Barlow-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MORN",
  "HUM",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "WRB",
  "CMI",
  "PECO",
  "GD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FCAP",
  "QCOM",
  "SYBT",
  "HLI",
  "ITW",
  "AMAT",
  "META",
  "RBCAA",
  "SYPR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "FICO",
  "GPC",
  "ORLY",
  "HSY",
  "KR",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "MKC",
  "AMGN",
  "SPGI",
  "NOW",
  "SHOP",
  "SHEL",
  "GLD",
  "IBM",
  "SYK",
  "TKO",
  "TXN",
  "TJX",
  "PNFP",
  "VV",
  null,
  "TRMK",
  "EME",
  "TSM",
  "VRTX",
  null,
  "TT",
  "ONB",
  "RGLD",
  "MLI",
  "DOV",
  "DECK",
  "FSLR",
  "FTNT",
  "AMZN",
  "FNB",
  null,
  "VEU",
  "USB",
  "VBR",
  "VT",
  "VTV",
  "V",
  "WMT",
  "WAT",
  "WPC",
  "GRMN",
  "SCHG",
  "SCHF",
  "SO",
  "MELI",
  "GWW",
  "PAYC",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BRK-A",
  "BRK-B",
  "BF-B",
  "BF-A",
  "CVX",
  "CINF",
  "CB",
  "CHDN",
  "KO",
  "CL",
  "STZ",
  "CEG",
  "COST",
  "CRWD",
  "DE",
  "DFS",
  "NEE",
  "QQQ",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 134
Total Value: 761435350
Accession Number: 0001951757-25-000466
Form Type: 13F-HR
CIK: barlow-wealth-partners
Manager Name: Barlow-Wealth-Partners

Data Enrichment

98% identified

131 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $761.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 7

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WATERS CORP /DE/

WAT|941848103

Shares:700

Value:$236.5K

% of Portfolio:0.0% ($236.5K/$761.4M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.4K

Value:$234.9K

% of Portfolio:0.0% ($234.9K/$761.4M)

FNB CORP/PA/

FNB|302520101

Shares:17.6K

Value:$234.2K

% of Portfolio:0.0% ($234.2K/$761.4M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:1.3K

Value:$233.0K

% of Portfolio:0.0% ($233.0K/$761.4M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.7K

Value:$230.2K

% of Portfolio:0.0% ($230.2K/$761.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:538

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$761.4M)

MCCORMICK & CO INC

MKC|579780206

Shares:3.0K

Value:$219.9K

% of Portfolio:0.0% ($219.9K/$761.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:994

Value:$219.6K

% of Portfolio:0.0% ($219.6K/$761.4M)

Shell plc

SHEL|780259305

Shares:3.3K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$761.4M)

Phillips Edison & Company, Inc.

PECO|71844V201

Shares:6.0K

Value:$211.6K

% of Portfolio:0.0% ($211.6K/$761.4M)

808524805

SCHF|808524805

Shares:10.1K

Value:$206.6K

% of Portfolio:0.0% ($206.6K/$761.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.4K

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$761.4M)

Broadcom Inc.

AVGO|11135F101

Shares:1.0K

Value:$200.0K

% of Portfolio:0.0% ($200.0K/$761.4M)

SYPRIS SOLUTIONS INC

SYPR|871655106

Shares:25.0K

Value:$42.5K

% of Portfolio:0.0% ($42.5K/$761.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WATERS CORP /DE/(WATcusip941848103)	700	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$236.5K	0.0% ($236.5K/$761.4M)	QoQ -15.03% (-$41.9K) YoY +4.72% (+$10.7K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.4K	QoQ +0.13% (-2) YoY +2.26% (+32)	All Managers (Combined)	$234.9K	0.0% ($234.9K/$761.4M)	QoQ -17.40% (-$49.5K) YoY +0.17% (+$406)
FNB CORP/PA/(FNBcusip302520101)	17.6K	QoQ +0.89% (-157) YoY -13.46% (-2.7K)	All Managers (Combined)	$234.2K	0.0% ($234.2K/$761.4M)	QoQ -13.82% (-$37.6K) YoY -11.87% (-$31.5K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	1.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$233.0K	0.0% ($233.0K/$761.4M)	QoQ +2.56% (+$5.8K) YoY -29.32% (-$96.7K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.7K	QoQ -18.61% (-400) YoY -22.23% (-500)	All Managers (Combined)	$230.2K	0.0% ($230.2K/$761.4M)	QoQ -14.69% (-$39.6K) YoY -17.38% (-$48.4K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	538	QoQ NEW(+538) YoY NEW(+538)	All Managers (Combined)	$228.6K	0.0% ($228.6K/$761.4M)	QoQ NEW(+$228.6K) YoY NEW(+$228.6K)
MCCORMICK & CO INC(MKCcusip579780206)	3.0K	QoQ 0.00% (+0) YoY -13.36% (-455)	All Managers (Combined)	$219.9K	0.0% ($219.9K/$761.4M)	QoQ +3.84% (+$8.1K) YoY -10.00% (-$24.4K)
LOWES COMPANIES INC(LOWcusip548661107)	994	QoQ 0.00% (-0) YoY NEW(+994)	All Managers (Combined)	$219.6K	0.0% ($219.6K/$761.4M)	QoQ -13.94% (-$35.6K) YoY NEW(+$219.6K)
Shell plc(SHELcusip780259305)	3.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$761.4M)	QoQ -0.75% (-$1.6K) YoY -9.08% (-$21.5K)
Phillips Edison & Company, Inc.(PECOcusip71844V201)	6.0K	QoQ +0.85% (-51) YoY -16.25% (-1.2K)	All Managers (Combined)	$211.6K	0.0% ($211.6K/$761.4M)	QoQ -0.23% (-$504) YoY -10.79% (-$25.6K)
(SCHFcusip808524805)	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$206.6K	0.0% ($206.6K/$761.4M)	QoQ NEW(+$206.6K) YoY NEW(+$206.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.4K	QoQ NEW(+1.4K) YoY -38.63% (-850)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$761.4M)	QoQ NEW(+$200.6K) YoY -46.77% (-$176.3K)
Broadcom Inc.(AVGOcusip11135F101)	1.0K	QoQ 0.00% (-0) YoY NEW(+1.0K)	All Managers (Combined)	$200.0K	0.0% ($200.0K/$761.4M)	QoQ -15.65% (-$37.1K) YoY NEW(+$200.0K)
SYPRIS SOLUTIONS INC(SYPRcusip871655106)	25.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$42.5K	0.0% ($42.5K/$761.4M)	QoQ -20.18% (-$10.8K) YoY +0.59% (+$250)