Barton Investment Management as of Sept. 30, 2020
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 41 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 25.1 | $262M | 256k | 1022.97 | |
| Netflix (NFLX) | 22.2 | $231M | 463k | 500.03 | |
| Amazon (AMZN) | 12.5 | $131M | 41k | 3148.71 | |
| Paypal Holdings (PYPL) | 6.6 | $69M | 351k | 197.03 | |
| Coupa Software | 5.6 | $58M | 213k | 274.24 | |
| Blackline (BL) | 5.2 | $54M | 607k | 89.63 | |
| American Tower Reit (AMT) | 3.5 | $37M | 152k | 241.72 | |
| Okta Inc cl a (OKTA) | 3.4 | $35M | 164k | 213.84 | |
| Equinix (EQIX) | 3.3 | $35M | 46k | 760.11 | |
| Avalara | 3.1 | $32M | 254k | 127.34 | |
| Electronic Arts (EA) | 2.9 | $30M | 228k | 130.41 | |
| Air Lease Corp (AL) | 2.1 | $22M | 752k | 29.42 | |
| Qualcomm (QCOM) | 0.7 | $7.4M | 63k | 117.67 | |
| Microsoft Corporation (MSFT) | 0.5 | $5.7M | 27k | 210.30 | |
| T. Rowe Price (TROW) | 0.3 | $3.3M | 26k | 128.19 | |
| 1/100 Berkshire Htwy Cla 100 | 0.3 | $3.2M | 10.00 | 320000.00 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.9M | 20k | 148.87 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $2.7M | 1.8k | 1465.42 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $2.4M | 14k | 170.27 | |
| Apple (AAPL) | 0.2 | $2.3M | 20k | 115.79 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $2.3M | 11k | 212.93 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.6M | 3.2k | 490.31 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.1M | 776.00 | 1469.07 | |
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 9.9k | 108.75 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $1.1M | 12k | 88.18 | |
| Abbvie (ABBV) | 0.1 | $787k | 9.0k | 87.50 | |
| Walt Disney Company (DIS) | 0.1 | $729k | 5.9k | 124.00 | |
| Merck & Co (MRK) | 0.1 | $691k | 8.3k | 82.91 | |
| Oracle Corporation (ORCL) | 0.1 | $679k | 11k | 59.69 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $511k | 2.8k | 182.50 | |
| Cigna Corp (CI) | 0.0 | $506k | 3.0k | 169.17 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $502k | 15k | 34.29 | |
| Philip Morris International (PM) | 0.0 | $431k | 5.8k | 74.96 | |
| Northern Trust Corporation (NTRS) | 0.0 | $427k | 5.5k | 77.95 | |
| Teleflex Incorporated (TFX) | 0.0 | $408k | 1.2k | 340.00 | |
| American Express Company (AXP) | 0.0 | $387k | 3.9k | 100.00 | |
| Pfizer (PFE) | 0.0 | $319k | 8.7k | 36.67 | |
| Colgate-Palmolive Company (CL) | 0.0 | $308k | 4.0k | 77.00 | |
| Etsy (ETSY) | 0.0 | $285k | 2.4k | 121.28 | |
| Crown Castle Intl (CCI) | 0.0 | $266k | 1.6k | 166.25 | |
| Procter & Gamble Company (PG) | 0.0 | $216k | 1.6k | 138.73 |
