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Barton Investment Management

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13F filer, CIK 1387818, WEST CONSHOHOCKEN, PA

Barton Investment Management reported $981,883,270 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-21. Its ten largest share positions make up 86.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001387818-25-000005

Period
2025-09-30
Reported value
$982M
Holdings
51
Top 10 weight
86.61%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KVYOnew+394,989$10.9M
SYMnew+30,425$1.64M
SCHXnew+16,800$443K
OWLadded+13,440$228K
BILLadded+1,096$58.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ALreduced-121,806-$7.75M
SHOPreduced-33,577-$4.99M
NFLXreduced-3,277-$3.93M
EQIXreduced-1,809-$1.42M
AMZNreduced-3,758-$825K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001387818-25-000005, largest first. % of portfolio is the value over $981,883,270, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,316 shares; 2024Q4: 300,605 shares; 2025Q1: 249,532 shares; 2025Q2: 245,588 shares; 2025Q3: 242,311 shares 242,311$291M29.59%-3,277Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895,137 shares; 2024Q4: 1,872,997 shares; 2025Q1: 1,728,376 shares; 2025Q2: 1,718,366 shares; 2025Q3: 1,684,789 shares 1,684,789$250M25.5%-33,577Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,116 shares; 2024Q4: 598,826 shares; 2025Q1: 519,897 shares; 2025Q2: 516,445 shares; 2025Q3: 512,687 shares 512,687$113M11.46%-3,758Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000,284 shares; 2024Q4: 1,002,687 shares; 2025Q1: 1,036,767 shares; 2025Q2: 1,079,377 shares; 2025Q3: 1,072,342 shares 1,072,342$38.3M3.91%-7,035Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,834,805 shares; 2024Q4: 1,830,219 shares; 2025Q1: 1,906,794 shares; 2025Q2: 1,906,744 shares; 2025Q3: 1,920,184 shares 1,920,184$32.5M3.31%+13,440Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,668 shares; 2024Q4: 677,123 shares; 2025Q1: 668,418 shares; 2025Q2: 595,023 shares; 2025Q3: 473,217 shares 473,217$30.1M3.07%-121,806Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,451 shares; 2024Q4: 38,218 shares; 2025Q1: 37,628 shares; 2025Q2: 37,662 shares; 2025Q3: 35,853 shares 35,853$28.1M2.86%-1,809Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,358 shares; 2024Q4: 335,648 shares; 2025Q1: 439,253 shares; 2025Q2: 564,183 shares; 2025Q3: 556,878 shares 556,878$25.1M2.56%-7,305Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,638 shares; 2024Q4: 260,744 shares; 2025Q1: 258,648 shares; 2025Q2: 252,062 shares; 2025Q3: 250,525 shares 250,525$23M2.34%-1,537Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,734 shares; 2024Q4: 414,598 shares; 2025Q1: 417,878 shares; 2025Q2: 419,678 shares; 2025Q3: 417,298 shares 417,298$19.8M2.01%-2,380Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,309 shares; 2024Q4: 87,051 shares; 2025Q1: 85,463 shares; 2025Q2: 82,633 shares; 2025Q3: 81,078 shares 81,078$15.6M1.59%-1,555Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,195 shares; 2024Q4: 26,195 shares; 2025Q1: 25,775 shares; 2025Q2: 25,775 shares; 2025Q3: 25,775 shares 25,775$13.4M1.36%0Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394,989 shares 394,989$10.9M1.11%newTimeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,425 shares; 2024Q4: 58,260 shares; 2025Q1: 53,965 shares; 2025Q2: 50,180 shares; 2025Q3: 50,065 shares 50,065$10.1M1.03%-115Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,836 shares; 2024Q4: 273,082 shares; 2025Q1: 222,989 shares; 2025Q2: 174,012 shares; 2025Q3: 161,852 shares 161,852$8.59M0.88%-12,160Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,064 shares; 2024Q4: 142,629 shares; 2025Q1: 132,814 shares; 2025Q2: 131,264 shares; 2025Q3: 124,125 shares 124,125$8.32M0.85%-7,139Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,665 shares; 2024Q4: 49,348 shares; 2025Q1: 48,727 shares; 2025Q2: 47,389 shares; 2025Q3: 47,279 shares 47,279$7.87M0.8%-110Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares 10$7.54M0.77%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,344 shares; 2024Q4: 29,194 shares; 2025Q1: 29,194 shares; 2025Q2: 28,784 shares; 2025Q3: 28,329 shares 28,329$7.21M0.73%-455Timeline
BERKSHIRE HATHAWAY INC DELBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,725 shares; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares 10,450$5.25M0.54%0
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,330 shares; 2024Q4: 19,330 shares; 2025Q1: 19,320 shares; 2025Q2: 19,320 shares; 2025Q3: 19,320 shares 19,320$4.7M0.48%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,152 shares; 2024Q4: 12,017 shares; 2025Q1: 11,717 shares; 2025Q2: 11,052 shares; 2025Q3: 10,752 shares 10,752$3.53M0.36%-300Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,283 shares; 2024Q4: 14,943 shares; 2025Q1: 14,943 shares; 2025Q2: 14,943 shares; 2025Q3: 14,943 shares 14,943$2.77M0.28%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 10,825 shares; 2025Q2: 10,635 shares; 2025Q3: 10,635 shares 10,635$2.59M0.26%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 9,614 shares; 2025Q1: 9,614 shares; 2025Q2: 9,614 shares; 2025Q3: 9,614 shares 9,614$2.23M0.23%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,275 shares; 2025Q1: 6,585 shares; 2025Q2: 6,585 shares; 2025Q3: 6,185 shares 6,185$1.74M0.18%-400Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,676 shares; 2024Q4: 18,256 shares; 2025Q1: 17,170 shares; 2025Q2: 16,440 shares; 2025Q3: 16,440 shares 16,440$1.69M0.17%0Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,425 shares 30,425$1.64M0.17%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000$1.63M0.17%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,469 shares; 2024Q4: not reported; 2025Q1: 24,919 shares; 2025Q2: 27,389 shares; 2025Q3: 26,589 shares 26,589$1.56M0.16%-800Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,999 shares; 2024Q4: 12,549 shares; 2025Q1: 12,549 shares; 2025Q2: 12,549 shares; 2025Q3: 12,549 shares 12,549$1.41M0.14%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 9,894 shares; 2025Q1: 9,894 shares; 2025Q2: 9,894 shares; 2025Q3: 9,894 shares 9,894$1.33M0.13%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200$1.13M0.11%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares 1,024$948K0.1%0Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,195 shares; 2024Q4: 14,195 shares; 2025Q1: 13,870 shares; 2025Q2: 14,726 shares; 2025Q3: 15,822 shares 15,822$838K0.09%+1,096Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,819 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares 3,920$731K0.07%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,289 shares; 2025Q1: 6,289 shares; 2025Q2: 6,289 shares; 2025Q3: 6,289 shares 6,289$720K0.07%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,158 shares; 2025Q1: 8,158 shares; 2025Q2: 8,158 shares; 2025Q3: 8,158 shares 8,158$685K0.07%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares 1,735$576K0.06%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares 765$562K0.06%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares 839$559K0.06%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,800 shares 16,800$443K0.05%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400$411K0.04%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,285 shares 2,285$345K0.04%-15Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,027 shares 1,027$339K0.03%-13Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares 1,080$311K0.03%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250$303K0.03%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,265 shares 4,265$292K0.03%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,535 shares 2,535$261K0.03%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,715 shares; 2024Q4: 9,731 shares; 2025Q1: 9,748 shares; 2025Q2: 9,766 shares; 2025Q3: 9,784 shares 9,784$249K0.03%+18Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares 1,235$230K0.02%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001387818-25-000005 base2025-10-21acceptance time not in the bulk data set