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:
46.27%
Gain -0.38%
Monthly
1.2%
Yearly
15.33%
Drawdown
17.15%
$989.9M
Equity
Holdings
$989.9M
Investment
$684.29M
$306.4M
Profit -$2.95M
Realized
$793,175.31
Unrealized
$305.61M
Dividends
$19.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$2.95M
Win %
74%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$2.95M
Win %
74%
This Month
Compared to last month
Gain
2.96%
Profit
$28.44M
Win %
74%
This Year
Compared to last year
Gain
6.79%
Profit
$62.75M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$347,702.86 
GOOG Alphabet Inc
+6.88%
+$3.97M 
GOOGL Alphabet Inc
+6.73%
+$384,012.3 
FTNT Fortinet Inc.
+4.99%
+$1.21M 
FTI TechnipFMC plc
+3.98%
+$1.07M 
TT Trane Technologies plc
+3.33%
+$81,829.32 
META Meta Platforms Inc Class A
+3.28%
+$12,004.71 
ONTO Onto Innovation Inc.
+3.22%
+$9,913.79 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$71,109.12 
MSFT Microsoft Corp.
+3.02%
+$1.39M 
NVDA NVIDIA Corporation
+2.93%
+$1.29M 
FSLR First Solar, Inc.
+2.44%
+$30,371.03 
CVX Chevron Corporation
+2.35%
+$24,240.76 
ORLY O'Reilly Automotive Inc.
+2.28%
+$18,835.35 
FAST Fastenal Co.
+2.25%
+$6,267.45 
GLW Corning Incorporated
+2.24%
+$6,441.78 
GWW W.W. Grainger, Inc.
+1.97%
+$558,977.34 
CHDN Churchill Downs Incorporated
+1.95%
+$25,029.06 
FIX Comfort Systems USA, Inc.
+1.88%
+$11,147.49 
CRM Salesforce Inc
+1.83%
+$317,471.45 
ORCL Oracle Corporation
+1.81%
+$3,310.23 
CINF Cincinnati Financial Corporation
+1.69%
+$8,746.72 
SHEL Shell plc
+1.62%
+$3,601.5 
ACN Accenture plc Class A
+1.61%
+$12,442.58 
LMT Lockheed Martin Corporation
+1.5%
+$7,050.71 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,910.72 
AMAT Applied Materials, Inc.
+1.18%
+$25,830.29 
ITW Illinois Tool Works Inc.
+1.15%
+$14,810.25 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$7,327.92 
RBCAA Republic Bancorp, Inc.
+1.12%
+$3,349.5 
NOW ServiceNow, Inc.
+1.05%
+$35,868.36 
ADBE Adobe Inc.
+1.01%
+$48,912.56 
ADP Automatic Data Processing Inc.
+0.98%
+$11,833.66 
HWC Hancock Whitney Corporation
+0.93%
+$2,449.5 
SCHW Charles Schwab Corporation
+0.87%
+$226,462.6 
ONB Old National Bancorp
+0.87%
+$2,831.07 
IBM International Business Machines Corporation
+0.86%
+$1,602.47 
MCD McDonald's Corporation
+0.82%
+$12,174.86 
TSLA Tesla, Inc.
+0.76%
+$1,817.18 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,661.53 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,462.87 
CAT Caterpillar Inc.
+0.7%
+$4,740.11 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,345.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,842.62 
PLTR Palantir Technologies Inc.
+0.65%
+$1,244 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,471.08 
MO Altria Group, Inc.
+0.57%
+$1,848.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,260.24 
PSX Phillips 66
+0.51%
+$1,179.34 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$12,081.3 
UCBI United Community Banks, Inc.
+0.42%
+$903 
AVGO Broadcom Inc.
+0.37%
+$2,070.72 
PG Procter & Gamble Co
+0.37%
+$3,922.53 
FCAP First Capital, Inc.
+0.36%
+$1,230.51 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$106,393.86 
AZO AutoZone Inc.
+0.32%
+$1,374.55 
GD General Dynamics Corporation
+0.32%
+$2,192.34 
MRK Merck & Co., Inc.
+0.32%
+$3,070.97 
DOV Dover Corporation
+0.27%
+$1,271.2 
JPM JPMorgan Chase & Co.
+0.27%
+$80,157.56 
VT Vanguard Total World Stock ETF
+0.26%
+$2,675.25 
SO The Southern Company
+0.21%
+$524 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$8,049.95 
JNJ Johnson & Johnson
+0.21%
+$12,965.39 
SHBI Shore Bancshares Inc.
+0.2%
+$484.8 
CMI Cummins Inc.
+0.19%
+$391.63 
INTU Intuit Inc.
+0.18%
+$23,519.63 
USB U.S. Bancorp
+0.17%
+$740.95 
MS Morgan Stanley
+0.17%
+$1,787.05 
CB Chubb Limited
+0.15%
+$356.69 
DELL Dell Technologies Inc.
+0.14%
+$282.8 
AFL Aflac Inc.
+0.09%
+$212.4 
WMT Walmart Inc.
+0.09%
+$332.61 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$313.04 
BF-A Brown-Forman Corporation
+0.03%
+$107.69 
DIS The Walt Disney Company
+0.03%
+$192.21 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.88M 
SYK Stryker Corporation
-6.42%
-$57,101.04 
SHOP Shopify Inc.
-4.29%
-$23,231.25 
ABBV AbbVie Inc.
-2.51%
-$28,040.98 
RGLD Royal Gold Inc.
-2.31%
-$531,375.07 
HLI Houlihan Lokey Inc.
-2.22%
-$586,233.6 
NFLX Netflix, Inc.
-2%
-$7,402.2 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,877.65 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,130.29 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,718.87 
UNH UnitedHealth Group Incorporated
-1.68%
-$17,307.38 
GLD SPDR Gold Shares
-1.49%
-$9,250.5 
FICO Fair Isaac Corporation
-1.45%
-$208,799.45 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$373,265.96 
TXRH Texas Roadhouse Inc.
-1.33%
-$40,246.06 
SYBT Stock Yards Bancorp Inc.
-1.28%
-$67,668.82 
GRMN Garmin Ltd.
-1.27%
-$287,529.6 
MDLZ Mondelez International, Inc.
-1.22%
-$3,533.54 
TJX The TJX Companies, Inc.
-1.21%
-$402,067.03 
NEE NextEra Energy, Inc.
-1.15%
-$7,708.32 
WRB W.R. Berkley Corporation
-1.15%
-$227,904.6 
DE Deere & Company
-1.13%
-$4,535.59 
TKO Tko Group Holdings Inc.
-1.09%
-$221,566 
TXN Texas Instruments Inc
-1.08%
-$4,388.09 
MCK McKesson Corporation
-1.08%
-$315,202.74 
KO The Coca-Cola Company
-1.02%
-$14,454.9 
UPS United Parcel Service, Inc.
-1%
-$3,411.45 
XOM Exxon Mobil Corporation
-0.97%
-$29,983.41 
RACE Ferrari N.V.
-0.97%
-$238,760.92 
MCHP Microchip Technology Incorporated
-0.96%
-$1,814.41 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$141,615.6 
WAT Waters Corporation
-0.79%
-$1,752.13 
HUM Humana Inc.
-0.76%
-$5,406.82 
SPGI S&P Global Inc.
-0.74%
-$6,373.34 
MA Mastercard Incorporated
-0.74%
-$5,278.5 
BLK BlackRock, Inc.
-0.73%
-$2,705.22 
MLI Mueller Industries Inc.
-0.67%
-$417,362.4 
DUK Duke Energy Corporation
-0.67%
-$2,887.92 
WPC W. P. Carey Inc.
-0.65%
-$2,018.89 
AMGN Amgen Inc.
-0.64%
-$14,232.78 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,853.28 
EME EMCOR Group, Inc.
-0.62%
-$158,406.36 
PM Philip Morris International Inc.
-0.61%
-$3,539.97 
SCHF Schwab International Equity ETF
-0.58%
-$1,770.56 
COF Capital One Financial Corporation
-0.54%
-$2,232.89 
LLY Eli Lilly and Company
-0.53%
-$8,876.24 
ALL Allstate Corporation
-0.49%
-$7,676.58 
FNB F.N.B. Corporation
-0.47%
-$1,646.19 
PEP PepsiCo, Inc.
-0.46%
-$1,186.56 
HD The Home Depot, Inc.
-0.42%
-$1,077.27 
MELI MercadoLibre, Inc.
-0.41%
-$3,018.65 
AXP American Express Company
-0.38%
-$1,137.91 
MDT Medtronic plc
-0.37%
-$904.64 
GPC Genuine Parts Company
-0.37%
-$1,199.68 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,432.3 
BF-B Brown-Forman Corporation
-0.35%
-$4,002.3 
CL Colgate-Palmolive Company
-0.33%
-$1,960.2 
CEG Constellation Energy Corporation
-0.31%
-$53,497.26 
COR Cencora, Inc.
-0.28%
-$1,128.53 
MORN Morningstar, Inc.
-0.28%
-$31,680.52 
VTV Vanguard Value ETF
-0.27%
-$1,505.65 
COST Costco Wholesale Corporation
-0.24%
-$80,836.34 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$714.78 
KR Kroger Co.
-0.21%
-$2,123.52 
MEDP Medpace Holdings Inc.
-0.21%
-$514.08 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$711.36 
TRMK Trustmark Corporation
-0.19%
-$2,417.76 
ELV Elevance Health, Inc.
-0.15%
-$1,234.78 
VO Vanguard Mid-Cap ETF
-0.05%
-$122.4 
V Visa Inc. Class A
-0.04%
-$15,313.79 
UBER Uber Technologies, Inc.
-0.01%
-$2,884.35 Events
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Dividends
Dividend Analysis
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| Trades 996 | Longs Won 658/996 66% | Profit Factor 4.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.86M |
| Average Win $620,388.19 | Best Trade (Aug 05) $34.49M | Sharpe Ratio -9.81 |
| Average Loss -$301,231.19 | Worst Trade (Jun 30) -$6.28M | Z-Score 11.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 2d | Expectancy $307,629.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,289 | 2,961 | 2,632 | 2,303 | 1,974 | 1,645 | 1,316 | 987 | 658 | 329 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 117,646 | $23.18M | $36.34M | - | $13.16M | 56.75% | -7.354% |
| ABBV AbbVie Inc. | 4,334 | $752,692.05 | $1.09M | - | $334,881.91 | 44.49% | -2.513% |
| ACN Accenture plc Class A | 4,731 | $1.6M | $784,967.52 | - | -$811,569.95 | -50.83% | +1.611% |
| ADBE Adobe Inc. | 19,487 | $10.04M | $4.88M | - | -$5.16M | -51.37% | +1.013% |
| ADP Automatic Data Processing Inc. | 4,569 | $1.06M | $1.22M | - | $153,015.86 | 14.38% | +0.982% |
| AFL Aflac Inc. | 1,770 | $202,700 | $225,639.6 | - | $22,939.6 | 11.32% | +0.094% |
| ALL Allstate Corporation | 5,905 | $828,299.35 | $1.56M | - | $731,092.97 | 88.26% | -0.49% |
| AMAT Applied Materials, Inc. | 4,378 | $719,060.82 | $2.22M | - | $1.5M | 209.09% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 447 | $259,666.76 | $212,839.05 | - | -$46,827.71 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 5,739 | $1.65M | $2.21M | - | $557,486.21 | 33.73% | -0.64% |
| AMZN Amazon.com Inc | 9,637 | $2.21M | $2.62M | - | $404,665.32 | 18.29% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,077 | $294,865.21 | $317,596.54 | - | $22,731.33 | 7.71% | -1.769% |
| APP AppLovin Corporation Class A Common Stock | 612 | $435,497.24 | $242,290.79 | - | -$193,206.45 | -44.36% | -1.973% |
| ASML ASML Holding N.V. New York Registry Shares | 16,634 | $12.08M | $27.1M | - | $15.02M | 124.38% | -1.359% |
| AVGE FRCL 3 2022Q3 Hb Float | 4,472 | $289,595 | $441,788.88 | - | $152,193.88 | 52.55% | +0.071% |
| AVGO Broadcom Inc. | 1,438 | $370,545.24 | $559,784.64 | - | $189,239.4 | 51.07% | +0.371% |
| AXP American Express Company | 896 | $215,959.79 | $301,280 | - | $85,320.21 | 39.51% | -0.376% |
| AZO AutoZone Inc. | 142 | $367,156.78 | $428,307.5 | - | $61,150.72 | 16.66% | +0.322% |
| BF-A Brown-Forman Corporation | 10,769 | $641,724.53 | $314,670.18 | - | -$327,054.35 | -50.96% | +0.034% |
| BF-B Brown-Forman Corporation | 40,023 | $1.08M | $1.15M | - | $72,841.86 | 6.76% | -0.347% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Amy Jones?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $16.28M, Constellation Energy Corporation - $10.46M, ASML Holding N.V. New York Registry Shares - $8.23M, Paycom Software, Inc - $5.95M, and Cummins Inc - $5.21M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $8.57M, UnitedHealth Group Incorporated - $7.94M, MercadoLibre, Inc - $6.99M, Nice Ltd. Sponsored ADR - $6.11M, and Novo Nordisk A/S Sponsored ADR - $5.53M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amy Jones's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.88M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $1.22M, Houlihan Lokey Inc - $1.14M, W.R. Berkley Corporation - $992,269.41, The TJX Companies, Inc - $794,700.3, and Microsoft Corp - $793,500.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amy Jones's monthly returns?
Amy Jones's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Amy Jones's strategy be considered aggressive or moderate?
Amy Jones's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Amy Jones's strategy?
Amy Jones's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
