Barton Investment Management
13F Reported Value
ⓘ$797.3M
Holdings
54
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Barton Investment Management disclosed 54 positions worth $797.3M in its Form 13F-HR for Q1 2026, led by $NFLX (NETFLIX INC) at 28.3% of the equity portfolio, followed by $SHOP and $AMZN. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $IVZ and a full exit from $CI. The portfolio is most concentrated in Technology (40.4% of disclosed assets). All figures are sourced directly from Barton Investment Management’s Form 13F-HR filing with the SEC under CIK 1387818.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 86.7#7
Quality
$225.3M2,342,962 sh - —
Quality
$190.1M1,602,959 sh - 74.6#152
Quality
$103.6M497,238 sh - —
Quality
$33.6M1,088,214 sh - 61.4
Quality
$32.2M32,840 sh - 73.8
Quality
$22.1M340,033 sh - 50.7
Quality
$20.4M1,050,052 sh - 59.4
Quality
$18.6M2,040,731 sh - 67.3
Quality
$17.8M226,576 sh - —
Quality
$17.5M419,475 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NETFLIX INC$NFLX | 86.7#7 | $225.3M | 2,342,962 |
 SHOPIFY INC.$SHOP | — | $190.1M | 1,602,959 |
 AMAZON COM INC$AMZN | 74.6#152 | $103.6M | 497,238 |
 Global-E Online Ltd.$GLBE | — | $33.6M | 1,088,214 |
 EQUINIX INC$EQIX | 61.4 | $32.2M | 32,840 |
 AIR LEASE CORP$AL | 73.8 | $22.1M | 340,033 |
 Klaviyo, Inc.$KVYO | 50.7 | $20.4M | 1,050,052 |
 BLUE OWL CAPITAL INC.$OWL | 59.4 | $18.6M | 2,040,731 |
 Okta, Inc.$OKTA | 67.3 | $17.8M | 226,576 |
 GFL Environmental Inc.$GFL | — | $17.5M | 419,475 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Barton Investment Management's 54 positions.
Showing top 10 of 54 holdings.
Sector Allocation
Technology
$322.4M
Communication Services
$225.9M
Consumer Discretionary
$105.3M
Real Estate
$45.7M
Financials
$40.0M
Industrials
$24.9M
Utilities
$17.5M
Healthcare
$8.1M
Full Holdings — Barton Investment Management (Q1 2026)
All 54 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NFLX | NETFLIX INC | $225.3M | 28.3% | -1% | 86.7 |
| 2 | $SHOP | SHOPIFY INC. | $190.1M | 23.9% | -2% | — |
| 3 | $AMZN | AMAZON COM INC | $103.6M | 13.0% | -2% | 74.6 |
| 4 | $GLBE | Global-E Online Ltd. | $33.6M | 4.2% | +1% | — |
| 5 | $EQIX | EQUINIX INC | $32.2M | 4.0% | -7% | 61.4 |
| 6 | $AL | AIR LEASE CORP | $22.1M | 2.8% | -16% | 73.8 |
| 7 | $KVYO | Klaviyo, Inc. | $20.4M | 2.6% | +57% | 50.7 |
| 8 | $OWL | BLUE OWL CAPITAL INC. | $18.6M | 2.3% | +5% | 59.4 |
| 9 | $OKTA | Okta, Inc. | $17.8M | 2.2% | -10% | 67.3 |
| 10 | $GFL | GFL Environmental Inc. | $17.5M | 2.2% | -0% | — |
| 11 |  $AMT | AMERICAN TOWER CORP /MA/ | $13.5M | 1.7% | -1% | 69.8 |
| 12 |  $GTLB | Gitlab Inc. | $12.0M | 1.5% | -1% | 54.1 |
| 13 |  $MSFT | MICROSOFT CORP | $9.0M | 1.1% | -0% | 83.7 |
| 14 |  $EA | ELECTRONIC ARTS INC. | $8.9M | 1.1% | -11% | 71.1 |
| 15 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.2M | 0.9% | +0% | 64.5 |
| 16 |  $AAPL | Apple Inc. | $6.3M | 0.8% | -2% | 76.1 |
| 17 |  $BL | BLACKLINE, INC. | $5.9M | 0.7% | -1% | 49.9 |
| 18 |  $GOOG | Alphabet Inc. | $5.5M | 0.7% | -1% | 80.2 |
| 19 |  $BRK-A | BERKSHIRE HATHAWAY INC | $4.9M | 0.6% | -2% | 64.5 |
| 20 |  $PYPL | PayPal Holdings, Inc. | $4.8M | 0.6% | -9% | 70.5 |
| 21 |  $QCOM | QUALCOMM INC/DE | $4.7M | 0.6% | -22% | 81.9 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $3.5M | 0.4% | -4% | 72.8 |
| 23 | — | VANGUARD INDEX FDS | $3.4M | 0.4% | -1% | — |
| 24 |  $GOOGL | Alphabet Inc. | $3.1M | 0.4% | +0% | 80.2 |
| 25 |  $IVZ | Invesco Ltd. | $2.2M | 0.3% | NEW | — |
| 26 |  $SYM | Symbotic Inc. | $2.0M | 0.3% | +20% | 55.1 |
| 27 |  $ABBV | AbbVie Inc. | $1.6M | 0.2% | -21% | 59.3 |
| 28 | — | VANGUARD SCOTTSDALE FDS | $1.5M | 0.2% | -2% | — |
| 29 |  $TROW | PRICE T ROWE GROUP INC | $1.5M | 0.2% | +0% | 75.8 |
| 30 |  $XOM | EXXON MOBIL CORP | $1.4M | 0.2% | -34% | 61.8 |
| 31 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.1% | +0% | 67 |
| 32 |  $MRK | Merck & Co., Inc. | $981,326 | 0.1% | +0% | 70.9 |
| 33 |  $RPRX | Royalty Pharma plc | $905,434 | 0.1% | NEW | — |
| 34 |  $DASH | DoorDash, Inc. | $900,900 | 0.1% | +0% | 70.6 |
| 35 |  $ORCL | ORACLE CORP | $851,032 | 0.1% | +0% | 67.2 |
| 36 |  $ABT | ABBOTT LABORATORIES | $806,781 | 0.1% | -21% | 67 |
| 37 |  $ADBE | ADOBE INC. | $777,856 | 0.1% | +0% | 80.4 |
| 38 |  $NVDA | NVIDIA CORP | $639,351 | 0.1% | -9% | 90.2 |
| 39 |  $DIS | Walt Disney Co | $606,134 | 0.1% | +0% | 68.9 |
| 40 |  $SPY | SPDR S&P 500 ETF TRUST | $545,636 | 0.1% | +0% | — |
| 41 |  $BILL | BILL Holdings, Inc. | $543,171 | 0.1% | -6% | 56.8 |
| 42 |  $VRT | Vertiv Holdings Co | $522,460 | 0.1% | -6% | 82.7 |
| 43 |  $AXP | AMERICAN EXPRESS CO | $461,282 | 0.1% | -1% | 73.2 |
| 44 |  $QXO | QXO, Inc. | $433,164 | 0.1% | NEW | 53.5 |
| 45 | — | SCHWAB STRATEGIC TR | $430,752 | 0.1% | +0% | — |
| 46 |  $CSCO | CISCO SYSTEMS, INC. | $394,158 | 0.1% | +19% | 72.3 |
| 47 |  $META | Meta Platforms, Inc. | $359,870 | 0.1% | -19% | 80.9 |
| 48 |  $WMT | Walmart Inc. | $315,050 | 0.0% | +0% | 63.2 |
| 49 |  $NTRS | NORTHERN TRUST CORP | $314,033 | 0.0% | +0% | 71.8 |
| 50 |  $AVGO | Broadcom Inc. | $307,995 | 0.0% | +0% | 86.4 |
| 51 |  $ADP | AUTOMATIC DATA PROCESSING INC | $284,452 | 0.0% | +0% | 77.9 |
| 52 |  $PFE | PFIZER INC | $272,951 | 0.0% | -1% | 69 |
| 53 | — | VANGUARD INDEX FDS | $242,307 | 0.0% | +0% | — |
| 54 |  $ADI | ANALOG DEVICES INC | $233,833 | 0.0% | NEW | 76.2 |
New Positions (4)
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