Barton Investment Management Portfolio Holdings

Barton Investment Management

  • $966 Million
  • Q3 2025

Barton Investment Management has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $966 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $291M, Shopify Inc. with a value of $250M, Amazon Com Inc with a value of $113M, Global E Online Ltd. with a value of $38.3M, and Blue Owl Capital Inc. with a value of $32.5M.

Examining the 13F form we can see an increase of $5.59M in the current position value, from $960M to 966M.

Below you can find more details about Barton Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $966 Million
Technology: $341 Million
Communication Services: $311 Million
Consumer Cyclical: $151 Million
Financial Services: $52.6 Million
Industrials: $50.5 Million
Real Estate: $43.7 Million
Healthcare: $7.57 Million
ETFs: $6.32 Million
Other: $2.62 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$552B
$291 Million 30.09% of portfolio
242,311
Q3 2025 Reduced 1.33%
$196B
$250 Million 25.93% of portfolio
1,684,789
Q3 2025 Reduced 1.95%
$2.26T
$113 Million 11.66% of portfolio
512,687
Q3 2025 Reduced 0.73%
$5.21B
$38.3 Million 3.97% of portfolio
1,072,342
Q3 2025 Reduced 0.65%
$7.54B
$32.5 Million 3.37% of portfolio
1,920,184
Q3 2025 Added 0.7%
$7.06B
$30.1 Million 3.12% of portfolio
473,217
Q3 2025 Reduced 20.47%
$74.9B
$28.1 Million 2.91% of portfolio
35,853
Q3 2025 Reduced 4.8%
$4.31B
$25.1 Million 2.6% of portfolio
556,878
Q3 2025 Reduced 1.29%
$13.6B
$23 Million 2.38% of portfolio
250,525
Q3 2025 Reduced 0.61%
$15.1B
$19.8 Million 2.05% of portfolio
417,298
Q3 2025 Reduced 0.57%
$89.6B
$15.6 Million 1.61% of portfolio
81,078
Q3 2025 Reduced 1.88%
$3.86T
$13.4 Million 1.38% of portfolio
25,775
Q1 2025 Reduced 1.6%
$55.8B
$10.1 Million 1.05% of portfolio
50,065
Q3 2025 Reduced 0.23%
$3.12B
$8.59 Million 0.89% of portfolio
161,852
Q3 2025 Reduced 6.99%
$81B
$8.32 Million 0.86% of portfolio
124,125
Q3 2025 Reduced 5.44%
$190B
$7.87 Million 0.81% of portfolio
47,279
Q3 2025 Reduced 0.23%
$4.22T
$7.21 Million 0.75% of portfolio
28,329
Q3 2025 Reduced 1.58%
$1.5T
$4.7 Million 0.49% of portfolio
19,320
Q1 2025 Reduced 0.05%
$0
$3.53 Million 0.37% of portfolio
10,752
Q3 2025 Reduced 2.71%
$502B
$2.77 Million 0.29% of portfolio
14,943
Q4 2024 Reduced 2.22%
$1.53T
$2.59 Million 0.27% of portfolio
10,635
Q2 2025 Reduced 1.76%
$409B
$2.23 Million 0.23% of portfolio
9,614
Q4 2021 Added 6.89%
$742B
$1.74 Million 0.18% of portfolio
6,185
Q3 2025 Reduced 6.07%
$3.87B
$1.64 Million 0.17% of portfolio
30,425
Q3 2025 New
$93.8B
$1.63 Million 0.17% of portfolio
6,000
Q3 2023 New
$23.5B
$1.69 Million 0.17% of portfolio
16,440
Q2 2025 Reduced 4.25%
$0
$1.56 Million 0.16% of portfolio
26,589
Q3 2025 Reduced 2.92%
$470B
$1.41 Million 0.15% of portfolio
12,549
Q4 2024 Reduced 3.46%
$223B
$1.33 Million 0.14% of portfolio
9,894
Q3 2020 Added 10.01%
$166B
$1.13 Million 0.12% of portfolio
3,200
Q1 2018 New
$415B
$947,000 0.1% of portfolio
1,024
Q4 2021 Added 36.53%
$5.6B
$838,000 0.09% of portfolio
15,822
Q3 2025 Added 7.44%
$451B
$731,000 0.08% of portfolio
3,920
Q1 2025 Reduced 18.66%
$222B
$684,000 0.07% of portfolio
8,158
Q4 2021 Reduced 2.11%
$208B
$720,000 0.07% of portfolio
6,289
Q3 2023 Reduced 4.04%
$265B
$576,000 0.06% of portfolio
1,735
Q4 2024 Reduced 8.68%
$1.65T
$561,000 0.06% of portfolio
765
Q2 2023 New
$0
$558,000 0.06% of portfolio
839
Q2 2024 Reduced 18.86%
$0
$442,000 0.05% of portfolio
16,800
Q3 2025 New
$139B
$338,000 0.04% of portfolio
1,027
Q3 2025 Reduced 1.25%
$118B
$410,000 0.04% of portfolio
1,400
Q4 2020 New
$93.8B
$311,000 0.03% of portfolio
1,080
Q4 2023 Reduced 27.9%
$139B
$249,000 0.03% of portfolio
9,784
Q3 2025 Added 0.18%
$288B
$261,000 0.03% of portfolio
2,535
Q3 2024 New
$290B
$291,000 0.03% of portfolio
4,265
Q4 2024 New
$26.8B
$302,000 0.03% of portfolio
2,250
Q3 2024 New
$0
$230,000 0.02% of portfolio
1,235
Q3 2024 New
$32.7B
$198,000 0.02% of portfolio
2,285
Q3 2025 Reduced 0.65%
Klaviyo Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $966 Million
  • Prior Value $960 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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