Sponsored

The Analysis of Barton Investment Management's Holdings & P&L

Currently, Barton Investment Management holds 60 types of securities in its portfolio with a total value $738.2M. In the most recent quarter, they have increased their positions in KVYO (+206.6K shares, valued at $3.1M), SYM (+16.6K shares, valued at $748.3K), RPRX (+11.2K shares, valued at $626.4K); decreased their positions in N/A (-59.3K shares, valued at $4.2M), SHOP (-22.4K shares, valued at $2.6M), AMZN (-10.4K shares, valued at $2.5M); initiated new positions in INTC (+3.9K shares, valued at $540.4K), AMD (+665 shares, valued at $386.3K), DELL (+875 shares, valued at $377.5K).

1M P&L

+3.8M+0.59%

3M P&L

+102.0M+18.88%

HY P&L

+87.0M+15.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application185.1M

33.1%

2Internet Retail153.9M

27.5%

3Software - Infrastructure72.3M

12.9%

Top Industries by Stock Count

1N/A6 stocks

12.5%

2Semiconductors5 stocks

10.4%

3Software - Application5 stocks

10.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHOP SHOPIFY INC1.6M shares-1.39%2026-06-302026-07-20

NETFLIX INC. NETFLIX INC.2.3M shares-2.53%2026-06-302026-07-20

AMZN AMAZON COM INC486.8K shares-2.09%2026-06-302026-07-20

GLBE GLOBAL E ONLINE LTD1.1M shares0.10%2026-06-302026-07-20

EQIX EQUINIX INC31.9K shares-2.86%2026-06-302026-07-20

OKTA OKTA INC214.3K shares-5.44%2026-06-302026-07-20

KVYO KLAVIYO INC1.3M shares19.67%2026-06-302026-07-20

OWL BLUE OWL CAPITAL INC2.1M shares3.21%2026-06-302026-07-20

Sponsored

GFL GFL ENVIRONMENTAL INC415.5K shares-0.94%2026-06-302026-07-20

GTLB GITLAB INC480.5K shares-13.42%2026-06-302026-07-20

AMT AMERICAN TOWER CORP77.0K shares-1.78%2026-06-302026-07-20

MSFT MICROSOFT CORP24.4K shares0.00%2026-06-302026-07-20

EA ELECTRONIC ARTS INC43.7K shares0.00%2026-06-302026-07-20

BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2026-06-302026-07-20

AAPL APPLE INC24.9K shares0.00%2026-06-302026-07-20

QCOM QUALCOMM INC38.1K shares3.42%2026-06-302026-07-20

Sponsored

GOOGL ALPHABET INC19.3K shares0.12%2026-06-302026-07-20

BERKSHIRE HATHAWAY CL B BERKSHIRE HATHAWAY CL B10.3K shares0.00%2026-06-302026-07-20

PYPL PAYPAL HLDGS INC99.1K shares-7.08%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS10.6K shares0.00%2026-06-302026-07-20

GOOG ALPHABET INC10.6K shares0.00%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON14.2K shares-0.27%2026-06-302026-07-20

BL BLACKLINE INC126.0K shares-20.59%2026-06-302026-07-20

SYM SYMBOTIC INC53.5K shares45.22%2026-06-302026-07-20

Sponsored

TBLL INVESCO EXCH TRADED FD TR II19.5K shares-4.65%2026-06-302026-07-20

ABBVIE INC ABBVIE INC7.6K shares0.00%2026-06-302026-07-20

RPRX ROYALTY PHARMA PLC30.0K shares59.18%2026-06-302026-07-20

TROW PRICE T ROWE GROUP INC14.0K shares-14.60%2026-06-302026-07-20

VGSH VANGUARD SCOTTSDALE FDS25.9K shares0.00%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP8.1K shares-1.64%2026-06-302026-07-20

DASH DOORDASH INC6.0K shares0.00%2026-06-302026-07-20

MRK MERCK & CO INC8.2K shares0.00%2026-06-302026-07-20

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares0.00%2026-06-302026-07-20

ORACLE CORP ORACLE CORP5.8K shares0.00%2026-06-302026-07-20

NVDA NVIDIA CORPORATION3.9K shares5.46%2026-06-302026-07-20

ABT ABBOTT LABORATORIES7.9K shares0.00%2026-06-302026-07-20

VRT VERTIV HOLDINGS CO2.0K shares-5.04%2026-06-302026-07-20

ADOBE INC ADOBE INC3.2K shares0.00%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T839 shares0.00%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC5.1K shares0.00%2026-06-302026-07-20

Sponsored

INTC INTEL CORP3.9K sharesnew addition2026-06-302026-07-20

DIS DISNEY WALT CO5.3K shares-15.90%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR16.8K shares0.26%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO1.5K shares-4.26%2026-06-302026-07-20

QXO QXO INC27.5K shares23.27%2026-06-302026-07-20

NTRS NORTHERN TR CORP2.3K shares0.00%2026-06-302026-07-20

AMD ADVANCED MICRO DEVICES INC665 sharesnew addition2026-06-302026-07-20

DELL DELL TECHNOLOGIES INC875 sharesnew addition2026-06-302026-07-20

Sponsored

BROADCOM INC BROADCOM INC965 shares-3.02%2026-06-302026-07-20

META PLATFORMS INC META PLATFORMS INC629 shares0.00%2026-06-302026-07-20

BILL BILL HOLDINGS INC9.3K shares-34.34%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2026-06-302026-07-20

ASML ASML HLDG NV150 sharesnew addition2026-06-302026-07-20

ADI ANALOG DEVICES INC735 shares0.00%2026-06-302026-07-20

WMT WALMART INC2.5K shares0.00%2026-06-302026-07-20

TWLO TWILIO INC1.3K sharesnew addition2026-06-302026-07-20

Sponsored

VTV VANGUARD INDEX FDS1.2K shares0.00%2026-06-302026-07-20

SMH VANECK ETF TRUST410 sharesnew addition2026-06-302026-07-20

GLW CORNING INC945 sharesnew addition2026-06-302026-07-20

PFE PFIZER INC9.5K shares-2.44%2026-06-302026-07-20

SHOP

SHOPIFY INC

-1.39%

Shares1.6M

Event2026-06-30

Filed2026-07-20

NETFLIX INC.

-2.53%

Shares2.3M

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

-2.09%

Shares486.8K

Event2026-06-30

Filed2026-07-20

GLBE

GLOBAL E ONLINE LTD

0.10%

Shares1.1M

Event2026-06-30

Filed2026-07-20

EQIX

EQUINIX INC

-2.86%

Shares31.9K

Event2026-06-30

Filed2026-07-20

OKTA

OKTA INC

-5.44%

Shares214.3K

Event2026-06-30

Filed2026-07-20

KVYO

KLAVIYO INC

19.67%

Shares1.3M

Event2026-06-30

Filed2026-07-20

OWL

BLUE OWL CAPITAL INC

3.21%

Shares2.1M

Event2026-06-30

Filed2026-07-20

GFL

GFL ENVIRONMENTAL INC

-0.94%

Shares415.5K

Event2026-06-30

Filed2026-07-20

GTLB

GITLAB INC

-13.42%

Shares480.5K

Event2026-06-30

Filed2026-07-20

AMT

AMERICAN TOWER CORP

-1.78%

Shares77.0K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

0.00%

Shares24.4K

Event2026-06-30

Filed2026-07-20

ELECTRONIC ARTS INC

0.00%

Shares43.7K

Event2026-06-30

Filed2026-07-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares10

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

0.00%

Shares24.9K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

3.42%

Shares38.1K

Event2026-06-30

Filed2026-07-20

GOOGL

ALPHABET INC

0.12%

Shares19.3K

Event2026-06-30

Filed2026-07-20

BERKSHIRE HATHAWAY CL B

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-20

PYPL

PAYPAL HLDGS INC

-7.08%

Shares99.1K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-20

GOOG

ALPHABET INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

-0.27%

Shares14.2K

Event2026-06-30

Filed2026-07-20

BLACKLINE INC

-20.59%

Shares126.0K

Event2026-06-30

Filed2026-07-20

SYM

SYMBOTIC INC

45.22%

Shares53.5K

Event2026-06-30

Filed2026-07-20

TBLL

INVESCO EXCH TRADED FD TR II

-4.65%

Shares19.5K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-20

RPRX

ROYALTY PHARMA PLC

59.18%

Shares30.0K

Event2026-06-30

Filed2026-07-20

TROW

PRICE T ROWE GROUP INC

-14.60%

Shares14.0K

Event2026-06-30

Filed2026-07-20

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares25.9K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

-1.64%

Shares8.1K

Event2026-06-30

Filed2026-07-20

DASH

DOORDASH INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-20

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-20

ORACLE CORP

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

5.46%

Shares3.9K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-20

VRT

VERTIV HOLDINGS CO

-5.04%

Shares2.0K

Event2026-06-30

Filed2026-07-20

ADOBE INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

0.00%

Shares839

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

New

Shares3.9K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

-15.90%

Shares5.3K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

0.26%

Shares16.8K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

-4.26%

Shares1.5K

Event2026-06-30

Filed2026-07-20

QXO

QXO INC

23.27%

Shares27.5K

Event2026-06-30

Filed2026-07-20

NTRS

NORTHERN TR CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-20

AMD

ADVANCED MICRO DEVICES INC

New

Shares665

Event2026-06-30

Filed2026-07-20

DELL

DELL TECHNOLOGIES INC

New

Shares875

Event2026-06-30

Filed2026-07-20

BROADCOM INC

-3.02%

Shares965

Event2026-06-30

Filed2026-07-20

META PLATFORMS INC

0.00%

Shares629

Event2026-06-30

Filed2026-07-20

BILL

BILL HOLDINGS INC

-34.34%

Shares9.3K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

ASML

ASML HLDG NV

New

Shares150

Event2026-06-30

Filed2026-07-20

ADI

ANALOG DEVICES INC

0.00%

Shares735

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-20

TWLO

TWILIO INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-20

VTV

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

SMH

VANECK ETF TRUST

New

Shares410

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

New

Shares945

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

-2.44%

Shares9.5K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available