Portfolio (Quarterly)
Guide ↗
BARLOW WEALTH PARTNERS, LLC
· CIK 0001999928| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 88,580 | $23.4M | 2.53% | SOLD |
| 2 | VEEV | VEEVA SYS INC | Healthcare | 37,089 | $8.9M | 0.96% | SOLD |
| 3 | ABT | ABBOTT LABS | Healthcare | 1,824 | $230K | 0.03% | SOLD |
| 4 | CBRE | CBRE GROUP INC | Real Estate | 1,339 | $222K | 0.02% | SOLD |
| 5 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 3,900 | $201K | 0.02% | SOLD |
| 6 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 300 | $200K | 0.02% | SOLD |
| 7 | SYPR | SYPRIS SOLUTIONS INC | Consumer Cyclical | 25,000 | $64K | 0.01% | SOLD |
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%