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Portfolio (Quarterly) Guide ↗

BARLOW WEALTH PARTNERS, LLC

· CIK 0001999928
13F Portfolio $927M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 135 New
Page 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRWD CROWDSTRIKE HLDGS INC Technology 538.0 $253K 0.03% NEW $470.61 +43.0%
122 MEDP MEDPACE HLDGS INC Healthcare 425.0 $253K 0.03% NEW $595.00 -24.6%
123 MDLZ MONDELEZ INTL INC Consumer Defensive 4,589.0 $253K 0.03% NEW $55.09 +13.1%
124 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,450.0 $235K 0.03% NEW $68.07 -0.6%
125 ONTO ONTO INNOVATION INC Technology 1,230.0 $233K 0.03% NEW $189.65 +37.9%
126 ABT ABBOTT LABS Healthcare 1,824.0 $230K 0.03% NEW $125.92 -31.9%
127 VO VANGUARD INDEX FDS 765.0 $228K 0.03% NEW $298.66 -73.5%
128 SO SOUTHERN CO Utilities 2,620.0 $228K 0.03% NEW $87.01 +7.2%
129 CBRE CBRE GROUP INC Real Estate 1,339.0 $222K 0.02% NEW $165.46 -23.6%
130 RBCAA REPUBLIC BANCORP INC KY Financial Services 3,045.0 $213K 0.02% NEW $69.95 +13.6%
131 TSLA TESLA INC Consumer Cyclical 473.0 $210K 0.02% NEW $445.01 -0.7%
132 CB CHUBB LIMITED Financial Services 673.0 $206K 0.02% NEW $306.81 +3.6%
133 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3,900.0 $201K 0.02% NEW $51.51 -39.5%
134 MLM MARTIN MARIETTA MATLS INC Basic Materials 300.0 $200K 0.02% NEW $666.67 -13.8%
135 SYPR SYPRIS SOLUTIONS INC Consumer Cyclical 25,000.0 $64K 0.01% NEW $2.55 +28.8%
Page 7 of 7  ·  135 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 28.0%
Financial Services 20.3%
Communication Services 15.6%
Industrials 10.1%
Consumer Cyclical 9.6%
Healthcare 5.9%
Consumer Defensive 4.4%
Basic Materials 3.3%
Utilities 2.2%
Energy 0.6%