Barton Investment Management holds a concentrated book of 60 reported positions worth $738.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-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 reported non-option book.
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.
98% mapped to company sectors
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Barton Investment Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 6 / 60 | $4.4B |
| Hoffman, Alan N Investment Management | 8 / 60 | $160.9M |
| Mirae Asset Global Investments Co., Ltd. | 50 / 60 | $279.0B |
| Greenbrier Partners Capital Management, LLC | 7 / 60 | $1.2B |
| Emerald Advisors, LLC | 23 / 60 | $644.4M |
| Draper Asset Management, LLC | 8 / 60 | $159.8M |
| Prospect Hill Management, LLC | 8 / 60 | $198.3M |
| Integrated Financial Solutions, Inc. | 12 / 60 | $140.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Barton Investment Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | <0.1% | ▼−3.0% Reduced · −30 sh | |
| 50 | Meta Platforms Inc CL A | $354K | 629 | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1387818/holdings"
Use Arkolith to show Barton Investment Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 60 | $738.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 20d | 54 | $797.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 52 | $928.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 51 | $981.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 21d | 48 | $965.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 46 | $814.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 48 | $942.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 17d | 49 | $799.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.