Barton Investment Management as of Dec. 31, 2022
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 43 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 22.5 | $115M | 388k | 294.88 | |
| Shopify Cl A (SHOP) | 14.6 | $74M | 2.1M | 34.71 | |
| Amazon (AMZN) | 11.9 | $60M | 719k | 84.00 | |
| Blackline (BL) | 8.1 | $41M | 611k | 67.27 | |
| Air Lease Corp Cl A (AL) | 5.6 | $29M | 742k | 38.42 | |
| Equinix (EQIX) | 5.1 | $26M | 40k | 655.03 | |
| Paypal Holdings (PYPL) | 4.9 | $25M | 346k | 71.22 | |
| American Tower Reit (AMT) | 4.7 | $24M | 114k | 211.86 | |
| Okta Cl A (OKTA) | 3.3 | $17M | 245k | 68.33 | |
| Coupa Software | 3.0 | $15M | 193k | 79.17 | |
| Duck Creek Technologies SHS | 2.5 | $13M | 1.1M | 12.05 | |
| Electronic Arts (EA) | 2.0 | $10M | 83k | 122.18 | |
| Global E Online SHS (GLBE) | 1.5 | $7.8M | 377k | 20.64 | |
| Microsoft Corporation (MSFT) | 1.3 | $6.4M | 27k | 239.82 | |
| Qualcomm (QCOM) | 1.1 | $5.8M | 53k | 109.94 | |
| Berkshire Hathaway (BRK.A) | 0.9 | $4.7M | 10.00 | 468710.90 | |
| Apple (AAPL) | 0.9 | $4.4M | 34k | 129.93 | |
| Blue Owl Capital Com Cl A (OWL) | 0.8 | $4.3M | 406k | 10.60 | |
| Berkshire Hathaway Inc. Class B | 0.7 | $3.3M | 11k | 308.90 | |
| Johnson & Johnson (JNJ) | 0.6 | $2.9M | 16k | 176.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.6M | 13k | 191.19 | |
| T. Rowe Price (TROW) | 0.4 | $2.2M | 20k | 109.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.8M | 21k | 88.23 | |
| Abbvie (ABBV) | 0.3 | $1.6M | 9.6k | 161.61 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | 13k | 110.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | 13k | 88.73 | |
| Abbott Laboratories (ABT) | 0.2 | $1.1M | 9.9k | 109.79 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.1M | 3.2k | 336.53 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.1M | 18k | 57.82 | |
| Merck & Co (MRK) | 0.2 | $905k | 8.2k | 110.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $780k | 2.0k | 382.43 | |
| Oracle Corporation (ORCL) | 0.1 | $595k | 7.3k | 81.74 | |
| Walt Disney Company (DIS) | 0.1 | $569k | 6.6k | 86.88 | |
| Cigna Corp (CI) | 0.1 | $547k | 1.7k | 331.34 | |
| Costco Wholesale Corporation (COST) | 0.1 | $468k | 1.0k | 456.50 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $465k | 4.3k | 108.96 | |
| Pfizer (PFE) | 0.1 | $446k | 8.7k | 51.24 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $394k | 2.5k | 157.48 | |
| Northern Trust Corporation (NTRS) | 0.1 | $341k | 3.9k | 88.49 | |
| Automatic Data Processing (ADP) | 0.1 | $334k | 1.4k | 238.86 | |
| Teleflex Incorporated (TFX) | 0.1 | $300k | 1.2k | 249.63 | |
| American Express Company (AXP) | 0.1 | $281k | 1.9k | 147.75 | |
| Pepsi (PEP) | 0.0 | $202k | 1.1k | 180.66 |
