Barton Investment Management Portfolio Holdings

Barton Investment Management

  • $960 Million
  • Q2 2025

Barton Investment Management has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $960 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $329M, Shopify Inc. with a value of $198M, Amazon Com Inc with a value of $113M, Blue Owl Capital Inc. with a value of $36.6M, and Global E Online Ltd. with a value of $36.2M.

Examining the 13F form we can see an increase of $149M in the current position value, from $811M to 960M.

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

Portfolio value $960 Million
Communication Services: $345 Million
Technology: $290 Million
Consumer Cyclical: $150 Million
Industrials: $56.6 Million
Financial Services: $56.1 Million
Real Estate: $48.2 Million
Healthcare: $6.65 Million
ETFs: $5.7 Million
Other: $2.61 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$538B
$329 Million 34.26% of portfolio
245,588
Q2 2025 Reduced 1.58%
$168B
$198 Million 20.65% of portfolio
1,718,366
Q2 2025 Reduced 0.58%
$2.33T
$113 Million 11.8% of portfolio
516,445
Q2 2025 Reduced 0.66%
$8.19B
$36.6 Million 3.82% of portfolio
1,906,744
Q2 2025 Reduced -0.0%
$5.24B
$36.2 Million 3.77% of portfolio
1,079,377
Q2 2025 Added 4.11%
$6.68B
$34.8 Million 3.63% of portfolio
595,023
Q2 2025 Reduced 10.98%
$71.6B
$30 Million 3.12% of portfolio
37,662
Q2 2025 Added 0.09%
$4.18B
$25.5 Million 2.65% of portfolio
564,183
Q2 2025 Added 28.44%
$14.1B
$25.2 Million 2.62% of portfolio
252,062
Q2 2025 Reduced 2.55%
$16.6B
$21.2 Million 2.21% of portfolio
419,678
Q2 2025 Added 0.43%
$94.9B
$18.3 Million 1.9% of portfolio
82,633
Q2 2025 Reduced 3.31%
$3.78T
$12.8 Million 1.34% of portfolio
25,775
Q1 2025 Reduced 1.6%
$3.24B
$9.85 Million 1.03% of portfolio
174,012
Q2 2025 Reduced 21.96%
$81.2B
$9.76 Million 1.02% of portfolio
131,264
Q2 2025 Reduced 1.17%
$47.8B
$8.01 Million 0.83% of portfolio
50,180
Q2 2025 Reduced 7.01%
$180B
$7.55 Million 0.79% of portfolio
47,389
Q2 2025 Reduced 2.75%
$3.73T
$5.91 Million 0.62% of portfolio
28,784
Q2 2025 Reduced 1.4%
$1.27T
$3.4 Million 0.35% of portfolio
19,320
Q1 2025 Reduced 0.05%
$0
$3.36 Million 0.35% of portfolio
11,052
Q2 2025 Reduced 5.68%
$463B
$2.28 Million 0.24% of portfolio
14,943
Q4 2024 Reduced 2.22%
$1.3T
$1.89 Million 0.2% of portfolio
10,635
Q2 2025 Reduced 1.76%
$372B
$1.78 Million 0.19% of portfolio
9,614
Q4 2021 Added 6.89%
$0
$1.61 Million 0.17% of portfolio
27,389
Q2 2025 Added 9.91%
$24.3B
$1.59 Million 0.17% of portfolio
16,440
Q2 2025 Reduced 4.25%
$610B
$1.44 Million 0.15% of portfolio
6,585
Q1 2025 Reduced 9.48%
$87.8B
$1.48 Million 0.15% of portfolio
6,000
Q3 2023 New
$476B
$1.35 Million 0.14% of portfolio
12,549
Q4 2024 Reduced 3.46%
$232B
$1.35 Million 0.14% of portfolio
9,894
Q3 2020 Added 10.01%
$166B
$1.24 Million 0.13% of portfolio
3,200
Q1 2018 New
$418B
$1.01 Million 0.11% of portfolio
1,024
Q4 2021 Added 36.53%
$216B
$779,000 0.08% of portfolio
6,289
Q3 2023 Reduced 4.04%
$4.9B
$681,000 0.07% of portfolio
14,726
Q2 2025 Added 6.17%
$213B
$645,000 0.07% of portfolio
8,158
Q4 2021 Reduced 2.11%
$434B
$619,000 0.06% of portfolio
3,920
Q1 2025 Reduced 18.66%
$248B
$553,000 0.06% of portfolio
1,735
Q4 2024 Reduced 8.68%
$1.66T
$564,000 0.06% of portfolio
765
Q2 2023 New
$0
$518,000 0.05% of portfolio
839
Q2 2024 Reduced 18.86%
$91.8B
$357,000 0.04% of portfolio
1,080
Q4 2023 Reduced 27.9%
$126B
$431,000 0.04% of portfolio
1,400
Q4 2020 New
$284B
$295,000 0.03% of portfolio
4,265
Q4 2024 New
$27.4B
$285,000 0.03% of portfolio
2,250
Q3 2024 New
$120B
$286,000 0.03% of portfolio
1,040
Q2 2025 New
$263B
$247,000 0.03% of portfolio
2,535
Q3 2024 New
$139B
$236,000 0.02% of portfolio
9,766
Q2 2025 Added 0.18%
$0
$218,000 0.02% of portfolio
1,235
Q3 2024 New
$32.7B
$199,000 0.02% of portfolio
2,300
Q2 2025 New
Berkshire Hathaway Cl B
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 2.56%

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $960 Million
  • Prior Value $811 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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