Barton Investment Management

13F filer · CIK 0001387818

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$738MU.S. long equity reported on 13F

Positions547 new · 1 closed

Net flow last quarter-$30.7MBuys minus sells

Top 10 positions weight85.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202654 positions
SHOPShopify Inc.	$180M	24.45%	0.40%	-1.4%	Q3 2016
NFLXNetflix Inc	$163M	22.09%	0.05%	-2.5%	Q2 2013
AMZNAmazon Com Inc	$116M	15.72%	0.00%	-2.1%	Q2 2013
GLBEGlobal-E Online Ltd.	$37.8M	5.13%	0.64%	+0.1%	Q1 2022
EQIXEquinix Inc	$33.3M	4.50%	0.03%	-2.9%	Q4 2013
OKTAOkta, Inc.	$29.2M	3.96%	Not reported	-5.4%	Q4 2019
KVYOKlaviyo, Inc.	$19M	2.57%	Not reported	+19.7%	Q3 2025
OWLBlue Owl Capital Inc.	$18.4M	2.50%	30.64%	+3.2%	Q2 2021
GFLGFL Environmental Inc.	$15.3M	2.07%	Not reported	-0.9%	Q1 2023
GTLBGitlab Inc.	$14.7M	1.99%	Not reported	-13.4%	Q3 2024
AMTAmerican Tower Corp	$12.6M	1.71%	0.02%	-1.8%	Q2 2013
MSFTMicrosoft Corp	$9.11M	1.23%	0.00%	Not reported	Q2 2013
EAElectronic Arts Inc.	$8.96M	1.21%	Not reported	Not reported	Q2 2013
BRK.ABerkshire Hathaway Inc	$7.49M	1.01%	Not reported	Not reported	Q2 2013
AAPLApple Inc.	$7.19M	0.97%	0.00%	Not reported	Q2 2013
QCOMQualcomm Inc	$7.03M	0.95%	0.00%	+3.4%	Q2 2013
GOOGLAlphabet Inc.	$6.89M	0.93%	0.00%	+0.1%	Q4 2015
PYPLPayPal Holdings, Inc.	$4.28M	0.58%	0.01%	-7.1%	Q4 2015
GOOGAlphabet Inc.	$3.76M	0.51%	Not reported	Not reported	Q4 2015
JNJJohnson & Johnson	$3.6M	0.49%	0.00%	-0.3%	Q2 2013
BLBlackline, Inc.	$3.54M	0.48%	0.22%	-20.6%	Q4 2017
SYMSymbotic Inc.	$2.4M	0.33%	0.01%	+45.2%	Q3 2025
ABBVAbbVie Inc.	$1.91M	0.26%	0.00%	Not reported	Q2 2013
RPRXRoyalty Pharma plc	$1.68M	0.23%	0.01%	+59.2%	Q1 2026
TROWPrice T Rowe Group Inc	$1.6M	0.22%	0.01%	-14.6%	Q2 2013
XOMExxonMobil Holdings Corp	$1.11M	0.15%	0.00%	-1.6%	Q2 2013
DASHDoorDash, Inc.	$1.11M	0.15%	Not reported	Not reported	Q3 2023
MRKMerck & Co., Inc.	$1.05M	0.14%	0.00%	Not reported	Q2 2013
COSTCostco Wholesale Corp	$958K	0.13%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$848K	0.11%	0.00%	Not reported	Q2 2013
NVDANvidia Corp	$774K	0.10%	0.00%	+5.5%	Q2 2023
ABTAbbott Laboratories	$713K	0.10%	0.00%	Not reported	Q2 2013
VRTVertiv Holdings Co	$663K	0.09%	0.00%	-5.0%	Q3 2024
ADBEAdobe Inc.	$656K	0.09%	0.00%	Not reported	Q1 2014
SPYSPDR S&P 500 ETF Trust	$627K	0.08%	Not reported	Not reported	Q4 2022
CSCOCisco Systems, Inc.	$597K	0.08%	0.00%	Not reported	Q4 2015
INTCIntel Corp	$540K	0.07%	0.00%	New	Q2 2026
DISWalt Disney Co	$509K	0.07%	0.00%	-15.9%	Q2 2013
AXPAmerican Express Co	$494K	0.07%	0.00%	-4.3%	Q2 2013
QXOQXO, Inc.	$475K	0.06%	0.00%	+23.3%	Q1 2026
NTRSNorthern Trust Corp	$391K	0.05%	0.00%	Not reported	Q2 2013
AMDAdvanced Micro Devices Inc	$386K	0.05%	0.00%	New	Q2 2026
DELLDell Technologies Inc.	$378K	0.05%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$365K	0.05%	0.00%	-3.0%	Q4 2024
METAMeta Platforms, Inc.	$354K	0.05%	Not reported	Not reported	Q4 2021
BILLBILL Holdings, Inc.	$337K	0.05%	0.01%	-34.3%	Q4 2022
ADPAutomatic Data Processing Inc	$314K	0.04%	0.00%	Not reported	Q2 2013
ASMLAsml Holding NV	$298K	0.04%	0.00%	New	Q2 2026
ADIAnalog Devices Inc	$292K	0.04%	0.00%	Not reported	Q1 2026
WMTWalmart Inc.	$287K	0.04%	0.00%	Not reported	Q4 2015

Q1 2026Reported Apr 20, 202648 positions
NFLXNetflix Inc	$225M	28.25%	0.06%	-1.2%	Q2 2013
SHOPShopify Inc.	$190M	23.85%	0.41%	-2.3%	Q3 2016
AMZNAmazon Com Inc	$104M	12.99%	0.00%	-1.7%	Q2 2013
GLBEGlobal-E Online Ltd.	$33.6M	4.21%	0.64%	+0.8%	Q1 2022
EQIXEquinix Inc	$32.2M	4.04%	0.03%	-6.9%	Q4 2013
ALSumisho Air Lease Corporation	$22.1M	2.77%	0.30%	-15.7%	Q2 2013
KVYOKlaviyo, Inc.	$20.4M	2.56%	Not reported	+56.7%	Q3 2025
OWLBlue Owl Capital Inc.	$18.6M	2.34%	29.68%	+4.6%	Q2 2021
OKTAOkta, Inc.	$17.8M	2.24%	Not reported	-9.7%	Q4 2019
GFLGFL Environmental Inc.	$17.5M	2.19%	Not reported	-0.2%	Q1 2023
AMTAmerican Tower Corp	$13.5M	1.70%	0.02%	-1.0%	Q2 2013
GTLBGitlab Inc.	$12M	1.51%	Not reported	-0.7%	Q3 2024
MSFTMicrosoft Corp	$9.04M	1.13%	0.00%	-0.2%	Q2 2013
EAElectronic Arts Inc.	$8.91M	1.12%	Not reported	-10.9%	Q2 2013
BRK.ABerkshire Hathaway Inc	$7.18M	0.90%	Not reported	Not reported	Q2 2013
AAPLApple Inc.	$6.31M	0.79%	0.00%	-2.1%	Q2 2013
BLBlackline, Inc.	$5.87M	0.74%	0.27%	-1.0%	Q4 2017
GOOGLAlphabet Inc.	$5.53M	0.69%	0.00%	-0.9%	Q4 2015
PYPLPayPal Holdings, Inc.	$4.82M	0.61%	0.01%	-9.0%	Q4 2015
QCOMQualcomm Inc	$4.74M	0.59%	0.00%	-21.8%	Q2 2013
JNJJohnson & Johnson	$3.47M	0.44%	0.00%	-4.2%	Q2 2013
GOOGAlphabet Inc.	$3.05M	0.38%	Not reported	Not reported	Q4 2015
SYMSymbotic Inc.	$1.96M	0.25%	0.01%	+20.1%	Q3 2025
ABBVAbbVie Inc.	$1.65M	0.21%	0.00%	-21.2%	Q2 2013
TROWPrice T Rowe Group Inc	$1.48M	0.19%	0.01%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$1.4M	0.18%	0.00%	-33.7%	Q2 2013
COSTCostco Wholesale Corp	$1.02M	0.13%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$981K	0.12%	0.00%	Not reported	Q2 2013
RPRXRoyalty Pharma plc	$905K	0.11%	0.00%	New	Q1 2026
DASHDoorDash, Inc.	$901K	0.11%	Not reported	Not reported	Q3 2023
ORCLOracle Corp	$851K	0.11%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$807K	0.10%	0.00%	-20.6%	Q2 2013
ADBEAdobe Inc.	$778K	0.10%	0.00%	Not reported	Q1 2014
NVDANvidia Corp	$639K	0.08%	0.00%	-8.7%	Q2 2023
DISWalt Disney Co	$606K	0.08%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$546K	0.07%	Not reported	Not reported	Q4 2022
BILLBILL Holdings, Inc.	$543K	0.07%	0.01%	-6.2%	Q4 2022
VRTVertiv Holdings Co	$522K	0.07%	0.00%	-5.7%	Q3 2024
AXPAmerican Express Co	$461K	0.06%	0.00%	-1.2%	Q2 2013
QXOQXO, Inc.	$433K	0.05%	0.00%	New	Q1 2026
CSCOCisco Systems, Inc.	$394K	0.05%	0.00%	+19.1%	Q4 2015
METAMeta Platforms, Inc.	$360K	0.05%	Not reported	-19.3%	Q4 2021
WMTWalmart Inc.	$315K	0.04%	0.00%	Not reported	Q4 2015
NTRSNorthern Trust Corp	$314K	0.04%	0.00%	Not reported	Q2 2013
AVGOBroadcom Inc.	$308K	0.04%	0.00%	Not reported	Q4 2024
ADPAutomatic Data Processing Inc	$284K	0.04%	0.00%	Not reported	Q2 2013
PFEPfizer Inc	$273K	0.03%	0.00%	-0.9%	Q2 2013
ADIAnalog Devices Inc	$234K	0.03%	0.00%	New	Q1 2026
Q4 2025Reported Jan 21, 202647 positions
SHOPShopify Inc.	$264M	28.45%	0.42%	-2.6%	Q3 2016
NFLXNetflix Inc	$222M	23.96%	0.06%	-2.1%	Q2 2013
AMZNAmazon Com Inc	$117M	12.58%	0.00%	-1.4%	Q2 2013
GLBEGlobal-E Online Ltd.	$42.4M	4.57%	0.64%	+0.6%	Q1 2022
OWLBlue Owl Capital Inc.	$29.1M	3.14%	28.37%	+1.6%	Q2 2021
EQIXEquinix Inc	$27M	2.91%	0.04%	-1.7%	Q4 2013
ALSumisho Air Lease Corporation	$25.9M	2.79%	0.36%	-14.8%	Q2 2013
KVYOKlaviyo, Inc.	$21.8M	2.34%	Not reported	+69.6%	Q3 2025
OKTAOkta, Inc.	$21.7M	2.34%	Not reported	+0.1%	Q4 2019
GTLBGitlab Inc.	$21M	2.26%	Not reported	+0.3%	Q3 2024
GFLGFL Environmental Inc.	$18M	1.94%	Not reported	+0.7%	Q1 2023
AMTAmerican Tower Corp	$13.9M	1.50%	0.02%	-2.3%	Q2 2013
MSFTMicrosoft Corp	$11.8M	1.27%	0.00%	-5.1%	Q2 2013
EAElectronic Arts Inc.	$10M	1.08%	Not reported	-2.0%	Q2 2013
BLBlackline, Inc.	$8.86M	0.95%	0.27%	-1.0%	Q4 2017
QCOMQualcomm Inc	$8.05M	0.87%	0.00%	-0.4%	Q2 2013
BRK.ABerkshire Hathaway Inc	$7.55M	0.81%	Not reported	Not reported	Q2 2013
AAPLApple Inc.	$6.91M	0.74%	0.00%	-10.3%	Q2 2013
PYPLPayPal Holdings, Inc.	$6.84M	0.74%	0.01%	-5.6%	Q4 2015
GOOGLAlphabet Inc.	$6.08M	0.65%	0.00%	+0.5%	Q4 2015
GOOGAlphabet Inc.	$3.34M	0.36%	Not reported	Not reported	Q4 2015
JNJJohnson & Johnson	$3.07M	0.33%	0.00%	-0.8%	Q2 2013
ABBVAbbVie Inc.	$2.2M	0.24%	0.00%	Not reported	Q2 2013
SYMSymbotic Inc.	$1.82M	0.20%	0.01%	+0.8%	Q3 2025
TROWPrice T Rowe Group Inc	$1.68M	0.18%	0.01%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$1.5M	0.16%	0.00%	-0.9%	Q2 2013
DASHDoorDash, Inc.	$1.36M	0.15%	Not reported	Not reported	Q3 2023
ABTAbbott Laboratories	$1.24M	0.13%	0.00%	Not reported	Q2 2013
ORCLOracle Corp	$1.13M	0.12%	0.00%	-6.5%	Q2 2013
ADBEAdobe Inc.	$1.12M	0.12%	0.00%	Not reported	Q1 2014
COSTCostco Wholesale Corp	$883K	0.10%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$859K	0.09%	0.00%	Not reported	Q2 2013
BILLBILL Holdings, Inc.	$824K	0.09%	0.02%	-4.5%	Q4 2022
NVDANvidia Corp	$749K	0.08%	0.00%	+2.5%	Q2 2023
DISWalt Disney Co	$716K	0.08%	0.00%	Not reported	Q2 2013
SPYSPDR S&P 500 ETF Trust	$572K	0.06%	Not reported	Not reported	Q4 2022
AXPAmerican Express Co	$571K	0.06%	0.00%	-11.0%	Q2 2013
METAMeta Platforms, Inc.	$514K	0.06%	Not reported	+1.8%	Q4 2021
ADPAutomatic Data Processing Inc	$360K	0.04%	0.00%	Not reported	Q2 2013
VRTVertiv Holdings Co	$358K	0.04%	0.00%	-3.3%	Q3 2024
AVGOBroadcom Inc.	$344K	0.04%	0.00%	-3.1%	Q4 2024
CSCOCisco Systems, Inc.	$329K	0.04%	0.00%	Not reported	Q4 2015
NTRSNorthern Trust Corp	$307K	0.03%	0.00%	Not reported	Q2 2013
CICigna Group	$297K	0.03%	0.00%	Not reported	Q2 2013
WMTWalmart Inc.	$282K	0.03%	0.00%	Not reported	Q4 2015
PFEPfizer Inc	$244K	0.03%	0.00%	+0.2%	Q2 2013
TWLOTwilio Inc	$208K	0.02%	0.00%	New	Q4 2025
Q3 2025Reported Oct 21, 202546 positions
NFLXNetflix Inc	$291M	29.59%	0.06%	-1.3%	Q2 2013
SHOPShopify Inc.	$250M	25.50%	0.43%	-2.0%	Q3 2016
AMZNAmazon Com Inc	$113M	11.46%	0.00%	-0.7%	Q2 2013
GLBEGlobal-E Online Ltd.	$38.3M	3.91%	0.63%	-0.7%	Q1 2022
OWLBlue Owl Capital Inc.	$32.5M	3.31%	27.93%	+0.7%	Q2 2021
ALSumisho Air Lease Corporation	$30.1M	3.07%	0.42%	-20.5%	Q2 2013
EQIXEquinix Inc	$28.1M	2.86%	0.04%	-4.8%	Q4 2013
GTLBGitlab Inc.	$25.1M	2.56%	Not reported	-1.3%	Q3 2024
OKTAOkta, Inc.	$23M	2.34%	Not reported	-0.6%	Q4 2019
GFLGFL Environmental Inc.	$19.8M	2.01%	Not reported	-0.6%	Q1 2023
AMTAmerican Tower Corp	$15.6M	1.59%	0.02%	-1.9%	Q2 2013
MSFTMicrosoft Corp	$13.4M	1.36%	0.00%	Not reported	Q2 2013
KVYOKlaviyo, Inc.	$10.9M	1.11%	Not reported	New	Q3 2025
EAElectronic Arts Inc.	$10.1M	1.03%	Not reported	-0.2%	Q2 2013
BLBlackline, Inc.	$8.59M	0.88%	0.27%	-7.0%	Q4 2017
PYPLPayPal Holdings, Inc.	$8.32M	0.85%	0.01%	-5.4%	Q4 2015
QCOMQualcomm Inc	$7.87M	0.80%	0.00%	-0.2%	Q2 2013
BRK.ABerkshire Hathaway Inc	$7.54M	0.77%	Not reported	Not reported	Q2 2013
AAPLApple Inc.	$7.21M	0.73%	0.00%	-1.6%	Q2 2013
GOOGLAlphabet Inc.	$4.7M	0.48%	0.00%	Not reported	Q4 2015
JNJJohnson & Johnson	$2.77M	0.28%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$2.59M	0.26%	Not reported	Not reported	Q4 2015
ABBVAbbVie Inc.	$2.23M	0.23%	0.00%	Not reported	Q2 2013
ORCLOracle Corp	$1.74M	0.18%	0.00%	-6.1%	Q2 2013
TROWPrice T Rowe Group Inc	$1.69M	0.17%	0.01%	Not reported	Q2 2013
SYMSymbotic Inc.	$1.64M	0.17%	0.01%	New	Q3 2025
DASHDoorDash, Inc.	$1.63M	0.17%	Not reported	Not reported	Q3 2023
XOMExxonMobil Holdings Corp	$1.41M	0.14%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$1.33M	0.13%	0.00%	Not reported	Q2 2013
ADBEAdobe Inc.	$1.13M	0.11%	0.00%	Not reported	Q1 2014
COSTCostco Wholesale Corp	$948K	0.10%	0.00%	Not reported	Q4 2020
BILLBILL Holdings, Inc.	$838K	0.09%	0.02%	+7.4%	Q4 2022
NVDANvidia Corp	$731K	0.07%	0.00%	Not reported	Q2 2023
DISWalt Disney Co	$720K	0.07%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$685K	0.07%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$576K	0.06%	0.00%	Not reported	Q2 2013
METAMeta Platforms, Inc.	$562K	0.06%	Not reported	Not reported	Q4 2021
SPYSPDR S&P 500 ETF Trust	$559K	0.06%	Not reported	Not reported	Q4 2022
ADPAutomatic Data Processing Inc	$411K	0.04%	0.00%	Not reported	Q2 2013
VRTVertiv Holdings Co	$345K	0.04%	0.00%	-0.7%	Q3 2024
AVGOBroadcom Inc.	$339K	0.03%	0.00%	-1.3%	Q4 2024
CICigna Group	$311K	0.03%	0.00%	Not reported	Q2 2013
NTRSNorthern Trust Corp	$303K	0.03%	0.00%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$292K	0.03%	0.00%	Not reported	Q4 2015
WMTWalmart Inc.	$261K	0.03%	0.00%	Not reported	Q4 2015
PFEPfizer Inc	$249K	0.03%	0.00%	+0.2%	Q2 2013

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