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:
44.89%
Gain +0.58%
Monthly
1.11%
Yearly
14.22%
Drawdown
17.15%
$972.05M
Equity
Holdings
$972.05M
Investment
$697.07M
$298.6M
Profit +$5.3M
Realized
$11.69M
Unrealized
$286.92M
Dividends
$21.35M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$5.3M
Win %
77%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$1.27M
Win %
77%
This Month
Compared to last month
Gain
2.52%
Profit
$23.9M
Win %
77%
This Year
Compared to last year
Gain
1.15%
Profit
$11.23M
Win %
72%
UCBI United Community Banks, Inc.
+18.39%
+$45,208.33 
INTU Intuit Inc.
+6.36%
+$17,974.04 
AZO AutoZone Inc.
+5.08%
+$21,016.02 
ACN Accenture plc Class A
+4.63%
+$43,754.28 
CRM Salesforce Inc
+4.57%
+$1.19M 
BLK BlackRock, Inc.
+4.38%
+$15,929.62 
HD The Home Depot, Inc.
+4.31%
+$9,865.73 
MCHP Microchip Technology Incorporated
+4.22%
+$7,585.2 
SYK Stryker Corporation
+4.12%
+$29,431.38 
SPGI S&P Global Inc.
+3.98%
+$966,734.72 
RGLD Royal Gold Inc.
+3.63%
+$691,666.08 
LLY Eli Lilly and Company
+3.55%
+$111,419.13 
SHOP Shopify Inc.
+3.27%
+$24,816 
ORCL Oracle Corporation
+3%
+$5,617.36 
HLI Houlihan Lokey Inc.
+2.99%
+$671,525.02 
NFLX Netflix, Inc.
+2.89%
+$10,057.2 
UBER Uber Technologies, Inc.
+2.86%
+$577,880.82 
RACE Ferrari N.V.
+2.81%
+$680,569.93 
UNH UnitedHealth Group Incorporated
+2.79%
+$27,381.92 
IBM International Business Machines Corporation
+2.74%
+$5,915.52 
CHDN Churchill Downs Incorporated
+2.66%
+$32,371.74 
TXRH Texas Roadhouse Inc.
+2.6%
+$62,685.41 
COF Capital One Financial Corporation
+2.32%
+$8,911.76 
MCK McKesson Corporation
+2.26%
+$753,779.12 
AXP American Express Company
+2.25%
+$6,228 
MA Mastercard Incorporated
+2.17%
+$16,245.38 
UPS United Parcel Service, Inc.
+2.14%
+$6,652.25 
V Visa Inc. Class A
+2.13%
+$922,414.55 
TKO Tko Group Holdings Inc.
+2.11%
+$319,759.79 
ORLY O'Reilly Automotive Inc.
+2.09%
+$17,131.65 
VRTX Vertex Pharmaceuticals Incorporated
+2.06%
+$327,456.75 
USB U.S. Bancorp
+2.01%
+$7,611.68 
ONB Old National Bancorp
+2%
+$6,031.41 
LMT Lockheed Martin Corporation
+1.99%
+$8,504.98 
GRMN Garmin Ltd.
+1.97%
+$423,604.5 
T AT&T Inc.
+1.95%
+$4,204.35 
MEDP Medpace Holdings Inc.
+1.94%
+$5,171.03 
ADP Automatic Data Processing Inc.
+1.9%
+$24,171.5 
AMGN Amgen Inc.
+1.86%
+$45,452.87 
SYBT Stock Yards Bancorp Inc.
+1.82%
+$82,813.76 
GLD SPDR Gold Shares
+1.79%
+$11,061.12 
MCD McDonald's Corporation
+1.76%
+$23,187.46 
WAT Waters Corporation
+1.73%
+$4,418.43 
TRMK Trustmark Corporation
+1.68%
+$19,879.36 
HWC Hancock Whitney Corporation
+1.61%
+$4,002 
COR Cencora, Inc.
+1.56%
+$6,466.16 
DIS The Walt Disney Company
+1.55%
+$11,167.52 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$5,350.03 
WMT Walmart Inc.
+1.47%
+$8,520.93 
ALL Allstate Corporation
+1.45%
+$20,254.21 
GS The Goldman Sachs Group, Inc.
+1.43%
+$3,592.17 
GPC Genuine Parts Company
+1.43%
+$4,903.01 
WPC W. P. Carey Inc.
+1.4%
+$3,743.34 
APD Air Products and Chemicals, Inc.
+1.39%
+$3,671.15 
FNB F.N.B. Corporation
+1.36%
+$4,236.83 
MDT Medtronic plc
+1.29%
+$3,448.94 
TJX The TJX Companies, Inc.
+1.23%
+$373,682.75 
HUM Humana Inc.
+1.12%
+$9,192.02 
MSFT Microsoft Corp.
+1.08%
+$591,680.75 
RBCAA Republic Bancorp, Inc.
+1.05%
+$2,892.75 
BF-B Brown-Forman Corporation
+1.02%
+$11,896.67 
VO Vanguard Mid-Cap ETF
+1.01%
+$2,478.6 
SHBI Shore Bancshares Inc.
+0.99%
+$2,145.88 
MELI MercadoLibre, Inc.
+0.97%
+$6,933.55 
MO Altria Group, Inc.
+0.97%
+$3,290.14 
BF-A Brown-Forman Corporation
+0.97%
+$3,015.32 
QGRO American Century U.S. Quality Growth ETF
+0.94%
+$2,247.3 
VTV Vanguard Value ETF
+0.83%
+$4,670.16 
CB Chubb Limited
+0.75%
+$1,776.73 
NEE NextEra Energy, Inc.
+0.75%
+$4,502.88 
MDLZ Mondelez International, Inc.
+0.73%
+$2,110.94 
GD General Dynamics Corporation
+0.71%
+$4,218.6 
ITW Illinois Tool Works Inc.
+0.64%
+$7,838.04 
AVGE FRCL 3 2022Q3 Hb Float
+0.55%
+$2,414.88 
SCHF Schwab International Equity ETF
+0.48%
+$1,438.58 
GOOGL Alphabet Inc
+0.45%
+$27,002.03 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$124,485.08 
VEU Vanguard FTSE All-World ex-US ETF
+0.42%
+$1,369.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$3,468.1 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+0.41%
+$8,841.29 
VT Vanguard Total World Stock ETF
+0.41%
+$4,176 
DOV Dover Corporation
+0.39%
+$1,725.19 
GOOG Alphabet Inc
+0.37%
+$218,852.4 
PG Procter & Gamble Co
+0.35%
+$4,181.12 
CINF Cincinnati Financial Corporation
+0.33%
+$1,630.75 
MS Morgan Stanley
+0.33%
+$2,928.81 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$3,547.77 
VOO Vanguard S&P 500 ETF
+0.28%
+$602 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.28%
+$1,207.81 
AMZN Amazon.com Inc
+0.27%
+$6,442.21 
IVV iShares Core S&P 500 ETF
+0.27%
+$3,392.68 
KO The Coca-Cola Company
+0.24%
+$3,624.94 
WRB W.R. Berkley Corporation
+0.23%
+$46,615.02 
ELV Elevance Health, Inc.
+0.08%
+$749.68 
JPM JPMorgan Chase & Co.
+0.07%
+$21,468.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$385.68 
DE Deere & Company
+0.04%
+$338.41 
GWW W.W. Grainger, Inc.
+0.04%
+$11,583.29 
A Agilent Technologies Inc.
0%
$0 
FCAP First Capital, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
WWD Woodward Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
DELL Dell Technologies Inc.
-6.8%
-$17,442.69 
ONTO Onto Innovation Inc.
-3.92%
-$11,635.8 
FIX Comfort Systems USA, Inc.
-3.92%
-$21,143.49 
AMAT Applied Materials, Inc.
-3.72%
-$72,762.32 
CSCO Cisco Systems, Inc.
-3.33%
-$7,098.67 
FAST Fastenal Co.
-3.12%
-$9,669.78 
TT Trane Technologies plc
-2.96%
-$74,678.78 
INTC Intel Corporation
-2.8%
-$5,893.25 
PM Philip Morris International Inc.
-2.76%
-$17,040.03 
SCHW Charles Schwab Corporation
-2.73%
-$666,470.64 
PSX Phillips 66
-2.72%
-$8,834.27 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$14,877.41 
NVDA NVIDIA Corporation
-1.84%
-$925,815.11 
FTI TechnipFMC plc
-1.83%
-$365,650.78 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.8%
-$449,910.75 
CAT Caterpillar Inc.
-1.78%
-$12,339.47 
EME EMCOR Group, Inc.
-1.67%
-$400,916.63 
CEG Constellation Energy Corporation
-1.62%
-$302,441.18 
AMD Advanced Micro Devices, Inc.
-1.5%
-$3,710.89 
MRK Merck & Co., Inc.
-1.48%
-$16,546.2 
APH Amphenol Corporation
-1.45%
-$357,052.8 
XOM Exxon Mobil Corporation
-1.32%
-$46,737.56 
TSLA Tesla, Inc.
-1.29%
-$2,728.16 
CVX Chevron Corporation
-1.23%
-$15,425.02 
FTNT Fortinet Inc.
-1.16%
-$297,430.04 
PEP PepsiCo, Inc.
-0.69%
-$2,192.07 
DUK Duke Energy Corporation
-0.64%
-$2,612.88 
KR Kroger Co.
-0.6%
-$6,724.48 
AVGO Broadcom Inc.
-0.56%
-$2,760.97 
TXN Texas Instruments Inc
-0.55%
-$3,297.15 
COST Costco Wholesale Corporation
-0.41%
-$145,052.1 
PNC The PNC Financial Services Group, Inc.
-0.4%
-$8,965.5 
FTEC Fidelity MSCI Information Technology Index ETF
-0.37%
-$1,611.36 
AAPL Apple Inc.
-0.28%
-$114,748.8 
JNJ Johnson & Johnson
-0.25%
-$15,402.24 
MLI Mueller Industries Inc.
-0.25%
-$70,298.1 
PLTR Palantir Technologies Inc.
-0.23%
-$578.57 
SO The Southern Company
-0.22%
-$524 
FSLR First Solar, Inc.
-0.15%
-$1,633.5 
AFL Aflac Inc.
-0.14%
-$283.19 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$960.46 
CL Colgate-Palmolive Company
-0.12%
-$718.74 
META Meta Platforms Inc Class A
-0.11%
-$546.13 
VUG Vanguard Growth ETF
-0.1%
-$208.44 
BRK-B Berkshire Hathaway Inc.
-0.06%
-$16,707.48 
SHEL Shell plc
-0.03%
-$73.5 
ABBV AbbVie Inc.
-0.03%
-$346.81 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$495.05 Events
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Dividends
Dividend Analysis
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| Trades 1081 | Longs Won 719/1081 66% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.79M |
| Average Win $570,822.25 | Best Trade (Oct 16) $30.02M | Sharpe Ratio -8.75 |
| Average Loss -$308,884.93 | Worst Trade (Jun 30) -$6.28M | Z-Score 9.01 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w | Expectancy $276,230.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,145 | 2,830 | 2,516 | 2,201 | 1,887 | 1,572 | 1,258 | 943 | 629 | 314 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,240 | $209,969 | $215,760 | - | $5,791 | 2.76% | 0.0 |
| AAPL Apple Inc. | 119,530 | $23.81M | $40.88M | - | $17.07M | 71.67% | -0.28% |
| ABBV AbbVie Inc. | 4,334 | $752,692.05 | $1.23M | - | $475,563.51 | 63.18% | -0.028% |
| ACN Accenture plc Class A | 4,393 | $1.48M | $988,073.56 | - | -$491,309.73 | -33.21% | +4.633% |
| ADP Automatic Data Processing Inc. | 4,535 | $1.06M | $1.3M | - | $238,903.84 | 22.61% | +1.901% |
| AFL Aflac Inc. | 1,770 | $202,700 | $208,948.51 | - | $6,248.51 | 3.08% | -0.135% |
| ALL Allstate Corporation | 5,905 | $828,299.35 | $1.41M | - | $586,538.71 | 70.81% | +1.452% |
| AMAT Applied Materials, Inc. | 4,378 | $719,060.82 | $1.88M | - | $1.16M | 161.81% | -3.721% |
| AMD Advanced Micro Devices, Inc. | 432 | $250,953.11 | $242,883.35 | - | -$8,069.76 | -3.22% | -1.505% |
| AMGN Amgen Inc. | 5,739 | $1.65M | $2.49M | - | $837,951.13 | 50.69% | +1.859% |
| AMZN Amazon.com Inc | 9,474 | $2.17M | $2.41M | - | $238,668.77 | 10.97% | +0.268% |
| APD Air Products and Chemicals, Inc. | 902 | $246,950.23 | $267,533.21 | - | $20,582.98 | 8.33% | +1.391% |
| APH Amphenol Corporation | 297,544 | $25.08M | $24.25M | - | -$836,098.64 | -3.33% | -1.451% |
| ASML ASML Holding N.V. New York Registry Shares | 16,732 | $12.26M | $27.73M | - | $15.48M | 126.27% | +0.451% |
| AVGE FRCL 3 2022Q3 Hb Float | 4,472 | $289,595 | $444,024.88 | - | $154,429.88 | 53.33% | +0.547% |
| AVGO Broadcom Inc. | 1,438 | $370,545.24 | $495,146.53 | - | $124,601.29 | 33.63% | -0.555% |
| AXP American Express Company | 900 | $217,177.99 | $282,483 | - | $65,305.01 | 30.07% | +2.254% |
| AZO AutoZone Inc. | 142 | $367,156.78 | $434,466.06 | - | $67,309.28 | 18.33% | +5.083% |
| BF-A Brown-Forman Corporation | 10,769 | $641,724.53 | $313,700.97 | - | -$328,023.56 | -51.12% | +0.971% |
| BF-B Brown-Forman Corporation | 41,023 | $1.1M | $1.17M | - | $69,068.14 | 6.26% | +1.025% |
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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: Mueller Industries Inc - $20.11M, Alphabet Inc - $16.31M, Constellation Energy Corporation - $10.49M, ASML Holding N.V. New York Registry Shares - $8.24M, and TechnipFMC plc - $6.91M. 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 - $14.61M, UnitedHealth Group Incorporated - $7.94M, Morningstar, Inc - $7.15M, MercadoLibre, Inc - $6.99M, and Intuit Inc - $6.51M. 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 $21.35M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $1.36M, Houlihan Lokey Inc - $1.29M, W.R. Berkley Corporation - $1.02M, The TJX Companies, Inc - $895,217.58, and Microsoft Corp - $886,169.68. 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.
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