Barton Investment Management Top Holdings and 13F Report (2024) → Protect Your Bank Account Before It’s Too Late (From Weiss Ratings) (Ad) About Barton Investment ManagementInvestment ActivityBarton Investment Management has $824.22 million in total holdings as of March 31, 2024.Barton Investment Management owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.03% of the portfolio was purchased this quarter.About 3.81% of the portfolio was sold this quarter.This quarter, Barton Investment Management has purchased 47 new stocks and bought additional shares in 7 stocks.Barton Investment Management sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Netflix $210,210,882Shopify $157,576,819Amazon.com $123,344,566Air Lease $38,136,655BlackLine $37,024,812 Largest New Holdings this Quarter Vanguard Value ETF $201,133 Holding Largest Purchases this Quarter Global-E Online 118,890 shares (about $4.32M)Blue Owl Capital 135,015 shares (about $2.55M)Okta 7,404 shares (about $774.61K)GFL Environmental 15,715 shares (about $542.17K)Vanguard Value ETF 1,235 shares (about $201.13K) Largest Sales this Quarter Netflix 16,122 shares (about $9.79M)PayPal 69,891 shares (about $4.68M)Shopify 47,589 shares (about $3.67M)Amazon.com 17,491 shares (about $3.16M)Equinix 1,101 shares (about $908.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarton Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$210,210,882$9,791,374 ▼-4.5%346,12325.5%Consumer DiscretionarySHOPShopify$157,576,819$3,672,443 ▼-2.3%2,041,94419.1%Computer and TechnologyAMZNAmazon.com$123,344,566$3,155,027 ▼-2.5%683,80415.0%Retail/WholesaleALAir Lease$38,136,655$884,614 ▼-2.3%741,3814.6%TransportationBLBlackLine$37,024,812$830,111 ▼-2.2%573,3174.5%Computer and TechnologyGLBEGlobal-E Online$34,890,693$4,321,652 ▲14.1%959,8544.2%Retail/WholesaleOWLBlue Owl Capital$33,962,806$2,546,383 ▲8.1%1,800,7854.1%FinanceOKTAOkta$32,028,890$774,606 ▲2.5%306,1453.9%Computer and TechnologyEQIXEquinix$31,728,987$908,688 ▼-2.8%38,4443.8%FinanceAMTAmerican Tower$20,594,213$263,585 ▼-1.3%104,2272.5%FinancePYPLPayPal$15,848,093$4,681,998 ▼-22.8%236,5741.9%Computer and TechnologyGFLGFL Environmental$14,064,408$542,168 ▲4.0%407,6641.7%Business ServicesMSFTMicrosoft$11,020,761$185,117 ▼-1.7%26,1951.3%Computer and TechnologyEAElectronic Arts$9,528,095$336,318 ▼-3.4%71,8181.2%Consumer DiscretionaryQCOMQUALCOMM$8,493,104$99,041 ▼-1.2%50,1661.0%Computer and TechnologyBRK.ABerkshire Hathaway$6,344,4000.0%100.8%FinanceAAPLApple$5,666,386$12,861 ▲0.2%33,0440.7%Computer and TechnologyBERKSHIRE HATHAWAY CLASS B$4,516,3840.0%10,7400.5%COMVTIVanguard Total Stock Market ETF$3,299,691$48,861 ▼-1.5%12,6960.4%ETFGOOGLAlphabet$2,887,2910.0%19,1300.4%Computer and TechnologyJNJJohnson & Johnson$2,423,1550.0%15,3180.3%MedicalTROWT. Rowe Price Group$2,296,486$32,918 ▼-1.4%18,8360.3%FinanceGOOGAlphabet$1,781,442$140,079 ▼-7.3%11,7000.2%Computer and TechnologyABBVAbbVie$1,750,7100.0%9,6140.2%MedicalADBEAdobe$1,614,7200.0%3,2000.2%Computer and TechnologyXOMExxon Mobil$1,511,0040.0%12,9990.2%Oils/EnergyVGSHVanguard Short-Term Treasury Index ETF$1,215,348$76,943 ▲6.8%20,9290.1%ETFABTAbbott Laboratories$1,124,5530.0%9,8940.1%MedicalMRKMerck & Co., Inc.$1,076,4490.0%8,1580.1%MedicalBILLBILL$996,990$9,002 ▲0.9%14,5080.1%Computer and TechnologyORCLOracle$913,8130.0%7,2750.1%Computer and TechnologyDOORDASH INC$826,3200.0%6,0000.1%CL ADISWalt Disney$769,5230.0%6,2890.1%Consumer DiscretionaryCOSTCostco Wholesale$750,2140.0%1,0240.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$540,855$61,199 ▼-10.2%1,0340.1%FinanceNVDANVIDIA$451,7800.0%5000.1%Computer and TechnologyAXPAmerican Express$432,6110.0%1,9000.1%FinanceCIThe Cigna Group$392,2460.0%1,0800.0%MedicalMETAMeta Platforms$371,4690.0%7650.0%Computer and TechnologyADPAutomatic Data Processing$349,6360.0%1,4000.0%Business ServicesCATCaterpillar$275,9220.0%7530.0%Industrial ProductsTFXTeleflex$271,4040.0%1,2000.0%MedicalICUIICU Medical$268,3000.0%2,5000.0%MedicalPFEPfizer$241,4250.0%8,7000.0%MedicalVTVVanguard Value ETF$201,133$201,133 ▲New Holding1,2350.0%ETFNTRSNorthern Trust$200,070$142,272 ▼-41.6%2,2500.0%FinanceAMAntero Midstream$0$4,488,159 ▼-100.0%00.0%Oils/EnergyFCXFreeport-McMoRan$0$1,702,800 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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