Barton Investment Management as of March 31, 2021
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 39 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 24.1 | $259M | 234k | 1106.50 | |
| Netflix (NFLX) | 21.1 | $227M | 435k | 521.66 | |
| Amazon (AMZN) | 11.3 | $122M | 39k | 3094.08 | |
| Paypal Holdings (PYPL) | 7.9 | $84M | 348k | 242.84 | |
| Blackline (BL) | 6.1 | $66M | 606k | 108.40 | |
| Coupa Software | 5.1 | $55M | 215k | 254.48 | |
| Okta Inc cl a (OKTA) | 3.6 | $39M | 177k | 220.43 | |
| Avalara | 3.4 | $36M | 273k | 133.43 | |
| Air Lease Corp (AL) | 3.2 | $34M | 701k | 49.00 | |
| American Tower Reit (AMT) | 3.1 | $34M | 140k | 239.06 | |
| Equinix (EQIX) | 2.9 | $31M | 45k | 679.60 | |
| Electronic Arts (EA) | 1.9 | $21M | 152k | 135.37 | |
| Duck Creek Technologies | 1.6 | $17M | 374k | 45.14 | |
| Qualcomm (QCOM) | 0.7 | $8.0M | 60k | 132.59 | |
| Microsoft Corporation (MSFT) | 0.6 | $6.3M | 27k | 235.76 | |
| T. Rowe Price (TROW) | 0.4 | $4.3M | 25k | 171.59 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $3.9M | 1.0k | 3857.00 | |
| Apple (AAPL) | 0.3 | $3.4M | 28k | 122.15 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.2M | 19k | 164.36 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $2.9M | 14k | 206.69 | |
| Berkshire Hathaway Inc. Class B | 0.3 | $2.8M | 11k | 255.47 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $2.7M | 1.3k | 2062.69 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.6M | 751.00 | 2069.24 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | 3.2k | 475.31 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | 9.9k | 119.87 | |
| Walt Disney Company (DIS) | 0.1 | $1.1M | 5.9k | 184.56 | |
| Vanguard Total Bond Market ETF (BND) | 0.1 | $998k | 12k | 84.76 | |
| Abbvie (ABBV) | 0.1 | $973k | 9.0k | 108.18 | |
| Oracle Corporation (ORCL) | 0.1 | $798k | 11k | 70.15 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $726k | 13k | 55.85 | |
| Merck & Co (MRK) | 0.1 | $642k | 8.3k | 77.03 | |
| Cigna Corp (CI) | 0.1 | $638k | 2.6k | 241.67 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $514k | 2.5k | 205.60 | |
| American Express Company (AXP) | 0.0 | $513k | 3.6k | 141.52 | |
| Teleflex Incorporated (TFX) | 0.0 | $499k | 1.2k | 415.83 | |
| Northern Trust Corporation (NTRS) | 0.0 | $471k | 4.5k | 105.18 | |
| Pfizer (PFE) | 0.0 | $315k | 8.7k | 36.21 | |
| Costco Wholesale Corporation (COST) | 0.0 | $264k | 750.00 | 352.00 | |
| Automatic Data Processing (ADP) | 0.0 | $264k | 1.4k | 188.57 |
