Barton Investment Management as of June 30, 2025
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 34.1 | $329M | 246k | 1339.13 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 20.5 | $198M | 1.7M | 115.35 | |
| Amazon (AMZN) | 11.7 | $113M | 516k | 219.39 | |
| Blue Owl Capital Com Cl A (OWL) | 3.8 | $37M | 1.9M | 19.21 | |
| Global E Online SHS (GLBE) | 3.8 | $36M | 1.1M | 33.54 | |
| Air Lease Corp Cl A (AL) | 3.6 | $35M | 595k | 58.49 | |
| Equinix (EQIX) | 3.1 | $30M | 38k | 795.47 | |
| Gitlab Class A Com (GTLB) | 2.6 | $26M | 564k | 45.11 | |
| Okta Cl A (OKTA) | 2.6 | $25M | 252k | 99.97 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 2.2 | $21M | 420k | 50.46 | |
| American Tower Reit (AMT) | 1.9 | $18M | 83k | 221.02 | |
| Microsoft Corporation (MSFT) | 1.3 | $13M | 26k | 497.41 | |
| Blackline (BL) | 1.0 | $9.9M | 174k | 56.62 | |
| Paypal Holdings (PYPL) | 1.0 | $9.8M | 131k | 74.32 | |
| Electronic Arts (EA) | 0.8 | $8.0M | 50k | 159.70 | |
| Qualcomm (QCOM) | 0.8 | $7.5M | 47k | 159.26 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $7.3M | 10.00 | 728800.00 | |
| Apple (AAPL) | 0.6 | $5.9M | 29k | 205.17 | |
| Berkshire Hathaway Inc. Class B | 0.5 | $5.1M | 11k | 485.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.4M | 19k | 176.23 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.4M | 11k | 303.93 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.3M | 15k | 152.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.9M | 11k | 177.39 | |
| Abbvie (ABBV) | 0.2 | $1.8M | 9.6k | 185.62 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.6M | 27k | 58.78 | |
| T. Rowe Price (TROW) | 0.2 | $1.6M | 16k | 96.50 | |
| Doordash Cl A (DASH) | 0.2 | $1.5M | 6.0k | 246.51 | |
| Oracle Corporation (ORCL) | 0.1 | $1.4M | 6.6k | 218.63 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | 13k | 107.80 | |
| Abbott Laboratories (ABT) | 0.1 | $1.3M | 9.9k | 136.01 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 3.2k | 386.88 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | 1.0k | 989.94 | |
| Walt Disney Company (DIS) | 0.1 | $780k | 6.3k | 124.01 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $681k | 15k | 46.26 | |
| Merck & Co (MRK) | 0.1 | $646k | 8.2k | 79.16 | |
| NVIDIA Corporation (NVDA) | 0.1 | $619k | 3.9k | 157.99 | |
| Meta Platforms Cl A (META) | 0.1 | $565k | 765.00 | 738.09 | |
| American Express Company (AXP) | 0.1 | $553k | 1.7k | 318.98 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $518k | 839.00 | 617.85 | |
| Automatic Data Processing (ADP) | 0.0 | $432k | 1.4k | 308.40 | |
| Cigna Corp (CI) | 0.0 | $357k | 1.1k | 330.58 | |
| Cisco Systems (CSCO) | 0.0 | $296k | 4.3k | 69.38 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $295k | 2.3k | 128.41 | |
| Broadcom (AVGO) | 0.0 | $287k | 1.0k | 275.68 | |
| Northern Trust Corporation (NTRS) | 0.0 | $285k | 2.3k | 126.79 | |
| Wal-Mart Stores (WMT) | 0.0 | $248k | 2.5k | 97.78 | |
| Pfizer (PFE) | 0.0 | $237k | 9.8k | 24.24 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $218k | 1.2k | 176.74 |
