Barton Investment Management
CIK
1387818
Location
WEST CONSHOHOCKEN, PA
Portfolio Value
Small
$774,425,941
Diversification
Moderately concentrated
Filing Date
Global Rank
#2,051
/ 8,605
▼ 126
· as of Mar 2026
Top Industry
Entertainment
29.2%
3Y Alpha vs SPY
-6.5%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.4%
SPY
+76.5%
Annualised alpha
-6.8%
Max drawdown
−29.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.1%
−0.1 pts
Top 5
75.5%
+1.0 pts
Top 10
88.0%
+0.6 pts
HHI
1,706
Moderately concentrated+10
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.9% | $270,408,307 |
| Communication Services | 31.1% | $240,683,989 |
| Consumer Cyclical | 17.8% | $138,032,059 |
| Real Estate | 5.9% | $45,727,048 |
| Industrials | 5.5% | $42,496,313 |
| Financial Services | 3.3% | $25,713,049 |
| Healthcare | 1.0% | $8,086,150 |
| Energy | 0.2% | $1,397,998 |
| Consumer Defensive | 0.2% | $1,335,393 |
| Unclassified | 0.1% | $545,635 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | +380,010 | 1,050,052 | $20,434,011 | |
| OWL | Blue Owl Capital Inc. | +90,567 | 2,040,731 | $18,631,874 | |
| GLBE | Global-E Online Ltd. | +8,960 | 1,088,214 | $33,571,401 | |
| SYM | Symbotic Inc. | +6,155 | 36,813 | $1,958,451 | |
| CSCO | Cisco Systems, Inc. | +815 | 5,080 | $394,157 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AL | SUMISHO AIR LEASE CORP | −63,213 | 340,033 | $22,081,743 | |
| SHOP | Shopify Inc. | −37,467 | 1,602,959 | $190,142,996 | |
| NFLX | Netflix Inc | −28,755 | 2,342,962 | $225,275,796 | |
| OKTA | Okta, Inc. | −24,310 | 226,576 | $17,833,796 | |
| PYPL | PayPal Holdings, Inc. | −10,517 | 106,654 | $4,823,960 | |
| QCOM | Qualcomm Inc/De | −10,281 | 36,800 | $4,739,104 | |
| AMZN | Amazon Com Inc | −8,438 | 497,238 | $103,559,758 | |
| EA | Electronic Arts Inc. | −5,370 | 43,695 | $8,908,099 | |
| XOM | Exxon Mobil Corp | −4,194 | 8,240 | $1,397,998 | |
| GTLB | Gitlab Inc. | −3,660 | 554,943 | $12,008,966 | |
| EQIX | Equinix Inc | −2,416 | 32,840 | $32,191,081 | |
| ABBV | AbbVie Inc. | −2,036 | 7,578 | $1,648,139 | |
| ABT | Abbott Laboratories | −2,036 | 7,858 | $806,780 | |
| BL | Blackline, Inc. | −1,560 | 158,644 | $5,869,828 | |
| BILL | BILL Holdings, Inc. | −935 | 14,182 | $543,170 | |
| AMT | American Tower Corp /Ma/ | −775 | 78,433 | $13,535,967 | |
| GFL | GFL Environmental Inc. | −675 | 419,475 | $17,500,497 | |
| JNJ | Johnson & Johnson | −615 | 14,202 | $3,471,536 | |
| AAPL | Apple Inc. | −540 | 24,862 | $6,309,726 | |
| NVDA | Nvidia Corp | −350 | 3,666 | $639,350 | |
| GOOGL | Alphabet Inc. | −165 | 19,245 | $5,534,092 | |
| META | Meta Platforms, Inc. | −150 | 629 | $359,869 | |
| VRT | Vertiv Holdings Co | −125 | 2,085 | $522,459 | |
| PFE | Pfizer Inc | −83 | 9,720 | $272,937 | |
| MSFT | Microsoft Corp | −45 | 24,416 | $9,038,070 | |
| No positions match the current search. | |||||
46 positions ·
$774,425,941 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 2,342,962 | $225,275,796 | 29.09% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 1,602,959 | $190,142,996 | 24.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 497,238 | $103,559,758 | 13.37% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
Added | 1,088,214 | $33,571,401 | 4.34% | |
| EQIX |
Equinix Inc
Real Estate
|
Reduced | 32,840 | $32,191,081 | 4.16% | |
| AL |
SUMISHO AIR LEASE CORP
Industrials
|
Reduced | 340,033 | $22,081,743 | 2.85% | |
| KVYO |
Klaviyo, Inc.
Technology
|
Added | 1,050,052 | $20,434,011 | 2.64% | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
Added | 2,040,731 | $18,631,874 | 2.41% | |
| OKTA |
Okta, Inc.
Technology
|
Reduced | 226,576 | $17,833,796 | 2.30% | |
| GFL |
GFL Environmental Inc.
Industrials
|
Reduced | 419,475 | $17,500,497 | 2.26% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 78,433 | $13,535,967 | 1.75% | |
| GTLB |
Gitlab Inc.
Technology
|
Reduced | 554,943 | $12,008,966 | 1.55% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 24,416 | $9,038,070 | 1.17% | |
| EA |
Electronic Arts Inc.
Communication Services
|
Reduced | 43,695 | $8,908,099 | 1.15% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 24,862 | $6,309,726 | 0.81% | |
| BL |
Blackline, Inc.
Technology
|
Reduced | 158,644 | $5,869,828 | 0.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 19,245 | $5,534,092 | 0.71% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 106,654 | $4,823,960 | 0.62% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 36,800 | $4,739,104 | 0.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 14,202 | $3,471,536 | 0.45% | |
| SYM |
Symbotic Inc.
Industrials
|
Added | 36,813 | $1,958,451 | 0.25% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 7,578 | $1,648,139 | 0.21% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Held | 16,440 | $1,481,901 | 0.19% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 8,240 | $1,397,998 | 0.18% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,024 | $1,020,344 | 0.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 8,158 | $981,325 | 0.13% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
NEW | 18,875 | $905,433 | 0.12% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Held | 6,000 | $900,900 | 0.12% | |
| ORCL |
Oracle Corp
Technology
|
Held | 5,785 | $851,031 | 0.11% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 7,858 | $806,780 | 0.10% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 3,200 | $777,856 | 0.10% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,666 | $639,350 | 0.08% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 6,289 | $606,133 | 0.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 839 | $545,635 | 0.07% | |
| BILL |
BILL Holdings, Inc.
Technology
|
Reduced | 14,182 | $543,170 | 0.07% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 2,085 | $522,459 | 0.07% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 1,525 | $461,282 | 0.06% | |
| QXO |
QXO, Inc.
Industrials
|
NEW | 22,305 | $433,163 | 0.06% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 5,080 | $394,157 | 0.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 629 | $359,869 | 0.05% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,535 | $315,049 | 0.04% | |
| NTRS |
Northern Trust Corp
Financial Services
|
Held | 2,250 | $314,032 | 0.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 995 | $307,962 | 0.04% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,400 | $284,452 | 0.04% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 9,720 | $272,937 | 0.04% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 735 | $233,832 | 0.03% |