Barton Investment Management as of Dec. 31, 2025
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A Sub Vtg Shs (SHOP) | 28.5 | $264M | 1.6M | 160.97 | |
| Netflix (NFLX) | 24.0 | $222M | 2.4M | 93.76 | |
| Amazon (AMZN) | 12.6 | $117M | 506k | 230.82 | |
| Global E Online SHS (GLBE) | 4.6 | $42M | 1.1M | 39.31 | |
| Blue Owl Capital Com Cl A (OWL) | 3.1 | $29M | 2.0M | 14.94 | |
| Equinix (EQIX) | 2.9 | $27M | 35k | 766.16 | |
| Air Lease Corp Cl A (AL) | 2.8 | $26M | 403k | 64.23 | |
| Klaviyo Com Ser A (KVYO) | 2.3 | $22M | 670k | 32.47 | |
| Okta Cl A (OKTA) | 2.3 | $22M | 251k | 86.47 | |
| Gitlab Class A Com (GTLB) | 2.3 | $21M | 559k | 37.53 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 1.9 | $18M | 420k | 42.95 | |
| American Tower Reit (AMT) | 1.5 | $14M | 79k | 175.57 | |
| Microsoft Corporation (MSFT) | 1.3 | $12M | 25k | 483.62 | |
| Electronic Arts (EA) | 1.1 | $10M | 49k | 204.33 | |
| Blackline (BL) | 1.0 | $8.9M | 160k | 55.29 | |
| Qualcomm (QCOM) | 0.9 | $8.1M | 47k | 171.05 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $7.5M | 10.00 | 754800.00 | |
| Apple (AAPL) | 0.7 | $6.9M | 25k | 271.86 | |
| Paypal Holdings (PYPL) | 0.7 | $6.8M | 117k | 58.38 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.1M | 19k | 313.00 | |
| BERKSHIRE HATHAWAY INC Cl B Cl B | 0.6 | $5.3M | 11k | 502.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.6M | 11k | 335.27 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.3M | 11k | 313.80 | |
| Johnson & Johnson (JNJ) | 0.3 | $3.1M | 15k | 206.95 | |
| Abbvie (ABBV) | 0.2 | $2.2M | 9.6k | 228.49 | |
| Symbotic Class A Com (SYM) | 0.2 | $1.8M | 31k | 59.50 | |
| T. Rowe Price (TROW) | 0.2 | $1.7M | 16k | 102.38 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.6M | 27k | 58.73 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | 12k | 120.34 | |
| Doordash Cl A (DASH) | 0.1 | $1.4M | 6.0k | 226.48 | |
| Abbott Laboratories (ABT) | 0.1 | $1.2M | 9.9k | 125.29 | |
| Oracle Corporation (ORCL) | 0.1 | $1.1M | 5.8k | 194.91 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | 3.2k | 349.99 | |
| Costco Wholesale Corporation (COST) | 0.1 | $883k | 1.0k | 862.34 | |
| Merck & Co (MRK) | 0.1 | $859k | 8.2k | 105.26 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $825k | 15k | 54.54 | |
| NVIDIA Corporation (NVDA) | 0.1 | $749k | 4.0k | 186.50 | |
| Walt Disney Company (DIS) | 0.1 | $716k | 6.3k | 113.77 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $572k | 839.00 | 681.92 | |
| American Express Company (AXP) | 0.1 | $571k | 1.5k | 369.95 | |
| Meta Platforms Cl A (META) | 0.1 | $514k | 779.00 | 660.09 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $452k | 17k | 26.91 | |
| Automatic Data Processing (ADP) | 0.0 | $360k | 1.4k | 257.23 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $358k | 2.2k | 162.01 | |
| Broadcom (AVGO) | 0.0 | $344k | 995.00 | 346.14 | |
| Cisco Systems (CSCO) | 0.0 | $329k | 4.3k | 77.03 | |
| Northern Trust Corporation (NTRS) | 0.0 | $307k | 2.3k | 136.59 | |
| Cigna Corp (CI) | 0.0 | $297k | 1.1k | 275.23 | |
| Wal-Mart Stores (WMT) | 0.0 | $282k | 2.5k | 111.41 | |
| Pfizer (PFE) | 0.0 | $244k | 9.8k | 24.90 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $236k | 1.2k | 190.99 | |
| Twilio Cl A (TWLO) | 0.0 | $208k | 1.5k | 142.24 |
