Barton Investment Management Q1 2023 Filing
Filed April 18, 2023
Portfolio Value
$568K
Holdings
42
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 370,563 | $128K | 22.54% | |
| 2 | SHOPSHOPIFY INC | 2,104,694 | $100K | 17.61% | |
| 3 | AMZNAMAZON COM INC | 705,428 | $72K | 12.68% | |
| 4 | BLBLACKLINE INC | 602,196 | $40K | 7.04% | |
| 5 | ALAIR LEASE CORP | 732,597 | $28K | 4.93% | |
| 6 | EQIXEQUINIX INC | 39,505 | $28K | 4.93% | |
| 7 | PYPLPAYPAL HLDGS INC | 343,430 | $26K | 4.58% | |
| 8 | AMTAMERICAN TOWER CORP NEW | 112,043 | $22K | 3.87% | |
| 9 | OKTAOKTA INC | 249,625 | $21K | 3.70% | |
| 10 | GLBEGLOBAL E ONLINE LTD | 620,468 | $19K | 3.35% | |
| 11 | OWLBLUE OWL CAPITAL INC | 1,166,390 | $12K | 2.11% | |
| 12 | EAELECTRONIC ARTS INC | 82,299 | $9K | 1.58% | |
| 13 | MSFTMICROSOFT CORP | 26,635 | $7K | 1.23% | |
| 14 | QCOMQUALCOMM INC | 53,178 | $6K | 1.06% | |
| 15 | AAPLAPPLE INC | 33,619 | $5K | 0.88% | |
| 16 | BRK-BBERSKSHIRE HATHAWAY CLASS A 1/100 | 10 | $4K | 0.70% | |
| 17 | GFLGFL ENVIRONMENTAL INC | 118,295 | $4K | 0.70% | |
| 18 | —BERSHIRE HATHAWAY Cl B | 10,740 | $3K | 0.53% | |
| 19 | VTIVANGUARD INDEX FDS | 13,586 | $2K | 0.35% | |
| 20 | TROWPRICE T ROWE GROUP INC | 19,256 | $2K | 0.35% | |
| 21 | JNJJOHNSON & JOHNSON | 15,341 | $2K | 0.35% | |
| 22 | XOMEXXON MOBIL CORP | 12,999 | $1K | 0.18% | |
| 23 | GOOGLALPHABET INC | 19,130 | $1K | 0.18% | |
| 24 | ABBVABBVIE INC | 9,614 | $1K | 0.18% | |
| 25 | ADBEADOBE SYSTEMS INCORPORATED | 3,200 | $1K | 0.18% | |
| 26 | ABTABBOTT LABS | 9,894 | $1K | 0.18% | |
| 27 | GOOGALPHABET INC | 12,720 | $1K | 0.18% | |
| 28 | VGSHVANGUARD SCOTTSDALE FDS | 20,179 | $1K | 0.18% | |
| 29 | TFXTELEFLEX INCORPORATED | 1,200 | $0 | 0.00% | |
| 30 | PFEPFIZER INC | 8,700 | $0 | 0.00% | |
| 31 | CITHE CIGNA GROUP | 1,498 | $0 | 0.00% | |
| 32 | PEPPEPSICO INC | 1,120 | $0 | 0.00% | |
| 33 | BILLBILL HOLDINGS INC | 6,311 | $0 | 0.00% | |
| 34 | AXPAMERICAN EXPRESS CO | 1,900 | $0 | 0.00% | |
| 35 | NTRSNORTHERN TR CORP | 3,850 | $0 | 0.00% | |
| 36 | ORCLORACLE CORP | 7,275 | $0 | 0.00% | |
| 37 | ADPAUTOMATIC DATA PROCESSING IN | 1,400 | $0 | 0.00% | |
| 38 | DISDISNEY WALT CO | 6,554 | $0 | 0.00% | |
| 39 | SPYSPDR S&P 500 ETF TR | 1,690 | $0 | 0.00% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 1,024 | $0 | 0.00% | |
| 41 | MRKMERCK & CO INC | 8,158 | $0 | 0.00% | |
| 42 | ICUIICU MED INC | 2,500 | $0 | 0.00% |