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CIK: 0001387818
Total reported value
$738.2M
$738.2M
48 檔
94.2%
At the close of Q4 2024, Barton Investment Management disclosed equity holdings valued at approximately $738.2M, spread across 48 reported holdings.
In Q4 2024, Barton Investment Management adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | Stock-Comm Services | 28.42% | -6.16% | -1.86% | |
| 2 | SHOP | Shopify Inc - Class A | Stock-Tech | 21.12% | +0.60% | -1.17% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 13.93% | +2.73% | -0.88% | |
| 4 | GLBE | Global-E Online Ltd. | Stock-Other | 5.80% | +0.92% | +0.24% | |
| 5 | OWL | Blue Owl Capital Inc | Stock-Financials | 4.52% | +0.16% | -0.25% | |
| 6 | EQIX | Equinix Inc | Stock-Real Estate | 3.82% | +0.46% | -0.61% | |
| 7 | AL | Air Lease CORP | Stock-Other | 3.46% | -2.77% | EXIT | |
| 8 | OKTA | Okta Inc | Stock-Tech | 2.18% | +1.72% | -7.75% | |
| 9 | GTLB | Gitlab Inc-cl A | Stock-Tech | 2.01% | +0.48% | +99.37% | |
| 10 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 1.96% | -0.12% | +0.70% | |
| 11 | BL | Blackline Inc | Stock-Tech | 1.76% | -0.26% | -32.21% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 1.69% | +0.01% | -1.42% | |
| 13 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.29% | -0.02% | -1.68% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | +0.10% | — | |
| 15 | EA | Electronic Arts Inc | Stock-Comm Services | 0.90% | +0.09% | -8.14% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | +0.36% | -0.64% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.18% | -6.86% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.72% | +0.11% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 0.50% | +0.08% | -2.56% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | +0.24% | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.10% | -1.11% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.13% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | +0.05% | -2.22% | |
| 24 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.22% | +0.03% | -2.25% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.05% | — | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.15% | -0.01% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.03% | -3.46% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.13% | — | — | |
| 29 | BILL | Bill Holdings Inc | Stock-Tech | 0.13% | -0.02% | — | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | — | — | |
| 31 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.11% | +0.04% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | — | — | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | +0.02% | — | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.07% | -0.01% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | +0.02% | +7.09% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.05% | +0.01% | -8.68% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.05% | +0.01% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | — | — | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | — | — | |
| 40 | CI | THE Cigna Group | Stock-Healthcare | 0.03% | — | — | |
| 41 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.03% | +0.02% | -4.17% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.03% | — | +0.16% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.03% | +0.03% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.03% | +0.01% | — | |
| 45 | NTRS | Northern Trust CORP | Stock-Financials | 0.02% | +0.01% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.02% | — | — | |
| 47 | TFX | Teleflex Inc | Stock-Healthcare | 0.02% | — | — | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.02% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHOP | Shopify Inc - Class A | +2.1% | -1.17% | Trim |
| 2 | NFLX | Netflix Inc | +1.3% | -1.86% | Trim |
| 3 | GLBE | Global-E Online Ltd. | +1% | +0.24% | Add |
| 4 | GTLB | Gitlab Inc-cl A | +0.9% | +99.37% | Add |
| 5 | OWL | Blue Owl Capital Inc | +0.1% | -0.25% | Trim |
| 6 | BILL | Bill Holdings Inc | 0% | — | Unchanged |
| 7 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | 0% | NEW | New buy |
| 9 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 10 | DASH | Doordash Inc - A | — | — | Unchanged |
| 11 | NVDA | Nvidia CORP | — | +7.09% | Add |
| 12 | VRT | Vertiv Holdings Co-a | — | -4.17% | Trim |
| 13 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 15 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 16 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 17 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 18 | WMT | Walmart Inc | 0% | — | Unchanged |
| 19 | PFE | Pfizer Inc | 0% | +0.16% | Add |
| 20 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 22 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 23 | TFX | Teleflex Inc | 0% | — | Unchanged |
| 24 | CI | THE Cigna Group | 0% | — | Unchanged |
| 25 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 26 | UNH | Unitedhealth Group Inc | 0% | EXIT | Sold out |
| 27 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 28 | TROW | T Rowe Price Group Inc | 0% | -2.25% | Trim |
| 29 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 30 | CAT | Caterpillar Inc | 0% | EXIT | Sold out |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -3.46% | Trim |
| 32 | ADBE | Adobe Inc | -0.1% | — | Unchanged |
| 33 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 34 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.11% | Trim |
| 35 | JNJ | Johnson & Johnson | -0.1% | -2.22% | Trim |
| 36 | GFL | Gfl Environmental Inc-sub Vt | -0.1% | +0.70% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc. | -0.1% | -2.56% | Trim |
| 38 | PYPL | Paypal Holdings Inc | -0.1% | -1.68% | Trim |
| 39 | AAPL | Apple Inc | -0.1% | -6.86% | Trim |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 41 | AMZN | Amazon.com Inc | -0.2% | -0.88% | Trim |
| 42 | VGSH | Vanguard Short-term Treasury | -0.2% | EXIT | Sold out |
| 43 | EA | Electronic Arts Inc | -0.2% | -8.14% | Trim |
| 44 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 45 | QCOM | Qualcomm Inc | -0.3% | -0.64% | Trim |
| 46 | AL | Air Lease CORP | -0.4% | -1.25% | Trim |
| 47 | EQIX | Equinix Inc | -0.5% | -0.61% | Trim |
| 48 | OKTA | Okta Inc | -0.5% | -7.75% | Trim |
| 49 | AMT | American Tower CORP | -0.9% | -1.42% | Trim |
| 50 | BL | Blackline Inc | -1% | -32.21% | Trim |
According to official SEC Form 13F filings, Barton Investment Management reported a total U.S. public equity portfolio value of $738.2M across 48 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NFLX, SHOP, AMZN) accounted for 94.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
CSCO
市值: $252.5K
Top Position Liquidated / Trimmed
VGSH
前期市值: $1.4M
During Q4 2024, Barton Investment Management's top holdings by market value included NFLX (28.4%)、SHOP (21.1%)、AMZN (13.9%). The largest single position, NFLX, represented 28.4% of total portfolio value.
In Q4 2024, Barton Investment Management made 29 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 19 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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