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CIK: 0001387818
Total reported value
$738.2M
$738.2M
54 檔
79.2%
At the close of Q1 2026, Barton Investment Management disclosed equity holdings valued at approximately $738.2M, spread across 54 reported holdings.
In Q1 2026, Barton Investment Management adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | Stock-Comm Services | 28.25% | -6.16% | -1.21% | |
| 2 | SHOP | Shopify Inc - Class A | Stock-Tech | 23.85% | +0.60% | -2.28% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.99% | +2.73% | -1.67% | |
| 4 | GLBE | Global-E Online Ltd. | Stock-Other | 4.21% | +0.92% | +0.83% | |
| 5 | EQIX | Equinix Inc | Stock-Real Estate | 4.04% | +0.46% | -6.85% | |
| 6 | AL | Air Lease CORP | Stock-Other | 2.77% | -2.77% | EXIT | |
| 7 | KVYO | Klaviyo Inc-a | Stock-Other | 2.56% | +0.01% | +56.71% | |
| 8 | OWL | Blue Owl Capital Inc | Stock-Financials | 2.34% | +0.16% | +4.64% | |
| 9 | OKTA | Okta Inc | Stock-Tech | 2.24% | +1.72% | -9.69% | |
| 10 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 2.19% | -0.12% | -0.16% | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 1.70% | +0.01% | -0.98% | |
| 12 | GTLB | Gitlab Inc-cl A | Stock-Tech | 1.51% | +0.48% | -0.66% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | +0.10% | -0.18% | |
| 14 | EA | Electronic Arts Inc | Stock-Comm Services | 1.12% | +0.09% | -10.94% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.90% | +0.11% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.18% | -2.13% | |
| 17 | BL | Blackline Inc | Stock-Tech | 0.74% | -0.26% | -0.97% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.24% | -0.85% | |
| 19 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 0.62% | +0.08% | -2.01% | |
| 20 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.61% | -0.02% | -8.98% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.36% | -21.84% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.05% | -4.15% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.43% | +0.10% | -1.26% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.13% | — | |
| 25 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.27% | +0.01% | — | |
| 26 | SYM | Symbotic Inc | Stock-Industrials | 0.25% | +0.08% | +20.08% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | +0.05% | -21.18% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.19% | +0.01% | -2.46% | |
| 29 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.19% | +0.03% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.03% | -33.73% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | — | — | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.12% | +0.02% | — | |
| 33 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.11% | +0.12% | — | |
| 34 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.11% | +0.04% | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.11% | — | — | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.10% | — | -20.58% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.10% | -0.01% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.08% | +0.02% | -8.72% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.08% | -0.01% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | +0.01% | — | |
| 41 | BILL | Bill Holdings Inc | Stock-Tech | 0.07% | -0.02% | -6.19% | |
| 42 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.07% | +0.02% | -5.66% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.06% | +0.01% | -1.23% | |
| 44 | QXO | Qxo Inc | Stock-Industrials | 0.05% | +0.01% | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.05% | +0.02% | — | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.05% | +0.03% | +19.11% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | — | -19.26% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | — | — | |
| 49 | NTRS | Northern Trust CORP | Stock-Financials | 0.04% | +0.01% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.04% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +4.3% | -1.21% | Trim |
| 2 | EQIX | Equinix Inc | +1.1% | -6.85% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.4% | -1.67% | Trim |
| 4 | GFL | Gfl Environmental Inc-sub Vt | +0.3% | -0.16% | Trim |
| 5 | KVYO | Klaviyo Inc-a | +0.2% | +56.71% | Add |
| 6 | AMT | American Tower CORP | +0.2% | -0.98% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.1% | -4.15% | Trim |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 9 | AAPL | Apple Inc | +0.1% | -2.13% | Trim |
| 10 | BRK-B | Berkshire Hathaway Inc. | +0.1% | -2.01% | Trim |
| 11 | SYM | Symbotic Inc | +0.1% | +20.08% | Add |
| 12 | EA | Electronic Arts Inc | 0% | -10.94% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | 0% | -0.85% | Trim |
| 14 | VTI | Vanguard Total Stock Mkt ETF | 0% | -1.26% | Trim |
| 15 | VRT | Vertiv Holdings Co-a | 0% | -5.66% | Trim |
| 16 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 17 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 18 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 19 | XOM | Exxon Mobil CORP | 0% | -33.73% | Trim |
| 20 | VGSH | Vanguard Short-term Treasury | 0% | -2.46% | Trim |
| 21 | TROW | T Rowe Price Group Inc | 0% | — | Unchanged |
| 22 | CSCO | Cisco Systems Inc | 0% | +19.11% | Add |
| 23 | WMT | Walmart Inc | 0% | — | Unchanged |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 25 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 26 | AXP | American Express Co | — | -1.23% | Trim |
| 27 | NVDA | Nvidia CORP | — | -8.72% | Trim |
| 28 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 29 | ADP | Automatic Data Processing | — | — | Unchanged |
| 30 | AVGO | Broadcom Inc | — | — | Unchanged |
| 31 | PFE | Pfizer Inc | — | -0.85% | Trim |
| 32 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 33 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 34 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 35 | META | Meta Platforms Inc-class A | 0% | -19.26% | Trim |
| 36 | AL | Air Lease CORP | 0% | -15.68% | Trim |
| 37 | ADBE | Adobe Inc | 0% | — | Unchanged |
| 38 | BILL | Bill Holdings Inc | 0% | -6.19% | Trim |
| 39 | ABBV | Abbvie Inc | 0% | -21.18% | Trim |
| 40 | ABT | Abbott Laboratories | 0% | -20.58% | Trim |
| 41 | DASH | Doordash Inc - A | 0% | — | Unchanged |
| 42 | OKTA | Okta Inc | -0.1% | -9.69% | Trim |
| 43 | MSFT | Microsoft CORP | -0.1% | -0.18% | Trim |
| 44 | PYPL | Paypal Holdings Inc | -0.1% | -8.98% | Trim |
| 45 | BL | Blackline Inc | -0.2% | -0.97% | Trim |
| 46 | QCOM | Qualcomm Inc | -0.3% | -21.84% | Trim |
| 47 | GLBE | Global-E Online Ltd. | -0.4% | +0.83% | Add |
| 48 | GTLB | Gitlab Inc-cl A | -0.8% | -0.66% | Trim |
| 49 | OWL | Blue Owl Capital Inc | -0.8% | +4.64% | Add |
| 50 | SHOP | Shopify Inc - Class A | -4.6% | -2.28% | Trim |
According to official SEC Form 13F filings, Barton Investment Management reported a total U.S. public equity portfolio value of $738.2M across 54 disclosed positions in Q1 2026.
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 79.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
TBLL
市值: $2.2M
Top Position Liquidated / Trimmed
CI
前期市值: $297.2K
During Q1 2026, Barton Investment Management's top holdings by market value included NFLX (28.3%)、SHOP (23.9%)、AMZN (13.0%). The largest single position, NFLX, represented 28.3% of total portfolio value.
In Q1 2026, Barton Investment Management made 40 total portfolio adjustments, initiating 4 new buys, adding to 5 positions, trimming 29 holdings, and fully liquidating 2 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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