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Portfolio (Quarterly) Guide ↗

BARLOW WEALTH PARTNERS, LLC

· CIK 0001999928
13F Portfolio $900M AUM 137 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 22 Added 26 Reduced 7 Exited
Page 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDLZ MONDELEZ INTL INC Consumer Defensive 4,589.0 $263K 0.03% $57.25 +8.7%
122 ORCL ORACLE CORP Technology 1,433.0 $251K 0.03% $175.06 +9.1%
123 SO SOUTHERN CO Utilities 2,620.0 $248K 0.03% $94.51 -0.8%
124 MDT MEDTRONIC PLC Healthcare 2,827.0 $244K 0.03% $86.19 -11.8%
125 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,450.0 $237K 0.03% $68.74 -1.4%
126 VO VANGUARD INDEX FDS 765.0 $235K 0.03% $307.08 -74.5%
127 RBCAA REPUBLIC BANCORP INC KY Financial Services 3,045.0 $230K 0.03% $75.47 +5.8%
128 PLTR PALANTIR TECHNOLOGIES INC Technology 1,555.0 $228K 0.03% NEW $146.39 -9.5%
129 MEDP MEDPACE HLDGS INC Healthcare 433.0 $225K 0.03% +8.0 +1.9% $520.60 -17.8%
130 CB CHUBB LTD SWITZ Financial Services 673.0 $223K 0.03% $330.83 -3.1%
131 SHEL SHELL PLC Energy 2,450.0 $215K 0.02% NEW $87.81 -4.6%
132 T AT&T INC Communication Services 8,100.0 $215K 0.02% NEW $26.51 -6.1%
133 IBM INTERNATIONAL BUSINESS MACHS Technology 839.0 $213K 0.02% $253.47 +0.7%
134 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 6,020.0 $206K 0.02% NEW $34.15 -2.5%
135 TSLA TESLA INC Consumer Cyclical 508.0 $204K 0.02% +35.0 +7.4% $400.62 +9.9%
136 AFL AFLAC INC Financial Services 1,770.0 $203K 0.02% NEW $114.52 +0.3%
137 CMI CUMMINS INC Industrials 321.0 $201K 0.02% NEW $627.18 +6.5%
Page 7 of 7  ·  137 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.3%
Financial Services 20.0%
Communication Services 12.1%
Industrials 11.5%
Consumer Cyclical 10.6%
Healthcare 5.2%
Consumer Defensive 5.0%
Basic Materials 3.7%
Utilities 2.0%
Energy 0.6%