Barton Investment Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Barton Investment Management held in its portfolio 52 assets valued at $928,110,062 (i.e. $928.11M).
The most valuable assets in the portfolio included: SHOPIFY INC ($264.06M), NETFLIX INC ($222.37M), and AMAZON COM INC ($116.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 52 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Barton Investment Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SHOPIFY INC | 1640426 | 264059374 | CL A SUB VTG SHS |
| NETFLIX INC | 2371717 | 222372186 | COM |
| AMAZON COM INC | 505676 | 116720135 | COM |
| GLOBAL E ONLINE LTD | 1079254 | 42425475 | SHS |
| BLUE OWL CAPITAL INC | 1950164 | 29135451 | COM CL A |
| EQUINIX INC | 35256 | 27011737 | COM |
| AIR LEASE CORP | 403246 | 25900491 | CL A |
| KLAVIYO INC | 670042 | 21756264 | COM SER A |
| OKTA INC | 250886 | 21694113 | CL A |
| GITLAB INC | 558603 | 20964371 | CLASS A COM |
| GFL ENVIRONMENTAL INC | 420150 | 18045443 | SUB VTG SHS |
| AMERICAN TOWER CORP NEW | 79208 | 13906549 | COM |
| MICROSOFT CORP | 24461 | 11829829 | COM |
| ELECTRONIC ARTS INC | 49065 | 10025452 | COM |
| BLACKLINE INC | 160204 | 8857680 | COM |
| QUALCOMM INC | 47081 | 8053286 | COM |
| BERKSHIRE HATHAWAY INC DEL | 10 | 7548000 | CL A |
| APPLE INC | 25402 | 6905788 | COM |
| PAYPAL HLDGS INC | 117171 | 6840443 | COM |
| ALPHABET INC | 19410 | 6075330 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC Cl B | 10465 | 5260232 | Cl B |
| VANGUARD INDEX FDS | 10752 | 3604824 | TOTAL STK MKT |
| ALPHABET INC | 10635 | 3337263 | CAP STK CL C |
| JOHNSON & JOHNSON | 14817 | 3066379 | COM |
| ABBVIE INC | 9614 | 2196703 | COM |
| SYMBOTIC INC | 30658 | 1824151 | CLASS A COM |
| PRICE T ROWE GROUP INC | 16440 | 1683128 | COM |
| VANGUARD SCOTTSDALE FDS | 26589 | 1561572 | SHORT TERM TREAS |
| EXXON MOBIL CORP | 12434 | 1496308 | COM |
| DOORDASH INC | 6000 | 1358880 | CL A |
| ABBOTT LABS | 9894 | 1239620 | COM |
| ORACLE CORP | 5785 | 1127555 | COM |
| ADOBE INC | 3200 | 1119968 | COM |
| COSTCO WHSL CORP NEW | 1024 | 883037 | COM |
| MERCK & CO INC | 8158 | 858712 | COM |
| BILL HOLDINGS INC | 15117 | 824482 | COM |
| NVIDIA CORPORATION | 4016 | 748984 | COM |
| DISNEY WALT CO | 6289 | 715500 | COM |
| SPDR S&P 500 ETF TR | 839 | 572131 | TR UNIT |
| AMERICAN EXPRESS CO | 1544 | 571203 | COM |
| META PLATFORMS INC | 779 | 514211 | CL A |
| SCHWAB STRATEGIC TR | 16800 | 452088 | US LRG CAP ETF |
| AUTOMATIC DATA PROCESSING IN | 1400 | 360122 | COM |
| VERTIV HOLDINGS CO | 2210 | 358043 | COM CL A |
| BROADCOM INC | 995 | 344406 | COM |
| CISCO SYS INC | 4265 | 328533 | COM |
| NORTHERN TR CORP | 2250 | 307328 | COM |
| THE CIGNA GROUP | 1080 | 297249 | COM |
| WALMART INC | 2535 | 282425 | COM |
| PFIZER INC | 9803 | 244084 | COM |
| VANGUARD INDEX FDS | 1235 | 235873 | VALUE ETF |
| TWILIO INC | 1460 | 207671 | CL A |
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