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 $900.0M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($67.5M, 7.50%), NVDA ($44.9M, 4.99%), MSFT ($42.8M, 4.75%), COST ($35.1M, 3.90%), V ($34.3M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $67.5M | 7.50% | 198,988 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $44.9M | 4.99% | 222,748 | Added |
| 3 | MSFT | MICROSOFT CORP | $42.8M | 4.75% | 101,194 | Added |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $35.1M | 3.90% | 35,110 | Added |
| 5 | V | VISA INC | $34.3M | 3.81% | 108,141 | Added |
| 6 | HLI | HOULIHAN LOKEY INC | $33.3M | 3.70% | 205,159 | Added |
| 7 | TJX | TJX COS INC NEW | $33.1M | 3.68% | 205,969 | Added |
| 8 | AAPL | APPLE INC | $33.0M | 3.67% | 122,235 | Added |
| 9 | MLI | MUELLER INDS INC | $31.0M | 3.44% | 253,567 | Trimmed |
| 10 | FTI | TECHNIPFMC PLC | $30.9M | 3.43% | 438,429 | Trimmed |
| 11 | RGLD | ROYAL GOLD INC | $30.1M | 3.35% | 112,426 | Trimmed |
| 12 | EME | EMCOR GROUP INC | $29.4M | 3.27% | 36,520 | Trimmed |
| 13 | ASML | ASML HLDG NV | $27.3M | 3.04% | 18,735 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.7M | 2.97% | 56,327 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $26.2M | 2.91% | 84,361 | Trimmed |
| 16 | GWW | WW GRAINGER INC | $24.1M | 2.68% | 20,764 | Added |
| 17 | TKO | TKO GROUP HOLDINGS INC | $23.6M | 2.62% | 126,794 | Trimmed |
| 18 | RACE | FERRARI N V | $22.9M | 2.54% | 61,293 | New |
| 19 | SCHW | SCHWAB CHARLES CORP | $22.5M | 2.50% | 243,993 | Added |
| 20 | AMZN | AMAZON COM INC | $22.5M | 2.50% | 89,625 | Added |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.6M | 2.40% | 58,419 | Trimmed |
| 22 | GRMN | GARMIN LTD | $20.2M | 2.25% | 75,714 | Added |
| 23 | WRB | BERKLEY W R CORP | $18.1M | 2.01% | 270,284 | Added |
| 24 | FICO | FAIR ISAAC CORP | $16.4M | 1.82% | 15,275 | Added |
| 25 | CEG | CONSTELLATION ENERGY CORP | $15.4M | 1.71% | 51,932 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31