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Barton Investment Management

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1387818
Institutional-grade research for retail investors

Sector Allocation

  • Technology45.3%$334.7M
  • Communication Services22.2%$163.6M
  • Consumer Discretionary15.9%$117.6M
  • Real Estate6.2%$45.9M
  • Financials5.4%$39.9M
  • Utilities2.1%$15.3M
  • Healthcare1.2%$9.2M
  • Other1.0%$7.1M
  • Industrials0.3%$2.4M
  • Consumer Staples0.2%$1.2M

AUM History

13fpro.ai/research/fund/barton-investment-management-1387818

Conviction and streaks

Stable · top 10 = 85.0%

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.

SHOP$SHOPConviction hold24.4% weight · held 10 quartersNFLX$NFLXConviction hold22.1% weight · held 10 quartersAMZN$AMZNConviction hold15.7% weight · held 10 quartersGLBE$GLBEConviction hold5.1% weight · held 10 quartersEQIX$EQIXConviction hold4.5% weight · held 10 quartersOWL$OWLAccumulating+11% shares · 4 quarters runningGLBE$GLBEAccumulating+2% shares · 3 quarters runningKVYO$KVYOAccumulating+218% shares · 3 quarters runningSYM$SYMAccumulating+76% shares · 3 quarters runningSHOP$SHOPTrimming-23% shares · 9 quarters runningAMZN$AMZNTrimming-29% shares · 9 quarters runningAMT$AMTTrimming-26% shares · 9 quarters runningPYPL$PYPLTrimming-58% shares · 9 quarters runningBL$BLTrimming-78% shares · 9 quarters running

Largest positions — Q2 2026

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 — Q2 2026

$738.2M portfolio (-7.4% QoQ) · 60 holdings · Q2 2026 13F · top 10 are 85% of the stock portfolio

All holdings — Barton Investment Management (Q2 2026)

60 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
AMT$AMTAMERICAN TOWER CORP /MA/$12.6M-2%
MSFT$MSFTMICROSOFT CORP$9.1M—
EA$EAELECTRONIC ARTS INC.$9.0M—
BRK.A$BRK.ABERKSHIRE HATHAWAY INC$7.5M—
AAPL$AAPLApple Inc.$7.2M—
QCOM$QCOMQUALCOMM INC/DE$7.0M+3%
GOOGL$GOOGLAlphabet Inc.$6.9M+0.1%
BRK-A$BRK-ABERKSHIRE HATHAWAY INC$5.1M—
PYPL$PYPLPayPal Holdings, Inc.$4.3M-7%
— VANGUARD INDEX FDS - TOTAL STK MKTetf/fund$3.9M—
GOOG$GOOGAlphabet Inc.$3.8M—
JNJ$JNJJOHNSON & JOHNSON$3.6M-0.3%
BL$BLBLACKLINE, INC.$3.5M-21%
SYM$SYMSymbotic Inc.$2.4M+45%
IVZ$IVZInvesco Ltd.etf/fund$2.1M-5%

What changed in Q2 2026

Against the previous quarter's 13F: 7 new, 10 added to, 20 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (7)

  • INTC$INTCINTEL CORP$540K

    first bought this quarter

  • AMD$AMDADVANCED MICRO DEVICES INC$386K

    first bought this quarter

  • DELL$DELLDell Technologies Inc.$378K

    first bought this quarter

  • ASML$ASMLASML HOLDING NV$298K

    first bought this quarter

  • TWLO$TWLOTWILIO INC$271K

    first bought this quarter

  • VANECK ETF TRUST - SEMICONDUCTR ETF$269K

    first bought this quarter

+1 more in the Excel export

Added to (10)

  • KVYO$KVYOKlaviyo, Inc.+20%

    now $19.0M · held 4 qtrs, 4 adds in a row

  • SYM$SYMSymbotic Inc.+45%

    now $2.4M · held 4 qtrs, 2 adds in a row

  • RPRX$RPRXRoyalty Pharma plc+59%

    now $1.7M · held 2 qtrs, 2 adds in a row

  • OWL$OWLBLUE OWL CAPITAL INC.+3%

    now $18.4M · held 2 qtrs, 2 adds in a row

  • QCOM$QCOMQUALCOMM INC/DE+3%

    now $7.0M · held 10+ qtrs

  • QXO$QXOQXO, Inc.+23%

    now $475K · held 2 qtrs, 2 adds in a row

+4 more in the Excel export

Trimmed (20)

  • NFLX$NFLXNETFLIX INC-3%

    now $163.1M · held 10+ qtrs, 7 trims in a row

  • SHOP$SHOPSHOPIFY INC.-1%

    now $180.5M · held 10+ qtrs, 4 trims in a row

  • AMZN$AMZNAMAZON COM INC-2%

    now $116.0M · held 10+ qtrs, 3 trims in a row

  • GTLB$GTLBGitlab Inc.-13%

    now $14.7M · held 8 qtrs

  • OKTA$OKTAOkta, Inc.-5%

    now $29.2M · held 10+ qtrs, 2 trims in a row

  • EQIX$EQIXEQUINIX INC-3%

    now $33.3M · held 10+ qtrs, 4 trims in a row

+14 more in the Excel export

Sold out (1)

  • AL$ALAIR LEASE CORPwas $22.1M

    held 9+ qtrs

Firm AUM (Form ADV): $984.7M as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Barton Investment Management has filed, 38 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 20, 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; 18 of the 20 are scored)

Top 10 since filing

+13.9%

Value-weighted move of the 10 largest stock positions

Turnover

1%

Last quarter; 7% over the last 4

Top 10 weight

85%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

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 60 positions worth $738.2M in its Form 13F-HR for Q2 2026, led by $SHOP (SHOPIFY INC.) at 24.4% of the equity portfolio, followed by $NFLX and $AMZN. During the quarter the fund opened 7 new positions and exited 1 — including a new stake in $INTC and a full exit from $AL. The portfolio is most concentrated in Technology (45.3% 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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AI-Powered Hedge Fund Analysis: Barton Investment Management

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Every holding in Barton Investment Management's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.