Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
ALPHABET INC | 263,276 | +7,088 | $41,911 |
GOOG | 263,276 | +7,088 | $41,911 |
MICROSOFT CORP | 90,084 | -5,775 | $38,006 |
MSFT | 90,084 | -5,775 | $38,006 |
VISA INC | 92,456 | +2,475 | $25,514 |
V | 92,456 | +2,475 | $25,514 |
COSTCO WHSL CORP NEW | 30,729 | +739 | $22,472 |
COST | 30,729 | +739 | $22,472 |
EOG RES INC | 161,505 | -7,245 | $21,850 |
EOG | 161,505 | -7,245 | $21,850 |
HOULIHAN LOKEY INC | 173,606 | +4,839 | $21,708 |
HLI | 173,606 | +4,839 | $21,708 |
APPLE INC | 115,627 | -682 | $20,414 |
AAPL | 115,627 | -682 | $20,414 |
CUMMINS INC | 66,437 | +1,678 | $19,840 |
CMI | 66,437 | +1,678 | $19,840 |
CHURCHILL DOWNS INC | 159,432 | +6,250 | $19,248 |
CHDN | 159,432 | +6,250 | $19,248 |
CONSTELLATION ENERGY CORP | 95,900 | -16,507 | $18,381 |
CEG | 95,900 | -16,507 | $18,381 |
VERTEX PHARMACEUTICALS INC | 46,213 | +1,247 | $18,326 |
VRTX | 46,213 | +1,247 | $18,326 |
TJX COS INC NEW | 186,158 | +3,979 | $17,577 |
TJX | 186,158 | +3,979 | $17,577 |
UNITEDHEALTH GROUP INC | 32,946 | +1,330 | $16,298 |
UNH | 32,946 | +1,330 | $16,298 |
S&P GLOBAL INC | 37,855 | +508 | $15,816 |
SPGI | 37,855 | +508 | $15,816 |
ACCENTURE PLC IRELAND | 48,895 | +1,614 | $15,421 |
ACN | 48,895 | +1,614 | $15,421 |
ICON PLC | 48,550 | +1,423 | $14,856 |
ICLR | 48,550 | +1,423 | $14,856 |
GARMIN LTD | 102,284 | -28,530 | $14,638 |
GRMN | 102,284 | -28,530 | $14,638 |
NICE LTD | 55,394 | +55,394 | $14,437 |
NICE | 55,394 | +55,394 | $14,437 |
JPMORGAN CHASE & CO | 78,411 | +488 | $14,333 |
JPM | 78,411 | +488 | $14,333 |
JOHNSON & JOHNSON | 96,783 | +1,531 | $14,277 |
JNJ | 96,783 | +1,531 | $14,277 |
ADOBE INC | 28,996 | +1,004 | $13,747 |
ADBE | 28,996 | +1,004 | $13,747 |
INTUIT | 21,020 | -4,025 | $13,056 |
INTU | 21,020 | -4,025 | $13,056 |
ELEVANCE HEALTH INC | 26,227 | +24,050 | $13,048 |
ELV | 26,227 | +24,050 | $13,048 |
BERKLEY W R CORP | 152,863 | +152,863 | $12,558 |
WRB | 152,863 | +152,863 | $12,558 |
GRAINGER W W INC | 13,011 | -1,407 | $12,555 |
GWW | 13,011 | -1,407 | $12,555 |
EPAM SYS INC | 46,859 | +2,387 | $12,144 |
EPAM | 46,859 | +2,387 | $12,144 |
ROYAL GOLD INC | 99,927 | -5,340 | $11,998 |
RGLD | 99,927 | -5,340 | $11,998 |
PINNACLE FINL PARTNERS INC | 142,887 | -833 | $11,424 |
PNFP | 142,887 | -833 | $11,424 |
DISNEY WALT CO | 98,750 | +666 | $11,259 |
DIS | 98,750 | +666 | $11,259 |
FORTINET INC | 163,758 | +7,955 | $10,882 |
FTNT | 163,758 | +7,955 | $10,882 |
STELLANTIS N.V | 412,884 | +8,967 | $10,710 |
STLA | 412,884 | +8,967 | $10,710 |
KEYSIGHT TECHNOLOGIES INC | 67,997 | +1,904 | $10,546 |
KEYS | 67,997 | +1,904 | $10,546 |
AUTODESK INC | 44,053 | +1,934 | $10,440 |
ADSK | 44,053 | +1,934 | $10,440 |
LULULEMON ATHLETICA INC | 26,434 | +1,051 | $10,326 |
LULU | 26,434 | +1,051 | $10,326 |
MUELLER INDS INC | 198,047 | -143,127 | $10,243 |
MLI | 198,047 | -143,127 | $10,243 |
MORNINGSTAR INC | 32,918 | +1,012 | $10,068 |
MORN | 32,918 | +1,012 | $10,068 |
PAYPAL HLDGS INC | 154,577 | +4,198 | $9,984 |
PYPL | 154,577 | +4,198 | $9,984 |
ASTRAZENECA PLC | 143,421 | +143,421 | $9,886 |
AZN | 143,421 | +143,421 | $9,886 |
TKO GROUP HOLDINGS INC | 111,293 | +4,569 | $9,617 |
TKO | 111,293 | +4,569 | $9,617 |
PAYCOM SOFTWARE INC | 36,507 | +1,765 | $7,228 |
PAYC | 36,507 | +1,765 | $7,228 |
BROADRIDGE FINL SOLUTIONS IN | 35,108 | +1,275 | $6,981 |
BR | 35,108 | +1,275 | $6,981 |
PRICE T ROWE GROUP INC | 56,727 | -52,213 | $6,534 |
TROW | 56,727 | -52,213 | $6,534 |
FAIR ISAAC CORP | 5,505 | +135 | $6,472 |
FICO | 5,505 | +135 | $6,472 |
CBRE GROUP INC | 71,329 | -78,541 | $6,376 |
CBRE | 71,329 | -78,541 | $6,376 |
BERKSHIRE HATHAWAY INC DEL | $6,151 | ||
BRK.A | 7 | UNCH | $4,257 |
BRK.B | 4,697 | -38 | $1,894 |
NVIDIA CORPORATION | 6,882 | -640 | $6,069 |
NVDA | 6,882 | -640 | $6,069 |
COMCAST CORP NEW | 128,783 | +3,793 | $5,583 |
CMCSA | 128,783 | +3,793 | $5,583 |
BROWN FORMAN CORP | $4,185 | ||
BF.B | 64,186 | -4,854 | $3,173 |
BF.A | 19,926 | UNCH | $1,012 |
STOCK YDS BANCORP INC | 62,648 | UNCH | $3,064 |
SYBT | 62,648 | UNCH | $3,064 |
ALPHABET INC | 17,275 | +500 | $2,725 |
GOOGL | 17,275 | +500 | $2,725 |
See Full List: All Stocks Held By Barlow Wealth Partners Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Barlow Wealth Partners Inc.
Size ($ in 1000's)
At 03/31/2024: $739,450 At 12/31/2023: $703,493 Barlow Wealth Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Barlow Wealth Partners Inc. 13F filings. Link to 13F filings: SEC filings |