Barton Investment Management Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Barton Investment Management disclosed 57 stock positions valued at approximately $806.59M as of quarter-end September 30, 2026. The largest holdings include SHOPIFY INC, NETFLIX INC., and AMAZON COM INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 57
- Portfolio Value
- $806.59M
Holdings by Sector
Barton Investment Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SHOPIFY INC | SHOP | Technology | 27.60% | 1,501,272 | -79,329 | -5.02% | $222,638,638 |
| NETFLIX INC. | NFLX | Communication Services | 19.47% | 2,257,376 | -26,279 | -1.15% | $157,068,223 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 14.66% | 474,759 | -12,073 | -2.48% | $118,286,205 |
| OKTA INC | OKTA | Technology | 5.34% | 205,957 | -8,302 | -3.87% | $43,067,669 |
| GLOBAL E ONLINE LTD | GLBE | Consumer Cyclical | 4.95% | 1,005,523 | -83,811 | -7.69% | $39,949,429 |
| EQUINIX INC | EQIX | Real Estate | 3.89% | 31,019 | -882 | -2.76% | $31,377,966 |
| GITLAB INC | GTLB | Technology | 3.36% | 573,679 | +93,223 | +19.40% | $27,106,333 |
| KLAVIYO INC | KVYO | Technology | 2.63% | 1,350,490 | +93,882 | +7.47% | $21,243,208 |
| BLUE OWL CAPITAL INC | OWL | Financial Services | 2.38% | 2,109,550 | +3,297 | +0.16% | $19,175,814 |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 2.12% | 408,082 | -7,459 | -1.80% | $17,070,071 |
| MICROSOFT CORP | MSFT | Technology | 1.58% | 24,796 | +380 | +1.56% | $12,717,869 |
| AMERICAN TOWER CORP | AMT | Real Estate | 1.52% | 74,912 | -2,126 | -2.76% | $12,262,346 |
| APPLE INC | AAPL | Technology | 1.01% | 24,532 | -330 | -1.33% | $8,169,647 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.93% | 10 | - | - | $7,470,050 |
| QUALCOMM INC | QCOM | Technology | 0.87% | 37,980 | -77 | -0.20% | $6,989,816 |
| ALPHABET INC | GOOGL | Communication Services | 0.82% | 19,155 | -113 | -0.59% | $6,590,853 |
| ROYALTY PHARMA PLC | RPRX | Healthcare | 0.63% | 87,029 | +56,983 | +189.65% | $5,079,013 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.56% | 85,692 | -13,408 | -13.53% | $4,501,401 |
| SYMBOTIC INC | SYM | Industrials | 0.49% | 93,734 | +40,274 | +75.33% | $3,943,390 |
| VANGUARD INDEX FDS | VTI | Other | 0.47% | 10,095 | -522 | -4.92% | $3,777,953 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.46% | 13,976 | -187 | -1.32% | $3,700,007 |
| ALPHABET INC | GOOG | Communication Services | 0.45% | 10,635 | - | - | $3,623,770 |
| BLACKLINE INC | BL | Technology | 0.25% | 77,185 | -48,792 | -38.73% | $2,047,719 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 0.25% | 18,959 | -521 | -2.67% | $2,001,313 |
| ABBVIE INC | ABBV | Healthcare | 0.25% | 7,578 | - | - | $1,982,330 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.20% | 27,669 | +1,735 | +6.69% | $1,592,628 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.18% | 62,420 | +62,420 | +100.00% | $1,489,342 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 0.18% | 13,640 | -400 | -2.85% | $1,419,242 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.16% | 8,105 | - | - | $1,319,089 |
| MERCK & CO INC | MRK | Healthcare | 0.15% | 8,158 | - | - | $1,185,439 |
Showing 30 of 57 holdings in the latest reporting period.