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CIK: 0001387818
Total reported value
$738.2M
$738.2M
46 檔
77.5%
During the Q1 2025 filing period, Barton Investment Management (CIK: 0001387818) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $738.2M across 46 reported positions.
In Q1 2025, Barton Investment Management displayed an active expansion posture, initiating 46 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | Stock-Comm Services | 28.58% | -6.16% | -16.99% | |
| 2 | SHOP | Shopify Inc - Class A | Stock-Tech | 20.27% | +0.60% | -7.72% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.15% | +2.73% | -13.18% | |
| 4 | OWL | Blue Owl Capital Inc | Stock-Financials | 4.69% | +0.16% | +4.18% | |
| 5 | GLBE | Global-E Online Ltd. | Stock-Other | 4.54% | +0.92% | +3.40% | |
| 6 | AL | Air Lease CORP | Stock-Other | 3.97% | -2.77% | EXIT | |
| 7 | EQIX | Equinix Inc | Stock-Real Estate | 3.77% | +0.46% | -1.54% | |
| 8 | OKTA | Okta Inc | Stock-Tech | 3.34% | +1.72% | -0.80% | |
| 9 | GTLB | Gitlab Inc-cl A | Stock-Tech | 2.54% | +0.48% | +30.87% | |
| 10 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 2.48% | -0.12% | +0.79% | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 2.28% | +0.01% | -1.82% | |
| 12 | BL | Blackline Inc | Stock-Tech | 1.33% | -0.26% | -18.34% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | +0.10% | -1.60% | |
| 14 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.06% | -0.02% | -6.88% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.98% | +0.11% | — | |
| 16 | EA | Electronic Arts Inc | Stock-Comm Services | 0.96% | +0.09% | -7.37% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 0.92% | +0.36% | -1.26% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.18% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 0.68% | +0.08% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.10% | -2.50% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.24% | -0.05% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | +0.05% | — | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | +0.05% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.13% | -7.48% | |
| 25 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.19% | +0.03% | -5.95% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.03% | — | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.18% | +0.01% | — | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.16% | — | — | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.15% | -0.01% | — | |
| 30 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.13% | +0.04% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | — | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.11% | — | -9.48% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | +0.02% | — | |
| 34 | BILL | Bill Holdings Inc | Stock-Tech | 0.08% | -0.02% | -2.29% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.08% | -0.01% | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | +0.01% | — | |
| 37 | AXP | American Express Co | Stock-Financials | 0.06% | +0.01% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | — | — | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.05% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.05% | +0.02% | -18.66% | |
| 41 | CI | THE Cigna Group | Stock-Healthcare | 0.04% | — | — | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.03% | +0.03% | — | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.03% | — | +0.17% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.03% | — | — | |
| 45 | NTRS | Northern Trust CORP | Stock-Financials | 0.03% | +0.01% | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.03% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | — | NEW | New buy |
| 2 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | OWL | Blue Owl Capital Inc | — | NEW | New buy |
| 5 | GLBE | Global-E Online Ltd. | — | NEW | New buy |
| 6 | AL | Air Lease CORP | — | NEW | New buy |
| 7 | EQIX | Equinix Inc | — | NEW | New buy |
| 8 | OKTA | Okta Inc | — | NEW | New buy |
| 9 | GTLB | Gitlab Inc-cl A | — | NEW | New buy |
| 10 | GFL | Gfl Environmental Inc-sub Vt | — | NEW | New buy |
| 11 | AMT | American Tower CORP | — | NEW | New buy |
| 12 | BL | Blackline Inc | — | NEW | New buy |
| 13 | MSFT | Microsoft CORP | — | NEW | New buy |
| 14 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 16 | EA | Electronic Arts Inc | — | NEW | New buy |
| 17 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 18 | AAPL | Apple Inc | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc. | — | NEW | New buy |
| 20 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 23 | ABBV | Abbvie Inc | — | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 25 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 27 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 28 | ABT | Abbott Laboratories | — | NEW | New buy |
| 29 | ADBE | Adobe Inc | — | NEW | New buy |
| 30 | DASH | Doordash Inc - A | — | NEW | New buy |
| 31 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 32 | ORCL | Oracle CORP | — | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 34 | BILL | Bill Holdings Inc | — | NEW | New buy |
| 35 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 37 | AXP | American Express Co | — | NEW | New buy |
| 38 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 39 | ADP | Automatic Data Processing | — | NEW | New buy |
| 40 | NVDA | Nvidia CORP | — | NEW | New buy |
| 41 | CI | THE Cigna Group | — | NEW | New buy |
| 42 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 43 | PFE | Pfizer Inc | — | NEW | New buy |
| 44 | WMT | Walmart Inc | — | NEW | New buy |
| 45 | NTRS | Northern Trust CORP | — | NEW | New buy |
| 46 | VTV | Vanguard Value ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Barton Investment Management reported a total U.S. public equity portfolio value of $738.2M across 46 disclosed positions in Q1 2025.
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 77.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
NFLX
市值: $232.7M
During Q1 2025, Barton Investment Management's top holdings by market value included NFLX (28.6%)、SHOP (20.3%)、AMZN (12.2%). The largest single position, NFLX, represented 28.6% of total portfolio value.
In Q1 2025, Barton Investment Management made 46 total portfolio adjustments, initiating 46 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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