Barton Investment Management as of June 30, 2021
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 41 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 27.6 | $336M | 230k | 1460.98 | |
| Netflix (NFLX) | 18.7 | $228M | 431k | 528.21 | |
| Amazon (AMZN) | 11.0 | $134M | 39k | 3440.14 | |
| Paypal Holdings (PYPL) | 8.3 | $101M | 347k | 291.48 | |
| Blackline (BL) | 5.5 | $68M | 607k | 111.27 | |
| Coupa Software | 4.7 | $57M | 217k | 262.11 | |
| Avalara | 3.7 | $45M | 280k | 161.80 | |
| Okta Inc cl a (OKTA) | 3.7 | $45M | 182k | 244.68 | |
| American Tower Reit (AMT) | 3.1 | $38M | 140k | 270.14 | |
| Equinix (EQIX) | 3.0 | $36M | 45k | 802.59 | |
| Air Lease Corp (AL) | 2.4 | $29M | 702k | 41.74 | |
| Duck Creek Technologies | 2.2 | $27M | 615k | 43.51 | |
| Electronic Arts (EA) | 1.7 | $21M | 144k | 143.83 | |
| Qualcomm (QCOM) | 0.7 | $8.3M | 58k | 142.92 | |
| Microsoft Corporation (MSFT) | 0.6 | $7.2M | 27k | 270.88 | |
| T. Rowe Price (TROW) | 0.4 | $4.8M | 25k | 197.95 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $4.2M | 1.0k | 4186.00 | |
| Apple (AAPL) | 0.3 | $3.7M | 27k | 136.94 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $3.2M | 14k | 222.78 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.1M | 19k | 164.73 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $3.1M | 1.3k | 2441.13 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $3.0M | 109.00 | 27706.42 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.9M | 3.2k | 585.62 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.7M | 661.00 | 2505.30 | |
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 9.9k | 115.93 | |
| Walt Disney Company (DIS) | 0.1 | $1.0M | 5.9k | 175.71 | |
| Abbvie (ABBV) | 0.1 | $1.0M | 9.0k | 112.63 | |
| Oracle Corporation (ORCL) | 0.1 | $885k | 11k | 77.80 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $819k | 13k | 63.00 | |
| Merck & Co (MRK) | 0.1 | $648k | 8.3k | 77.75 | |
| Coinbase Global (COIN) | 0.1 | $633k | 2.5k | 253.20 | |
| Cigna Corp (CI) | 0.1 | $625k | 2.6k | 236.74 | |
| American Express Company (AXP) | 0.0 | $578k | 3.5k | 165.14 | |
| Northern Trust Corporation (NTRS) | 0.0 | $517k | 4.5k | 115.45 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $514k | 2.5k | 205.60 | |
| Teleflex Incorporated (TFX) | 0.0 | $482k | 1.2k | 401.67 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $407k | 1.0k | 393.24 | |
| Blue Owl Capital (OWL) | 0.0 | $386k | 30k | 12.87 | |
| Pfizer (PFE) | 0.0 | $340k | 8.7k | 39.08 | |
| Costco Wholesale Corporation (COST) | 0.0 | $296k | 750.00 | 394.67 | |
| Automatic Data Processing (ADP) | 0.0 | $278k | 1.4k | 198.57 |
