Barton Investment Management Portfolio Holdings by Sector
Barton Investment Management
- $966 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$291,231
30.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP GTLB BL BILL 4 stocks |
$284,912
29.51% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN GLBE 2 stocks |
$150,916
15.63% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX AMT 2 stocks |
$43,673
4.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
OKTA MSFT ORCL ADBE 4 stocks |
$39,190
4.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
OWL TROW NTRS 3 stocks |
$34,497
3.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AL 1 stocks |
$30,120
3.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
GFL 1 stocks |
$19,771
2.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$10,098
1.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Internet Content & Information | Communication Services
GOOGL GOOG DASH META 4 stocks |
$9,478
0.98% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM NVDA AVGO 3 stocks |
$8,934
0.93% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL AXP 2 stocks |
$8,899
0.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$7,542
0.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,213
0.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV MRK PFE 4 stocks |
$5,929
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,528
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VGSH SPY SCHX VTV 4 stocks |
$2,794
0.29% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$1,639
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,414
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$1,325
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,208
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$410
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI 1 stocks |
$311
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$291
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$198
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|