Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ALPHABET INC | 3 | Q2 2024 | 5.9% |
MICROSOFT CORP | 3 | Q2 2024 | 5.4% |
VISA INC | 3 | Q2 2024 | 3.5% |
APPLE INC | 3 | Q2 2024 | 3.6% |
COSTCO WHSL CORP NEW | 3 | Q2 2024 | 3.6% |
HOULIHAN LOKEY INC | 3 | Q2 2024 | 3.5% |
VERTEX PHARMACEUTICALS INC | 3 | Q2 2024 | 3.2% |
CHURCHILL DOWNS INC | 3 | Q2 2024 | 2.9% |
TJX COS INC NEW | 3 | Q2 2024 | 2.9% |
ADOBE INC | 3 | Q2 2024 | 3.1% |
View BARLOW WEALTH PARTNERS, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX/A | 2024-08-21 |
N-PX | 2024-08-19 |
13F-HR | 2024-07-31 |
13F-HR | 2024-04-18 |
13F-HR | 2024-02-06 |
View BARLOW WEALTH PARTNERS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.