Barton Investment Management Top Holdings and 13F Report (2025) About Barton Investment ManagementInvestment ActivityBarton Investment Management has $814.08 million in total holdings as of March 31, 2025.Barton Investment Management owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.14% of the portfolio was purchased this quarter.About 10.21% of the portfolio was sold this quarter.This quarter, Barton Investment Management has purchased 48 new stocks and bought additional shares in 5 stocks.Barton Investment Management sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Netflix $232,696,076Shopify $165,025,341Amazon.com $98,915,604Blue Owl Capital $38,212,152Global-E Online $36,960,744 Largest New Holdings this Quarter 92206C102 - Vanguard Short-Term Treasury Index ETF $1,462,497 Holding Largest Purchases this Quarter GitLab 103,605 shares (about $4.87M)Blue Owl Capital 76,575 shares (about $1.53M)Vanguard Short-Term Treasury Index ETF 24,919 shares (about $1.46M)Global-E Online 34,080 shares (about $1.21M)GFL Environmental 3,280 shares (about $158.46K) Largest Sales this Quarter Netflix 51,073 shares (about $47.63M)Amazon.com 78,929 shares (about $15.02M)Shopify 144,621 shares (about $13.81M)BlackLine 50,093 shares (about $2.43M)PayPal 9,815 shares (about $640.43K) 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$232,696,076$47,627,105 ▼-17.0%249,53228.6%Consumer DiscretionarySHOPShopify$165,025,341$13,808,413 ▼-7.7%1,728,37620.3%Computer and TechnologyAMZNAmazon.com$98,915,604$15,017,032 ▼-13.2%519,89712.2%Retail/WholesaleOWLBlue Owl Capital$38,212,152$1,534,563 ▲4.2%1,906,7944.7%FinanceGLBEGlobal-E Online$36,960,744$1,214,952 ▲3.4%1,036,7674.5%Retail/WholesaleALAir Lease$32,291,285$420,539 ▼-1.3%668,4184.0%TransportationEQIXEquinix$30,679,990$481,057 ▼-1.5%37,6283.8%FinanceOKTAOkta$27,214,943$220,541 ▼-0.8%258,6483.3%Computer and TechnologyGTLBGitLab$20,644,891$4,869,435 ▲30.9%439,2532.5%Computer and TechnologyGFLGFL Environmental$20,187,687$158,457 ▲0.8%417,8782.5%Business ServicesAMTAmerican Tower$18,596,749$345,549 ▼-1.8%85,4632.3%FinanceBLBlackLine$10,797,128$2,425,503 ▼-18.3%222,9891.3%Computer and TechnologyMSFTMicrosoft$9,675,678$157,664 ▼-1.6%25,7751.2%Computer and TechnologyPYPLPayPal$8,666,114$640,429 ▼-6.9%132,8141.1%Computer and TechnologyBRK.ABerkshire Hathaway$7,984,4160.0%101.0%FinanceEAElectronic Arts$7,799,022$620,713 ▼-7.4%53,9651.0%Consumer DiscretionaryQCOMQUALCOMM$7,484,924$95,391 ▼-1.3%48,7270.9%Computer and TechnologyAAPLApple$6,484,8640.0%29,1940.8%Computer and TechnologyBERKSHIRE HATHAWAY Cl B$5,565,4610.0%10,4500.7%CL BVTIVanguard Total Stock Market ETF$3,220,301$82,452 ▼-2.5%11,7170.4%ETFGOOGLAlphabet$2,987,645$1,546 ▼-0.1%19,3200.4%Computer and TechnologyJNJJohnson & Johnson$2,478,1480.0%14,9430.3%MedicalABBVAbbVie$2,014,3260.0%9,6140.2%MedicalGOOGAlphabet$1,691,190$136,701 ▼-7.5%10,8250.2%Computer and TechnologyTROWT. Rowe Price Group$1,577,408$99,771 ▼-5.9%17,1700.2%FinanceXOMExxon Mobil$1,492,4530.0%12,5490.2%EnergyVGSHVanguard Short-Term Treasury Index ETF$1,462,497$1,462,497 ▲New Holding24,9190.2%ETFABTAbbott Laboratories$1,312,4400.0%9,8940.2%MedicalADBEAdobe$1,227,2960.0%3,2000.2%Computer and TechnologyDOORDASH INC$1,096,6200.0%6,0000.1%CL ACOSTCostco Wholesale$968,4790.0%1,0240.1%Retail/WholesaleORCLOracle$920,649$96,469 ▼-9.5%6,5850.1%Computer and TechnologyMRKMerck & Co., Inc.$732,2630.0%8,1580.1%MedicalBILLBILL$636,495$14,914 ▼-2.3%13,8700.1%Computer and TechnologyDISWalt Disney$620,7250.0%6,2890.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$469,3290.0%8390.1%FinanceAXPAmerican Express$466,8020.0%1,7350.1%FinanceMETAMeta Platforms$440,9160.0%7650.1%Computer and TechnologyADPAutomatic Data Processing$427,7420.0%1,4000.1%Business ServicesNVDANVIDIA$424,850$97,434 ▼-18.7%3,9200.1%Computer and TechnologyCIThe Cigna Group$355,3200.0%1,0800.0%MedicalCSCOCisco Systems$263,1940.0%4,2650.0%Computer and TechnologyPFEPfizer$247,009$431 ▲0.2%9,7480.0%MedicalWMTWalmart$222,5480.0%2,5350.0%Retail/WholesaleNTRSNorthern Trust$221,9630.0%2,2500.0%FinanceVTVVanguard Value ETF$213,3340.0%1,2350.0%ETFVRTVertiv$0$261,303 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$249,253 ▼-100.0%00.0%Computer and TechnologyTFXTeleflex$0$213,576 ▼-100.0%00.0%MedicalShowing 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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