Barton Investment Management as of March 31, 2025
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 46 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 28.6 | $233M | 250k | 932.53 | |
| Shopify Cl A (SHOP) | 20.3 | $165M | 1.7M | 95.48 | |
| Amazon (AMZN) | 12.2 | $99M | 520k | 190.26 | |
| Blue Owl Capital Com Cl A (OWL) | 4.7 | $38M | 1.9M | 20.04 | |
| Global E Online SHS (GLBE) | 4.5 | $37M | 1.0M | 35.65 | |
| Air Lease Corp Cl A (AL) | 4.0 | $32M | 668k | 48.31 | |
| Equinix (EQIX) | 3.8 | $31M | 38k | 815.35 | |
| Okta Cl A (OKTA) | 3.3 | $27M | 259k | 105.22 | |
| Gitlab Class A Com (GTLB) | 2.5 | $21M | 439k | 47.00 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 2.5 | $20M | 418k | 48.31 | |
| American Tower Reit (AMT) | 2.3 | $19M | 86k | 217.60 | |
| Blackline (BL) | 1.3 | $11M | 223k | 48.42 | |
| Microsoft Corporation (MSFT) | 1.2 | $9.7M | 26k | 375.39 | |
| Paypal Holdings (PYPL) | 1.1 | $8.7M | 133k | 65.25 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $8.0M | 10.00 | 798441.60 | |
| Electronic Arts (EA) | 1.0 | $7.8M | 54k | 144.52 | |
| Qualcomm (QCOM) | 0.9 | $7.5M | 49k | 153.61 | |
| Apple (AAPL) | 0.8 | $6.5M | 29k | 222.13 | |
| BERKSHIRE HATHAWAY Cl B CL B | 0.7 | $5.6M | 11k | 532.58 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.2M | 12k | 274.84 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.0M | 19k | 154.64 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.5M | 15k | 165.84 | |
| Abbvie (ABBV) | 0.2 | $2.0M | 9.6k | 209.52 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.7M | 11k | 156.23 | |
| T. Rowe Price (TROW) | 0.2 | $1.6M | 17k | 91.87 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | 13k | 118.93 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.5M | 25k | 58.69 | |
| Abbott Laboratories (ABT) | 0.2 | $1.3M | 9.9k | 132.65 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 3.2k | 383.53 | |
| Doordash Cl A (DASH) | 0.1 | $1.1M | 6.0k | 182.77 | |
| Costco Wholesale Corporation (COST) | 0.1 | $969k | 1.0k | 945.78 | |
| Oracle Corporation (ORCL) | 0.1 | $921k | 6.6k | 139.81 | |
| Merck & Co (MRK) | 0.1 | $732k | 8.2k | 89.76 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $637k | 14k | 45.89 | |
| Walt Disney Company (DIS) | 0.1 | $621k | 6.3k | 98.70 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $469k | 839.00 | 559.39 | |
| American Express Company (AXP) | 0.1 | $467k | 1.7k | 269.05 | |
| Meta Platforms Cl A (META) | 0.1 | $441k | 765.00 | 576.36 | |
| Automatic Data Processing (ADP) | 0.1 | $428k | 1.4k | 305.53 | |
| NVIDIA Corporation (NVDA) | 0.1 | $425k | 3.9k | 108.38 | |
| Cigna Corp (CI) | 0.0 | $355k | 1.1k | 329.00 | |
| Cisco Systems (CSCO) | 0.0 | $263k | 4.3k | 61.71 | |
| Pfizer (PFE) | 0.0 | $247k | 9.7k | 25.34 | |
| Wal-Mart Stores (WMT) | 0.0 | $223k | 2.5k | 87.79 | |
| Northern Trust Corporation (NTRS) | 0.0 | $222k | 2.3k | 98.65 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $213k | 1.2k | 172.74 |
