Barton Investment Management as of Dec. 31, 2024
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 48 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 28.4 | $268M | 301k | 891.32 | |
| Shopify Cl A (SHOP) | 21.1 | $199M | 1.9M | 106.33 | |
| Amazon (AMZN) | 13.9 | $131M | 599k | 219.39 | |
| Global E Online SHS (GLBE) | 5.8 | $55M | 1.0M | 54.53 | |
| Blue Owl Capital Com Cl A (OWL) | 4.5 | $43M | 1.8M | 23.26 | |
| Equinix (EQIX) | 3.8 | $36M | 38k | 942.89 | |
| Air Lease Corp Cl A (AL) | 3.5 | $33M | 677k | 48.21 | |
| Okta Cl A (OKTA) | 2.2 | $21M | 261k | 78.80 | |
| Gitlab Class A Com (GTLB) | 2.0 | $19M | 336k | 56.35 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 2.0 | $19M | 415k | 44.54 | |
| Blackline (BL) | 1.8 | $17M | 273k | 60.76 | |
| American Tower Reit (AMT) | 1.7 | $16M | 87k | 183.41 | |
| Paypal Holdings (PYPL) | 1.3 | $12M | 143k | 85.35 | |
| Microsoft Corporation (MSFT) | 1.2 | $11M | 26k | 421.50 | |
| Electronic Arts (EA) | 0.9 | $8.5M | 58k | 146.30 | |
| Qualcomm (QCOM) | 0.8 | $7.6M | 49k | 153.62 | |
| Apple (AAPL) | 0.8 | $7.3M | 29k | 250.42 | |
| Berkshire Hathaway (BRK.A) | 0.7 | $6.8M | 10.00 | 680920.00 | |
| Berkshire Hathaway Inc. Class B | 0.5 | $4.7M | 11k | 453.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.7M | 19k | 189.30 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.5M | 12k | 289.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.2M | 12k | 190.44 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | 15k | 144.62 | |
| T. Rowe Price (TROW) | 0.2 | $2.1M | 18k | 113.09 | |
| Abbvie (ABBV) | 0.2 | $1.7M | 9.6k | 177.70 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.4M | 3.2k | 444.68 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.3M | 13k | 107.57 | |
| Oracle Corporation (ORCL) | 0.1 | $1.2M | 7.3k | 166.64 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $1.2M | 14k | 84.71 | |
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 9.9k | 113.11 | |
| Doordash Cl A (DASH) | 0.1 | $1.0M | 6.0k | 167.75 | |
| Costco Wholesale Corporation (COST) | 0.1 | $938k | 1.0k | 916.27 | |
| Merck & Co (MRK) | 0.1 | $812k | 8.2k | 99.48 | |
| Walt Disney Company (DIS) | 0.1 | $700k | 6.3k | 111.35 | |
| NVIDIA Corporation (NVDA) | 0.1 | $647k | 4.8k | 134.29 | |
| American Express Company (AXP) | 0.1 | $515k | 1.7k | 296.79 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $492k | 839.00 | 586.08 | |
| Meta Platforms Cl A (META) | 0.0 | $448k | 765.00 | 585.51 | |
| Automatic Data Processing (ADP) | 0.0 | $410k | 1.4k | 292.73 | |
| Cigna Corp (CI) | 0.0 | $298k | 1.1k | 276.14 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $261k | 2.3k | 113.61 | |
| Pfizer (PFE) | 0.0 | $258k | 9.7k | 26.53 | |
| Cisco Systems (CSCO) | 0.0 | $253k | 4.3k | 59.20 | |
| Broadcom (AVGO) | 0.0 | $249k | 1.1k | 231.86 | |
| Northern Trust Corporation (NTRS) | 0.0 | $231k | 2.3k | 102.50 | |
| Wal-Mart Stores (WMT) | 0.0 | $229k | 2.5k | 90.35 | |
| Teleflex Incorporated (TFX) | 0.0 | $214k | 1.2k | 177.98 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $209k | 1.2k | 169.30 |
