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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 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,520.0 $215K 0.02% NEW $85.49 -8.5%
142 AFL AFLAC INC Financial Services 1,770.0 $215K 0.02% $121.44 +0.2%
143 CMI CUMMINS INC Industrials 321.0 $215K 0.02% $669.21 -7.2%
144 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 6,020.0 $208K 0.02% $34.59 +5.7%
145 VOO VANGUARD INDEX FDS 301.0 $206K 0.02% NEW $685.26 +2.9%
146 PLTR PALANTIR TECHNOLOGIES INC Technology 1,555.0 $206K 0.02% $132.22 +29.8%
147 PSX PHILLIPS 66 Energy 1,092.0 $205K 0.02% NEW $187.81 +29.7%
148 SHEL SHELL PLC Energy 2,450.0 $201K 0.02% $82.24 +11.9%
149 ORCL ORACLE CORP Technology 1,433.0 $201K 0.02% $140.49 +1.6%
Page 8 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%