Barton Investment Management
13F Reported Value
ⓘ$738.2M
Holdings
60
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 64.9#490
Quality
$180.5M1,580,601 sh - 78.8#50
Quality
$163.1M2,283,655 sh - 68.7#300
Quality
$116.0M486,832 sh - —
Quality
$37.8M1,089,334 sh - 59.0
Quality
$33.3M31,901 sh - 64.7
Quality
$29.2M214,259 sh - 61.3
Quality
$19.0M1,256,608 sh - 48.8
Quality
$18.4M2,106,253 sh - —
Quality
$15.3M415,541 sh - 56.8
Quality
$14.7M480,456 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SHOPIFY INC.$SHOP | 64.9#490 | $180.5M | 1,580,601 |
 NETFLIX INC$NFLX | 78.8#50 | $163.1M | 2,283,655 |
 AMAZON COM INC$AMZN | 68.7#300 | $116.0M | 486,832 |
 Global-E Online Ltd.$GLBE | — | $37.8M | 1,089,334 |
 EQUINIX INC$EQIX | 59.0 | $33.3M | 31,901 |
 Okta, Inc.$OKTA | 64.7 | $29.2M | 214,259 |
 Klaviyo, Inc.$KVYO | 61.3 | $19.0M | 1,256,608 |
 BLUE OWL CAPITAL INC.$OWL | 48.8 | $18.4M | 2,106,253 |
 GFL Environmental Inc.$GFL | — | $15.3M | 415,541 |
 Gitlab Inc.$GTLB | 56.8 | $14.7M | 480,456 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Barton Investment Management's 60 positions.
Showing top 10 of 60 holdings.
Sector Allocation
Technology
$334.4M
Communication Services
$163.6M
Consumer Discretionary
$117.8M
Real Estate
$45.9M
Financials
$39.9M
Utilities
$15.3M
Healthcare
$9.2M
Other
$7.1M
Full Holdings — Barton Investment Management (Q2 2026)
All 60 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 | $SHOP | SHOPIFY INC. | $180.5M | 24.4% | -1% | 64.9 |
| 2 | $NFLX | NETFLIX INC | $163.1M | 22.1% | -3% | 78.8 |
| 3 | $AMZN | AMAZON COM INC | $116.0M | 15.7% | -2% | 68.7 |
| 4 | $GLBE | Global-E Online Ltd. | $37.8M | 5.1% | +0% | — |
| 5 | $EQIX | EQUINIX INC | $33.3M | 4.5% | -3% | 59 |
| 6 | $OKTA | Okta, Inc. | $29.2M | 4.0% | -5% | 64.7 |
| 7 | $KVYO | Klaviyo, Inc. | $19.0M | 2.6% | +20% | 61.3 |
| 8 | $OWL | BLUE OWL CAPITAL INC. | $18.4M | 2.5% | +3% | 48.8 |
| 9 | $GFL | GFL Environmental Inc. | $15.3M | 2.1% | -1% | — |
| 10 | $GTLB | Gitlab Inc. | $14.7M | 2.0% | -13% | 56.8 |
| 11 |  $AMT | AMERICAN TOWER CORP /MA/ | $12.6M | 1.7% | -2% | 66.3 |
| 12 |  $MSFT | MICROSOFT CORP | $9.1M | 1.2% | +0% | 79.8 |
| 13 |  $EA | ELECTRONIC ARTS INC. | $9.0M | 1.2% | +0% | 62.9 |
| 14 |  $BRK.A | BERKSHIRE HATHAWAY INC | $7.5M | 1.0% | +0% | 73.8 |
| 15 |  $AAPL | Apple Inc. | $7.2M | 1.0% | +0% | 76.4 |
| 16 |  $QCOM | QUALCOMM INC/DE | $7.0M | 0.9% | +3% | 70.5 |
| 17 |  $GOOG | Alphabet Inc. | $6.9M | 0.9% | +0% | 78.2 |
| 18 |  $BRK-A | BERKSHIRE HATHAWAY INC | $5.1M | 0.7% | +0% | 73.8 |
| 19 |  $PYPL | PayPal Holdings, Inc. | $4.3M | 0.6% | -7% | 64.1 |
| 20 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.9M | 0.5% | +0% | — |
| 21 |  $GOOGL | Alphabet Inc. | $3.8M | 0.5% | +0% | 78.2 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $3.6M | 0.5% | -0% | 69 |
| 23 |  $BL | BLACKLINE, INC. | $3.5M | 0.5% | -21% | 52.7 |
| 24 |  $SYM | Symbotic Inc. | $2.4M | 0.3% | +45% | 67.8 |
| 25 |  $IVZ | Invesco Ltd. | $2.1M | 0.3% | -5% | — |
| 26 |  $ABBV | AbbVie Inc. | $1.9M | 0.3% | +0% | 72.6 |
| 27 |  $RPRX | Royalty Pharma plc | $1.7M | 0.2% | +59% | — |
| 28 |  $TROW | PRICE T ROWE GROUP INC | $1.6M | 0.2% | -15% | 69 |
| 29 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $1.5M | 0.2% | +0% | — |
| 30 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | -2% | 57.9 |
| 31 |  $DASH | DoorDash, Inc. | $1.1M | 0.1% | +0% | 71 |
| 32 |  $MRK | Merck & Co., Inc. | $1.0M | 0.1% | +0% | 59.9 |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $957,922 | 0.1% | +0% | 66.2 |
| 34 |  $ORCL | ORACLE CORP | $847,792 | 0.1% | +0% | 66.2 |
| 35 |  $NVDA | NVIDIA CORP | $773,548 | 0.1% | +5% | 85.9 |
| 36 |  $ABT | ABBOTT LABORATORIES | $713,035 | 0.1% | +0% | 65.5 |
| 37 |  $VRT | Vertiv Holdings Co | $662,944 | 0.1% | -5% | 81 |
| 38 |  $ADBE | ADOBE INC. | $656,064 | 0.1% | +0% | 77.6 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $626,541 | 0.1% | +0% | — |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $596,697 | 0.1% | +0% | 70.3 |
| 41 |  $INTC | INTEL CORP | $540,369 | 0.1% | NEW | 45.6 |
| 42 |  $DIS | Walt Disney Co | $509,067 | 0.1% | -16% | 60.1 |
| 43 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $495,722 | 0.1% | +0% | — |
| 44 |  $AXP | AMERICAN EXPRESS CO | $493,845 | 0.1% | -4% | 69.4 |
| 45 |  $QXO | QXO, Inc. | $475,114 | 0.1% | +23% | 49 |
| 46 |  $NTRS | NORTHERN TRUST CORP | $391,140 | 0.1% | +0% | 65.2 |
| 47 |  $AMD | ADVANCED MICRO DEVICES INC | $386,306 | 0.1% | NEW | 79.8 |
| 48 |  $DELL | Dell Technologies Inc. | $377,528 | 0.1% | NEW | 71.2 |
| 49 |  $AVGO | Broadcom Inc. | $364,569 | 0.1% | -3% | 84.5 |
| 50 |  $META | Meta Platforms, Inc. | $354,310 | 0.1% | +0% | 79.6 |
| 51 |  $BILL | BILL Holdings, Inc. | $336,722 | 0.1% | -34% | 56 |
| 52 |  $ADP | AUTOMATIC DATA PROCESSING INC | $313,530 | 0.0% | +0% | 69.8 |
| 53 |  $ASML | ASML HOLDING NV | $298,416 | 0.0% | NEW | — |
| 54 |  $ADI | ANALOG DEVICES INC | $291,920 | 0.0% | +0% | 79.2 |
| 55 |  $WMT | Walmart Inc. | $287,115 | 0.0% | +0% | 60.2 |
| 56 |  $TWLO | TWILIO INC | $271,324 | 0.0% | NEW | 70.4 |
| 57 | — | VANGUARD INDEX FDS - VALUE ETF | $269,144 | 0.0% | +0% | — |
| 58 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $268,915 | 0.0% | NEW | — |
| 59 |  $GLW | CORNING INC /NY | $241,382 | 0.0% | NEW | 73.7 |
| 60 |  $PFE | PFIZER INC | $228,353 | 0.0% | -2% | 62 |
New Positions (7)
Exited Positions (1)
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