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Portfolio (Quarterly) Guide ↗

BARLOW WEALTH PARTNERS, LLC

· CIK 0001999928
13F Portfolio $926M AUM 149 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 31 Added 21 Reduced 2 Exited
Page 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AXP AMERICAN EXPRESS CO Financial Services 896.0 $301K 0.03% — — $336.39 -8.2%
122 WPC WP CAREY INC Real Estate 4,206.0 $297K 0.03% — — $70.52 -6.3%
123 GS GOLDMAN SACHS GROUP INC Financial Services 286.0 $294K 0.03% — — $1029.64 -9.1%
124 — BROWN FORMAN CORP — 10,769.0 $284K 0.03% — — $26.36 —
125 FAST FASTENAL CO Industrials 5,969.0 $278K 0.03% NEW — $46.51 +8.4%
126 MDLZ MONDELEZ INTL INC Consumer Defensive 4,589.0 $273K 0.03% — — $59.48 +1.3%
127 RBCAA REPUBLIC BANCORP INC KY Financial Services 3,045.0 $267K 0.03% — — $87.73 +7.8%
128 PEP PEPSICO INC Consumer Defensive 1,854.0 $264K 0.03% — — $142.51 -9.7%
129 HD HOME DEPOT INC Consumer Cyclical 775.0 $261K 0.03% — — $336.21 -12.8%
130 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,450.0 $254K 0.03% — — $73.74 +0.1%
131 IBM INTERNATIONAL BUSINESS MACHS Technology 839.0 $253K 0.03% — — $302.05 -25.3%
132 SO SOUTHERN CO Utilities 2,620.0 $253K 0.03% — — $96.38 -14.0%
133 VO VANGUARD INDEX FDS — 3,060.0 $245K 0.03% +2K +300.0% $80.14 -0.2%
134 CB CHUBB LIMITED Financial Services 673.0 $239K 0.03% — — $355.09 -6.1%
135 MDT MEDTRONIC PLC Healthcare 2,827.0 $232K 0.03% — — $82.01 +8.1%
136 AMD ADVANCED MICRO DEVICES INC Technology 447.0 $231K 0.03% NEW — $517.40 +21.9%
137 MEDP MEDPACE HLDGS INC Healthcare 432.0 $230K 0.03% — — $531.99 +16.3%
138 DELL DELL TECHNOLOGIES INC Technology 505.0 $218K 0.02% NEW — $431.97 +30.3%
139 WAT WATERS CORP Healthcare 586.0 $216K 0.02% NEW — $368.13 +17.8%
140 SHBI SHORE BANCSHARES INC Financial Services 9,696.0 $215K 0.02% NEW — $22.22 +3.6%
Page 7 of 8  ·  149 positions

① 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 35.7%
Financial Services 21.8%
Industrials 11.4%
Consumer Cyclical 8.6%
Healthcare 7.7%
Consumer Defensive 5.2%
Communication Services 3.8%
Basic Materials 2.9%
Utilities 2.3%
Energy 0.7%