Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHOP, NFLX, AMZN, GLBE, OWL, and represent 72.70% of Barton Investment Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$200M), KVYO (+$8.9M), OWL, GLBE, TWLO, GFL, GTLB, OKTA, GOOGL, NVDA.
- Started 1 new stock position in TWLO.
- Reduced shares in these 10 stocks: SHOP (-$7.1M), AL, AMZN, AAPL, MSFT, EQIX, PYPL, AMT, EA, BL.
- Barton Investment Management was a net buyer of stock by $193M.
- Barton Investment Management has $928M in assets under management (AUM), dropping by -5.48%.
- Central Index Key (CIK): 0001387818
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Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Shopify Cl A Sub Vtg Shs (SHOP) | 28.5 | $264M | -2% | 1.6M | 160.97 |
|
| Netflix (NFLX) | 24.0 | $222M | +878% | 2.4M | 93.76 |
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| Amazon (AMZN) | 12.6 | $117M | 506k | 230.82 |
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| Global E Online SHS (GLBE) | 4.6 | $42M | 1.1M | 39.31 |
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| Blue Owl Capital Com Cl A (OWL) | 3.1 | $29M | 2.0M | 14.94 |
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| Equinix (EQIX) | 2.9 | $27M | 35k | 766.16 |
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| Air Lease Corp Cl A (AL) | 2.8 | $26M | -14% | 403k | 64.23 |
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| Klaviyo Com Ser A (KVYO) | 2.3 | $22M | +69% | 670k | 32.47 |
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| Okta Cl A (OKTA) | 2.3 | $22M | 251k | 86.47 |
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| Gitlab Class A Com (GTLB) | 2.3 | $21M | 559k | 37.53 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 1.9 | $18M | 420k | 42.95 |
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| American Tower Reit (AMT) | 1.5 | $14M | -2% | 79k | 175.57 |
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| Microsoft Corporation (MSFT) | 1.3 | $12M | -5% | 25k | 483.62 |
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| Electronic Arts (EA) | 1.1 | $10M | 49k | 204.33 |
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| Blackline (BL) | 1.0 | $8.9M | 160k | 55.29 |
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| Qualcomm (QCOM) | 0.9 | $8.1M | 47k | 171.05 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $7.5M | 10.00 | 754800.00 |
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| Apple (AAPL) | 0.7 | $6.9M | -10% | 25k | 271.86 |
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| Paypal Holdings (PYPL) | 0.7 | $6.8M | -5% | 117k | 58.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.1M | 19k | 313.00 |
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| BERKSHIRE HATHAWAY INC Cl B Cl B | 0.6 | $5.3M | 11k | 502.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.6M | 11k | 335.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.3M | 11k | 313.80 |
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| Johnson & Johnson (JNJ) | 0.3 | $3.1M | 15k | 206.95 |
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| Abbvie (ABBV) | 0.2 | $2.2M | 9.6k | 228.49 |
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| Symbotic Class A Com (SYM) | 0.2 | $1.8M | 31k | 59.50 |
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| T. Rowe Price (TROW) | 0.2 | $1.7M | 16k | 102.38 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.6M | 27k | 58.73 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | 12k | 120.34 |
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| Doordash Cl A (DASH) | 0.1 | $1.4M | 6.0k | 226.48 |
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| Abbott Laboratories (ABT) | 0.1 | $1.2M | 9.9k | 125.29 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | -6% | 5.8k | 194.91 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 3.2k | 349.99 |
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| Costco Wholesale Corporation (COST) | 0.1 | $883k | 1.0k | 862.34 |
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| Merck & Co (MRK) | 0.1 | $859k | 8.2k | 105.26 |
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| Bill Com Holdings Ord (BILL) | 0.1 | $825k | -4% | 15k | 54.54 |
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| NVIDIA Corporation (NVDA) | 0.1 | $749k | +2% | 4.0k | 186.50 |
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| Walt Disney Company (DIS) | 0.1 | $716k | 6.3k | 113.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $572k | 839.00 | 681.92 |
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| American Express Company (AXP) | 0.1 | $571k | -11% | 1.5k | 369.95 |
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| Meta Platforms Cl A (META) | 0.1 | $514k | 779.00 | 660.09 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $452k | 17k | 26.91 |
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| Automatic Data Processing (ADP) | 0.0 | $360k | 1.4k | 257.23 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $358k | -3% | 2.2k | 162.01 |
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| Broadcom (AVGO) | 0.0 | $344k | -3% | 995.00 | 346.14 |
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| Cisco Systems (CSCO) | 0.0 | $329k | 4.3k | 77.03 |
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| Northern Trust Corporation (NTRS) | 0.0 | $307k | 2.3k | 136.59 |
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| Cigna Corp (CI) | 0.0 | $297k | 1.1k | 275.23 |
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| Wal-Mart Stores (WMT) | 0.0 | $282k | 2.5k | 111.41 |
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| Pfizer (PFE) | 0.0 | $244k | 9.8k | 24.90 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $236k | 1.2k | 190.99 |
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| Twilio Cl A (TWLO) | 0.0 | $208k | NEW | 1.5k | 142.24 |
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Past Filings by Barton Investment Management
SEC 13F filings are viewable for Barton Investment Management going back to 2010
- Barton Investment Management 2025 Q4 filed Jan. 21, 2026
- Barton Investment Management 2025 Q3 filed Oct. 21, 2025
- Barton Investment Management 2025 Q2 filed July 21, 2025
- Barton Investment Management 2025 Q1 filed April 11, 2025
- Barton Investment Management 2024 Q4 filed Jan. 27, 2025
- Barton Investment Management 2024 Q3 filed Oct. 17, 2024
- Barton Investment Management 2024 Q2 filed July 18, 2024
- Barton Investment Management 2024 Q1 filed April 26, 2024
- Barton Investment Management 2023 Q4 restated filed Jan. 24, 2024
- Barton Investment Management 2023 Q4 filed Jan. 23, 2024
- Barton Investment Management 2023 Q3 filed Oct. 16, 2023
- Barton Investment Management 2023 Q2 filed July 24, 2023
- Barton Investment Management 2023 Q1 filed April 18, 2023
- Barton Investment Management 2022 Q4 filed Jan. 26, 2023
- Barton Investment Management 2022 Q3 filed Oct. 20, 2022
- Barton Investment Management 2022 Q2 filed July 15, 2022