Funds › Barton Investment Management
Barton Investment Management
13F for Q3 2026, filed Oct 27, 2026. 58 positions worth $806.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Barton Investment Management in the latest 13F quarter?
Using 13F.ai, how has Barton Investment Management's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Barton Investment Management's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SHOP Shopify Inc. | 1.50M | $222.6M | 27.6% | -5.0% | 13F ↗ |
| 2 | NFLX Netflix, Inc. | 2.26M | $157.1M | 19.5% | -1.2% | 13F ↗ |
| 3 | AMZN Amazon.com, Inc. | 474,759 | $118.3M | 14.7% | -2.5% | 13F ↗ |
| 4 | OKTA Okta, Inc. | 205,957 | $43.1M | 5.3% | -3.9% | 13F ↗ |
| 5 | GLBE Global-E Online Ltd. | 1.01M | $39.9M | 5.0% | -7.7% | 13F ↗ |
| 6 | EQIX Equinix, Inc. | 31,019 | $31.4M | 3.9% | -2.8% | 13F ↗ |
| 7 | GTLB GitLab Inc. | 573,679 | $27.1M | 3.4% | +19.4% | 13F ↗ |
| 8 | KVYO Klaviyo, Inc. | 1.35M | $21.2M | 2.6% | +7.5% | 13F ↗ |
| 9 | OWL Blue Owl Capital Inc. | 2.11M | $19.2M | 2.4% | +0.2% | 13F ↗ |
| 10 | GFL GFL Environmental Inc. · Sub Vtg Shs | 408,082 | $17.1M | 2.1% | -1.8% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 24,796 | $12.7M | 1.6% | +1.6% | 13F ↗ |
| 12 | AMT American Tower Corporation | 74,912 | $12.3M | 1.5% | -2.8% | 13F ↗ |
| 13 | AAPL Apple Inc. | 24,532 | $8.2M | 1.0% | -1.3% | 13F ↗ |
| 14 | BRK-A Berkshire Hathaway Inc. Class A | 10 | $7.5M | 0.9% | Unchanged | 13F ↗ |
| 15 | QCOM QUALCOMM Incorporated | 37,980 | $7.0M | 0.9% | -0.2% | 13F ↗ |
| 16 | GOOGL Alphabet Inc. Class A | 19,155 | $6.6M | 0.8% | -0.6% | 13F ↗ |
| 17 | Berkshire Hathaway Inc | 10,255 | $5.1M | 0.6% | Unchanged | 13F ↗ |
| 18 | RPRX Royalty Pharma plc | 87,029 | $5.1M | 0.6% | +190% | 13F ↗ |
| 19 | PYPL PayPal Holdings, Inc. | 85,692 | $4.5M | 0.6% | -13.5% | 13F ↗ |
| 20 | SYM Symbotic Inc. | 93,734 | $3.9M | 0.5% | +75.3% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Ttl Stk | 10,095 | $3.8M | 0.5% | -4.9% | 13F ↗ |
| 22 | JNJ Johnson & Johnson | 13,976 | $3.7M | 0.5% | -1.3% | 13F ↗ |
| 23 | GOOG Alphabet Inc. Class C | 10,635 | $3.6M | 0.4% | Unchanged | 13F ↗ |
| 24 | BL BlackLine, Inc. | 77,185 | $2.0M | 0.3% | -38.7% | 13F ↗ |
| 25 | Invesco Exch Traded Fd Tr II Short Term Etf | 18,959 | $2.0M | 0.2% | -2.7% | 13F ↗ |
| 26 | ABBV AbbVie Inc. | 7,578 | $2.0M | 0.2% | Unchanged | 13F ↗ |
| 27 | Vanguard Scottsdale Fds Short Term Treas | 27,669 | $1.6M | 0.2% | +6.7% | 13F ↗ |
| 28 | Schwab Strategic Tr Sht Tm Us Tres | 62,420 | $1.5M | 0.2% | New | 13F ↗ |
| 29 | TROW T. Rowe Price Group, Inc. | 13,640 | $1.4M | 0.2% | -2.8% | 13F ↗ |
| 30 | XOM ExxonMobil Holdings Corporation | 8,105 | $1.3M | 0.2% | New | 13F ↗ |
| 31 | MRK Merck & Company, Inc. | 8,158 | $1.2M | 0.1% | Unchanged | 13F ↗ |
| 32 | COST Costco Wholesale Corporation | 1,024 | $932.2K | 0.1% | Unchanged | 13F ↗ |
| 33 | NVDA NVIDIA Corporation | 3,941 | $900.0K | 0.1% | +1.9% | 13F ↗ |
| 34 | ORCL Oracle Corporation | 5,785 | $794.3K | 0.1% | Unchanged | 13F ↗ |
| 35 | ABT Abbott Laboratories | 7,858 | $776.6K | 0.1% | Unchanged | 13F ↗ |
| 36 | ADBE Adobe Inc. | 3,200 | $767.8K | 0.1% | Unchanged | 13F ↗ |
| 37 | CSCO Cisco Systems, Inc. | 5,260 | $566.1K | 0.1% | +3.5% | 13F ↗ |
| 38 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 729 | $556.0K | 0.1% | -13.1% | 13F ↗ |
| 39 | DIS Walt Disney Company | 5,289 | $554.8K | 0.1% | Unchanged | 13F ↗ |
| 40 | Schwab Strategic Tr Us Lrg Cap Etf | 16,890 | $506.7K | 0.1% | +0.3% | 13F ↗ |
| 41 | VRT Vertiv Holdings Co | 1,980 | $477.8K | 0.1% | Unchanged | 13F ↗ |
| 42 | DELL Dell Technologies Inc. | 875 | $470.7K | 0.1% | Unchanged | 13F ↗ |
| 43 | META Meta Platforms, Inc. | 629 | $456.1K | 0.1% | Unchanged | 13F ↗ |
| 44 | AXP American Express Company | 1,460 | $444.0K | 0.1% | Unchanged | 13F ↗ |
| 45 | INTC Intel Corporation | 3,385 | $407.0K | 0.1% | -12.5% | 13F ↗ |
| 46 | TWLO Twilio Inc. | 1,315 | $384.6K | <0.1% | Unchanged | 13F ↗ |
| 47 | ADP Automatic Data Processing, Inc. | 1,400 | $361.3K | <0.1% | Unchanged | 13F ↗ |
| 48 | AMD Advanced Micro Devices, Inc. | 565 | $345.6K | <0.1% | -15.0% | 13F ↗ |
| 49 | AVGO Broadcom Inc. | 965 | $338.9K | <0.1% | Unchanged | 13F ↗ |
| 50 | NTRS Northern Trust Corporation | 2,001 | $338.9K | <0.1% | -11.1% | 13F ↗ |
Changes since Q2 2026
2 new, 12 added to, 22 trimmed, 4 exited, 22 unchanged. By estimated dollars.
New positions (2)
| Schwab Strategic Tr Sht Tm Us Tres | 62,420 | New | $1.5M |
| XOM ExxonMobil Holdings Corporation | 8,105 | New | $1.3M |
Added to (12)
| GTLB GitLab Inc. | 573,679 | +19.4% | $4.4M |
| RPRX Royalty Pharma plc | 87,029 | +190% | $3.3M |
| SYM Symbotic Inc. | 93,734 | +75.3% | $1.7M |
| KVYO Klaviyo, Inc. | 1.35M | +7.5% | $1.5M |
| MSFT Microsoft Corporation | 24,796 | +1.6% | $194.9K |
| Vanguard Scottsdale Fds Short Term Treas | 27,669 | +6.7% | $99.9K |
| OWL Blue Owl Capital Inc. | 2.11M | +0.2% | $30.0K |
| CSCO Cisco Systems, Inc. | 5,260 | +3.5% | $19.4K |
| NVDA NVIDIA Corporation | 3,941 | +1.9% | $17.1K |
| QXO QXO, Inc. | 27,670 | +0.6% | $2,046 |
Trimmed (22)
| SHOP Shopify Inc. | 1.50M | -5.0% | -$11.8M |
| GLBE Global-E Online Ltd. | 1.01M | -7.7% | -$3.3M |
| AMZN Amazon.com, Inc. | 474,759 | -2.5% | -$3.0M |
| NFLX Netflix, Inc. | 2.26M | -1.2% | -$1.8M |
| OKTA Okta, Inc. | 205,957 | -3.9% | -$1.7M |
| BL BlackLine, Inc. | 77,185 | -38.7% | -$1.3M |
| EQIX Equinix, Inc. | 31,019 | -2.8% | -$892.2K |
| PYPL PayPal Holdings, Inc. | 85,692 | -13.5% | -$704.3K |
| AMT American Tower Corporation | 74,912 | -2.8% | -$348.0K |
| GFL GFL Environmental Inc. · Sub Vtg Shs | 408,082 | -1.8% | -$312.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 27, 2026 | 13F-HR | 58 | $806.6M | Current | SEC ↗ |
| Q2 2026 | Jul 20, 2026 | 13F-HR | 60 | $738.2M | Current | SEC ↗ |
| Q1 2026 | Apr 20, 2026 | 13F-HR | 54 | $797.3M | Current | SEC ↗ |
| Q4 2025 | Jan 21, 2026 | 13F-HR | 52 | $928.1M | Current | SEC ↗ |
| Q3 2025 | Oct 21, 2025 | 13F-HR | 51 | $981.9M | Current | SEC ↗ |
| Q2 2025 | Jul 21, 2025 | 13F-HR | 48 | $965.1M | Current | SEC ↗ |
| Q1 2025 | Apr 11, 2025 | 13F-HR | 46 | $814.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer