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CIK: 0001387818
Total reported value
$738.2M
$738.2M
52 檔
91.4%
During the Q4 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 52 reported positions.
During Q4 2025, Barton Investment Management performed routine portfolio adjustments (1 new buys, 13 additions, 18 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHOP | Shopify Inc - Class A | Stock-Tech | 28.45% | +0.60% | -2.63% | |
| 2 | NFLX | Netflix Inc | Stock-Comm Services | 23.96% | -6.16% | +878.79% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.58% | +2.73% | -1.37% | |
| 4 | GLBE | Global-E Online Ltd. | Stock-Other | 4.57% | +0.92% | +0.64% | |
| 5 | OWL | Blue Owl Capital Inc | Stock-Financials | 3.14% | +0.16% | +1.56% | |
| 6 | EQIX | Equinix Inc | Stock-Real Estate | 2.91% | +0.46% | -1.67% | |
| 7 | AL | Air Lease CORP | Stock-Other | 2.79% | -2.77% | EXIT | |
| 8 | KVYO | Klaviyo Inc-a | Stock-Other | 2.34% | +0.01% | +69.64% | |
| 9 | OKTA | Okta Inc | Stock-Tech | 2.34% | +1.72% | +0.14% | |
| 10 | GTLB | Gitlab Inc-cl A | Stock-Tech | 2.26% | +0.48% | +0.31% | |
| 11 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 1.94% | -0.12% | +0.68% | |
| 12 | AMT | American Tower CORP | Stock-Real Estate | 1.50% | +0.01% | -2.31% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | +0.10% | -5.10% | |
| 14 | EA | Electronic Arts Inc | Stock-Comm Services | 1.08% | +0.09% | -2.00% | |
| 15 | BL | Blackline Inc | Stock-Tech | 0.95% | -0.26% | -1.02% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.36% | -0.42% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.81% | +0.11% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.74% | +0.18% | -10.33% | |
| 19 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.74% | -0.02% | -5.60% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.24% | +0.47% | |
| 21 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 0.57% | +0.08% | +0.14% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.10% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.13% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | +0.05% | -0.84% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | +0.05% | — | |
| 26 | SYM | Symbotic Inc | Stock-Industrials | 0.20% | +0.08% | +0.77% | |
| 27 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.18% | +0.03% | — | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.17% | +0.01% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.03% | -0.92% | |
| 30 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.15% | +0.04% | — | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.13% | — | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.12% | — | -6.47% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.12% | -0.01% | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | — | — | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | +0.02% | — | |
| 36 | BILL | Bill Holdings Inc | Stock-Tech | 0.09% | -0.02% | -4.46% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | +0.02% | +2.45% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.08% | -0.01% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | +0.01% | — | |
| 40 | AXP | American Express Co | Stock-Financials | 0.06% | +0.01% | -11.01% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | — | +1.83% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.05% | +0.02% | — | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | — | — | |
| 44 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.04% | +0.02% | -3.28% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | +0.01% | -3.12% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.04% | +0.03% | — | |
| 47 | NTRS | Northern Trust CORP | Stock-Financials | 0.03% | +0.01% | — | |
| 48 | CI | THE Cigna Group | Stock-Healthcare | 0.03% | — | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.03% | — | — | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.03% | — | +0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHOP | Shopify Inc - Class A | +3% | -2.63% | Trim |
| 2 | KVYO | Klaviyo Inc-a | +1.2% | +69.64% | Add |
| 3 | AMZN | Amazon.com Inc | +1.1% | -1.37% | Trim |
| 4 | GLBE | Global-E Online Ltd. | +0.7% | +0.64% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.47% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 7 | BL | Blackline Inc | +0.1% | -1.02% | Trim |
| 8 | QCOM | Qualcomm Inc | +0.1% | -0.42% | Trim |
| 9 | EQIX | Equinix Inc | +0.1% | -1.67% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | -0.84% | Trim |
| 11 | EA | Electronic Arts Inc | +0.1% | -2.00% | Trim |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 13 | SYM | Symbotic Inc | 0% | +0.77% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 15 | BRK-B | Berkshire Hathaway Inc. | 0% | +0.14% | Add |
| 16 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 17 | XOM | Exxon Mobil CORP | 0% | -0.92% | Trim |
| 18 | AAPL | Apple Inc | 0% | -10.33% | Trim |
| 19 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 20 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | 0% | +2.45% | Add |
| 22 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 23 | AVGO | Broadcom Inc | 0% | -3.12% | Trim |
| 24 | DIS | Walt Disney Co/the | 0% | — | Unchanged |
| 25 | OKTA | Okta Inc | — | +0.14% | Add |
| 26 | COST | Costco Wholesale CORP | — | — | Unchanged |
| 27 | ADP | Automatic Data Processing | — | — | Unchanged |
| 28 | META | Meta Platforms Inc-class A | — | +1.83% | Add |
| 29 | WMT | Walmart Inc | — | — | Unchanged |
| 30 | CI | THE Cigna Group | — | — | Unchanged |
| 31 | BILL | Bill Holdings Inc | — | -4.46% | Trim |
| 32 | VRT | Vertiv Holdings Co-a | — | -3.28% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 34 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 35 | ADBE | Adobe Inc | — | — | Unchanged |
| 36 | PFE | Pfizer Inc | — | +0.19% | Add |
| 37 | AXP | American Express Co | — | -11.01% | Trim |
| 38 | NTRS | Northern Trust CORP | — | — | Unchanged |
| 39 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 40 | DASH | Doordash Inc - A | 0% | — | Unchanged |
| 41 | ORCL | Oracle CORP | -0.1% | -6.47% | Trim |
| 42 | GFL | Gfl Environmental Inc-sub Vt | -0.1% | +0.68% | Add |
| 43 | AMT | American Tower CORP | -0.1% | -2.31% | Trim |
| 44 | MSFT | Microsoft CORP | -0.1% | -5.10% | Trim |
| 45 | PYPL | Paypal Holdings Inc | -0.1% | -5.60% | Trim |
| 46 | OWL | Blue Owl Capital Inc | -0.2% | +1.56% | Add |
| 47 | AL | Air Lease CORP | -0.3% | -14.79% | Trim |
| 48 | GTLB | Gitlab Inc-cl A | -0.3% | +0.31% | Add |
| 49 | NFLX | Netflix Inc | -5.6% | +878.79% | Add |
| 50 | TWLO | Twilio Inc - A | — | 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 52 disclosed positions in Q4 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 SHOP, NFLX, AMZN) accounted for 91.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
TWLO
市值: $207.7K
Top Position Liquidated / Trimmed
SHOP
前期市值: $250.4M
During Q4 2025, Barton Investment Management's top holdings by market value included SHOP (28.4%)、NFLX (24.0%)、AMZN (12.6%). The largest single position, SHOP, represented 28.4% of total portfolio value.
In Q4 2025, Barton Investment Management made 32 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 18 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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