Institutional Fund
Barlow Wealth Partners, LLC
Louisville, KYCIK 19999285 filings on record
Portfolio Value
$900.01M
Q1 2026
Holdings
137
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-2.9%
from $926.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc7.5%
- Nvidia Corporation5.0%
- Microsoft Corp4.8%
- Costco Whsl Corp New3.9%
- Visa Inc3.8%
- Houlihan Lokey Inc3.7%
- Other71.3%
Portfolio Holdings
137 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 199.0K | $67.54M | 7.5% | −36.8K | Reduced |
| 2 | Nvidia Corporation | 222.7K | $44.92M | 5.0% | +354 | Added |
| 3 | Microsoft Corp | 101.2K | $42.78M | 4.8% | +1.9K | Added |
| 4 | Costco Whsl Corp New | 35.1K | $35.11M | 3.9% | +283 | Added |
| 5 | Visa Inc | 108.1K | $34.28M | 3.8% | +2.6K | Added |
| 6 | Houlihan Lokey Inc | 205.2K | $33.34M | 3.7% | +772 | Added |
| 7 | Tjx Cos Inc New | 206.0K | $33.10M | 3.7% | +765 | Added |
| 8 | Apple Inc | 122.2K | $33.03M | 3.7% | +89 | Added |
| 9 | Mueller Inds Inc | 253.6K | $30.97M | 3.4% | −1.4K | Reduced |
| 10 | Technipfmc PLC | 438.4K | $30.88M | 3.4% | −46.6K | Reduced |
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