Barton Investment Management Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$965.1B
Holdings
48
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NFLXNETFLIX INC | 245,588 | $328.9B | 34.08% | |
| 2 | SHOPSHOPIFY INC | 1,718,366 | $198.2B | 20.54% | |
| 3 | AMZNAMAZON COM INC | 516,445 | $113.3B | 11.74% | |
| 4 | OWLBLUE OWL CAPITAL INC | 1,906,744 | $36.6B | 3.80% | |
| 5 | GLBEGLOBAL E ONLINE LTD | 1,079,377 | $36.2B | 3.75% | |
| 6 | ALAIR LEASE CORP | 595,023 | $34.8B | 3.61% | |
| 7 | EQIXEQUINIX INC | 37,662 | $30.0B | 3.10% | |
| 8 | GTLBGITLAB INC | 564,183 | $25.5B | 2.64% | |
| 9 | OKTAOKTA INC | 252,062 | $25.2B | 2.61% | |
| 10 | GFLGFL ENVIRONMENTAL INC | 419,678 | $21.2B | 2.19% | |
| 11 | AMTAMERICAN TOWER CORP NEW | 82,633 | $18.3B | 1.89% | |
| 12 | MSFTMICROSOFT CORP | 25,775 | $12.8B | 1.33% | |
| 13 | BLBLACKLINE INC | 174,012 | $9.9B | 1.02% | |
| 14 | PYPLPAYPAL HLDGS INC | 131,264 | $9.8B | 1.01% | |
| 15 | EAELECTRONIC ARTS INC | 50,180 | $8.0B | 0.83% | |
| 16 | QCOMQUALCOMM INC | 47,389 | $7.5B | 0.78% | |
| 17 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $7.3B | 0.76% | |
| 18 | AAPLAPPLE INC | 28,784 | $5.9B | 0.61% | |
| 19 | —BERKSHIRE HATHAWAY Cl B | 10,450 | $5.1B | 0.53% | |
| 20 | GOOGLALPHABET INC | 19,320 | $3.4B | 0.35% | |
| 21 | VTIVANGUARD INDEX FDS | 11,052 | $3.4B | 0.35% | |
| 22 | JNJJOHNSON & JOHNSON | 14,943 | $2.3B | 0.24% | |
| 23 | GOOGALPHABET INC | 10,635 | $1.9B | 0.20% | |
| 24 | ABBVABBVIE INC | 9,614 | $1.8B | 0.18% | |
| 25 | VGSHVANGUARD SCOTTSDALE FDS | 27,389 | $1.6B | 0.17% | |
| 26 | TROWPRICE T ROWE GROUP INC | 16,440 | $1.6B | 0.16% | |
| 27 | DASHDOORDASH INC | 6,000 | $1.5B | 0.15% | |
| 28 | ORCLORACLE CORP | 6,585 | $1.4B | 0.15% | |
| 29 | XOMEXXON MOBIL CORP | 12,549 | $1.4B | 0.14% | |
| 30 | ABTABBOTT LABS | 9,894 | $1.3B | 0.14% | |
| 31 | ADBEADOBE INC | 3,200 | $1.2B | 0.13% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 1,024 | $1.0B | 0.11% | |
| 33 | DISDISNEY WALT CO | 6,289 | $779.9M | 0.08% | |
| 34 | BILLBILL HOLDINGS INC | 14,726 | $681.2M | 0.07% | |
| 35 | MRKMERCK & CO INC | 8,158 | $645.8M | 0.07% | |
| 36 | NVDANVIDIA CORPORATION | 3,920 | $619.3M | 0.06% | |
| 37 | METAMETA PLATFORMS INC | 765 | $564.6M | 0.06% | |
| 38 | AXPAMERICAN EXPRESS CO | 1,735 | $553.4M | 0.06% | |
| 39 | SPYSPDR S&P 500 ETF TR | 839 | $518.4M | 0.05% | |
| 40 | ADPAUTOMATIC DATA PROCESSING IN | 1,400 | $431.8M | 0.04% | |
| 41 | CITHE CIGNA GROUP | 1,080 | $357.0M | 0.04% | |
| 42 | CSCOCISCO SYS INC | 4,265 | $295.9M | 0.03% | |
| 43 | VRTVERTIV HOLDINGS CO | 2,300 | $295.3M | 0.03% | |
| 44 | AVGOBROADCOM INC | 1,040 | $286.7M | 0.03% | |
| 45 | NTRSNORTHERN TR CORP | 2,250 | $285.3M | 0.03% | |
| 46 | WMTWALMART INC | 2,535 | $247.9M | 0.03% | |
| 47 | PFEPFIZER INC | 9,766 | $236.7M | 0.02% | |
| 48 | VTVVANGUARD INDEX FDS | 1,235 | $218.3M | 0.02% |