Barton Investment Management
WEST CONSHOHOCKEN, PA
$738m in 60 US stocks at the end of 30 June 2026. The top 10 are 85.0% of the money. It changed about 9.4% of the portfolio this quarter.
Value
$738m
Stocks
60
Top 10 share
85.0%
Turnover
9.4%
What changed this quarter
New
Bought for the first time this quarter.
- IntelINTC<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- TwilioTWLO<0.1% of the fund
- Vaneck ETF TrustSMH<0.1% of the fund
- CorningGLW<0.1% of the fund
Added
Bought more of a stock they already held.
- KlaviyoKVYO2.6% of the fund+20%
- Blue Owl CapitalOWL2.5% of the fund+3%
- QualcommQCOM1.0% of the fund+3%
- SymboticSYM0.3% of the fund+45%
- Royalty PharmaRPRX0.2% of the fund+59%
- NvidiaNVDA0.1% of the fund+5%
- QXOQXO<0.1% of the fund+23%
Cut
Sold some of their stake.
- NetflixNFLX22.1% of the fund-3%
- Amazon.comAMZN15.7% of the fund-2%
- EquinixEQIX4.5% of the fund-3%
- OktaOKTA4.0% of the fund-5%
- GitlabGTLB2.0% of the fund-13%
- PayPal HoldingsPYPL0.6% of the fund-7%
- BlacklineBL0.5% of the fund-21%
- Invesco Exch Traded FD TR IITBLL0.3% of the fund-5%
- Price T Rowe GroupTROW0.2% of the fund-15%
- Vertiv HoldingsVRT<0.1% of the fund-5%
- Walt DisneyDIS<0.1% of the fund-16%
- American ExpressAXP<0.1% of the fund-4%
- BroadcomAVGO<0.1% of the fund-3%
- BILL HoldingsBILL<0.1% of the fund-34%
- PfizerPFE<0.1% of the fund-2%
Sold out
Sold their entire stake.
- Air Lease-100%
Holdings
- GFL EnvironmentalGFL
- Share
- 2.1%
- Value
- $15m
- Shares
- 415,541
Held
- Electronic ArtsEA
- Share
- 1.2%
- Value
- $9m
- Shares
- 43,695
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 1.0%
- Value
- $7m
- Shares
- 10
Held
- Berkshire Hathaway INC DEL
- Share
- 0.7%
- Value
- $5m
- Shares
- 10,255
Held
- Vanguard Index FDSVTI
- Share
- 0.5%
- Value
- $4m
- Shares
- 10,617
Held
- Invesco Exch Traded FD TR IITBLL
- Share
- 0.3%
- Value
- $2m
- Shares
- 19,480
-5%
- Vanguard Scottsdale FDSVGSH
- Share
- 0.2%
- Value
- $2m
- Shares
- 25,934
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $626,541
- Shares
- 839
Held
- Schwab Strategic TRSCHX
- Share
- <0.1%
- Value
- $495,722
- Shares
- 16,844
Held
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $269,144
- Shares
- 1,235
Held
- Vaneck ETF TrustSMH
- Share
- <0.1%
- Value
- $268,915
- Shares
- 410
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ShopifySHOP | 24.4% | $180m | 1,580,601 | Held |
| NetflixNFLX | 22.1% | $163m | 2,283,655 | -3% |
| Amazon.comAMZN | 15.7% | $116m | 486,832 | -2% |
| Global-E OnlineGLBE | 5.1% | $38m | 1,089,334 | Held |
| EquinixEQIX | 4.5% | $33m | 31,901 | -3% |
| OktaOKTA | 4.0% | $29m | 214,259 | -5% |
| KlaviyoKVYO | 2.6% | $19m | 1,256,608 | +20% |
| Blue Owl CapitalOWL | 2.5% | $18m | 2,106,253 | +3% |
| GFL EnvironmentalGFL | 2.1% | $15m | 415,541 | Held |
| GitlabGTLB | 2.0% | $15m | 480,456 | -13% |
| American TowerAMT | 1.7% | $13m | 77,038 | Held |
| MicrosoftMSFT | 1.2% | $9m | 24,416 | Held |
| Electronic ArtsEA | 1.2% | $9m | 43,695 | Held |
| Berkshire Hathaway INC DELBRK-A | 1.0% | $7m | 10 | Held |
| AppleAAPL | 1.0% | $7m | 24,862 | Held |
| QualcommQCOM | 1.0% | $7m | 38,057 | +3% |
| AlphabetGOOGL | 0.9% | $7m | 19,268 | Held |
| Berkshire Hathaway INC DEL | 0.7% | $5m | 10,255 | Held |
| PayPal HoldingsPYPL | 0.6% | $4m | 99,100 | -7% |
| Vanguard Index FDSVTI | 0.5% | $4m | 10,617 | Held |
| AlphabetGOOG | 0.5% | $4m | 10,635 | Held |
| Johnson & JohnsonJNJ | 0.5% | $4m | 14,163 | Held |
| BlacklineBL | 0.5% | $4m | 125,977 | -21% |
| SymboticSYM | 0.3% | $2m | 53,460 | +45% |
| Invesco Exch Traded FD TR IITBLL | 0.3% | $2m | 19,480 | -5% |
| AbbVieABBV | 0.3% | $2m | 7,578 | Held |
| Royalty PharmaRPRX | 0.2% | $2m | 30,046 | +59% |
| Price T Rowe GroupTROW | 0.2% | $2m | 14,040 | -15% |
| Vanguard Scottsdale FDSVGSH | 0.2% | $2m | 25,934 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $1m | 8,105 | Held |
| DoorDashDASH | 0.1% | $1m | 6,000 | Held |
| MerckMRK | 0.1% | $1m | 8,158 | Held |
| Costco WholesaleCOST | 0.1% | $957,922 | 1,024 | Held |
| OracleORCL | 0.1% | $847,792 | 5,785 | Held |
| NvidiaNVDA | 0.1% | $773,548 | 3,866 | +5% |
| Abbott LaboratoriesABT | <0.1% | $713,035 | 7,858 | Held |
| Vertiv HoldingsVRT | <0.1% | $662,944 | 1,980 | -5% |
| AdobeADBE | <0.1% | $656,064 | 3,200 | Held |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $626,541 | 839 | Held |
| Cisco SystemsCSCO | <0.1% | $596,697 | 5,080 | Held |
| IntelINTC | <0.1% | $540,369 | 3,870 | New |
| Walt DisneyDIS | <0.1% | $509,067 | 5,289 | -16% |
| Schwab Strategic TRSCHX | <0.1% | $495,722 | 16,844 | Held |
| American ExpressAXP | <0.1% | $493,845 | 1,460 | -4% |
| QXOQXO | <0.1% | $475,114 | 27,495 | +23% |
| Northern TrustNTRS | <0.1% | $391,140 | 2,250 | Held |
| Advanced Micro DevicesAMD | <0.1% | $386,306 | 665 | New |
| Dell TechnologiesDELL | <0.1% | $377,528 | 875 | New |
| BroadcomAVGO | <0.1% | $364,569 | 965 | -3% |
| Meta PlatformsMETA | <0.1% | $354,310 | 629 | Held |
| BILL HoldingsBILL | <0.1% | $336,722 | 9,312 | -34% |
| Automatic Data ProcessingADP | <0.1% | $313,530 | 1,400 | Held |
| ASML Holding NVASML | <0.1% | $298,416 | 150 | New |
| Analog DevicesADI | <0.1% | $291,920 | 735 | Held |
| WalmartWMT | <0.1% | $287,115 | 2,535 | Held |
| TwilioTWLO | <0.1% | $271,324 | 1,315 | New |
| Vanguard Index FDSVTV | <0.1% | $269,144 | 1,235 | Held |
| Vaneck ETF TrustSMH | <0.1% | $268,915 | 410 | New |
| CorningGLW | <0.1% | $241,382 | 945 | New |
| PfizerPFE | <0.1% | $228,353 | 9,483 | -2% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 23.5% since 30 June 2025.
Where the money is
Technology43.7%
Media & telecom23.6%
Retail & consumer15.9%
Real estate6.2%
Financial services3.4%
Utilities2.1%
Health care1.2%
Industrials0.6%
Everyday goods0.2%
Energy0.2%
Other2.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.