Barton Investment Management Top Holdings and 13F Report (2026) About Barton Investment ManagementInvestment ActivityBarton Investment Management has $806.59 million in total holdings as of September 30, 2026.Barton Investment Management owns shares of 58 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.74% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Barton Investment Management has purchased 60 new stocks and bought additional shares in 12 stocks.Barton Investment Management sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings SHOPIFY INC $222,638,638Netflix $157,068,223Amazon.com $118,286,205Okta $43,067,669Global-e Online $39,949,429 Largest New Holdings this Quarter 808524862 - Schwab Short-Term U.S. Treasury ETF $1,489,342 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,319,089 Holding Largest Purchases this Quarter GitLab 93,223 shares (about $4.40M)Royalty Pharma 56,983 shares (about $3.33M)Symbotic 40,274 shares (about $1.69M)Schwab Short-Term U.S. Treasury ETF 62,420 shares (about $1.49M)KLAVIYO INC 93,882 shares (about $1.48M) Largest Sales this Quarter SHOPIFY INC 79,329 shares (about $11.76M)Global-e Online 83,811 shares (about $3.33M)Amazon.com 12,073 shares (about $3.01M)Netflix 26,279 shares (about $1.83M)Okta 8,302 shares (about $1.74M) 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$222,638,638$11,764,491 ▼-5.0%1,501,27227.6%CL A SUB VTG SHSNFLXNetflix$157,068,223$1,828,493 ▼-1.2%2,257,37619.5%Communication ServicesAMZNAmazon.com$118,286,205$3,007,988 ▼-2.5%474,75914.7%Consumer DiscretionaryOKTAOkta$43,067,669$1,736,031 ▼-3.9%205,9575.3%TechnologyGLBEGlobal-e Online$39,949,429$3,329,811 ▼-7.7%1,005,5235.0%Consumer DiscretionaryEQIXEquinix$31,377,966$892,207 ▼-2.8%31,0193.9%Real EstateGTLBGitLab$27,106,333$4,404,787 ▲19.4%573,6793.4%TechnologyKLAVIYO INC$21,243,208$1,476,764 ▲7.5%1,350,4902.6%COM SER AOWLBlue Owl Capital$19,175,814$29,970 ▲0.2%2,109,5502.4%FinanceGFLGFL Environmental$17,070,071$312,010 ▼-1.8%408,0822.1%IndustrialsMSFTMicrosoft$12,717,869$194,902 ▲1.6%24,7961.6%TechnologyAMTAmerican Tower$12,262,346$348,005 ▼-2.8%74,9121.5%Real EstateAAPLApple$8,169,647$109,897 ▼-1.3%24,5321.0%TechnologyBRK.ABerkshire Hathaway$7,470,0500.0%100.9%FinanceQCOMQualcomm$6,989,816$14,171 ▼-0.2%37,9800.9%TechnologyGOOGLAlphabet$6,590,853$38,881 ▼-0.6%19,1550.8%Communication ServicesBERKSHIRE HATHAWAY CL B$5,106,4770.0%10,2550.6%CL BRPRXRoyalty Pharma$5,079,013$3,325,528 ▲189.7%87,0290.6%HealthcarePYPLPayPal$4,501,401$704,322 ▼-13.5%85,6920.6%FinanceSYMSymbotic$3,943,390$1,694,327 ▲75.3%93,7340.5%IndustrialsVTIVanguard Total Stock Market ETF$3,777,953$195,353 ▼-4.9%10,0950.5%ETFJNJJohnson & Johnson$3,700,007$49,506 ▼-1.3%13,9760.5%HealthcareGOOGAlphabet$3,623,7700.0%10,6350.4%Communication ServicesBLBlackLine$2,047,719$1,294,452 ▼-38.7%77,1850.3%TechnologyTBLLInvesco Short Term Treasury ETF$2,001,313$54,997 ▼-2.7%18,9590.2%ETFABBVAbbVie$1,982,3300.0%7,5780.2%HealthcareVGSHVanguard Short-Term Treasury ETF$1,592,628$99,867 ▲6.7%27,6690.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,489,342$1,489,342 ▲New Holding62,4200.2%ETFTROWT. Rowe Price Group$1,419,242$41,620 ▼-2.8%13,6400.2%FinanceEXXONMOBIL HOLDINGS CORP$1,319,089$1,319,089 ▲New Holding8,1050.2%COM SHSMRKMerck & Co., Inc.$1,185,4390.0%8,1580.1%HealthcareCOSTCostco Wholesale$932,1890.0%1,0240.1%Consumer StaplesNVDANVIDIA$900,046$17,129 ▲1.9%3,9410.1%TechnologyORCLOracle$794,2810.0%5,7850.1%TechnologyABTAbbott Laboratories$776,6070.0%7,8580.1%HealthcareADBEAdobe$767,8080.0%3,2000.1%TechnologyCSCOCisco Systems$566,134$19,373 ▲3.5%5,2600.1%TechnologySPYSPDR S&P 500 ETF Trust$555,958$83,889 ▼-13.1%7290.1%ETFDISWalt Disney$554,8170.0%5,2890.1%Communication ServicesSCHXSchwab US Large-Cap ETF$506,698$1,380 ▲0.3%16,8900.1%ETFVRTVertiv$477,7940.0%1,9800.1%IndustrialsDELLDell Technologies$470,7070.0%8750.1%TechnologyMETAMeta Platforms$456,1390.0%6290.1%Communication ServicesAXPAmerican Express$443,9860.0%1,4600.1%FinanceINTCIntel$406,979$58,312 ▼-12.5%3,3850.1%TechnologyTWLOTwilio$384,5850.0%1,3150.0%TechnologyADPAutomatic Data Processing$361,2840.0%1,4000.0%IndustrialsAMDAdvanced Micro Devices$345,645$61,176 ▼-15.0%5650.0%TechnologyAVGOBroadcom$338,9360.0%9650.0%TechnologyNTRSNorthern Trust$338,890$42,171 ▼-11.1%2,0010.0%FinanceQXO INC$323,463$2,046 ▲0.6%27,6700.0%COM NEWBILLBILL$318,285$77,848 ▼-19.7%7,4820.0%TechnologyADIAnalog Devices$291,5820.0%7350.0%TechnologyASMLASML$271,7510.0%1500.0%TechnologyPFEPfizer$270,792$342 ▲0.1%9,4950.0%HealthcareVTVVanguard Value ETF$266,8590.0%1,2350.0%ETFWALMART INC$263,4380.0%2,5350.0%COMSMHVanEck Semiconductor ETF$249,6900.0%4100.0%ETFEAElectronic Arts$0$8,959,223 ▼-100.0%00.0%Communication ServicesXOMExxonMobil$0$1,108,116 ▼-100.0%00.0%EnergyDOORDASH INC$0$1,107,180 ▼-100.0%00.0%CL AGLWCorning$0$241,382 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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