Barton Investment Management as of March 31, 2022
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 41 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 19.9 | $157M | 419k | 374.59 | |
| Shopify Inc cl a (SHOP) | 19.1 | $151M | 223k | 675.96 | |
| Amazon (AMZN) | 15.6 | $123M | 38k | 3259.94 | |
| Blackline (BL) | 5.7 | $45M | 615k | 73.22 | |
| Paypal Holdings (PYPL) | 5.1 | $40M | 349k | 115.65 | |
| Air Lease Corp (AL) | 4.0 | $32M | 713k | 44.65 | |
| Equinix (EQIX) | 3.9 | $31M | 42k | 741.62 | |
| American Tower Reit (AMT) | 3.8 | $30M | 120k | 251.22 | |
| Avalara | 3.7 | $30M | 297k | 99.51 | |
| Okta Inc cl a (OKTA) | 3.6 | $29M | 191k | 150.96 | |
| Coupa Software | 3.0 | $24M | 233k | 101.63 | |
| Duck Creek Technologies | 2.9 | $23M | 1.0M | 22.12 | |
| Electronic Arts (EA) | 1.9 | $15M | 118k | 126.51 | |
| Qualcomm (QCOM) | 1.1 | $8.7M | 57k | 152.83 | |
| Microsoft Corporation (MSFT) | 1.0 | $8.2M | 27k | 308.32 | |
| Apple (AAPL) | 0.7 | $5.7M | 33k | 174.61 | |
| Berkshire Hathaway (BRK.A) | 0.7 | $5.3M | 10.00 | 528900.00 | |
| Berkshire Hathaway Inc. Class B | 0.5 | $3.8M | 11k | 352.92 | |
| T. Rowe Price (TROW) | 0.5 | $3.6M | 24k | 151.21 | |
| Johnson & Johnson (JNJ) | 0.4 | $3.3M | 18k | 177.25 | |
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $3.0M | 13k | 227.66 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $2.9M | 1.1k | 2781.13 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.8M | 661.00 | 2792.74 | |
| Abbvie (ABBV) | 0.2 | $1.6M | 9.6k | 162.16 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.5M | 3.2k | 455.62 | |
| Vanguard Total Bond Market ETF (BND) | 0.2 | $1.3M | 16k | 79.55 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | 9.9k | 118.35 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | 13k | 82.62 | |
| Oracle Corporation (ORCL) | 0.1 | $941k | 11k | 82.73 | |
| Walt Disney Company (DIS) | 0.1 | $806k | 5.9k | 137.10 | |
| Global E Online (GLBE) | 0.1 | $680k | 20k | 33.80 | |
| Merck & Co (MRK) | 0.1 | $669k | 8.2k | 82.01 | |
| American Express Company (AXP) | 0.1 | $628k | 3.4k | 186.90 | |
| Costco Wholesale Corporation (COST) | 0.1 | $590k | 1.0k | 576.17 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $557k | 2.5k | 222.80 | |
| Cigna Corp (CI) | 0.1 | $531k | 2.2k | 239.73 | |
| Pfizer (PFE) | 0.1 | $450k | 8.7k | 51.72 | |
| Northern Trust Corporation (NTRS) | 0.1 | $448k | 3.9k | 116.36 | |
| Teleflex Incorporated (TFX) | 0.1 | $426k | 1.2k | 355.00 | |
| Blue Owl Capital (OWL) | 0.0 | $380k | 30k | 12.67 | |
| Automatic Data Processing (ADP) | 0.0 | $319k | 1.4k | 227.86 |
