Barton Investment Management

CIK

1387818

Location

WEST CONSHOHOCKEN, PA

Portfolio Value

Small $713,282,212

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,337 / 8,633 ▼ 201

Top Industry

Software - Application 28.7%

3Y Alpha vs SPY

+63.2%

Period ended 51 days ago

Filed Jul 20, 2026 · 31d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+533.3%

SPY

+76.2%

Annualised alpha

+64.2%

Max drawdown

−30.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.3%

−4.2 pts

Top 5

74.4%

−2.3 pts

Top 10

87.9%

−0.3 pts

HHI

1,527

Moderately concentrated−226

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.8%	$276,518,329	22
Communication Services	25.2%	$179,761,369	5
Consumer Cyclical	21.7%	$154,971,287	3
Real Estate	6.4%	$45,854,388	2
Financial Services	3.5%	$25,190,043	5
Industrials	2.6%	$18,828,836	4
Healthcare	1.3%	$9,178,270	6
Consumer Defensive	0.2%	$1,245,035	2
Energy	0.2%	$1,108,115	1
Unclassified	0.1%	$626,540	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
KVYO	Klaviyo, Inc.	+206,556	1,256,608	$18,974,780
OWL	Blue Owl Capital Inc.	+65,522	2,106,253	$18,429,713
SYM	Symbotic Inc.	+16,647	53,460	$2,403,027
RPRX	Royalty Pharma plc	+11,171	30,046	$1,684,679
QXO	QXO, Inc.	+5,190	27,495	$475,113
QCOM	Qualcomm Inc/De	+1,257	38,057	$7,032,553
GLBE	Global-E Online Ltd.	+1,120	1,089,334	$37,832,569
NVDA	Nvidia Corp	+200	3,866	$773,547
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
GTLB	Gitlab Inc.	−74,487	480,456	$14,668,321
NFLX	Netflix Inc	−59,307	2,283,655	$163,052,967
BL	Blackline, Inc.	−32,667	125,977	$3,536,174
SHOP	Shopify Inc.	−22,358	1,580,601	$180,473,022
OKTA	Okta, Inc.	−12,317	214,259	$29,235,640
GOOGL	Alphabet Inc.	−10,612	19,268	$6,885,805
AMZN	Amazon Com Inc	−10,406	486,832	$116,031,538
PYPL	PayPal Holdings, Inc.	−7,554	99,100	$4,279,138
BILL	BILL Holdings, Inc.	−4,870	9,312	$336,721
GFL	GFL Environmental Inc.	−3,934	415,541	$15,287,753
TROW	Price T Rowe Group Inc	−2,400	14,040	$1,596,207
AMT	American Tower Corp /Ma/	−1,395	77,038	$12,601,105
DIS	Walt Disney Co	−1,000	5,289	$509,066
EQIX	Equinix Inc	−939	31,901	$33,253,283
PFE	Pfizer Inc	−237	9,483	$228,350
XOM	ExxonMobil Holdings Corp	−135	8,105	$1,108,115
VRT	Vertiv Holdings Co	−105	1,980	$662,943
AXP	American Express Co	−65	1,460	$493,845
JNJ	Johnson & Johnson	−39	14,163	$3,596,977
AVGO	Broadcom Inc.	−30	965	$364,528
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,870	$540,368
AMD	Advanced Micro Devices Inc	665	$386,305
DELL	Dell Technologies Inc.	875	$377,527
ASML	Asml Holding NV	150	$298,415
TWLO	Twilio Inc	1,315	$271,323
GLW	Corning Inc /Ny	945	$241,381
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	10	$7,181,400
AL	SUMISHO AIR LEASE CORP	340,033	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $713,282,212 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SHOP	Shopify Inc. Technology	Reduced	1,580,601	-22,358	$180,473,022	−5.1%	25.30%
NFLX	Netflix Inc Communication Services	Reduced	2,283,655	-59,307	$163,052,967	−27.6%	22.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	486,832	-10,406	$116,031,538	+12.0%	16.27%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	1,089,334	+1,120	$37,832,569	+12.7%	5.30%
EQIX	Equinix Inc Real Estate	Reduced	31,901	-939	$33,253,283	+3.3%	4.66%
OKTA	Okta, Inc. Technology	Reduced	214,259	-12,317	$29,235,640	+63.9%	4.10%
KVYO	Klaviyo, Inc. Technology	Added	1,256,608	+206,556	$18,974,780	−7.1%	2.66%
OWL	Blue Owl Capital Inc. Financial Services	Added	2,106,253	+65,522	$18,429,713	−1.1%	2.58%
GFL	GFL Environmental Inc. Industrials	Reduced	415,541	-3,934	$15,287,753	−12.6%	2.14%
GTLB	Gitlab Inc. Technology	Reduced	480,456	-74,487	$14,668,321	+22.1%	2.06%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	77,038	-1,395	$12,601,105	−6.9%	1.77%
MSFT	Microsoft Corp Technology	Held	24,416	0	$9,107,656	+0.8%	1.28%
EA	Electronic Arts Inc. Communication Services	Held	43,695	0	$8,959,222	+0.6%	1.26%
AAPL	Apple Inc. Technology	Held	24,862	0	$7,194,068	+14.0%	1.01%
QCOM	Qualcomm Inc/De Technology	Added	38,057	+1,257	$7,032,553	+48.4%	0.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,268	-10,612	$6,885,805	−19.8%	0.97%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	99,100	-7,554	$4,279,138	−11.3%	0.60%
JNJ	Johnson & Johnson Healthcare	Reduced	14,163	-39	$3,596,977	+3.6%	0.50%
BL	Blackline, Inc. Technology	Reduced	125,977	-32,667	$3,536,174	−39.8%	0.50%
SYM	Symbotic Inc. Industrials	Added	53,460	+16,647	$2,403,027	+22.7%	0.34%
ABBV	AbbVie Inc. Healthcare	Held	7,578	0	$1,906,927	+15.7%	0.27%
RPRX	Royalty Pharma plc Healthcare	Added	30,046	+11,171	$1,684,679	+86.1%	0.24%
TROW	Price T Rowe Group Inc Financial Services	Reduced	14,040	-2,400	$1,596,207	+7.7%	0.22%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,105	-135	$1,108,115	−20.7%	0.16%
DASH	DoorDash, Inc. Consumer Cyclical	Held	6,000	0	$1,107,180	+22.9%	0.16%
MRK	Merck & Co., Inc. Healthcare	Held	8,158	0	$1,048,303	+6.8%	0.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,024	0	$957,921	−6.1%	0.13%
ORCL	Oracle Corp Technology	Held	5,785	0	$847,791	−0.4%	0.12%
NVDA	Nvidia Corp Technology	Added	3,866	+200	$773,547	+21.0%	0.11%
ABT	Abbott Laboratories Healthcare	Held	7,858	0	$713,034	−11.6%	0.10%
VRT	Vertiv Holdings Co Industrials	Reduced	1,980	-105	$662,943	+26.9%	0.09%
ADBE	Adobe Inc. Technology	Held	3,200	0	$656,064	−15.7%	0.09%
SPY	Spdr S&P 500 ETF Trust	Held	839	0	$626,540	+14.8%	0.09%
CSCO	Cisco Systems, Inc. Technology	Held	5,080	0	$596,696	+51.4%	0.08%
INTC	Intel Corp Technology	NEW	3,870	NEW	$540,368	NEW	0.08%
DIS	Walt Disney Co Communication Services	Reduced	5,289	-1,000	$509,066	−16.0%	0.07%
AXP	American Express Co Financial Services	Reduced	1,460	-65	$493,845	+7.1%	0.07%
QXO	QXO, Inc. Industrials	Added	27,495	+5,190	$475,113	+9.7%	0.07%
NTRS	Northern Trust Corp Financial Services	Held	2,250	0	$391,140	+24.6%	0.05%
AMD	Advanced Micro Devices Inc Technology	NEW	665	NEW	$386,305	NEW	0.05%
DELL	Dell Technologies Inc. Technology	NEW	875	NEW	$377,527	NEW	0.05%
AVGO	Broadcom Inc. Technology	Reduced	965	-30	$364,528	+18.4%	0.05%
META	Meta Platforms, Inc. Communication Services	Held	629	0	$354,309	−1.5%	0.05%
BILL	BILL Holdings, Inc. Technology	Reduced	9,312	-4,870	$336,721	−38.0%	0.05%
ADP	Automatic Data Processing Inc Technology	Held	1,400	0	$313,530	+10.2%	0.04%
ASML	Asml Holding NV Technology	NEW	150	NEW	$298,415	NEW	0.04%
ADI	Analog Devices Inc Technology	Held	735	0	$291,919	+24.8%	0.04%
WMT	Walmart Inc. Consumer Defensive	Held	2,535	0	$287,114	−8.9%	0.04%
TWLO	Twilio Inc Technology	NEW	1,315	NEW	$271,323	NEW	0.04%
GLW	Corning Inc /Ny Technology	NEW	945	NEW	$241,381	NEW	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.