Q3 2026 13F · SEC CIK 1387818

Barton Investment Management

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $806.6M
Reported positions: 58
Top holdings a year, 3 yrs: +21.2%
Assets under management: $984.7M

Barton Investment Management is a wealth manager that reported 58 positions worth $806.6M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were Shopify Inc (SHOP, 27.6%), Netflix Inc. (NFLX, 19.5%), Amazon Com Inc (AMZN, 14.7%). A portfolio copying its top holdings returned 21.2% a year over the last 3 years, against 20.4% for the S&P 500.

Barton Investment Management holdings largest 50 of 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Barton Investment Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SHOPShopify Inc	27.6%	24.4%	1,501,272	-5.0%	$222.6M
NFLXNetflix Inc.	19.5%	22.1%	2,257,376	-1.2%	$157.1M
AMZNAmazon Com Inc	14.7%	15.7%	474,759	-2.5%	$118.3M
OKTAOkta Inc	5.3%	4.0%	205,957	-3.9%	$43.1M
GLBEGlobal E Online Ltd	5.0%	5.1%	1,005,523	-7.7%	$39.9M
EQIXEquinix Inc	3.9%	4.5%	31,019	-2.8%	$31.4M
GTLBGitlab Inc	3.4%	2.0%	573,679	+19.4%	$27.1M
KVYOKlaviyo Inc	2.6%	2.6%	1,350,490	+7.5%	$21.2M
OWLBlue Owl Capital Inc	2.4%	2.5%	2,109,550	+0.2%	$19.2M
GFLGfl Environmental Inc	2.1%	2.1%	408,082	-1.8%	$17.1M
MSFTMicrosoft Corp	1.6%	1.2%	24,796	+1.6%	$12.7M
AMTAmerican Tower Corp	1.5%	1.7%	74,912	-2.8%	$12.3M
AAPLApple Inc	1.0%	1.0%	24,532	-1.3%	$8.2M
BRK-ABerkshire Hathaway Inc Del	0.9%	1.0%	10	+0.0%	$7.5M
QCOMQualcomm Inc	0.9%	1.0%	37,980	-0.2%	$7.0M
GOOGLAlphabet Inc	0.8%	0.9%	19,155	-0.6%	$6.6M
BRK-ABerkshire Hathaway Cl B	0.6%	0.7%	10,255	+0.0%	$5.1M
RPRXRoyalty Pharma PLC	0.6%	0.2%	87,029	+189.7%	$5.1M
PYPLPaypal Hldgs Inc	0.6%	0.6%	85,692	-13.5%	$4.5M
SYMSymbotic Inc	0.5%	0.3%	93,734	+75.3%	$3.9M
VTIVanguard Index Fds	0.5%	0.5%	10,095	-4.9%	$3.8M
JNJJohnson & Johnson	0.5%	0.5%	13,976	-1.3%	$3.7M
GOOGAlphabet Inc	0.4%	0.5%	10,635	+0.0%	$3.6M
BLBlackline Inc	0.3%	0.5%	77,185	-38.7%	$2.0M
CLTLInvesco Exch Traded Fd Tr II	0.2%	0.3%	18,959	-2.7%	$2.0M
ABBVAbbvie Inc	0.2%	0.3%	7,578	+0.0%	$2.0M
VGSHVanguard Scottsdale Fds	0.2%	0.2%	27,669	+6.7%	$1.6M
SCHOSchwab Strategic Tr	0.2%	—	62,420	—	$1.5M
TROWPrice T Rowe Group Inc	0.2%	0.2%	13,640	-2.8%	$1.4M
XOMExxonmobil Holdings Corp	0.2%	—	8,105	—	$1.3M
MRKMerck & Co Inc	0.1%	0.1%	8,158	+0.0%	$1.2M
COSTCostco Wholesale Corporation	0.1%	0.1%	1,024	+0.0%	$932K
NVDANvidia Corporation	0.1%	0.1%	3,941	+1.9%	$900K
ORCLOracle Corp	0.1%	0.1%	5,785	+0.0%	$794K
ABTAbbott Laboratories	0.1%	0.1%	7,858	+0.0%	$777K
ADBEAdobe Inc	0.1%	0.1%	3,200	+0.0%	$768K
CSCOCisco Sys Inc	0.1%	0.1%	5,260	+3.5%	$566K
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	729	-13.1%	$556K
DISDisney Walt Co	0.1%	0.1%	5,289	+0.0%	$555K
SCHXSchwab Strategic Tr	0.1%	0.1%	16,890	+0.3%	$507K
VRTVertiv Holdings Co	0.1%	0.1%	1,980	+0.0%	$478K
DELLDell Technologies Inc	0.1%	0.1%	875	+0.0%	$471K
METAMeta Platforms Inc	0.1%	0.0%	629	+0.0%	$456K
AXPAmerican Express Co	0.1%	0.1%	1,460	+0.0%	$444K
INTCIntel Corp	0.1%	0.1%	3,385	-12.5%	$407K
TWLOTwilio Inc	0.0%	—	1,315	—	$385K
ADPAutomatic Data Processing in	0.0%	—	1,400	—	$361K
AMDAdvanced Micro Devices Inc	0.0%	0.1%	565	-15.0%	$346K
AVGOBroadcom Inc	0.0%	0.0%	965	+0.0%	$339K
NTRSNorthern Trust Corp	0.0%	0.1%	2,001	-11.1%	$339K

What Barton Investment Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

RPRX Royalty Pharma PLC+189.7% shares
SYM Symbotic Inc+75.3% shares
GTLB Gitlab Inc+19.4% shares
KVYO Klaviyo Inc+7.5% shares
VGSH Vanguard Scottsdale Fds+6.7% shares

Reduced

BL Blackline Inc-38.7% shares
AMD Advanced Micro Devices Inc-15.0% shares
PYPL Paypal Hldgs Inc-13.5% shares
SPY State Str Spdr S&p 500 ETF T-13.1% shares
INTC Intel Corp-12.5% shares
NTRS Northern Trust Corp-11.1% shares
GLBE Global E Online Ltd-7.7% shares
SHOP Shopify Inc-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -7.9% /yr; S&P 500 +20.1%
3 years: +21.2% /yr; S&P 500 +20.4%
5 years: -0.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$806.6M	58
Q2 2026	$738.2M	60
Q1 2026	$797.3M	54
Q4 2025	$928.1M	52
Q3 2025	$981.9M	51
Q2 2025	$965.1M	48
Q1 2025	$814.1M	46
Q4 2024	$942.8M	48
Q3 2024	$799.7M	49
Q2 2024	$751.7M	43
Q1 2024	$824.2M	46
Q4 2023	$762.6M	47

Questions about Barton Investment Management's portfolio

What stocks does Barton Investment Management own?

Barton Investment Management's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 58 positions worth $806.6M. The largest are Shopify Inc (SHOP) at 27.6%, Netflix Inc. (NFLX) at 19.5%, Amazon Com Inc (AMZN) at 14.7%, Okta Inc (OKTA) at 5.3% and Global E Online Ltd (GLBE) at 5.0%.

What did Barton Investment Management buy last quarter?

In Q3 2026, Barton Investment Management added Royalty Pharma PLC (RPRX) (+189.7% shares), Symbotic Inc (SYM) (+75.3% shares) and Gitlab Inc (GTLB) (+19.4% shares), compared with its Q2 2026 filing.

What did Barton Investment Management sell last quarter?

In Q3 2026, Barton Investment Management cut from its top 50 Electronic Arts Inc (EA), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Doordash Inc (DASH), cut from its top 50 Qxo Inc (QXO), Blackline Inc (BL) (-38.7% shares), Advanced Micro Devices Inc (AMD) (-15.0% shares) and Paypal Hldgs Inc (PYPL) (-13.5% shares), compared with its Q2 2026 filing.

How has Barton Investment Management's portfolio performed?

A portfolio copying Barton Investment Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -7.9% against +20.1%. Over 5 years: -0.2% a year against +11.6%.

When is Barton Investment Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Barton Investment Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Barton Investment Management manage?

Barton Investment Management reported $984.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $806.6M.