Barton Investment Management Top Holdings and 13F Report (2025) About Barton Investment ManagementInvestment ActivityBarton Investment Management has $965.13 million in total holdings as of June 30, 2025.Barton Investment Management owns shares of 48 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 0.82% of the portfolio was purchased this quarter.About 1.75% of the portfolio was sold this quarter.This quarter, Barton Investment Management has purchased 46 new stocks and bought additional shares in 7 stocks.Barton Investment Management sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Netflix $328,874,259Shopify $198,213,519Amazon.com $113,302,869Blue Owl Capital $36,628,553Global-e Online $36,202,305 Largest New Holdings this Quarter 92537N108 - Vertiv $295,343 Holding11135F101 - Broadcom $286,705 Holding Largest Purchases this Quarter GitLab 124,930 shares (about $5.64M)Global-e Online 42,610 shares (about $1.43M)Vertiv 2,300 shares (about $295.34K)Broadcom 1,040 shares (about $286.71K)Vanguard Short-Term Treasury ETF 2,470 shares (about $145.19K) Largest Sales this Quarter Netflix 3,944 shares (about $5.28M)Air Lease 73,395 shares (about $4.29M)BlackLine 48,977 shares (about $2.77M)Shopify 10,010 shares (about $1.15M)Amazon.com 3,452 shares (about $757.33K) 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$328,874,259$5,281,529 ▼-1.6%245,58834.1%Consumer DiscretionarySHOPShopify$198,213,519$1,154,654 ▼-0.6%1,718,36620.5%Computer and TechnologyAMZNAmazon.com$113,302,869$757,334 ▼-0.7%516,44511.7%Retail/WholesaleOWLBlue Owl Capital$36,628,553$961 ▼0.0%1,906,7443.8%FinanceGLBEGlobal-e Online$36,202,305$1,429,139 ▲4.1%1,079,3773.8%Retail/WholesaleALAir Lease$34,802,924$4,292,877 ▼-11.0%595,0233.6%TransportationEQIXEquinix$29,958,992$27,046 ▲0.1%37,6623.1%FinanceGTLBGitLab$25,450,296$5,635,592 ▲28.4%564,1832.6%Computer and TechnologyOKTAOkta$25,198,639$658,402 ▼-2.5%252,0622.6%Computer and TechnologyGFLGFL Environmental$21,176,952$90,828 ▲0.4%419,6782.2%Business ServicesAMTAmerican Tower$18,263,546$625,487 ▼-3.3%82,6331.9%FinanceMSFTMicrosoft$12,820,7430.0%25,7751.3%Computer and TechnologyBLBlackLine$9,852,560$2,773,078 ▼-22.0%174,0121.0%Computer and TechnologyPYPLPayPal$9,755,541$115,196 ▼-1.2%131,2641.0%Business ServicesEAElectronic Arts$8,013,746$604,465 ▼-7.0%50,1800.8%Consumer DiscretionaryQCOMQUALCOMM$7,547,097$213,088 ▼-2.7%47,3890.8%Computer and TechnologyBRK.ABerkshire Hathaway$7,288,0000.0%100.8%FinanceAAPLApple$5,905,614$84,120 ▼-1.4%28,7840.6%Computer and TechnologyBERKSHIRE HATHAWAY Cl B$5,076,2970.0%10,4500.5%COMGOOGLAlphabet$3,404,7640.0%19,3200.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,359,035$202,113 ▼-5.7%11,0520.3%ETFJNJJohnson & Johnson$2,282,5440.0%14,9430.2%MedicalGOOGAlphabet$1,886,543$33,704 ▼-1.8%10,6350.2%Computer and TechnologyABBVAbbVie$1,784,5510.0%9,6140.2%MedicalVGSHVanguard Short-Term Treasury ETF$1,609,926$145,187 ▲9.9%27,3890.2%ETFTROWT. Rowe Price Group$1,586,460$70,445 ▼-4.3%16,4400.2%FinanceDOORDASH INC$1,479,0600.0%6,0000.2%CL AORCLOracle$1,439,6790.0%6,5850.1%Computer and TechnologyXOMExxon Mobil$1,352,7830.0%12,5490.1%EnergyABTAbbott Laboratories$1,345,6830.0%9,8940.1%MedicalADBEAdobe$1,238,0160.0%3,2000.1%Computer and TechnologyCOSTCostco Wholesale$1,013,6990.0%1,0240.1%Retail/WholesaleDISWalt Disney$779,8990.0%6,2890.1%Consumer DiscretionaryBILLBILL$681,225$39,599 ▲6.2%14,7260.1%Computer and TechnologyMRKMerck & Co., Inc.$645,7880.0%8,1580.1%MedicalNVDANVIDIA$619,3220.0%3,9200.1%Computer and TechnologyMETAMeta Platforms$564,6390.0%7650.1%Computer and TechnologyAXPAmerican Express$553,4310.0%1,7350.1%FinanceSPYSPDR S&P 500 ETF Trust$518,3770.0%8390.1%FinanceADPAutomatic Data Processing$431,7600.0%1,4000.0%Computer and TechnologyCICigna Group$357,0270.0%1,0800.0%MedicalCSCOCisco Systems$295,9060.0%4,2650.0%Computer and TechnologyVRTVertiv$295,343$295,343 ▲New Holding2,3000.0%Computer and TechnologyAVGOBroadcom$286,705$286,705 ▲New Holding1,0400.0%Computer and TechnologyNTRSNorthern Trust$285,2780.0%2,2500.0%FinanceWMTWalmart$247,8730.0%2,5350.0%Retail/WholesalePFEPfizer$236,728$436 ▲0.2%9,7660.0%MedicalVTVVanguard Value ETF$218,2740.0%1,2350.0%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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