Barton Investment Management as of Sept. 30, 2025
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 29.6 | $291M | 242k | 1198.92 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 25.5 | $250M | 1.7M | 148.61 | |
| Amazon (AMZN) | 11.5 | $113M | 513k | 219.57 | |
| Global E Online SHS (GLBE) | 3.9 | $38M | 1.1M | 35.76 | |
| Blue Owl Capital Com Cl A (OWL) | 3.3 | $33M | 1.9M | 16.93 | |
| Air Lease Corp Cl A (AL) | 3.1 | $30M | 473k | 63.65 | |
| Equinix (EQIX) | 2.9 | $28M | 36k | 783.24 | |
| Gitlab Class A Com (GTLB) | 2.6 | $25M | 557k | 45.08 | |
| Okta Cl A (OKTA) | 2.3 | $23M | 251k | 91.70 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 2.0 | $20M | 417k | 47.38 | |
| American Tower Reit (AMT) | 1.6 | $16M | 81k | 192.32 | |
| Microsoft Corporation (MSFT) | 1.4 | $13M | 26k | 517.95 | |
| Klaviyo Com Ser A (KVYO) | 1.1 | $11M | 395k | 27.69 | |
| Electronic Arts (EA) | 1.0 | $10M | 50k | 201.70 | |
| Blackline (BL) | 0.9 | $8.6M | 162k | 53.10 | |
| Paypal Holdings (PYPL) | 0.8 | $8.3M | 124k | 67.06 | |
| Qualcomm (QCOM) | 0.8 | $7.9M | 47k | 166.36 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $7.5M | 10.00 | 754200.00 | |
| Apple (AAPL) | 0.7 | $7.2M | 28k | 254.63 | |
| Berkshire Hathaway Inc Cl B CL B | 0.5 | $5.3M | 11k | 502.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.7M | 19k | 243.10 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.5M | 11k | 328.17 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.8M | 15k | 185.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.6M | 11k | 243.55 | |
| Abbvie (ABBV) | 0.2 | $2.2M | 9.6k | 231.54 | |
| Oracle Corporation (ORCL) | 0.2 | $1.7M | 6.2k | 281.24 | |
| T. Rowe Price (TROW) | 0.2 | $1.7M | 16k | 102.64 | |
| Symbotic Class A Com (SYM) | 0.2 | $1.6M | 30k | 53.90 | |
| Doordash Cl A (DASH) | 0.2 | $1.6M | 6.0k | 271.99 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.6M | 27k | 58.85 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | 13k | 112.75 | |
| Abbott Laboratories (ABT) | 0.1 | $1.3M | 9.9k | 133.94 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 3.2k | 352.75 | |
| Costco Wholesale Corporation (COST) | 0.1 | $948k | 1.0k | 925.63 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $838k | 16k | 52.97 | |
| NVIDIA Corporation (NVDA) | 0.1 | $731k | 3.9k | 186.58 | |
| Walt Disney Company (DIS) | 0.1 | $720k | 6.3k | 114.50 | |
| Merck & Co (MRK) | 0.1 | $685k | 8.2k | 83.93 | |
| American Express Company (AXP) | 0.1 | $576k | 1.7k | 332.16 | |
| Meta Platforms Cl A (META) | 0.1 | $562k | 765.00 | 734.38 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $559k | 839.00 | 666.18 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $443k | 17k | 26.34 | |
| Automatic Data Processing (ADP) | 0.0 | $411k | 1.4k | 293.50 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $345k | 2.3k | 150.86 | |
| Broadcom (AVGO) | 0.0 | $339k | 1.0k | 329.94 | |
| Cigna Corp (CI) | 0.0 | $311k | 1.1k | 288.25 | |
| Northern Trust Corporation (NTRS) | 0.0 | $303k | 2.3k | 134.60 | |
| Cisco Systems (CSCO) | 0.0 | $292k | 4.3k | 68.42 | |
| Wal-Mart Stores (WMT) | 0.0 | $261k | 2.5k | 103.06 | |
| Pfizer (PFE) | 0.0 | $249k | 9.8k | 25.48 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $230k | 1.2k | 186.49 |
