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Barton Investment Management

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13F filer, CIK 1387818, WEST CONSHOHOCKEN, PA

Barton Investment Management reported $928,110,062 across 52 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-21. Its ten largest share positions make up 85.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001387818-26-000001

Period
2025-12-31
Reported value
$928M
Holdings
52
Top 10 weight
85.34%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NFLXadded+2,129,406$200M
KVYOadded+275,053$8.93M
OWLadded+29,980$448K
GLBEadded+6,912$272K
TWLOnew+1,460$208K

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
SHOPreduced-44,363-$7.14M
ALreduced-69,971-$4.49M
AMZNreduced-7,011-$1.62M
AAPLreduced-2,927-$796K
MSFTreduced-1,314-$635K

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, Q4 2025

Share positions as resolved from 13F-HR 0001387818-26-000001, largest first. % of portfolio is the value over $928,110,062, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,640,426 shares 1,640,426$264M28.45%-44,363Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,316 shares; 2024Q4: 300,605 shares; 2025Q1: 249,532 shares; 2025Q2: 245,588 shares; 2025Q3: 242,311 shares; 2025Q4: 2,371,717 shares 2,371,717$222M23.96%+2,129,406Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604,116 shares; 2024Q4: 598,826 shares; 2025Q1: 519,897 shares; 2025Q2: 516,445 shares; 2025Q3: 512,687 shares; 2025Q4: 505,676 shares 505,676$117M12.58%-7,011Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,079,254 shares 1,079,254$42.4M4.57%+6,912Timeline
OWLBLUE OWL CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,950,164 shares 1,950,164$29.1M3.14%+29,980Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,451 shares; 2024Q4: 38,218 shares; 2025Q1: 37,628 shares; 2025Q2: 37,662 shares; 2025Q3: 35,853 shares; 2025Q4: 35,256 shares 35,256$27M2.91%-597Timeline
ALAIR LEASE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,668 shares; 2024Q4: 677,123 shares; 2025Q1: 668,418 shares; 2025Q2: 595,023 shares; 2025Q3: 473,217 shares; 2025Q4: 403,246 shares 403,246$25.9M2.79%-69,971Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 394,989 shares; 2025Q4: 670,042 shares 670,042$21.8M2.34%+275,053Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,638 shares; 2024Q4: 260,744 shares; 2025Q1: 258,648 shares; 2025Q2: 252,062 shares; 2025Q3: 250,525 shares; 2025Q4: 250,886 shares 250,886$21.7M2.34%+361Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,358 shares; 2024Q4: 335,648 shares; 2025Q1: 439,253 shares; 2025Q2: 564,183 shares; 2025Q3: 556,878 shares; 2025Q4: 558,603 shares 558,603$21M2.26%+1,725Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,734 shares; 2024Q4: 414,598 shares; 2025Q1: 417,878 shares; 2025Q2: 419,678 shares; 2025Q3: 417,298 shares; 2025Q4: 420,150 shares 420,150$18M1.94%+2,852Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,309 shares; 2024Q4: 87,051 shares; 2025Q1: 85,463 shares; 2025Q2: 82,633 shares; 2025Q3: 81,078 shares; 2025Q4: 79,208 shares 79,208$13.9M1.5%-1,870Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,195 shares; 2024Q4: 26,195 shares; 2025Q1: 25,775 shares; 2025Q2: 25,775 shares; 2025Q3: 25,775 shares; 2025Q4: 24,461 shares 24,461$11.8M1.27%-1,314Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,425 shares; 2024Q4: 58,260 shares; 2025Q1: 53,965 shares; 2025Q2: 50,180 shares; 2025Q3: 50,065 shares; 2025Q4: 49,065 shares 49,065$10M1.08%-1,000Timeline
BLBLACKLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,836 shares; 2024Q4: 273,082 shares; 2025Q1: 222,989 shares; 2025Q2: 174,012 shares; 2025Q3: 161,852 shares; 2025Q4: 160,204 shares 160,204$8.86M0.95%-1,648Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,665 shares; 2024Q4: 49,348 shares; 2025Q1: 48,727 shares; 2025Q2: 47,389 shares; 2025Q3: 47,279 shares; 2025Q4: 47,081 shares 47,081$8.05M0.87%-198Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10$7.55M0.81%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,344 shares; 2024Q4: 29,194 shares; 2025Q1: 29,194 shares; 2025Q2: 28,784 shares; 2025Q3: 28,329 shares; 2025Q4: 25,402 shares 25,402$6.91M0.74%-2,927Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,064 shares; 2024Q4: 142,629 shares; 2025Q1: 132,814 shares; 2025Q2: 131,264 shares; 2025Q3: 124,125 shares; 2025Q4: 117,171 shares 117,171$6.84M0.74%-6,954Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,330 shares; 2024Q4: 19,330 shares; 2025Q1: 19,320 shares; 2025Q2: 19,320 shares; 2025Q3: 19,320 shares; 2025Q4: 19,410 shares 19,410$6.08M0.65%+90Timeline
BERKSHIRE HATHAWAY INC DELBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,725 shares; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,450 shares; 2025Q3: 10,450 shares; 2025Q4: 10,465 shares 10,465$5.26M0.57%+15
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,152 shares; 2024Q4: 12,017 shares; 2025Q1: 11,717 shares; 2025Q2: 11,052 shares; 2025Q3: 10,752 shares; 2025Q4: 10,752 shares 10,752$3.6M0.39%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 10,825 shares; 2025Q2: 10,635 shares; 2025Q3: 10,635 shares; 2025Q4: 10,635 shares 10,635$3.34M0.36%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,283 shares; 2024Q4: 14,943 shares; 2025Q1: 14,943 shares; 2025Q2: 14,943 shares; 2025Q3: 14,943 shares; 2025Q4: 14,817 shares 14,817$3.07M0.33%-126Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 9,614 shares; 2025Q1: 9,614 shares; 2025Q2: 9,614 shares; 2025Q3: 9,614 shares; 2025Q4: 9,614 shares 9,614$2.2M0.24%0Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,425 shares; 2025Q4: 30,658 shares 30,658$1.82M0.2%+233Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,676 shares; 2024Q4: 18,256 shares; 2025Q1: 17,170 shares; 2025Q2: 16,440 shares; 2025Q3: 16,440 shares; 2025Q4: 16,440 shares 16,440$1.68M0.18%0Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,469 shares; 2024Q4: not reported; 2025Q1: 24,919 shares; 2025Q2: 27,389 shares; 2025Q3: 26,589 shares; 2025Q4: 26,589 shares 26,589$1.56M0.17%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,999 shares; 2024Q4: 12,549 shares; 2025Q1: 12,549 shares; 2025Q2: 12,549 shares; 2025Q3: 12,549 shares; 2025Q4: 12,434 shares 12,434$1.5M0.16%-115Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000$1.36M0.15%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 9,894 shares; 2025Q1: 9,894 shares; 2025Q2: 9,894 shares; 2025Q3: 9,894 shares; 2025Q4: 9,894 shares 9,894$1.24M0.13%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 7,275 shares; 2025Q1: 6,585 shares; 2025Q2: 6,585 shares; 2025Q3: 6,185 shares; 2025Q4: 5,785 shares 5,785$1.13M0.12%-400Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200$1.12M0.12%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares 1,024$883K0.1%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,158 shares; 2025Q1: 8,158 shares; 2025Q2: 8,158 shares; 2025Q3: 8,158 shares; 2025Q4: 8,158 shares 8,158$859K0.09%0Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,195 shares; 2024Q4: 14,195 shares; 2025Q1: 13,870 shares; 2025Q2: 14,726 shares; 2025Q3: 15,822 shares; 2025Q4: 15,117 shares 15,117$824K0.09%-705Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,819 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 4,016 shares 4,016$749K0.08%+96Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,289 shares; 2025Q1: 6,289 shares; 2025Q2: 6,289 shares; 2025Q3: 6,289 shares; 2025Q4: 6,289 shares 6,289$716K0.08%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares 839$572K0.06%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,544 shares 1,544$571K0.06%-191Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 779 shares 779$514K0.06%+14Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,800 shares; 2025Q4: 16,800 shares 16,800$452K0.05%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400$360K0.04%0Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,300 shares; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 2,285 shares; 2025Q4: 2,210 shares 2,210$358K0.04%-75Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,075 shares; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,027 shares; 2025Q4: 995 shares 995$344K0.04%-32Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,265 shares; 2025Q1: 4,265 shares; 2025Q2: 4,265 shares; 2025Q3: 4,265 shares; 2025Q4: 4,265 shares 4,265$329K0.04%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares 2,250$307K0.03%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares 1,080$297K0.03%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,535 shares; 2024Q4: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares 2,535$282K0.03%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,715 shares; 2024Q4: 9,731 shares; 2025Q1: 9,748 shares; 2025Q2: 9,766 shares; 2025Q3: 9,784 shares; 2025Q4: 9,803 shares 9,803$244K0.03%+19Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares 1,235$236K0.03%0Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,460 shares 1,460$208K0.02%newTimeline

How Q4 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 0001387818-26-000001 base2026-01-21acceptance time not in the bulk data set