13F-HR filed by Barton Investment Management
Barton Investment Management filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-20, with 60 holding rows worth $738,188,362.
- Accession
- 0001387818-26-000003
- Filer
- CIK 1387818
- Filed
- 2026-07-20
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 60 entries on the cover page, a total value of $738,188,362 stated on the cover page (in dollars after the unit check, H1), rows summing to $738,188,362 with VALUE read as dollars as filed, 13F file number 028-12324. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 1,580,601 | $180,473,023 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,283,655 | $163,052,967 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 486,832 | $116,031,539 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 1,089,334 | $37,832,570 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 31,901 | $33,253,284 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 214,259 | $29,235,641 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 1,256,608 | $18,974,781 | dollars as filed | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 2,106,253 | $18,429,711 | dollars as filed | |
| GFL ENVIRONMENTAL INC SUB VTG SHS | 36168Q104 | Stock | 415,541 | $15,287,754 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 480,456 | $14,668,322 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 77,038 | $12,601,106 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 24,416 | $9,107,657 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 43,695 | $8,959,223 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 10 | $7,488,500 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,862 | $7,194,069 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 38,057 | $7,032,600 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 19,268 | $6,885,806 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670207 | CLB | 10,255 | $5,131,499 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 99,100 | $4,279,138 | dollars as filed | |
| VTI | 922908769 | COM | 10,617 | $3,928,715 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 10,635 | $3,757,665 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 14,163 | $3,596,978 | dollars as filed | |
| BLACKLINE, INC. | 09239B109 | COM | 125,977 | $3,536,175 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 53,460 | $2,403,027 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G888 | SHORT TERM ETF | 19,480 | $2,056,504 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 7,578 | $1,906,928 | dollars as filed | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 30,046 | $1,684,680 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 14,040 | $1,596,208 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 25,934 | $1,509,359 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,105 | $1,108,116 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 6,000 | $1,107,180 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 8,158 | $1,048,303 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,024 | $957,922 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 5,785 | $847,792 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,866 | $773,548 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 7,858 | $713,035 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 1,980 | $662,944 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 3,200 | $656,064 | dollars as filed | |
| SPY | 78462F103 | SHS | 839 | $626,541 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,080 | $596,697 | dollars as filed | |
| Intel Corp | 458140100 | COM | 3,870 | $540,369 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 5,289 | $509,067 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 16,844 | $495,722 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,460 | $493,845 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 27,495 | $475,114 | dollars as filed | |
| NORTHERN TR CORP COM | 665859104 | Stock | 2,250 | $391,140 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 665 | $386,306 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 875 | $377,528 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 965 | $364,569 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 629 | $354,310 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 9,312 | $336,722 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,400 | $313,530 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 150 | $298,416 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 735 | $291,920 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,535 | $287,115 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 1,315 | $271,324 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,235 | $269,144 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 410 | $268,915 | dollars as filed | |
| CORNING INC | 219350105 | COM | 945 | $241,382 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 9,483 | $228,353 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001387818-26-000003 | this filing | 2026-07-20 | acceptance time not in the bulk data set |