Barton Investment Management
Sector Allocation
- Technology49.8%$401.3M
- Communication Services19.5%$157.6M
- Consumer Discretionary14.7%$118.6M
- Real Estate5.4%$43.6M
- Financials5.0%$40.5M
- Utilities2.1%$17.1M
- Healthcare1.6%$13.0M
- Other1.1%$8.4M
- Industrials0.5%$3.9M
- Energy0.2%$1.3M
AUM History
13fpro.ai/research/fund/barton-investment-management-1387818
Conviction and streaks
Concentrating · top 10 = 86.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
SHOP
$222.6MNFLX
$157.1MAMZN
$118.3MOKTA
$43.1MGLBE
$39.9MEQIX
$31.4MGTLB
$27.1MKVYO
$21.2MOWL
$19.2MGFL
$17.1MMSFT
$12.7MAMT
$12.3MAAPL
$8.2MBRK.A
$7.5MQCOM
$7.0MGOOGL
$6.6MBRK-A
$5.1MRPRX
$5.1MPYPL
$4.5MSYM
$3.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/barton-investment-management-1387818
Barton Investment Management 13F holdings — Q3 2026
$806.6M portfolio (+9.3% QoQ) · 58 holdings · Q3 2026 13F · top 10 are 86% of the stock portfolio
$222.6M
27.6% of stocks
-5%This quarter0.0%Since filed11+ qtrsHeldAIQuality64.9#490Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$157.1M
19.5% of stocks
-1%This quarter0.0%Since filed11+ qtrsHeld$118.3M
14.7% of stocks
-2%This quarter0.0%Since filed11+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$43.1M
5.3% of stocks
-4%This quarter0.0%Since filed11+ qtrsHeldAIQuality64.4#540Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$39.9M
5.0% of stocks
-8%This quarter0.0%Since filed11+ qtrsHeld$31.4M
3.9% of stocks
-3%This quarter0.0%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$27.1M
3.4% of stocks
+19%This quarter0.0%Since filed9 qtrsHeld$21.2M
2.6% of stocks
+7%This quarter0.0%Since filed5 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row$19.2M
2.4% of stocks
+0.2%This quarter0.0%Since filed3 qtrsHeld$17.1M
2.1% of stocks
-2%This quarter0.0%Since filed11+ qtrsHeld
All holdings — Barton Investment Management (Q3 2026)
58 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $12.7M | 1.6% | 25K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMERICAN TOWER CORP /MA/ | Real Estate | $12.3M | 1.5% | 75K | -3% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Apple Inc. | Technology | $8.2M | 1.0% | 25K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $7.5M | 0.9% | 10 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | QUALCOMM INC/DE | Technology | $7.0M | 0.9% | 38K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Alphabet Inc. | Technology | $6.6M | 0.8% | 19K | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $5.1M | 0.6% | 10K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Royalty Pharma plc | Healthcare | $5.1M | 0.6% | 87K | +190% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | PayPal Holdings, Inc. | Financials | $4.5M | 0.6% | 86K | -14% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Symbotic Inc. | Industrials | $3.9M | 0.5% | 94K | +75% | 5 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $3.8M | 0.5% | 10K | -5% | — | — | 13F |
| 22 | JOHNSON & JOHNSON | Healthcare | $3.7M | 0.5% | 14K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $3.6M | 0.5% | 11K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BLACKLINE, INC. | Technology | $2.0M | 0.3% | 77K | -39% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Invesco Ltd.etf/fund | Financials | $2.0M | 0.3% | 19K | -3% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $2.0M | 0.3% | 7,578 | — | |||
| 27 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $1.6M | 0.2% | 28K | +7% | |||
| 28 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $1.5M | 0.2% | 62K | New | |||
| 29 | $TROW | PRICE T ROWE GROUP INC | Financials | $1.4M | 0.2% | 14K | -3% | |||
| 30 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.2% | 8,105 | — | |||
| 31 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.1% | 8,158 | — | |||
| 32 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $932K | 0.1% | 1,024 | — | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $900K | 0.1% | 3,941 | +2% | |||
| 34 | $ORCL | ORACLE CORP | Technology | $794K | 0.1% | 5,785 | — | |||
| 35 | $ABT | ABBOTT LABORATORIES | Healthcare | $777K | 0.1% | 7,858 | — | |||
| 36 | $ADBE | ADOBE INC. | Technology | $768K | 0.1% | 3,200 | — | |||
| 37 | $CSCO | CISCO SYSTEMS, INC. | Technology | $566K | 0.1% | 5,260 | +4% | |||
| 38 | $SPY | SPDR S&P 500 ETF TRUST | — | $556K | 0.1% | 729 | -13% | |||
| 39 | $DIS | Walt Disney Co | Communication Services | $555K | 0.1% | 5,289 | — | |||
| 40 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $507K | 0.1% | 17K | +0.3% | |||
| 41 | $VRT | Vertiv Holdings Co | Technology | $478K | 0.1% | 1,980 | — | |||
| 42 | $DELL | Dell Technologies Inc. | Technology | $471K | 0.1% | 875 | — | |||
| 43 | $META | Meta Platforms, Inc. | Technology | $456K | 0.1% | 629 | — | |||
| 44 | $AXP | AMERICAN EXPRESS CO | Financials | $444K | 0.1% | 1,460 | — | |||
| 45 | $INTC | INTEL CORP | Technology | $407K | 0.1% | 3,385 | -13% | |||
| 46 | $TWLO | TWILIO INC | Technology | $385K | 0.1% | 1,315 | — | |||
| 47 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $361K | 0.0% | 1,400 | — | |||
| 48 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $346K | 0.0% | 565 | -15% | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $339K | 0.0% | 965 | — | |||
| 50 | $NTRS | NORTHERN TRUST CORP | Financials | $339K | 0.0% | 2,001 | -11% | |||
| 51 | $QXO | QXO, Inc. | Consumer Discretionary | $323K | 0.0% | 28K | +0.6% | |||
| 52 | $BILL | BILL Holdings, Inc. | Technology | $318K | 0.0% | 7,482 | -20% | |||
| 53 | $ADI | ANALOG DEVICES INC | Technology | $292K | 0.0% | 735 | — | |||
| 54 | $ASML | ASML HOLDING NV | Technology | $272K | 0.0% | 150 | — | |||
| 55 | $PFE | PFIZER INC | Healthcare | $271K | 0.0% | 9,495 | +0.1% | |||
| 56 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $267K | 0.0% | 1,235 | — | |||
| 57 | $WMT | Walmart Inc. | Consumer Staples | $263K | 0.0% | 2,535 | — | |||
| 58 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $250K | 0.0% | 410 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 12 added to, 22 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
- SCHWAB STRATEGIC TR - SHT TM US TRES$1.5M
first bought this quarter
Added to (12)
now $27.1M · held 9 qtrs
now $5.1M · held 3 qtrs, 3 adds in a row
now $3.9M · held 5 qtrs, 3 adds in a row
now $21.2M · held 5 qtrs, 5 adds in a row
now $12.7M · held 11+ qtrs
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS+7%
now $1.6M
+6 more in the Excel export
Trimmed (22)
now $222.6M · held 11+ qtrs, 5 trims in a row
now $39.9M · held 11+ qtrs
now $118.3M · held 11+ qtrs, 4 trims in a row
now $157.1M · held 11+ qtrs, 8 trims in a row
now $43.1M · held 11+ qtrs, 3 trims in a row
$BLBLACKLINE, INC.-39%
now $2.0M · held 11+ qtrs, 2 trims in a row
+16 more in the Excel export
Holdings by quarter
Every 13F Barton Investment Management has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Barton Investment Management?
Q3 2026 13F filed with the SEC on Oct 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Barton Investment Management's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
86%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Barton Investment Management disclosed 58 positions worth $806.6M in its Form 13F-HR for Q3 2026, led by $SHOP (SHOPIFY INC.) at 27.6% of the equity portfolio, followed by $NFLX and $AMZN. During the quarter the fund opened 1 new position and exited 3 and a full exit from $EA. The portfolio is most concentrated in Technology (49.8% of disclosed assets). All figures are sourced directly from Barton Investment Management’s Form 13F-HR filing with the SEC under CIK 1387818.
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