BARLOW WEALTH PARTNERS, LLC

PrivateCIK: 1999928
Location

LOUISVILLE, KY

149
Positions
$925.54M
Total AUM (reported)
4.65M
Total Shares

Allocation by class

TOTAL AUM$925.54M149 positions
COM$644.75M69.7%
CAP STK CL C$62.07M6.7%
CL A$55.43M6.0%
COM CL A$38.34M4.1%
N Y REGISTRY SHS$29.42M3.2%
CL B NEW$28.30M3.1%
SPONSORED ADS$25.20M2.7%

Portfolio Concentration

Top 315.9%4–1024.5%11–2539.1%Rest20.5%TOP 1040.4%0%100%
Top 3$147.19M15.9%
4–10$226.62M24.5%
11–25$362.05M39.1%
Rest$189.69M20.5%

Top 3 weight

15.9%

Top 10 weight

40.4%

Voting Authority Distribution

Total shares with voting rights: 4.65M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.65M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:

ALPHABET INC

SOLE
CAP STK CL C
Shares173.03K
TypeSH
Market value$62.07M
6.71%
Sole
0.00
Shared
0.00
None
173.03K

NVIDIA CORPORATION

SOLE
COM
Shares225.78K
TypeSH
Market value$46.09M
4.98%
Sole
0.00
Shared
0.00
None
225.78K

MICROSOFT CORP

SOLE
COM
Shares101.83K
TypeSH
Market value$39.04M
4.22%
Sole
0.00
Shared
0.00
None
101.83K

VISA INC

SOLE
COM CL A
Shares109.39K
TypeSH
Market value$38.02M
4.11%
Sole
0.00
Shared
0.00
None
109.39K

APPLE INC

SOLE
COM
Shares117.65K
TypeSH
Market value$36.87M
3.98%
Sole
0.00
Shared
0.00
None
117.65K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares35.45K
TypeSH
Market value$33.79M
3.65%
Sole
0.00
Shared
0.00
None
35.45K

TJX COS INC NEW

SOLE
COM
Shares209.41K
TypeSH
Market value$32.00M
3.46%
Sole
0.00
Shared
0.00
None
209.41K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares16.63K
TypeSH
Market value$29.42M
3.18%
Sole
0.00
Shared
0.00
None
16.63K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares57.20K
TypeSH
Market value$28.30M
3.06%
Sole
0.00
Shared
0.00
None
57.20K

WW GRAINGER INC

SOLE
COM
Shares20.91K
TypeSH
Market value$28.23M
3.05%
Sole
0.00
Shared
0.00
None
20.91K

JPMORGAN CHASE & CO

SOLE
COM
Shares85.27K
TypeSH
Market value$28.19M
3.05%
Sole
0.00
Shared
0.00
None
85.27K

MCKESSON CORP

SOLE
COM
Shares33.82K
TypeSH
Market value$27.69M
2.99%
Sole
0.00
Shared
0.00
None
33.82K

HOULIHAN LOKEY INC

SOLE
CL A
Shares205.70K
TypeSH
Market value$27.63M
2.98%
Sole
0.00
Shared
0.00
None
205.70K

TECHNIPFMC PLC

SOLE
COM
Shares389K
TypeSH
Market value$27.38M
2.96%
Sole
0.00
Shared
0.00
None
389K

MUELLER INDS INC

SOLE
COM
Shares463.74K
TypeSH
Market value$25.85M
2.79%
Sole
0.00
Shared
0.00
None
463.74K

SCHWAB CHARLES CORP

SOLE
COM
Shares248.86K
TypeSH
Market value$25.31M
2.73%
Sole
0.00
Shared
0.00
None
248.86K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares57.67K
TypeSH
Market value$25.20M
2.72%
Sole
0.00
Shared
0.00
None
57.67K

FORTINET INC

SOLE
COM
Shares157.53K
TypeSH
Market value$24.69M
2.67%
Sole
0.00
Shared
0.00
None
157.53K

EMCOR GROUP INC

SOLE
COM
Shares32.07K
TypeSH
Market value$24.66M
2.66%
Sole
0.00
Shared
0.00
None
32.07K

FERRARI N V

SOLE
COM
Shares61.85K
TypeSH
Market value$23.20M
2.51%
Sole
0.00
Shared
0.00
None
61.85K

ROYAL GOLD INC

SOLE
COM
Shares113.30K
TypeSH
Market value$21.75M
2.35%
Sole
0.00
Shared
0.00
None
113.30K

TKO GROUP HOLDINGS INC

SOLE
CL A
Shares110.78K
TypeSH
Market value$21.37M
2.31%
Sole
0.00
Shared
0.00
None
110.78K

UBER TECHNOLOGIES INC

SOLE
COM
Shares288.44K
TypeSH
Market value$21.23M
2.29%
Sole
0.00
Shared
0.00
None
288.44K

BERKLEY W R CORP

SOLE
COM
Shares271.31K
TypeSH
Market value$19.34M
2.09%
Sole
0.00
Shared
0.00
None
271.31K

GARMIN LTD

SOLE
SHS
Shares76.27K
TypeSH
Market value$18.57M
2.01%
Sole
0.00
Shared
0.00
None
76.27K
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