Barton Investment Management as of March 31, 2026
Portfolio Holdings for Barton Investment Management
Barton Investment Management holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Netflix (NFLX) | 28.3 | $225M | 2.3M | 96.15 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 23.8 | $190M | 1.6M | 118.62 | |
| Amazon (AMZN) | 13.0 | $104M | 497k | 208.27 | |
| Global E Online SHS (GLBE) | 4.2 | $34M | 1.1M | 30.85 | |
| Equinix (EQIX) | 4.0 | $32M | 33k | 980.24 | |
| Air Lease Corp Cl A | 2.8 | $22M | 340k | 64.94 | |
| Klaviyo Com Ser A (KVYO) | 2.6 | $20M | 1.1M | 19.46 | |
| Blue Owl Capital Com Cl A (OWL) | 2.3 | $19M | 2.0M | 9.13 | |
| Okta Cl A (OKTA) | 2.2 | $18M | 227k | 78.71 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 2.2 | $18M | 420k | 41.72 | |
| American Tower Reit (AMT) | 1.7 | $14M | 78k | 172.58 | |
| Gitlab Class A Com (GTLB) | 1.5 | $12M | 555k | 21.64 | |
| Microsoft Corporation (MSFT) | 1.1 | $9.0M | 24k | 370.17 | |
| Electronic Arts (EA) | 1.1 | $8.9M | 44k | 203.87 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $7.2M | 10.00 | 718140.00 | |
| Apple (AAPL) | 0.8 | $6.3M | 25k | 253.79 | |
| Blackline (BL) | 0.7 | $5.9M | 159k | 37.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.5M | 19k | 287.56 | |
| Berkshire Hathaway Cl B CLB | 0.6 | $4.9M | 10k | 479.20 | |
| Paypal Holdings (PYPL) | 0.6 | $4.8M | 107k | 45.23 | |
| Qualcomm (QCOM) | 0.6 | $4.7M | 37k | 128.78 | |
| Johnson & Johnson (JNJ) | 0.4 | $3.5M | 14k | 244.44 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.4M | 11k | 320.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.1M | 11k | 286.86 | |
| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.3 | $2.2M | 20k | 105.55 | |
| Symbotic Class A Com (SYM) | 0.2 | $2.0M | 37k | 53.20 | |
| Abbvie (ABBV) | 0.2 | $1.6M | 7.6k | 217.49 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.5M | 26k | 58.54 | |
| T. Rowe Price (TROW) | 0.2 | $1.5M | 16k | 90.14 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | 8.2k | 169.66 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.0M | 1.0k | 996.43 | |
| Merck & Co (MRK) | 0.1 | $981k | 8.2k | 120.29 | |
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $905k | 19k | 47.97 | |
| Doordash Cl A (DASH) | 0.1 | $901k | 6.0k | 150.15 | |
| Oracle Corporation (ORCL) | 0.1 | $851k | 5.8k | 147.11 | |
| Abbott Laboratories (ABT) | 0.1 | $807k | 7.9k | 102.67 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $778k | 3.2k | 243.08 | |
| NVIDIA Corporation (NVDA) | 0.1 | $639k | 3.7k | 174.40 | |
| Walt Disney Company (DIS) | 0.1 | $606k | 6.3k | 96.38 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $546k | 839.00 | 650.34 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $543k | 14k | 38.30 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $523k | 2.1k | 250.58 | |
| American Express Company (AXP) | 0.1 | $461k | 1.5k | 302.48 | |
| Qxo Com New (QXO) | 0.1 | $433k | 22k | 19.42 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $431k | 17k | 25.64 | |
| Cisco Systems (CSCO) | 0.0 | $394k | 5.1k | 77.59 | |
| Meta Platforms Cl A (META) | 0.0 | $360k | 629.00 | 572.13 | |
| Wal-Mart Stores (WMT) | 0.0 | $315k | 2.5k | 124.28 | |
| Northern Trust Corporation (NTRS) | 0.0 | $314k | 2.3k | 139.57 | |
| Broadcom (AVGO) | 0.0 | $308k | 995.00 | 309.54 | |
| Automatic Data Processing (ADP) | 0.0 | $285k | 1.4k | 203.18 | |
| Pfizer (PFE) | 0.0 | $273k | 9.7k | 28.08 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $242k | 1.2k | 196.20 | |
| Analog Devices (ADI) | 0.0 | $234k | 735.00 | 318.14 |
