Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BARLOW WEALTH PARTNERS, INC. (CIK 1999928) reported $925.5M across 149 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($62.1M, 6.71%), NVDA ($46.1M, 4.98%), MSFT ($39.0M, 4.22%), V ($38.0M, 4.11%), AAPL ($36.9M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $62.1M | 6.71% | 173,030 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $46.1M | 4.98% | 225,776 | Added |
| 3 | MSFT | MICROSOFT CORP | $39.0M | 4.22% | 101,834 | Added |
| 4 | V | VISA INC | $38.0M | 4.11% | 109,392 | Added |
| 5 | AAPL | APPLE INC | $36.9M | 3.98% | 117,646 | Trimmed |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $33.8M | 3.65% | 35,455 | Added |
| 7 | TJX | TJX COS INC NEW | $32.0M | 3.46% | 209,411 | Added |
| 8 | ASML | ASML HLDG NV | $29.4M | 3.18% | 16,634 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $28.3M | 3.06% | 57,201 | Added |
| 10 | GWW | WW GRAINGER INC | $28.2M | 3.05% | 20,912 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $28.2M | 3.05% | 85,274 | Added |
| 12 | MCK | MCKESSON CORP | $27.7M | 2.99% | 33,820 | Added |
| 13 | HLI | HOULIHAN LOKEY INC | $27.6M | 2.98% | 205,696 | Added |
| 14 | FTI | TECHNIPFMC PLC | $27.4M | 2.96% | 389,000 | Trimmed |
| 15 | MLI | MUELLER INDS INC | $25.8M | 2.79% | 463,736 | Added |
| 16 | SCHW | SCHWAB CHARLES CORP | $25.3M | 2.73% | 248,860 | Added |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.2M | 2.72% | 57,667 | Trimmed |
| 18 | FTNT | FORTINET INC | $24.7M | 2.67% | 157,525 | Trimmed |
| 19 | EME | EMCOR GROUP INC | $24.7M | 2.66% | 32,066 | Trimmed |
| 20 | RACE | FERRARI N V | $23.2M | 2.51% | 61,855 | Added |
| 21 | RGLD | ROYAL GOLD INC | $21.7M | 2.35% | 113,300 | Added |
| 22 | TKO | TKO GROUP HOLDINGS INC | $21.4M | 2.31% | 110,783 | Trimmed |
| 23 | UBER | UBER TECHNOLOGIES INC | $21.2M | 2.29% | 288,435 | New |
| 24 | WRB | BERKLEY W R CORP | $19.3M | 2.09% | 271,315 | Added |
| 25 | GRMN | GARMIN LTD | $18.6M | 2.01% | 76,268 | Added |
Source: SEC Form 13F filings · as of 2026-06-30