Barton Investment Management Top Holdings and 13F Report (2025) About Barton Investment ManagementInvestment ActivityBarton Investment Management has $942.84 million in total holdings as of December 31, 2024.Barton Investment Management owns shares of 48 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.33% of the portfolio was purchased this quarter.About 3.71% of the portfolio was sold this quarter.This quarter, Barton Investment Management has purchased 43 new stocks and bought additional shares in 8 stocks.Barton Investment Management sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Netflix $267,935,249Shopify $199,155,772Amazon.com $131,376,437Global-E Online $54,676,523Blue Owl Capital $42,570,894 Largest New Holdings this Quarter GitLab $18,913,765 HoldingVertiv $261,303 HoldingCisco Systems $252,488 HoldingBroadcom $249,253 HoldingNorthern Trust $230,625 Holding Largest Purchases this Quarter GitLab 335,648 shares (about $18.91M)Global-E Online 11,458 shares (about $624.80K)Blue Owl Capital 15,579 shares (about $362.37K)GFL Environmental 7,404 shares (about $329.77K)Vertiv 2,300 shares (about $261.30K) Largest Sales this Quarter BlackLine 229,650 shares (about $13.95M)Netflix 8,646 shares (about $7.71M)Shopify 33,032 shares (about $3.51M)Okta 26,411 shares (about $2.08M)Amazon.com 8,920 shares (about $1.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarton Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNFLXNetflix$267,935,249$7,706,353 ▼-2.8%300,60528.4%Consumer DiscretionarySHOPShopify$199,155,772$3,512,293 ▼-1.7%1,872,99721.1%Computer and TechnologyAMZNAmazon.com$131,376,437$1,956,959 ▼-1.5%598,82613.9%Retail/WholesaleGLBEGlobal-E Online$54,676,523$624,805 ▲1.2%1,002,6875.8%Retail/WholesaleOWLBlue Owl Capital$42,570,894$362,368 ▲0.9%1,830,2194.5%FinanceEQIXEquinix$36,035,371$384,699 ▼-1.1%38,2183.8%FinanceALAir Lease$32,644,100$235,024 ▼-0.7%677,1233.5%TransportationOKTAOkta$20,546,628$2,081,187 ▼-9.2%260,7442.2%Computer and TechnologyGTLBGitLab$18,913,765$18,913,765 ▲New Holding335,6482.0%Computer and TechnologyGFLGFL Environmental$18,466,195$329,774 ▲1.8%414,5982.0%Business ServicesBLBlackLine$16,592,463$13,953,535 ▼-45.7%273,0821.8%Computer and TechnologyAMTAmerican Tower$15,966,024$491,722 ▼-3.0%87,0511.7%FinancePYPLPayPal$12,173,386$1,235,953 ▼-9.2%142,6291.3%Computer and TechnologyMSFTMicrosoft$11,041,1930.0%26,1951.2%Computer and TechnologyEAElectronic Arts$8,523,438$884,384 ▼-9.4%58,2600.9%Consumer DiscretionaryQCOMQUALCOMM$7,580,883$51,770 ▲0.7%49,3480.8%Computer and TechnologyAAPLApple$7,310,762$538,403 ▼-6.9%29,1940.8%Computer and TechnologyBRK.ABerkshire Hathaway$6,809,2000.0%100.7%FinanceBerkshire Hathaway Cl B$4,736,776$124,652 ▼-2.6%10,4500.5%COMGOOGLAlphabet$3,659,169$37,860 ▲1.0%19,3300.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,482,647$162,004 ▼-4.4%12,0170.4%ETFGOOGAlphabet$2,228,1480.0%11,7000.2%Computer and TechnologyJNJJohnson & Johnson$2,161,057$51,340 ▼-2.3%14,9430.2%MedicalTROWT. Rowe Price Group$2,064,572$59,938 ▼-2.8%18,2560.2%FinanceABBVAbbVie$1,708,4080.0%9,6140.2%MedicalADBEAdobe$1,422,9760.0%3,2000.2%Computer and TechnologyXOMExxon Mobil$1,349,896$48,407 ▼-3.5%12,5490.1%Oils/EnergyORCLOracle$1,212,3060.0%7,2750.1%Computer and TechnologyBILLBILL$1,202,459$12,029 ▲1.0%14,1950.1%Computer and TechnologyABTAbbott Laboratories$1,119,1110.0%9,8940.1%MedicalDOORDASH INC$1,006,5000.0%6,0000.1%CL ACOSTCostco Wholesale$938,2610.0%1,0240.1%Retail/WholesaleMRKMerck & Co., Inc.$811,5580.0%8,1580.1%MedicalDISWalt Disney$700,2810.0%6,2890.1%Consumer DiscretionaryNVDANVIDIA$647,144$177,129 ▲37.7%4,8190.1%Computer and TechnologyAXPAmerican Express$514,931$48,970 ▼-8.7%1,7350.1%FinanceSPYSPDR S&P 500 ETF Trust$491,7220.0%8390.1%FinanceMETAMeta Platforms$447,9160.0%7650.0%Computer and TechnologyADPAutomatic Data Processing$409,8220.0%1,4000.0%Business ServicesCIThe Cigna Group$298,2320.0%1,0800.0%MedicalVRTVertiv$261,303$261,303 ▲New Holding2,3000.0%Computer and TechnologyPFEPfizer$258,169$27,353 ▲11.9%9,7310.0%MedicalCSCOCisco Systems$252,488$252,488 ▲New Holding4,2650.0%Computer and TechnologyAVGOBroadcom$249,253$249,253 ▲New Holding1,0750.0%Computer and TechnologyNTRSNorthern Trust$230,625$230,625 ▲New Holding2,2500.0%FinanceWMTWalmart$229,038$229,038 ▲New Holding2,5350.0%Retail/WholesaleTFXTeleflex$213,5760.0%1,2000.0%MedicalVTVVanguard Value ETF$209,086$209,086 ▲New Holding1,2350.0%ETFVGSHVanguard Short-Term Treasury Index ETF$0$1,267,024 ▼-100.0%00.0%ETFCATCaterpillar$0$250,825 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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