Barton Investment Management Portfolio Holdings

Barton Investment Management

  • $915 Million
  • Q4 2025

Barton Investment Management has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $915 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Netflix Inc with a value of $262M, Shopify Inc. with a value of $240M, Amazon Com Inc with a value of $119M, Global E Online Ltd. with a value of $38.3M, and Equinix Inc with a value of $27.7M.

Examining the 13F form we can see an decrease of $50.8M in the current position value, from $966M to 915M.

Below you can find more details about Barton Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $915 Million
Technology: $326 Million
Communication Services: $282 Million
Consumer Cyclical: $157 Million
Financial Services: $45.9 Million
Industrials: $44.9 Million
Real Estate: $42 Million
Healthcare: $7.79 Million
ETFs: $6.34 Million
Other: $2.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.1B
$262 Million 28.6% of portfolio
2,371,717
Q4 2025 Added 878.79%
$174B
$240 Million 26.19% of portfolio
1,640,426
Q4 2025 Reduced 2.63%
$2.39T
$119 Million 12.97% of portfolio
505,676
Q4 2025 Reduced 1.37%
$5.55B
$38.3 Million 4.19% of portfolio
1,079,254
Q4 2025 Added 0.64%
$71.5B
$27.7 Million 3.03% of portfolio
35,256
Q4 2025 Reduced 1.67%
$6.09B
$26.9 Million 2.94% of portfolio
1,950,164
Q4 2025 Added 1.56%
$7.09B
$25.8 Million 2.82% of portfolio
403,246
Q4 2025 Reduced 14.79%
$3.86B
$24.8 Million 2.71% of portfolio
558,603
Q4 2025 Added 0.31%
$12.7B
$21.1 Million 2.3% of portfolio
250,886
Q4 2025 Added 0.14%
$14.7B
$18.6 Million 2.04% of portfolio
420,150
Q4 2025 Added 0.68%
$84B
$14.3 Million 1.56% of portfolio
79,208
Q4 2025 Reduced 2.31%
$3.78T
$12.4 Million 1.36% of portfolio
24,461
Q4 2025 Reduced 5.1%
$55.8B
$9.85 Million 1.08% of portfolio
49,065
Q4 2025 Reduced 2.0%
$3.26B
$8.76 Million 0.96% of portfolio
160,204
Q4 2025 Reduced 1.02%
$187B
$7.85 Million 0.86% of portfolio
47,081
Q4 2025 Reduced 0.42%
$453B
$7.55 Million 0.83% of portfolio
10
Q3 2021 Reduced 99.0%
$4.3T
$6.79 Million 0.74% of portfolio
25,402
Q4 2025 Reduced 10.33%
$1.65T
$5.37 Million 0.59% of portfolio
19,410
Q4 2025 Added 0.47%
$0
$3.55 Million 0.39% of portfolio
10,752
Q3 2025 Reduced 2.71%
$1.74T
$3.04 Million 0.33% of portfolio
10,635
Q2 2025 Reduced 1.76%
$522B
$2.96 Million 0.32% of portfolio
14,817
Q4 2025 Reduced 0.84%
$414B
$2.25 Million 0.25% of portfolio
9,614
Q4 2021 Added 6.89%
$3.22B
$1.78 Million 0.19% of portfolio
30,658
Q4 2025 Added 0.77%
$23B
$1.67 Million 0.18% of portfolio
16,440
Q2 2025 Reduced 4.25%
$0
$1.56 Million 0.17% of portfolio
26,589
Q3 2025 Reduced 2.92%
$490B
$1.46 Million 0.16% of portfolio
12,434
Q4 2025 Reduced 0.92%
$228B
$1.29 Million 0.14% of portfolio
9,894
Q3 2020 Added 10.01%
$593B
$1.27 Million 0.14% of portfolio
5,785
Q4 2025 Reduced 6.47%
$74.1B
$1.24 Million 0.14% of portfolio
6,000
Q3 2023 New
$151B
$1.04 Million 0.11% of portfolio
3,200
Q1 2018 New
$404B
$934,000 0.1% of portfolio
1,024
Q4 2021 Added 36.53%
$235B
$757,000 0.08% of portfolio
8,158
Q4 2021 Reduced 2.11%
$465B
$749,000 0.08% of portfolio
4,016
Q4 2025 Added 2.45%
$5.32B
$761,000 0.08% of portfolio
15,117
Q4 2025 Reduced 4.46%
$193B
$664,000 0.07% of portfolio
6,289
Q3 2023 Reduced 4.04%
$255B
$526,000 0.06% of portfolio
1,544
Q4 2025 Reduced 11.01%
$0
$558,000 0.06% of portfolio
839
Q2 2024 Reduced 18.86%
$1.37T
$474,000 0.05% of portfolio
779
Q4 2025 Added 1.83%
$0
$445,000 0.05% of portfolio
16,800
Q3 2025 New
$139B
$340,000 0.04% of portfolio
995
Q4 2025 Reduced 3.12%
$319B
$331,000 0.04% of portfolio
4,265
Q4 2024 New
$104B
$351,000 0.04% of portfolio
1,400
Q4 2020 New
$0
$231,000 0.03% of portfolio
1,235
Q3 2024 New
$279B
$260,000 0.03% of portfolio
2,535
Q3 2024 New
$82.8B
$293,000 0.03% of portfolio
1,080
Q4 2023 Reduced 27.9%
$26.6B
$286,000 0.03% of portfolio
2,250
Q3 2024 New
$141B
$245,000 0.03% of portfolio
9,803
Q4 2025 Added 0.19%
$32.7B
$191,000 0.02% of portfolio
2,210
Q4 2025 Reduced 3.28%
$21.7B
$183,000 0.02% of portfolio
1,460
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $915 Million
  • Prior Value $966 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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