Barton Investment Management as of Dec. 31, 2020
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 40 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 24.3 | $283M | 250k | 1131.95 | |
| Netflix (NFLX) | 21.4 | $249M | 461k | 540.73 | |
| Amazon (AMZN) | 11.5 | $134M | 41k | 3256.92 | |
| Paypal Holdings (PYPL) | 7.0 | $82M | 349k | 234.20 | |
| Blackline (BL) | 6.9 | $81M | 606k | 133.38 | |
| Coupa Software | 6.2 | $72M | 213k | 338.91 | |
| Okta Inc cl a (OKTA) | 3.7 | $43M | 169k | 254.26 | |
| Avalara | 3.7 | $43M | 260k | 164.89 | |
| American Tower Reit (AMT) | 2.9 | $34M | 151k | 224.46 | |
| Air Lease Corp (AL) | 2.8 | $33M | 745k | 44.42 | |
| Equinix (EQIX) | 2.8 | $33M | 46k | 714.18 | |
| Electronic Arts (EA) | 2.5 | $29M | 201k | 143.60 | |
| Qualcomm (QCOM) | 0.8 | $9.4M | 62k | 152.33 | |
| Microsoft Corporation (MSFT) | 0.5 | $5.9M | 27k | 222.41 | |
| T. Rowe Price (TROW) | 0.3 | $3.9M | 26k | 151.39 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $3.5M | 1.0k | 3478.00 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $3.1M | 1.8k | 1752.53 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.1M | 20k | 157.36 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $2.7M | 14k | 194.65 | |
| Apple (AAPL) | 0.2 | $2.7M | 20k | 132.69 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $2.5M | 11k | 231.90 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.6M | 3.2k | 500.00 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | 751.00 | 1752.33 | |
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 9.9k | 109.46 | |
| Walt Disney Company (DIS) | 0.1 | $1.1M | 5.9k | 181.15 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $1.1M | 12k | 88.18 | |
| Abbvie (ABBV) | 0.1 | $964k | 9.0k | 107.18 | |
| Oracle Corporation (ORCL) | 0.1 | $736k | 11k | 64.70 | |
| Merck & Co (MRK) | 0.1 | $682k | 8.3k | 81.83 | |
| Cigna Corp (CI) | 0.1 | $623k | 3.0k | 208.29 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $603k | 15k | 41.19 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $601k | 2.8k | 214.64 | |
| Northern Trust Corporation (NTRS) | 0.0 | $510k | 5.5k | 93.10 | |
| Teleflex Incorporated (TFX) | 0.0 | $494k | 1.2k | 411.67 | |
| Philip Morris International (PM) | 0.0 | $459k | 5.6k | 82.70 | |
| American Express Company (AXP) | 0.0 | $458k | 3.8k | 121.00 | |
| Colgate-Palmolive Company (CL) | 0.0 | $332k | 3.9k | 85.57 | |
| Pfizer (PFE) | 0.0 | $320k | 8.7k | 36.78 | |
| Costco Wholesale Corporation (COST) | 0.0 | $283k | 750.00 | 377.33 | |
| Automatic Data Processing (ADP) | 0.0 | $247k | 1.4k | 176.43 |
