Barton Investment Management Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$928.1M
Holdings
52
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 1,640,426 | $264.1M | 28.45% | |
| 2 | NFLXNETFLIX INC | 2,371,717 | $222.4M | 23.96% | |
| 3 | AMZNAMAZON COM INC | 505,676 | $116.7M | 12.58% | |
| 4 | GLBEGLOBAL E ONLINE LTD | 1,079,254 | $42.4M | 4.57% | |
| 5 | OWLBLUE OWL CAPITAL INC | 1,950,164 | $29.1M | 3.14% | |
| 6 | EQIXEQUINIX INC | 35,256 | $27.0M | 2.91% | |
| 7 | ALAIR LEASE CORP | 403,246 | $25.9M | 2.79% | |
| 8 | KVYOKLAVIYO INC | 670,042 | $21.8M | 2.34% | |
| 9 | OKTAOKTA INC | 250,886 | $21.7M | 2.34% | |
| 10 | GTLBGITLAB INC | 558,603 | $21.0M | 2.26% | |
| 11 | GFLGFL ENVIRONMENTAL INC | 420,150 | $18.0M | 1.94% | |
| 12 | AMTAMERICAN TOWER CORP NEW | 79,208 | $13.9M | 1.50% | |
| 13 | MSFTMICROSOFT CORP | 24,461 | $11.8M | 1.27% | |
| 14 | EAELECTRONIC ARTS INC | 49,065 | $10.0M | 1.08% | |
| 15 | BLBLACKLINE INC | 160,204 | $8.9M | 0.95% | |
| 16 | QCOMQUALCOMM INC | 47,081 | $8.1M | 0.87% | |
| 17 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $7.5M | 0.81% | |
| 18 | AAPLAPPLE INC | 25,402 | $6.9M | 0.74% | |
| 19 | PYPLPAYPAL HLDGS INC | 117,171 | $6.8M | 0.74% | |
| 20 | GOOGLALPHABET INC | 19,410 | $6.1M | 0.65% | |
| 21 | —BERKSHIRE HATHAWAY INC Cl B | 10,465 | $5.3M | 0.57% | |
| 22 | VTIVANGUARD INDEX FDS | 10,752 | $3.6M | 0.39% | |
| 23 | GOOGALPHABET INC | 10,635 | $3.3M | 0.36% | |
| 24 | JNJJOHNSON & JOHNSON | 14,817 | $3.1M | 0.33% | |
| 25 | ABBVABBVIE INC | 9,614 | $2.2M | 0.24% | |
| 26 | SYMSYMBOTIC INC | 30,658 | $1.8M | 0.20% | |
| 27 | TROWPRICE T ROWE GROUP INC | 16,440 | $1.7M | 0.18% | |
| 28 | VGSHVANGUARD SCOTTSDALE FDS | 26,589 | $1.6M | 0.17% | |
| 29 | XOMEXXON MOBIL CORP | 12,434 | $1.5M | 0.16% | |
| 30 | DASHDOORDASH INC | 6,000 | $1.4M | 0.15% | |
| 31 | ABTABBOTT LABS | 9,894 | $1.2M | 0.13% | |
| 32 | ORCLORACLE CORP | 5,785 | $1.1M | 0.12% | |
| 33 | ADBEADOBE INC | 3,200 | $1.1M | 0.12% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 1,024 | $883K | 0.10% | |
| 35 | MRKMERCK & CO INC | 8,158 | $858K | 0.09% | |
| 36 | BILLBILL HOLDINGS INC | 15,117 | $824K | 0.09% | |
| 37 | NVDANVIDIA CORPORATION | 4,016 | $748K | 0.08% | |
| 38 | DISDISNEY WALT CO | 6,289 | $715K | 0.08% | |
| 39 | SPYSPDR S&P 500 ETF TR | 839 | $572K | 0.06% | |
| 40 | AXPAMERICAN EXPRESS CO | 1,544 | $571K | 0.06% | |
| 41 | METAMETA PLATFORMS INC | 779 | $514K | 0.06% | |
| 42 | SCHXSCHWAB STRATEGIC TR | 16,800 | $452K | 0.05% | |
| 43 | ADPAUTOMATIC DATA PROCESSING IN | 1,400 | $360K | 0.04% | |
| 44 | VRTVERTIV HOLDINGS CO | 2,210 | $358K | 0.04% | |
| 45 | AVGOBROADCOM INC | 995 | $344K | 0.04% | |
| 46 | CSCOCISCO SYS INC | 4,265 | $328K | 0.04% | |
| 47 | NTRSNORTHERN TR CORP | 2,250 | $307K | 0.03% | |
| 48 | CITHE CIGNA GROUP | 1,080 | $297K | 0.03% | |
| 49 | WMTWALMART INC | 2,535 | $282K | 0.03% | |
| 50 | PFEPFIZER INC | 9,803 | $244K | 0.03% | |
| 51 | VTVVANGUARD INDEX FDS | 1,235 | $235K | 0.03% | |
| 52 | TWLOTWILIO INC | 1,460 | $207K | 0.02% |