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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GLW CORNING INC Technology 2,126.0 $391K 0.04% $184.03 -13.1%
102 NFLX NETFLIX INC. Communication Services 5,070.0 $383K 0.04% $75.59 +2.9%
103 COF CAPITAL ONE FINL CORP Financial Services 1,976.0 $379K 0.04% $191.95 +15.4%
104 WMT WALMART INC Consumer Defensive 3,326.0 $376K 0.04% $113.10 +1.9%
105 HONEYWELL AEROSPACE INC 1,616.0 $363K 0.04% NEW $224.35
106 ONTO ONTO INNOVATION INC Technology 1,230.0 $358K 0.04% $291.45 +8.2%
107 UPS UNITED PARCEL SVCS INC Industrials 3,249.0 $357K 0.04% +600.0 +22.6% $109.94 -7.3%
108 HONEYWELL INTL INC 1,616.0 $356K 0.04% NEW $220.36
109 VBR VANGUARD INDEX FDS 1,482.0 $354K 0.04% $238.86 +3.6%
110 MO ALTRIA GROUP INC Consumer Defensive 4,741.0 $345K 0.04% $72.81 -10.5%
111 FNB F N B CORP Financial Services 18,291.0 $337K 0.04% +128.0 +0.7% $18.41 +4.4%
112 BLK BLACKROCK INC Financial Services 339.0 $336K 0.04% $990.34 +16.6%
113 VEU VANGUARD INTL EQUITY INDEX F 3,971.0 $328K 0.04% $82.68 +2.1%
114 FCAP FIRST CAP INC Financial Services 5,350.0 $326K 0.04% $60.85 +5.0%
115 GPC GENUINE PARTS CO Consumer Cyclical 2,608.0 $325K 0.04% $124.73 +5.7%
116 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,077.0 $320K 0.04% $296.75 +2.2%
117 APP APPLOVIN CORP Technology 612.0 $320K 0.04% $522.18 -41.2%
118 ONB OLD NATL BANCORP IND Financial Services 12,309.0 $317K 0.03% $25.73 +3.6%
119 TSLA TESLA INC Consumer Cyclical 770.0 $303K 0.03% +262.0 +51.6% $394.06 -14.5%
120 SCHF SCHWAB STRATEGIC TR 11,066.0 $302K 0.03% NEW $27.29 +2.8%
Page 6 of 8  ·  149 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 33.0%
Financial Services 20.2%
Communication Services 10.9%
Industrials 10.6%
Consumer Cyclical 7.9%
Healthcare 7.2%
Consumer Defensive 4.8%
Basic Materials 2.7%
Utilities 2.1%
Energy 0.7%