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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 +0.6%
122 WPC WP CAREY INC Real Estate 4,206.0 $297K 0.03% $70.52 +0.7%
123 GS GOLDMAN SACHS GROUP INC Financial Services 286.0 $294K 0.03% $1029.64 +1.1%
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 +10.2%
126 MDLZ MONDELEZ INTL INC Consumer Defensive 4,589.0 $273K 0.03% $59.48 +5.3%
127 RBCAA REPUBLIC BANCORP INC KY Financial Services 3,045.0 $267K 0.03% $87.73 +9.5%
128 PEP PEPSICO INC Consumer Defensive 1,854.0 $264K 0.03% $142.51 -1.7%
129 HD HOME DEPOT INC Consumer Cyclical 775.0 $261K 0.03% $336.21 +0.4%
130 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,450.0 $254K 0.03% $73.74 +6.1%
131 IBM INTERNATIONAL BUSINESS MACHS Technology 839.0 $253K 0.03% $302.05 -23.0%
132 SO SOUTHERN CO Utilities 2,620.0 $253K 0.03% $96.38 -4.5%
133 VO VANGUARD INDEX FDS 3,060.0 $245K 0.03% +2K +300.0% $80.14 +3.7%
134 CB CHUBB LIMITED Financial Services 673.0 $239K 0.03% $355.09 -2.8%
135 MDT MEDTRONIC PLC Healthcare 2,827.0 $232K 0.03% $82.01 +12.3%
136 AMD ADVANCED MICRO DEVICES INC Technology 447.0 $231K 0.03% NEW $517.40 -6.4%
137 MEDP MEDPACE HLDGS INC Healthcare 432.0 $230K 0.03% $531.99 +11.0%
138 DELL DELL TECHNOLOGIES INC Technology 505.0 $218K 0.02% NEW $431.97 +8.5%
139 WAT WATERS CORP Healthcare 586.0 $216K 0.02% NEW $368.13 +9.0%
140 SHBI SHORE BANCSHARES INC Financial Services 9,696.0 $215K 0.02% NEW $22.22 +6.5%
Page 7 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%