Titelia

Holdings of BARLOW WEALTH PARTNERS, LLC

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Net assets
-
Positions
128 in 4 countries
Top ten
46.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Brown-Forman Corp 10,769320.2K $
102Air Products and Chemicals Inc 1,077314.3K $
103WP Carey Inc 4,206311.2K $
104Altria Group, Inc. 4,741304.2K $
105American Express Co 896297.2K $
106Genuine Parts Co 2,608296.8K $
107Old National Bancorp/IN 12,309294.9K $
108PepsiCo Inc 1,854292.3K $
109AppLovin Corp 612292K $
110First Capital Inc 5,330290.5K $
111United Parcel Service Inc 2,649282K $
112Home Depot Inc/The 775270.8K $
113Goldman Sachs Group Inc/The 286264.8K $
114Mondelez International Inc 4,589262.7K $
115Oracle Corp 1,433250.9K $
116Southern Co/The 2,620247.6K $
117Hancock Whitney Corp 3,450237.2K $
118Vanguard Mid-Cap ETF 765234.9K $
119Republic Bancorp Inc/KY 3,045229.8K $
120Palantir Technologies Inc 1,555227.6K $
121Medpace Holdings Inc 433225.4K $
122Shell PLC 2,450215.1K $
123AT&T Inc 8,100214.7K $
124International Business Machines Corp. 839212.7K $
125United Community Banks Inc/GA 6,020205.6K $
126Tesla Inc 508203.5K $
127Aflac Inc 1,770202.7K $
128Cummins Inc 321201.3K $

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Sector breakdown

  • Technology 26.0 %
  • Financials 14.8 %
  • Industrials 9.3 %
  • Communication 9.2 %
  • Consumer discretionary 7.3 %
  • Health care 5.1 %
  • Consumer staples 5.0 %
  • Materials 3.7 %
  • Utilities 2.0 %
  • Energy 0.4 %
  • Funds 0.1 %
  • Unattributed 17.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 94.0 %
  • Netherlands 3.3 %
  • Taiwan 2.6 %
  • United Kingdom 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States125771.6M $94.00 %
2Netherlands127.3M $3.33 %
3Taiwan121.6M $2.64 %
4United Kingdom1215.1K $0.03 %
Cite this page

Titelia. "Holdings of BARLOW WEALTH PARTNERS, LLC". https://titelia.com/en/funds/US13F1999928