared
0.00
None
4.75K
COSTCO WHSL CORP NEW
SOLEShares34.83K
TypeSH
Market value$32.21M
3.48%
Sole
34.04K
Shared
0.00
None
786.00
APPLE INC
SOLEShares122.15K
TypeSH
Market value$31.68M
3.42%
Sole
119.30K
Shared
0.00
None
2.85K
MUELLER INDS INC
SOLEShares254.96K
TypeSH
Market value$31.51M
3.40%
Sole
249.15K
Shared
0.00
None
5.82K
ASML HOLDING N V
SOLEShares23.77K
TypeSH
Market value$30.28M
3.27%
Sole
23.22K
Shared
0.00
None
555.00
JPMORGAN CHASE & CO.
SOLEShares84.91K
TypeSH
Market value$27.95M
3.02%
Sole
83.75K
Shared
0.00
None
1.17K
ROYAL GOLD INC
SOLEShares112.93K
TypeSH
Market value$27.69M
2.99%
Sole
110.15K
Shared
0.00
None
2.77K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares84.39K
TypeSH
Market value$27.31M
2.95%
Sole
82.42K
Shared
0.00
None
1.97K
TKO GROUP HOLDINGS INC
SOLEShares131.23K
TypeSH
Market value$26.20M
2.83%
Sole
127.92K
Shared
0.00
None
3.31K
EMCOR GROUP INC
SOLEShares39.52K
TypeSH
Market value$25.54M
2.76%
Sole
38.56K
Shared
0.00
None
958.00
TECHNIPFMC PLC
SOLEShares485.04K
TypeSH
Market value$24.29M
2.62%
Sole
473.58K
Shared
0.00
None
11.46K
GALLAGHER ARTHUR J & CO
SOLEShares88.58K
TypeSH
Market value$23.44M
2.53%
Sole
86.48K
Shared
0.00
None
2.10K
META PLATFORMS INC
SOLEShares34.58K
TypeSH
Market value$22.58M
2.44%
Sole
33.65K
Shared
0.00
None
935.00
AMAZON COM INC
SOLEShares89.10K
TypeSH
Market value$22.04M
2.38%
Sole
86.77K
Shared
0.00
None
2.33K
WW GRAINGER INC
SOLEShares20.69K
TypeSH
Market value$21.31M
2.30%
Sole
20.21K
Shared
0.00
None
488.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares40.09K
TypeSH
Market value$20.01M
2.16%
Sole
39.27K
Shared
0.00
None
825.00
MERCADOLIBRE INC
SOLEShares8.74K
TypeSH
Market value$19.04M
2.06%
Sole
8.54K
Shared
0.00
None
204.00
BERKLEY W R CORP
SOLEShares269.66K
TypeSH
Market value$18.46M
1.99%
Sole
262.98K
Shared
0.00
None
6.68K
CONSTELLATION ENERGY CORP
SOLEShares52.59K
TypeSH
Market value$18.01M
1.94%
Sole
51.38K
Shared
0.00
None
1.21K
GARMIN LTD
SOLEShares75.50K
TypeSH
Market value$16.02M
1.73%
Sole
73.63K
Shared
0.00
None
1.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 235.75K | SH | $77.60M 8.38% | 230.10K | 0.00 | 5.65K |
MICROSOFT CORPSOLE | COM | 99.30K | SH | $47.59M 5.14% | 97.15K | 0.00 | 2.15K |
NVIDIA CORPORATIONSOLE | COM | 222.39K | SH | $41.11M 4.44% | 217.96K | 0.00 | 4.44K |
HOULIHAN LOKEY INCSOLE | CL A | 204.39K | SH | $37.15M 4.01% | 199.83K | 0.00 | 4.56K |
VISA INCSOLE | COM CL A | 105.51K | SH | $36.90M 3.98% | 103.03K | 0.00 | 2.48K |
TJX COS INC NEWSOLE | COM | 205.20K | SH | $32.38M 3.50% | 200.46K | 0.00 | 4.75K |
COSTCO WHSL CORP NEWSOLE | COM | 34.83K | SH | $32.21M 3.48% | 34.04K | 0.00 | 786.00 |
APPLE INCSOLE | COM | 122.15K | SH | $31.68M 3.42% | 119.30K | 0.00 | 2.85K |
MUELLER INDS INCSOLE | COM | 254.96K | SH | $31.51M 3.40% | 249.15K | 0.00 | 5.82K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 23.77K | SH | $30.28M 3.27% | 23.22K | 0.00 | 555.00 |
JPMORGAN CHASE & CO.SOLE | COM | 84.91K | SH | $27.95M 3.02% | 83.75K | 0.00 | 1.17K |
ROYAL GOLD INCSOLE | COM | 112.93K | SH | $27.69M 2.99% | 110.15K | 0.00 | 2.77K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 84.39K | SH | $27.31M 2.95% | 82.42K | 0.00 | 1.97K |
TKO GROUP HOLDINGS INCSOLE | CL A | 131.23K | SH | $26.20M 2.83% | 127.92K | 0.00 | 3.31K |
EMCOR GROUP INCSOLE | COM | 39.52K | SH | $25.54M 2.76% | 38.56K | 0.00 | 958.00 |
TECHNIPFMC PLCSOLE | COM | 485.04K | SH | $24.29M 2.62% | 473.58K | 0.00 | 11.46K |
GALLAGHER ARTHUR J & COSOLE | COM | 88.58K | SH | $23.44M 2.53% | 86.48K | 0.00 | 2.10K |
META PLATFORMS INCSOLE | CL A | 34.58K | SH | $22.58M 2.44% | 33.65K | 0.00 | 935.00 |
AMAZON COM INCSOLE | COM | 89.10K | SH | $22.04M 2.38% | 86.77K | 0.00 | 2.33K |
WW GRAINGER INCSOLE | COM | 20.69K | SH | $21.31M 2.30% | 20.21K | 0.00 | 488.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 40.09K | SH | $20.01M 2.16% | 39.27K | 0.00 | 825.00 |
MERCADOLIBRE INCSOLE | COM | 8.74K | SH | $19.04M 2.06% | 8.54K | 0.00 | 204.00 |
BERKLEY W R CORPSOLE | COM | 269.66K | SH | $18.46M 1.99% | 262.98K | 0.00 | 6.68K |
CONSTELLATION ENERGY CORPSOLE | COM | 52.59K | SH | $18.01M 1.94% | 51.38K | 0.00 | 1.21K |
GARMIN LTDSOLE | SHS | 75.50K | SH | $16.02M 1.73% | 73.63K | 0.00 | 1.86K |
Page 1 of 6
…