Amy Jones Portfolio
Invests via BARLOW WEALTH PARTNERS, INC. | Managed by Barlow Wealth Partners, Inc., Amy S. Jones
Invests via BARLOW WEALTH PARTNERS, INC.
Managed by Barlow Wealth Partners, Inc., Amy S. Jones
Automatically Tracked
Amy Jones Profile
Veteran growth-stage investor and operating executive focused on SaaS, fintech, and consumer digital businesses, Amy Jones brings portfolio management, deal sourcing and exit execution experience across venture and growth equity. She has led investment committees, negotiated strategic partnerships and served on multiple boards, helping scale revenue and prepare companies for M&A or IPO outcomes. Background includes cross-border transactions and experience in fundraising and operational scaling.
Veteran growth-stage investor and operating executive focused on SaaS, fintech, and consumer digital businesses, Amy Jones brings portfolio management, deal sourcing and exit execution experience across venture and growth equity. She has led investment committees, negotiated strategic partnerships and served on multiple boards, helping scale revenue and prepare companies for M&A or IPO outcomes. Background includes cross-border transactions and experience in fundraising and operational scaling.
Investment Philosophy & Strategy
Centers on growth-stage, founder-led SaaS, fintech and consumer digital businesses where operational playbooks accelerate revenue and unit-economics improvement. Prefers growth equity structures with staged capital and follow-on reserves, pairing commercial rigor (GTM, pricing, partnerships) with board-level operating support to de-risk scaling and compress time-to-exit. Underwrites for clear path to M&A or IPO within a multi-year horizon, emphasizes cross-border expansion optionality, disciplined downside controls, and strategic partnership-driven value creation rather than passive financial ownership.
Centers on growth-stage, founder-led SaaS, fintech and consumer digital businesses where operational playbooks accelerate revenue and unit-economics improvement. Prefers growth equity structures with staged capital and follow-on reserves, pairing commercial rigor (GTM, pricing, partnerships) with board-level operating support to de-risk scaling and compress time-to-exit. Underwrites for clear path to M&A or IPO within a multi-year horizon, emphasizes cross-border expansion optionality, disciplined downside controls, and strategic partnership-driven value creation rather than passive financial ownership.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.55%
Gain
Monthly
0.05%
Yearly
0.61%
Drawdown
30.58%
$901.84M
Equity
Holdings
$901.84M
Investment
$637.99M
$273.2M
Profit -$7.36M
Realized
$9.35M
Unrealized
$263.85M
Dividends
$20.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$7.36M
Win %
74%
This Week
Compared To Last Week
Gain
-2.77%
Profit
-$25.73M
Win %
74%
This Month
Compared to last month
Gain
1.43%
Profit
$12.67M
Win %
74%
This Year
Compared to last year
Gain
9.4%
Profit
$77.67M
Win %
72%
ALL Allstate Corporation
+3.03%
+$43,283.65 
WRB W.R. Berkley Corporation
+2.84%
+$536,513.74 
HUM Humana Inc.
+2.8%
+$24,063.68 
CB Chubb Limited
+2.25%
+$5,195.56 
SHEL Shell plc
+2.22%
+$4,618.25 
CINF Cincinnati Financial Corporation
+2%
+$10,466.45 
UNH UnitedHealth Group Incorporated
+1.79%
+$18,555.84 
ORCL Oracle Corporation
+1.64%
+$2,923.32 
CVX Chevron Corporation
+1.58%
+$15,606.33 
MO Altria Group, Inc.
+1.51%
+$5,238.81 
JNJ Johnson & Johnson
+1.37%
+$82,422.66 
XOM Exxon Mobil Corporation
+1.32%
+$37,622.4 
AFL Aflac Inc.
+1.28%
+$2,796.6 
FTNT Fortinet Inc.
+1.06%
+$274,160.7 
ADBE Adobe Inc.
+1.05%
+$87,909.52 
PM Philip Morris International Inc.
+0.87%
+$4,980 
GLD SPDR Gold Shares
+0.82%
+$4,674.53 
CAT Caterpillar Inc.
+0.75%
+$5,509.24 
ABBV AbbVie Inc.
+0.75%
+$6,919.8 
UPS United Parcel Service, Inc.
+0.7%
+$2,172.18 
LLY Eli Lilly and Company
+0.61%
+$10,295.28 
KR Kroger Co.
+0.53%
+$5,485.76 
WPC W. P. Carey Inc.
+0.51%
+$1,619.31 
FICO Fair Isaac Corporation
+0.49%
+$93,101.12 
CEG Constellation Energy Corporation
+0.42%
+$55,567.24 
MEDP Medpace Holdings Inc.
+0.3%
+$697.13 
AAPL Apple Inc.
+0.2%
+$81,285.05 
UCBI United Community Banks, Inc.
+0.2%
+$421.4 
FSLR First Solar, Inc.
+0.19%
+$2,420 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$1,071.68 
GD General Dynamics Corporation
+0.13%
+$880.53 
MLI Mueller Industries Inc.
+0.1%
+$30,428.04 
MCK McKesson Corporation
+0.09%
+$12,401.28 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-6.94%
-$26,109.6 
AMAT Applied Materials, Inc.
-5%
-$132,292.72 
KO The Coca-Cola Company
-4.14%
-$54,696.92 
IBM International Business Machines Corporation
-3.45%
-$6,334.45 
FCAP First Capital, Inc.
-3.35%
-$11,326.25 
SYK Stryker Corporation
-3.31%
-$28,039.32 
META Meta Platforms Inc Class A
-2.83%
-$14,344.1 
FNB F.N.B. Corporation
-2.77%
-$9,808.02 
GOOGL Alphabet Inc
-2.57%
-$155,775.52 
GOOG Alphabet Inc
-2.56%
-$1.8M 
DIS The Walt Disney Company
-2.44%
-$16,055.01 
CHDN Churchill Downs Incorporated
-2.43%
-$33,171.6 
TSLA Tesla, Inc.
-2.39%
-$4,754.88 
HD The Home Depot, Inc.
-2.35%
-$6,331.76 
ITW Illinois Tool Works Inc.
-2.31%
-$27,994.7 
APP AppLovin Corporation Class A Common Stock
-2.31%
-$6,141.41 
ONB Old National Bancorp
-2.22%
-$7,446.94 
GS The Goldman Sachs Group, Inc.
-2.18%
-$6,829.68 
MCD McDonald's Corporation
-2.1%
-$31,765.1 
TXN Texas Instruments Inc
-2.04%
-$8,646.66 
AMGN Amgen Inc.
-2.04%
-$43,530.26 
MELI MercadoLibre, Inc.
-2.04%
-$16,279.8 
SYBT Stock Yards Bancorp Inc.
-1.99%
-$100,887.88 
GLW Corning Incorporated
-1.99%
-$6,696.9 
NVDA NVIDIA Corporation
-1.98%
-$916,608.02 
AXP American Express Company
-1.92%
-$6,222.72 
TRMK Trustmark Corporation
-1.91%
-$24,446.24 
PEP PepsiCo, Inc.
-1.89%
-$4,876.02 
COF Capital One Financial Corporation
-1.82%
-$7,607.6 
V Visa Inc. Class A
-1.8%
-$709,404.96 
RBCAA Republic Bancorp, Inc.
-1.75%
-$4,932.9 
RACE Ferrari N.V.
-1.64%
-$383,694.18 
MA Mastercard Incorporated
-1.61%
-$8,642.7 
HLI Houlihan Lokey Inc.
-1.57%
-$461,607.75 
HWC Hancock Whitney Corporation
-1.53%
-$4,191.75 
SPGI S&P Global Inc.
-1.53%
-$14,594.98 
MSFT Microsoft Corp.
-1.49%
-$603,621.2 
MS Morgan Stanley
-1.46%
-$15,810.34 
EME EMCOR Group, Inc.
-1.44%
-$395,511.6 
ASML ASML Holding N.V. New York Registry Shares
-1.34%
-$446,923.42 
CL Colgate-Palmolive Company
-1.31%
-$8,036.82 
DOV Dover Corporation
-1.3%
-$6,435.45 
FIX Comfort Systems USA, Inc.
-1.3%
-$7,935.18 
BLK BlackRock, Inc.
-1.28%
-$4,718.88 
AZO AutoZone Inc.
-1.26%
-$5,497.51 
GPC Genuine Parts Company
-1.25%
-$4,094.56 
PG Procter & Gamble Co
-1.22%
-$14,415.2 
TT Trane Technologies plc
-1.21%
-$32,311.47 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.2%
-$6,450.76 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$8,297.68 
ELV Elevance Health, Inc.
-1.15%
-$9,481.52 
PNC The PNC Financial Services Group, Inc.
-1.15%
-$30,549.54 
MORN Morningstar, Inc.
-1.14%
-$114,285.6 
PLTR Palantir Technologies Inc.
-1.05%
-$2,192.55 
INTU Intuit Inc.
-1.03%
-$42,806.63 
SHOP Shopify Inc.
-0.94%
-$5,221.5 
USB U.S. Bancorp
-0.91%
-$3,906.88 
MDLZ Mondelez International, Inc.
-0.9%
-$2,546.89 
IVV iShares Core S&P 500 ETF
-0.86%
-$10,596.61 
CRM Salesforce Inc
-0.86%
-$98,597.6 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$10,397.02 
AMZN Amazon.com Inc
-0.84%
-$188,213.4 
RGLD Royal Gold Inc.
-0.84%
-$180,443.73 
VT Vanguard Total World Stock ETF
-0.82%
-$8,352 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.82%
-$3,452.6 
TXRH Texas Roadhouse Inc.
-0.81%
-$23,307.97 
ORLY O'Reilly Automotive Inc.
-0.81%
-$5,313 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$6,588.02 
GWW W.W. Grainger, Inc.
-0.81%
-$235,463.76 
COST Costco Wholesale Corporation
-0.8%
-$265,782.7 
VEU Vanguard FTSE All-World ex-US ETF
-0.8%
-$2,601.01 
T AT&T Inc.
-0.77%
-$1,377 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.77%
-$2,800.98 
ONTO Onto Innovation Inc.
-0.75%
-$2,583 
BF-B Brown-Forman Corporation
-0.73%
-$7,612.35 
ADP Automatic Data Processing Inc.
-0.72%
-$8,498.34 
SCHW Charles Schwab Corporation
-0.71%
-$178,114.89 
BF-A Brown-Forman Corporation
-0.68%
-$1,938.42 
ACN Accenture plc Class A
-0.67%
-$5,288.25 
AVGE FRCL 3 2022Q3 Hb Float
-0.63%
-$2,772.19 
GRMN Garmin Ltd.
-0.59%
-$112,813.86 
NEE NextEra Energy, Inc.
-0.59%
-$4,006.8 
FTEC Fidelity MSCI Information Technology Index ETF
-0.58%
-$2,357.35 
LMT Lockheed Martin Corporation
-0.56%
-$2,340.7 
SO The Southern Company
-0.52%
-$1,310 
FTI TechnipFMC plc
-0.49%
-$153,450.15 
MDT Medtronic plc
-0.44%
-$1,045.99 
APD Air Products and Chemicals, Inc.
-0.44%
-$1,400.11 
VO Vanguard Mid-Cap ETF
-0.43%
-$1,055.7 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$117,160.16 
WMT Walmart Inc.
-0.38%
-$1,463.44 
TJX The TJX Companies, Inc.
-0.35%
-$113,280.89 
TKO Tko Group Holdings Inc.
-0.31%
-$73,540.52 
HON Honeywell International Inc.
-0.3%
-$1,099.9 
JPM JPMorgan Chase & Co.
-0.29%
-$83,517.39 
AVGO Broadcom Inc.
-0.28%
-$1,524.28 
DE Deere & Company
-0.28%
-$1,100.5 
VRTX Vertex Pharmaceuticals Incorporated
-0.25%
-$36,797.92 
VTV Vanguard Value ETF
-0.25%
-$1,378.05 
COR Cencora, Inc.
-0.2%
-$779.81 
BRK-A Berkshire Hathaway Inc.
-0.18%
-$6,821.1 
CMI Cummins Inc.
-0.17%
-$351.5 
MRK Merck & Co., Inc.
-0.14%
-$1,348.2 Events
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Dividends
Dividend Analysis
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| Trades 920 | Longs Won 595/920 64% | Profit Factor 4.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.94M |
| Average Win $603,132.87 | Best Trade (Jul 16) $39.69M | Sharpe Ratio -10.08 |
| Average Loss -$263,579.19 | Worst Trade (Jul 15) -$6.61M | Z-Score 6.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $296,957.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,425 | 3,082 | 2,740 | 2,397 | 2,055 | 1,712 | 1,370 | 1,027 | 685 | 342 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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