Barton Investment Management Top Holdings and 13F Report (2026) About Barton Investment ManagementInvestment ActivityBarton Investment Management has $797.33 million in total holdings as of March 31, 2026.Barton Investment Management owns shares of 54 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.58% of the portfolio was purchased this quarter.About 2.91% of the portfolio was sold this quarter.This quarter, Barton Investment Management has purchased 52 new stocks and bought additional shares in 5 stocks.Barton Investment Management sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings Netflix $225,275,797SHOPIFY INC $190,142,997Amazon.com $103,559,759Global-e Online $33,571,402Equinix $32,191,082 Largest New Holdings this Quarter 46138G888 - Invesco Short Term Treasury ETF $2,156,387 HoldingG7709Q104 - Royalty Pharma $905,434 Holding82846H405 - QXO INC $433,164 Holding032654105 - Analog Devices $233,833 Holding Largest Purchases this Quarter KLAVIYO INC 380,010 shares (about $7.39M)Invesco Short Term Treasury ETF 20,430 shares (about $2.16M)Royalty Pharma 18,875 shares (about $905.43K)Blue Owl Capital 90,567 shares (about $826.88K)QXO INC 22,305 shares (about $433.16K) Largest Sales this Quarter SHOPIFY INC 37,467 shares (about $4.44M)Air Lease 63,213 shares (about $4.11M)Netflix 28,755 shares (about $2.76M)Equinix 2,416 shares (about $2.37M)Okta 24,310 shares (about $1.91M) 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$225,275,797$2,764,793 â–¼-1.2%2,342,96228.3%Consumer DiscretionarySHOPIFY INC$190,142,997$4,444,336 â–¼-2.3%1,602,95923.8%CL A SUB VTG SHSAMZNAmazon.com$103,559,759$1,757,382 â–¼-1.7%497,23813.0%Retail/WholesaleGLBEGlobal-e Online$33,571,402$276,416 â–²0.8%1,088,2144.2%Retail/WholesaleEQIXEquinix$32,191,082$2,368,260 â–¼-6.9%32,8404.0%FinanceALAir Lease$22,081,744$4,105,052 â–¼-15.7%340,0332.8%TransportationKLAVIYO INC$20,434,012$7,394,995 â–²56.7%1,050,0522.6%COM SER AOWLBlue Owl Capital$18,631,875$826,877 â–²4.6%2,040,7312.3%FinanceOKTAOkta$17,833,797$1,913,440 â–¼-9.7%226,5762.2%Computer and TechnologyGFLGFL Environmental$17,500,497$28,161 â–¼-0.2%419,4752.2%Business ServicesAMTAmerican Tower$13,535,968$133,750 â–¼-1.0%78,4331.7%FinanceGTLBGitLab$12,008,967$79,202 â–¼-0.7%554,9431.5%Computer and TechnologyMSFTMicrosoft$9,038,071$16,658 â–¼-0.2%24,4161.1%Computer and TechnologyEAElectronic Arts$8,908,100$1,094,782 â–¼-10.9%43,6951.1%Consumer DiscretionaryBRK.ABerkshire Hathaway$7,181,4000.0%100.9%FinanceAAPLApple$6,309,727$137,047 â–¼-2.1%24,8620.8%Computer and TechnologyBLBlackLine$5,869,828$57,720 â–¼-1.0%158,6440.7%Computer and TechnologyGOOGLAlphabet$5,534,093$47,447 â–¼-0.9%19,2450.7%Computer and TechnologyBERKSHIRE HATHAWAY CL B$4,914,196$100,632 â–¼-2.0%10,2550.6%CLBPYPLPayPal$4,823,961$475,684 â–¼-9.0%106,6540.6%Business ServicesQCOMQualcomm$4,739,145$1,323,999 â–¼-21.8%36,8000.6%Computer and TechnologyJNJJohnson & Johnson$3,471,537$150,331 â–¼-4.2%14,2020.4%MedicalVTIVanguard Total Stock Market ETF$3,406,040$43,309 â–¼-1.3%10,6170.4%ETFGOOGAlphabet$3,050,7570.0%10,6350.4%Computer and TechnologyTBLLInvesco Short Term Treasury ETF$2,156,387$2,156,387 â–²New Holding20,4300.3%ETFSYMSymbotic$1,958,452$327,446 â–²20.1%36,8130.2%Business ServicesABBVAbbVie$1,648,140$442,810 â–¼-21.2%7,5780.2%MedicalVGSHVanguard Short-Term Treasury ETF$1,518,177$38,344 â–¼-2.5%25,9340.2%ETFTROWT. Rowe Price Group$1,481,9020.0%16,4400.2%FinanceXOMExxonMobil$1,397,999$711,554 â–¼-33.7%8,2400.2%EnergyCOSTCostco Wholesale$1,020,3450.0%1,0240.1%Retail/WholesaleMRKMerck & Co., Inc.$981,3260.0%8,1580.1%MedicalRPRXRoyalty Pharma$905,434$905,434 â–²New Holding18,8750.1%MedicalDOORDASH INC$900,9000.0%6,0000.1%CL AORCLOracle$851,0320.0%5,7850.1%Computer and TechnologyABTAbbott Laboratories$806,781$209,036 â–¼-20.6%7,8580.1%MedicalADBEAdobe$777,8560.0%3,2000.1%Computer and TechnologyNVDANVIDIA$639,351$61,040 â–¼-8.7%3,6660.1%Computer and TechnologyDISWalt Disney$606,1340.0%6,2890.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$545,6360.0%8390.1%FinanceBILLBILL$543,171$35,811 â–¼-6.2%14,1820.1%Computer and TechnologyVRTVertiv$522,460$31,323 â–¼-5.7%2,0850.1%Computer and TechnologyAXPAmerican Express$461,282$5,747 â–¼-1.2%1,5250.1%FinanceQXO INC$433,164$433,164 â–²New Holding22,3050.1%COM NEWSCHXSchwab US Large-Cap ETF$430,7520.0%16,8000.1%ETFCSCOCisco Systems$394,158$63,236 â–²19.1%5,0800.0%Computer and TechnologyMETAMeta Platforms$359,870$85,820 â–¼-19.3%6290.0%Computer and TechnologyWALMART INC$315,0500.0%2,5350.0%COMNTRSNorthern Trust$314,0330.0%2,2500.0%FinanceAVGOBroadcom$307,9950.0%9950.0%Computer and TechnologyADPAutomatic Data Processing$284,4520.0%1,4000.0%Computer and TechnologyPFEPfizer$272,951$2,331 â–¼-0.8%9,7200.0%MedicalVTVVanguard Value ETF$242,3070.0%1,2350.0%ETFADIAnalog Devices$233,833$233,833 â–²New Holding7350.0%Computer and TechnologyCICigna Group$0$297,249 â–¼-100.0%00.0%MedicalTWLOTwilio$0$207,671 â–¼-100.0%00.0%Computer and TechnologyShowing 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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