Barton Investment Management Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Barton Investment Management disclosed 58 stock positions valued at approximately $738.19M as of quarter-end June 30, 2026. The largest holdings include SHOPIFY INC, NETFLIX INC., and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 58
- Portfolio Value
- $738.19M
Holdings by Sector
Barton Investment Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SHOPIFY INC | SHOP | Technology | 24.45% | 1,580,601 | -22,358 | -1.39% | $180,473,023 |
| NETFLIX INC. | NFLX | Communication Services | 22.09% | 2,283,655 | -59,307 | -2.53% | $163,052,967 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 15.72% | 486,832 | -10,406 | -2.09% | $116,031,539 |
| EQUINIX INC | EQIX | Real Estate | 4.50% | 31,901 | -939 | -2.86% | $33,253,284 |
| OKTA INC | OKTA | Technology | 3.96% | 214,259 | -12,317 | -5.44% | $29,235,641 |
| KLAVIYO INC | KVYO | Technology | 2.57% | 1,256,608 | +206,556 | +19.67% | $18,974,781 |
| BLUE OWL CAPITAL INC | OWL | Financial Services | 2.50% | 2,106,253 | +65,522 | +3.21% | $18,429,711 |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 2.07% | 415,541 | -3,934 | -0.94% | $15,287,754 |
| GITLAB INC | GTLB | Technology | 1.99% | 480,456 | -74,487 | -13.42% | $14,668,322 |
| AMERICAN TOWER CORP | AMT | Real Estate | 1.71% | 77,038 | -1,395 | -1.78% | $12,601,106 |
| MICROSOFT CORP | MSFT | Technology | 1.23% | 24,416 | - | - | $9,107,657 |
| ELECTRONIC ARTS INC | EA | Communication Services | 1.21% | 43,695 | - | - | $8,959,223 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.01% | 10 | - | - | $7,488,500 |
| APPLE INC | AAPL | Technology | 0.97% | 24,862 | - | - | $7,194,069 |
| QUALCOMM INC | QCOM | Technology | 0.95% | 38,057 | +1,257 | +3.42% | $7,032,600 |
| ALPHABET INC | GOOGL | Communication Services | 0.93% | 19,268 | +23 | +0.12% | $6,885,806 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.58% | 99,100 | -7,554 | -7.08% | $4,279,138 |
| VANGUARD INDEX FDS | VTI | Other | 0.53% | 10,617 | - | - | $3,928,715 |
| ALPHABET INC | GOOG | Communication Services | 0.51% | 10,635 | - | - | $3,757,665 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.49% | 14,163 | -39 | -0.27% | $3,596,978 |
| BLACKLINE INC | BL | Technology | 0.48% | 125,977 | -32,667 | -20.59% | $3,536,175 |
| SYMBOTIC INC | SYM | Industrials | 0.33% | 53,460 | +16,647 | +45.22% | $2,403,027 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 0.28% | 19,480 | -950 | -4.65% | $2,056,504 |
| ABBVIE INC | ABBV | Healthcare | 0.26% | 7,578 | - | - | $1,906,928 |
| ROYALTY PHARMA PLC | RPRX | Other | 0.23% | 30,046 | +11,171 | +59.18% | $1,684,680 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.22% | 14,040 | -2,400 | -14.60% | $1,596,208 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.20% | 25,934 | - | - | $1,509,359 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 8,105 | -135 | -1.64% | $1,108,116 |
| DOORDASH INC | DASH | Communication Services | 0.15% | 6,000 | - | - | $1,107,180 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 8,158 | - | - | $1,048,303 |
Showing 30 of 58 holdings in the latest reporting period.