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Home > Institutional Investor > Barlow Wealth Partners, Inc. > Profile

Instuitional Investor - Barlow Wealth Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Barlow Wealth Partners, Inc.
Portfolio Value $790,194,464
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 258,802 $50,978,695 6.45%
2.
Microsoft Corp
 MSFT 93,627 $39,914,160 5.05%
3.
Houlihan Lokey Inc.
 HLI 201,650 $35,351,153 4.47%
4.
Visa Inc.
 V 102,445 $32,401,229 4.1%
5.
Costco Wholesale Corp W
 COST 33,255 $30,711,292 3.88%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)