Barton Investment Management as of March 31, 2020
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 39 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 28.0 | $180M | 480k | 375.50 | |
| Shopify Inc cl a (SHOP) | 18.0 | $116M | 278k | 416.93 | |
| Amazon (AMZN) | 13.0 | $84M | 43k | 1949.72 | |
| American Tower Reit (AMT) | 5.3 | $34M | 156k | 217.75 | |
| Paypal Holdings (PYPL) | 5.2 | $34M | 354k | 95.74 | |
| Blackline (BL) | 4.8 | $31M | 593k | 52.61 | |
| Coupa Software | 4.6 | $30M | 212k | 139.73 | |
| Equinix (EQIX) | 4.5 | $29M | 47k | 624.57 | |
| Electronic Arts (EA) | 4.1 | $27M | 265k | 100.17 | |
| Okta Inc cl a (OKTA) | 2.4 | $16M | 129k | 122.26 | |
| Air Lease Corp (AL) | 2.4 | $16M | 701k | 22.14 | |
| Avalara | 2.0 | $13M | 173k | 74.60 | |
| Qualcomm (QCOM) | 0.8 | $4.9M | 73k | 67.65 | |
| Microsoft Corporation (MSFT) | 0.7 | $4.4M | 28k | 157.72 | |
| Berkshire Hathaway (BRK.A) | 0.5 | $3.3M | 12.00 | 272000.00 | |
| Berkshire Hathaway Inc. Class B | 0.5 | $2.9M | 16k | 182.86 | |
| Johnson & Johnson (JNJ) | 0.4 | $2.6M | 20k | 131.13 | |
| T. Rowe Price (TROW) | 0.4 | $2.5M | 26k | 97.66 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $2.5M | 2.1k | 1162.14 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $1.8M | 14k | 128.91 | |
| Apple (AAPL) | 0.2 | $1.3M | 5.1k | 254.29 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.0M | 3.2k | 318.12 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $937k | 806.00 | 1162.53 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $918k | 24k | 37.96 | |
| Merck & Co (MRK) | 0.1 | $813k | 11k | 76.90 | |
| Abbott Laboratories (ABT) | 0.1 | $710k | 9.0k | 78.94 | |
| Abbvie (ABBV) | 0.1 | $685k | 9.0k | 76.16 | |
| Walt Disney Company (DIS) | 0.1 | $568k | 5.9k | 96.62 | |
| Oracle Corporation (ORCL) | 0.1 | $550k | 11k | 48.35 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $565k | 2.8k | 201.79 | |
| Philip Morris International (PM) | 0.1 | $517k | 7.1k | 72.97 | |
| Cigna Corp (CI) | 0.1 | $530k | 3.0k | 177.20 | |
| Northern Trust Corporation (NTRS) | 0.1 | $413k | 5.5k | 75.39 | |
| Automatic Data Processing (ADP) | 0.1 | $383k | 2.8k | 136.79 | |
| American Express Company (AXP) | 0.1 | $331k | 3.9k | 85.53 | |
| Teleflex Incorporated (TFX) | 0.1 | $351k | 1.2k | 292.50 | |
| Pfizer (PFE) | 0.0 | $284k | 8.7k | 32.64 | |
| Colgate-Palmolive Company (CL) | 0.0 | $265k | 4.0k | 66.25 | |
| Altria (MO) | 0.0 | $183k | 4.7k | 38.61 |
