Barton Investment Management

CIK

1387818

Location

WEST CONSHOHOCKEN, PA

Portfolio Value

Small $733,056,726

Diversification

Diversified

Filing Date

Global Rank

#3,065 / 8,794 ▼ 532 · as of Jun 2026

Top Industry

Software - Application 28.2%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

24.6%

−4.6 pts

Top 5

72.4%

−3.5 pts

Top 10

85.6%

−1.8 pts

HHI

1,449

Diversified−270

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.7%	$276,518,329	22
Communication Services	25.0%	$183,519,033	5
Consumer Cyclical	21.1%	$154,971,287	3
Real Estate	6.3%	$45,854,388	2
Financial Services	4.5%	$32,678,543	6
Industrials	2.6%	$18,828,836	4
Healthcare	1.3%	$9,178,270	6
Unclassified	1.2%	$9,154,890	6
Consumer Defensive	0.2%	$1,245,035	2
Energy	0.2%	$1,108,115	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 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
FNDA	Schwab Fundamental U.S. Small Company ETF	+44	16,844	$495,718
GOOGL	Alphabet Inc.	+23	29,903	$10,643,469
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
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
BAB	Invesco Taxable Municipal Bond ETF	−950	19,480	$2,056,503
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

7 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
AFK	VanEck Africa Index ETF	410	$268,914
GLW	Corning Inc /Ny	945	$241,381
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
—		340,033	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $733,056,726 total · filing declares 60 positions · $738,188,362 · 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 57 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%	24.62%
NFLX	Netflix Inc Communication Services	Reduced	2,283,655	-59,307	$163,052,967	−27.6%	22.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	486,832	-10,406	$116,031,538	+12.0%	15.83%
GLBE	Global-E Online Ltd. Consumer Cyclical	Added	1,089,334	+1,120	$37,832,569	+12.7%	5.16%
EQIX	Equinix Inc Real Estate	Reduced	31,901	-939	$33,253,283	+3.3%	4.54%
OKTA	Okta, Inc. Technology	Reduced	214,259	-12,317	$29,235,640	+63.9%	3.99%
KVYO	Klaviyo, Inc. Technology	Added	1,256,608	+206,556	$18,974,780	−7.1%	2.59%
OWL	Blue Owl Capital Inc. Financial Services	Added	2,106,253	+65,522	$18,429,713	−1.1%	2.51%
GFL	GFL Environmental Inc. Industrials	Reduced	415,541	-3,934	$15,287,753	−12.6%	2.09%
GTLB	Gitlab Inc. Technology	Reduced	480,456	-74,487	$14,668,321	+22.1%	2.00%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	77,038	-1,395	$12,601,105	−6.9%	1.72%
GOOGL	Alphabet Inc. Communication Services	Added	29,903	+23	$10,643,469	+24.0%	1.45%
MSFT	Microsoft Corp Technology	Held	24,416	0	$9,107,656	+0.8%	1.24%
		Held	43,695	0	$8,959,222	+0.6%	1.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	10	0	$7,488,500	+4.3%	1.02%
AAPL	Apple Inc. Technology	Held	24,862	0	$7,194,068	+14.0%	0.98%
QCOM	Qualcomm Inc/De Technology	Added	38,057	+1,257	$7,032,553	+48.4%	0.96%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	99,100	-7,554	$4,279,138	−11.3%	0.58%
VB	Vanguard Morningstar Small-Cap ETF	Held	11,852	0	$4,197,857	+15.1%	0.57%
JNJ	Johnson & Johnson Healthcare	Reduced	14,163	-39	$3,596,977	+3.6%	0.49%
BL	Blackline, Inc. Technology	Reduced	125,977	-32,667	$3,536,174	−39.8%	0.48%
SYM	Symbotic Inc. Industrials	Added	53,460	+16,647	$2,403,027	+22.7%	0.33%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	19,480	-950	$2,056,503	−4.6%	0.28%
ABBV	AbbVie Inc. Healthcare	Held	7,578	0	$1,906,927	+15.7%	0.26%
RPRX	Royalty Pharma plc Healthcare	Added	30,046	+11,171	$1,684,679	+86.1%	0.23%
TROW	Price T Rowe Group Inc Financial Services	Reduced	14,040	-2,400	$1,596,207	+7.7%	0.22%
BNDW	Vanguard Total World Bond ETF	Held	25,934	0	$1,509,358	−0.6%	0.21%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,105	-135	$1,108,115	−20.7%	0.15%
DASH	DoorDash, Inc. Consumer Cyclical	Held	6,000	0	$1,107,180	+22.9%	0.15%
MRK	Merck & Co., Inc. Healthcare	Held	8,158	0	$1,048,303	+6.8%	0.14%
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	0.07%
DIS	Walt Disney Co Communication Services	Reduced	5,289	-1,000	$509,066	−16.0%	0.07%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	16,844	+44	$495,718	+15.1%	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%	0.06%
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%

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.