Barton Investment Management
Latest statistics and disclosures from Barton Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NFLX, SHOP, AMZN, GLBE, OWL, and represent 73.77% of Barton Investment Management's stock portfolio.
- Added to shares of these 6 stocks: KVYO (+$11M), SYM, SCHX, OWL, BILL, PFE.
- Started 3 new stock positions in SCHX, SYM, KVYO.
- Reduced shares in these 10 stocks: AL (-$7.8M), SHOP, NFLX, EQIX, AMZN, BL, PYPL, GTLB, AMT, GLBE.
- Barton Investment Management was a net seller of stock by $-8.3M.
- Barton Investment Management has $982M in assets under management (AUM), dropping by 1.74%.
- Central Index Key (CIK): 0001387818
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Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Netflix (NFLX) | 29.6 | $291M | 242k | 1198.92 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 25.5 | $250M | 1.7M | 148.61 |
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| Amazon (AMZN) | 11.5 | $113M | 513k | 219.57 |
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| Global E Online SHS (GLBE) | 3.9 | $38M | 1.1M | 35.76 |
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| Blue Owl Capital Com Cl A (OWL) | 3.3 | $33M | 1.9M | 16.93 |
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| Air Lease Corp Cl A (AL) | 3.1 | $30M | -20% | 473k | 63.65 |
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| Equinix (EQIX) | 2.9 | $28M | -4% | 36k | 783.24 |
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| Gitlab Class A Com (GTLB) | 2.6 | $25M | 557k | 45.08 |
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| Okta Cl A (OKTA) | 2.3 | $23M | 251k | 91.70 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 2.0 | $20M | 417k | 47.38 |
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| American Tower Reit (AMT) | 1.6 | $16M | 81k | 192.32 |
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| Microsoft Corporation (MSFT) | 1.4 | $13M | 26k | 517.95 |
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| Klaviyo Com Ser A (KVYO) | 1.1 | $11M | NEW | 395k | 27.69 |
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| Electronic Arts (EA) | 1.0 | $10M | 50k | 201.70 |
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| Blackline (BL) | 0.9 | $8.6M | -6% | 162k | 53.10 |
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| Paypal Holdings (PYPL) | 0.8 | $8.3M | -5% | 124k | 67.06 |
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| Qualcomm (QCOM) | 0.8 | $7.9M | 47k | 166.36 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $7.5M | 10.00 | 754200.00 |
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| Apple (AAPL) | 0.7 | $7.2M | 28k | 254.63 |
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| Berkshire Hathaway Inc Cl B CL B | 0.5 | $5.3M | 11k | 502.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.7M | 19k | 243.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.5M | -2% | 11k | 328.17 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.8M | 15k | 185.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.6M | 11k | 243.55 |
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| Abbvie (ABBV) | 0.2 | $2.2M | 9.6k | 231.54 |
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| Oracle Corporation (ORCL) | 0.2 | $1.7M | -6% | 6.2k | 281.24 |
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| T. Rowe Price (TROW) | 0.2 | $1.7M | 16k | 102.64 |
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| Symbotic Class A Com (SYM) | 0.2 | $1.6M | NEW | 30k | 53.90 |
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| Doordash Cl A (DASH) | 0.2 | $1.6M | 6.0k | 271.99 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.6M | -2% | 27k | 58.85 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | 13k | 112.75 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | 9.9k | 133.94 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 3.2k | 352.75 |
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| Costco Wholesale Corporation (COST) | 0.1 | $948k | 1.0k | 925.63 |
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| Bill Com Holdings Ord (BILL) | 0.1 | $838k | +7% | 16k | 52.97 |
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| NVIDIA Corporation (NVDA) | 0.1 | $731k | 3.9k | 186.58 |
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| Walt Disney Company (DIS) | 0.1 | $720k | 6.3k | 114.50 |
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| Merck & Co (MRK) | 0.1 | $685k | 8.2k | 83.93 |
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| American Express Company (AXP) | 0.1 | $576k | 1.7k | 332.16 |
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| Meta Platforms Cl A (META) | 0.1 | $562k | 765.00 | 734.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $559k | 839.00 | 666.18 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $443k | NEW | 17k | 26.34 |
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| Automatic Data Processing (ADP) | 0.0 | $411k | 1.4k | 293.50 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $345k | 2.3k | 150.86 |
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| Broadcom (AVGO) | 0.0 | $339k | 1.0k | 329.94 |
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| Cigna Corp (CI) | 0.0 | $311k | 1.1k | 288.25 |
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| Northern Trust Corporation (NTRS) | 0.0 | $303k | 2.3k | 134.60 |
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| Cisco Systems (CSCO) | 0.0 | $292k | 4.3k | 68.42 |
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| Wal-Mart Stores (WMT) | 0.0 | $261k | 2.5k | 103.06 |
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| Pfizer (PFE) | 0.0 | $249k | 9.8k | 25.48 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $230k | 1.2k | 186.49 |
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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 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
- Barton Investment Management 2022 Q1 filed April 20, 2022