Barton Investment Management

Barton Investment Management as of June 30, 2026

Portfolio Holdings for Barton Investment Management

Barton Investment Management holds 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shopify Cl A Sub Vtg Shs (SHOP) 24.4 $181M 1.6M 114.18
Netflix (NFLX) 22.1 $163M 2.3M 71.40
Amazon (AMZN) 15.7 $116M 487k 238.34
Global E Online SHS (GLBE) 5.1 $38M 1.1M 34.73
Equinix (EQIX) 4.5 $33M 32k 1042.39
Okta Cl A (OKTA) 4.0 $29M 214k 136.45
Klaviyo Com Ser A (KVYO) 2.6 $19M 1.3M 15.10
Blue Owl Capital Com Cl A (OWL) 2.5 $18M 2.1M 8.75
Gfl Environmental Sub Vtg Shs (GFL) 2.1 $15M 416k 36.79
Gitlab Class A Com (GTLB) 2.0 $15M 481k 30.53
American Tower Reit (AMT) 1.7 $13M 77k 163.57
Microsoft Corporation (MSFT) 1.2 $9.1M 24k 373.02
Electronic Arts (EA) 1.2 $9.0M 44k 205.04
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $7.5M 10.00 748850.00
Apple (AAPL) 1.0 $7.2M 25k 289.36
Qualcomm (QCOM) 1.0 $7.0M 38k 184.79
Alphabet Cap Stk Cl A (GOOGL) 0.9 $6.9M 19k 357.37
Berkshire Hathaway Cl B CL B 0.7 $5.1M 10k 500.39
Paypal Holdings (PYPL) 0.6 $4.3M 99k 43.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $3.9M 11k 370.04
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.8M 11k 353.33
Johnson & Johnson (JNJ) 0.5 $3.6M 14k 253.97
Blackline (BL) 0.5 $3.5M 126k 28.07
Symbotic Class A Com (SYM) 0.3 $2.4M 54k 44.95
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL) 0.3 $2.1M 20k 105.57
Abbvie (ABBV) 0.3 $1.9M 7.6k 251.64
Royalty Pharma Shs Class A (RPRX) 0.2 $1.7M 30k 56.07
T. Rowe Price (TROW) 0.2 $1.6M 14k 113.69
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $1.5M 26k 58.20
Exxon Mobil Corporation (XOM) 0.2 $1.1M 8.1k 136.72
Doordash Cl A (DASH) 0.1 $1.1M 6.0k 184.53
Merck & Co (MRK) 0.1 $1.0M 8.2k 128.50
Costco Wholesale Corporation (COST) 0.1 $958k 1.0k 935.47
Oracle Corporation (ORCL) 0.1 $848k 5.8k 146.55
NVIDIA Corporation (NVDA) 0.1 $774k 3.9k 200.09
Abbott Laboratories (ABT) 0.1 $713k 7.9k 90.74
Vertiv Holdings Com Cl A (VRT) 0.1 $663k 2.0k 334.82
Adobe Systems Incorporated (ADBE) 0.1 $656k 3.2k 205.02
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $627k 839.00 746.77
Cisco Systems (CSCO) 0.1 $597k 5.1k 117.46
Intel Corporation (INTC) 0.1 $540k 3.9k 139.63
Walt Disney Company (DIS) 0.1 $509k 5.3k 96.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $496k 17k 29.43
American Express Company (AXP) 0.1 $494k 1.5k 338.25
Qxo Com New (QXO) 0.1 $475k 28k 17.28
Northern Trust Corporation (NTRS) 0.1 $391k 2.3k 173.84
Advanced Micro Devices (AMD) 0.1 $386k 665.00 580.91
Dell Technologies CL C (DELL) 0.1 $378k 875.00 431.46
Broadcom (AVGO) 0.0 $365k 965.00 377.79
Meta Platforms Cl A (META) 0.0 $354k 629.00 563.29
Bill Com Holdings Ord (BILL) 0.0 $337k 9.3k 36.16
Automatic Data Processing (ADP) 0.0 $314k 1.4k 223.95
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $298k 150.00 1989.44
Analog Devices (ADI) 0.0 $292k 735.00 397.17
Wal-Mart Stores (WMT) 0.0 $287k 2.5k 113.26
Twilio Cl A (TWLO) 0.0 $271k 1.3k 206.33
Vanguard Index Fds Value Etf (VTV) 0.0 $269k 1.2k 217.93
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $269k 410.00 655.89
Corning Incorporated (GLW) 0.0 $241k 945.00 255.43
Pfizer (PFE) 0.0 $228k 9.5k 24.08