Barton Investment Management holds a concentrated book of 60 stocks worth $738.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Shopify Inc - Class A. Their largest long position is Shopify Inc - Class A at 24% of the equity book. Cloning the disclosed picks since 2024 would be +11% (+6.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Barton Investment Management's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Barton Investment Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Barton Investment Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 64 / 60 | $749.3B |
| JPMORGAN CHASE & CO | 64 / 60 | $488.7B |
| MORGAN STANLEY | 64 / 60 | $484.3B |
| BANK OF AMERICA CORP /DE/ | 64 / 60 | $317.2B |
| ROYAL BANK OF CANADA | 64 / 60 | $130.8B |
| UBS Group AG | 64 / 60 | $128.0B |
| WELLS FARGO & COMPANY/MN | 64 / 60 | $120.0B |
| RAYMOND JAMES FINANCIAL INC | 64 / 60 | $66.9B |
Ranked by how many of Barton Investment Management's top 60 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Shopify Inc CL A SUB VTG SHS | $180.5M | 1.58M | 24.4% | ▼−1.4% Reduced · −22K sh | |
| 2 | Netflix Inc. COM | $163.1M | 2.28M | 22.1% | ▼−2.5% Reduced · −59K sh | |
| 3 | Amazon Com Inc COM | $116.0M | 486.8K | 15.7% | ▼−2.1% Reduced · −10K sh | |
| 4 | Global E Online Ltd SHS | $37.8M | 1.09M | 5.1% | ▲+0.1% Added · +1K sh | |
| 5 | Equinix Inc COM | $33.3M | 31.9K | 4.5% | ▼−2.9% Reduced · −939 sh | |
| 6 | Okta Inc CL A | $29.2M | 214.3K | 4.0% | ▼−5.4% Reduced · −12K sh | |
| 7 | Klaviyo Inc COM SER A | $19.0M | 1.26M | 2.6% | ▲+20% Added · +207K sh | |
| 8 | Blue Owl Capital Inc COM CL A | $18.4M | 2.11M | 2.5% | ▲+3.2% Added · +66K sh | |
| 9 | GFL Environmental Inc SUB VTG SHS | $15.3M | 415.5K | 2.1% | ▼−0.9% Reduced · −4K sh | |
| 10 | Gitlab Inc CLASS A COM | $14.7M | 480.5K | 2.0% | ▼−13% Reduced · −74K sh | |
| 11 | American Tower Corp COM | $12.6M | 77.0K | 1.7% | ▼−1.8% Reduced · −1K sh | |
| 12 | Microsoft Corp COM | $9.1M | 24.4K | 1.2% | —Held | |
| 13 | Electronic Arts Inc COM | $9.0M | 43.7K | 1.2% | —Held | |
| 14 | Berkshire Hathaway Inc Del CL A | $7.5M | 10 | 1.0% | —Held | |
| 15 | Apple Inc COM | $7.2M | 24.9K | 1.0% | —Held | |
| 16 | Qualcomm Inc COM | $7.0M | 38.1K | 1.0% | ▲+3.4% Added · +1K sh | |
| 17 | Alphabet Inc CAP STK CL A | $6.9M | 19.3K | 0.9% | ▲+0.1% Added · +23 sh | |
| 18 | Berkshire Hathaway CL B CL B | $5.1M | 10.3K | 0.7% | —Held | |
| 19 | PayPal Hldgs Inc COM | $4.3M | 99.1K | 0.6% | ▼−7.1% Reduced · −8K sh | |
| 20 | Vanguard Index FDS TOTAL STK MKT | $3.9M | 10.6K | 0.5% | —Held | |
| 21 | Alphabet Inc CAP STK CL C | $3.8M | 10.6K | 0.5% | —Held | |
| 22 | Johnson & Johnson COM | $3.6M | 14.2K | 0.5% | ▼−0.3% Reduced · −39 sh | |
| 23 | Blackline Inc COM | $3.5M | 126.0K | 0.5% | ▼−21% Reduced · −33K sh | |
| 24 | Symbotic Inc CLASS A COM | $2.4M | 53.5K | 0.3% | ▲+45% Added · +17K sh | |
| 25 | Invesco Exch Traded FD TR II SHORT TERM ETF | $2.1M | 19.5K | 0.3% | ▼−4.7% Reduced · −950 sh | |
| 26 | Abbvie Inc COM | $1.9M | 7.6K | 0.3% | —Held | |
| 27 | Royalty Pharma PLC SHS CLASS A | $1.7M | 30.0K | 0.2% | ▲+59% Added · +11K sh | |
| 28 | Price T Rowe Group Inc COM | $1.6M | 14.0K | 0.2% | ▼−15% Reduced · −2K sh | |
| 29 | Vanguard Scottsdale FDS SHORT TERM TREAS | $1.5M | 25.9K | 0.2% | —Held | |
| 30 | Exxon Mobil Corp COM | $1.1M | 8.1K | 0.2% | ▼−1.6% Reduced · −135 sh | |
| 31 | Doordash Inc CL A | $1.1M | 6.0K | 0.1% | —Held | |
| 32 | Merck & Co Inc COM | $1.0M | 8.2K | 0.1% | —Held | |
| 33 | Costco Wholesale Corporation COM | $958K | 1.0K | 0.1% | —Held | |
| 34 | Oracle Corp COM | $848K | 5.8K | 0.1% | —Held | |
| 35 | Nvidia Corporation COM | $774K | 3.9K | 0.1% | ▲+5.5% Added · +200 sh | |
| 36 | Abbott Laboratories COM | $713K | 7.9K | 0.1% | —Held | |
| 37 | Vertiv Holdings Co COM CL A | $663K | 2.0K | 0.1% | ▼−5.0% Reduced · −105 sh | |
| 38 | Adobe Inc COM | $656K | 3.2K | 0.1% | —Held | |
| 39 | State STR SPDR S&P 500 ETF T TR UNIT | $627K | 839 | 0.1% | —Held | |
| 40 | Cisco Sys Inc COM | $597K | 5.1K | 0.1% | —Held | |
| 41 | Intel Corp COM | $540K | 3.9K | 0.1% | ▲New New position | |
| 42 | Disney Walt Co COM | $509K | 5.3K | 0.1% | ▼−16% Reduced · −1K sh | |
| 43 | Schwab Strategic TR US LRG CAP ETF | $496K | 16.8K | 0.1% | ▲+0.3% Added · +44 sh | |
| 44 | American Express Co COM | $494K | 1.5K | 0.1% | ▼−4.3% Reduced · −65 sh | |
| 45 | Qxo Inc COM NEW | $475K | 27.5K | 0.1% | ▲+23% Added · +5K sh | |
| 46 | Northern TR Corp COM | $391K | 2.3K | 0.1% | —Held | |
| 47 | Advanced Micro Devices Inc COM | $386K | 665 | 0.1% | ▲New New position | |
| 48 | Dell Technologies Inc CL C | $378K | 875 | 0.1% | ▲New New position | |
| 49 | Broadcom Inc COM | $365K | 965 | 0.0% | ▼−3.0% Reduced · −30 sh | |
| 50 | Meta Platforms Inc CL A | $354K | 629 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 60 | $738.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 54 | $797.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 52 | $928.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 51 | $981.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 48 | $965.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 46 | $814.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 48 | $942.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 49 | $799.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.