Barton Investment Management Top Holdings and 13F Report (2026) About Barton Investment ManagementInvestment ActivityBarton Investment Management has $738.19 million in total holdings as of June 30, 2026.Barton Investment Management owns shares of 60 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.06% of the portfolio was purchased this quarter.About 5.24% of the portfolio was sold this quarter.This quarter, Barton Investment Management has purchased 54 new stocks and bought additional shares in 10 stocks.Barton Investment Management sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings SHOPIFY INC $180,473,023Netflix $163,052,967Amazon.com $116,031,539Global-e Online $37,832,570Equinix $33,253,284 Largest New Holdings this Quarter 458140100 - Intel $540,369 Holding007903107 - Advanced Micro Devices $386,306 Holding24703L202 - Dell Technologies $377,528 HoldingN07059210 - ASML $298,416 Holding90138F102 - Twilio $271,324 Holding Largest Purchases this Quarter KLAVIYO INC 206,556 shares (about $3.12M)Symbotic 16,647 shares (about $748.28K)Royalty Pharma 11,171 shares (about $626.36K)Blue Owl Capital 65,522 shares (about $573.32K)Intel 3,870 shares (about $540.37K) Largest Sales this Quarter Netflix 59,307 shares (about $4.23M)SHOPIFY INC 22,358 shares (about $2.55M)Amazon.com 10,406 shares (about $2.48M)GitLab 74,487 shares (about $2.27M)Okta 12,317 shares (about $1.68M) 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 PortfolioSectorSHOPIFY INC$180,473,023$2,552,836 â–¼-1.4%1,580,60124.4%CL A SUB VTG SHSNFLXNetflix$163,052,967$4,234,520 â–¼-2.5%2,283,65522.1%Consumer DiscretionaryAMZNAmazon.com$116,031,539$2,480,166 â–¼-2.1%486,83215.7%Retail/WholesaleGLBEGlobal-e Online$37,832,570$38,898 â–²0.1%1,089,3345.1%Retail/WholesaleEQIXEquinix$33,253,284$978,804 â–¼-2.9%31,9014.5%FinanceOKTAOkta$29,235,641$1,680,655 â–¼-5.4%214,2594.0%Computer and TechnologyKLAVIYO INC$18,974,781$3,118,996 â–²19.7%1,256,6082.6%COM SER AOWLBlue Owl Capital$18,429,711$573,317 â–²3.2%2,106,2532.5%FinanceGFLGFL Environmental$15,287,754$144,732 â–¼-0.9%415,5412.1%Business ServicesGTLBGitLab$14,668,322$2,274,088 â–¼-13.4%480,4562.0%Computer and TechnologyAMTAmerican Tower$12,601,106$228,180 â–¼-1.8%77,0381.7%FinanceMSFTMicrosoft$9,107,6570.0%24,4161.2%Computer and TechnologyEAElectronic Arts$8,959,2230.0%43,6951.2%Consumer DiscretionaryBRK.ABerkshire Hathaway$7,488,5000.0%101.0%FinanceAAPLApple$7,194,0690.0%24,8621.0%Computer and TechnologyQCOMQualcomm$7,032,600$232,283 â–²3.4%38,0571.0%Computer and TechnologyGOOGLAlphabet$6,885,806$8,220 â–²0.1%19,2680.9%Computer and TechnologyBERKSHIRE HATHAWAY CL B$5,131,4990.0%10,2550.7%CL BPYPLPayPal$4,279,138$326,182 â–¼-7.1%99,1000.6%Business ServicesVTIVanguard Total Stock Market ETF$3,928,7150.0%10,6170.5%ETFGOOGAlphabet$3,757,6650.0%10,6350.5%Computer and TechnologyJNJJohnson & Johnson$3,596,978$9,905 â–¼-0.3%14,1630.5%MedicalBLBlackLine$3,536,175$916,963 â–¼-20.6%125,9770.5%Computer and TechnologySYMSymbotic$2,403,027$748,283 â–²45.2%53,4600.3%Business ServicesTBLLInvesco Short Term Treasury ETF$2,056,504$100,292 â–¼-4.7%19,4800.3%ETFABBVAbbVie$1,906,9280.0%7,5780.3%MedicalRPRXRoyalty Pharma$1,684,680$626,358 â–²59.2%30,0460.2%MedicalTROWT. Rowe Price Group$1,596,208$272,856 â–¼-14.6%14,0400.2%FinanceVGSHVanguard Short-Term Treasury ETF$1,509,3590.0%25,9340.2%ETFXOMExxonMobil$1,108,116$18,457 â–¼-1.6%8,1050.2%EnergyDOORDASH INC$1,107,1800.0%6,0000.1%CL AMRKMerck & Co., Inc.$1,048,3030.0%8,1580.1%MedicalCOSTCostco Wholesale$957,9220.0%1,0240.1%Retail/WholesaleORCLOracle$847,7920.0%5,7850.1%Computer and TechnologyNVDANVIDIA$773,548$40,018 â–²5.5%3,8660.1%Computer and TechnologyABTAbbott Laboratories$713,0350.0%7,8580.1%MedicalVRTVertiv$662,944$35,156 â–¼-5.0%1,9800.1%Computer and TechnologyADBEAdobe$656,0640.0%3,2000.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$626,5410.0%8390.1%FinanceCSCOCisco Systems$596,6970.0%5,0800.1%Computer and TechnologyINTCIntel$540,369$540,369 â–²New Holding3,8700.1%Computer and TechnologyDISWalt Disney$509,067$96,250 â–¼-15.9%5,2890.1%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$495,722$1,295 â–²0.3%16,8440.1%ETFAXPAmerican Express$493,845$21,986 â–¼-4.3%1,4600.1%FinanceQXO INC$475,114$89,683 â–²23.3%27,4950.1%COM NEWNTRSNorthern Trust$391,1400.0%2,2500.1%FinanceAMDAdvanced Micro Devices$386,306$386,306 â–²New Holding6650.1%Computer and TechnologyDELLDell Technologies$377,528$377,528 â–²New Holding8750.1%Computer and TechnologyAVGOBroadcom$364,569$11,334 â–¼-3.0%9650.0%Computer and TechnologyMETAMeta Platforms$354,3100.0%6290.0%Computer and TechnologyBILLBILL$336,722$176,099 â–¼-34.3%9,3120.0%Computer and TechnologyADPAutomatic Data Processing$313,5300.0%1,4000.0%Computer and TechnologyASMLASML$298,416$298,416 â–²New Holding1500.0%Computer and TechnologyADIAnalog Devices$291,9200.0%7350.0%Computer and TechnologyWALMART INC$287,1150.0%2,5350.0%COMTWLOTwilio$271,324$271,324 â–²New Holding1,3150.0%Computer and TechnologyVTVVanguard Value ETF$269,1440.0%1,2350.0%ETFSMHVanEck Semiconductor ETF$268,915$268,915 â–²New Holding4100.0%ManufacturingGLWCorning$241,382$241,382 â–²New Holding9450.0%Computer and TechnologyPFEPfizer$228,353$5,707 â–¼-2.4%9,4830.0%MedicalALAir Lease$0$22,081,744 â–¼-100.0%00.0%TransportationShowing largest 100 holdings. 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