The Analysis of Barton Investment Management's Holdings
Currently, Barton Investment Management holds 51 types of securities in its portfolio with a total value $981.9M. In the most recent quarter, they have increased their positions in KVYO (+395.0K shares, valued at $10.9M), SYM (+30.4K shares, valued at $1.6M), SCHX (+16.8K shares, valued at $442.5K); decreased their positions in AL (-121.8K shares, valued at $7.8M), SHOP (-33.6K shares, valued at $5.0M), NFLX (-3.3K shares, valued at $3.9M); initiated new positions in KVYO (+395.0K shares, valued at $10.9M), SYM (+30.4K shares, valued at $1.6M), SCHX (+16.8K shares, valued at $442.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NFLX NETFLIX INC242.3K shares-1.33%2025-09-302025-10-21
SHOP SHOPIFY INC1.7M shares-1.95%2025-09-302025-10-21 AMZN AMAZON COM INC512.7K shares-0.73%2025-09-302025-10-21 GLBE GLOBAL E ONLINE LTD1.1M shares-0.65%2025-09-302025-10-21 OWL BLUE OWL CAPITAL INC1.9M shares0.70%2025-09-302025-10-21 AL AIR LEASE CORP473.2K shares-20.47%2025-09-302025-10-21 EQIX EQUINIX INC35.9K shares-4.80%2025-09-302025-10-21 GTLB GITLAB INC556.9K shares-1.29%2025-09-302025-10-21 OKTA OKTA INC250.5K shares-0.61%2025-09-302025-10-21 GFL GFL ENVIRONMENTAL INC417.3K shares-0.57%2025-09-302025-10-21 AMT AMERICAN TOWER CORP NEW81.1K shares-1.88%2025-09-302025-10-21 MSFT MICROSOFT CORP25.8K shares0.00%2025-09-302025-10-21 KVYO KLAVIYO INC395.0K sharesnew addition2025-09-302025-10-21 EA ELECTRONIC ARTS INC50.1K shares-0.23%2025-09-302025-10-21 BL BLACKLINE INC161.9K shares-6.99%2025-09-302025-10-21 PYPL PAYPAL HLDGS INC124.1K shares-5.44%2025-09-302025-10-21 QCOM QUALCOMM INC47.3K shares-0.23%2025-09-302025-10-21 BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2025-09-302025-10-21 AAPL APPLE INC28.3K shares-1.58%2025-09-302025-10-21 BRK.B BERKSHIRE HATHAWAY INC CL B10.4K shares0.00%2025-09-302025-10-21 GOOGL ALPHABET INC19.3K shares0.00%2025-09-302025-10-21 VTI VANGUARD INDEX FDS10.8K shares-2.71%2025-09-302025-10-21 JNJ JOHNSON & JOHNSON14.9K shares0.00%2025-09-302025-10-21 GOOG ALPHABET INC10.6K shares0.00%2025-09-302025-10-21 ABBV ABBVIE INC9.6K shares0.00%2025-09-302025-10-21 ORCL ORACLE CORP6.2K shares-6.07%2025-09-302025-10-21 TROW PRICE T ROWE GROUP INC16.4K shares0.00%2025-09-302025-10-21 SYM SYMBOTIC INC30.4K sharesnew addition2025-09-302025-10-21 DASH DOORDASH INC6.0K shares0.00%2025-09-302025-10-21 VGSH VANGUARD SCOTTSDALE FDS26.6K shares-2.92%2025-09-302025-10-21 XOM EXXON MOBIL CORP12.5K shares0.00%2025-09-302025-10-21 ABT ABBOTT LABS9.9K shares0.00%2025-09-302025-10-21 ADBE ADOBE INC3.2K shares0.00%2025-09-302025-10-21 COST COSTCO WHSL CORP NEW1.0K shares0.00%2025-09-302025-10-21 BILL BILL HOLDINGS INC15.8K shares7.44%2025-09-302025-10-21 NVDA NVIDIA CORPORATION3.9K shares0.00%2025-09-302025-10-21 DIS DISNEY WALT CO6.3K shares0.00%2025-09-302025-10-21 MRK MERCK & CO INC8.2K shares0.00%2025-09-302025-10-21 AXP AMERICAN EXPRESS CO1.7K shares0.00%2025-09-302025-10-21 META META PLATFORMS INC765 shares0.00%2025-09-302025-10-21 SPY SPDR S&P 500 ETF TR839 shares0.00%2025-09-302025-10-21 SCHX SCHWAB STRATEGIC TR16.8K sharesnew addition2025-09-302025-10-21 ADP AUTOMATIC DATA PROCESSING IN1.4K shares0.00%2025-09-302025-10-21 VRT VERTIV HOLDINGS CO2.3K shares-0.65%2025-09-302025-10-21 AVGO BROADCOM INC1.0K shares-1.25%2025-09-302025-10-21 CI THE CIGNA GROUP1.1K shares0.00%2025-09-302025-10-21 NTRS NORTHERN TR CORP2.3K shares0.00%2025-09-302025-10-21 CSCO CISCO SYS INC4.3K shares0.00%2025-09-302025-10-21 WMT WALMART INC2.5K shares0.00%2025-09-302025-10-21 PFE PFIZER INC9.8K shares0.18%2025-09-302025-10-21 VTV VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available