Barton Investment Management holdings history

161 is the total number of securities Barton Investment Management has owned. The longest Barton Investment Management has owned a single stock is 42 quarters.

Barton Investment Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
NFLX NETFLIX INC424214.30%24.54%35.37%Q2 2013Q3 202342
AMT AMERICAN TOWER CORP NEW42422.86%5.81%10.71%Q2 2013Q3 202342
EA ELECTRONIC ARTS INC42421.50%4.55%8.24%Q2 2013Q3 202342
AL AIR LEASE CORP42422.12%3.96%5.60%Q2 2013Q3 202342
QCOM QUALCOMM INC42420.62%3.77%13.23%Q2 2013Q3 202342
TROW T Rowe Price Group42420.32%0.90%2.42%Q2 2013Q3 202342
XOM EXXON MOBIL CORP42420.05%0.76%2.70%Q2 2013Q3 202342
JNJ JOHNSON & JOHNSON42420.25%0.66%1.38%Q2 2013Q3 202342
MSFT MICROSOFT CORP42420.01%0.65%1.38%Q2 2013Q3 202342
ABBV ABBVIE INC42420.08%0.21%0.40%Q2 2013Q3 202342
MRK MERCK & CO INC42420.05%0.18%0.46%Q2 2013Q3 202342
DIS DISNEY WALT CO42420.07%0.18%0.35%Q2 2013Q3 202342
ORCL ORACLE CORP42420.06%0.13%0.24%Q2 2013Q3 202342
NTRS Northern Trust Corpora...42420.04%0.11%0.21%Q2 2013Q3 202342
PFE Pfizer Incorporated42420.03%0.07%0.15%Q2 2013Q3 202342
ICUI ICU MED INC3380.04%0.21%1.01%Q2 2013Q3 202341
ADBE ADOBE SYSTEMS INCORPOR...39390.08%0.14%0.26%Q1 2014Q3 202339
AMZN AMAZON COM INC2825.98%11.46%16.60%Q2 2013Q3 202338
BRKB BERSHIRE HATHAWAY Cl B2820.17%0.41%0.75%Q2 2013Q3 202338
AXP AMERICAN EXPRESS CO2820.04%0.40%1.42%Q2 2013Q3 202338
AAPL APPLE INC2820.15%0.35%0.98%Q2 2013Q3 202338
ABT ABBOTT LABS2820.08%0.16%0.28%Q2 2013Q3 202338
ADP AUTOMATIC DATA PROCESS...1520.02%0.10%0.21%Q2 2013Q3 202337
EQIX Equinix Inc (REIT)36362.79%4.11%5.76%Q4 2014Q3 202336
BRKA BERSKSHIRE HATHAWAY CL...1520.27%0.63%0.97%Q2 2013Q3 202336
PYPL PAYPAL HLDGS INC33332.79%5.28%8.31%Q3 2015Q3 202333
PM Philip Morris Intl Inc31310.04%0.17%0.31%Q2 2013Q4 202031
CL Colgate-Palmolive Co31310.03%0.07%0.12%Q2 2013Q4 202031
GOOGL Alphabet Inc Class A2820.23%0.62%1.52%Q3 2015Q3 202330
GOOG Alphabet Inc Class C2820.11%0.19%0.29%Q3 2015Q3 202330
TFX TELEFLEX INCORPORATED2710.03%0.05%0.08%Q4 2015Q3 202330
SHOP SHOPIFY INC29290.29%14.72%27.56%Q3 2016Q3 202329
MO Altria Group Inc2520.03%0.11%0.17%Q2 2013Q1 202027
WFC Wells Fargo & Co. New2510.03%0.14%0.20%Q2 2013Q4 201926
VTI Vanguard Total Stock M...25250.15%0.31%0.51%Q3 2017Q3 202325
BL BLACKLINE INC24241.05%5.27%8.29%Q4 2017Q3 202324
CVX Chevron Texaco1630.06%0.09%0.22%Q2 2013Q3 201924
ATHN Athenahealth Inc23232.59%8.61%12.90%Q2 2013Q4 201823
CI Cigna22220.09%0.18%0.42%Q2 2013Q3 201822
CI THE CIGNA GROUP20200.04%0.07%0.13%Q4 2018Q3 202320
GRUB Grubhub18182.50%6.76%11.82%Q2 2015Q3 201918
COUP Coupa Software Inc Com17170.20%3.77%6.20%Q4 2018Q4 202217
OKTA OKTA INC16160.12%3.16%3.79%Q4 2019Q3 202316
EBAY eBay13130.12%4.03%5.91%Q2 2013Q2 201613
PVAHQ Penn Virginia Corp13130.00%0.29%0.77%Q2 2013Q2 201613
AVLR Avalara Inc12120.20%3.28%4.76%Q4 2019Q3 202212
RAX Rackspace Hosting Inc12120.57%2.47%3.96%Q2 2013Q1 201612
INXN Interxion Holding Nv12120.09%2.06%3.16%Q2 2013Q1 201612
DESTQ Destination Maternity Co1110.04%0.58%1.22%Q2 2013Q2 201612
APC Anadarko Petroleum820.16%0.34%0.56%Q2 2013Q1 201712
KMI Kinder Morgan12120.09%0.28%0.68%Q3 2014Q2 201712
KO Coca Cola Company12120.09%0.16%0.40%Q2 2013Q1 201612
COST COSTCO WHSL CORP NEW12120.02%0.07%0.10%Q4 2020Q3 202312
OWL BLUE OWL CAPITAL INC10100.03%0.91%3.26%Q2 2021Q3 202310
FEYE FireEye Inc990.83%3.02%5.63%Q3 2014Q3 20169
GOOGL Google Inc Class A990.21%0.40%0.62%Q2 2013Q2 20159
ET Energy Transfer Equity990.04%0.29%0.49%Q4 2013Q4 20159
IBM Intl Business Machines710.05%0.16%0.28%Q2 2013Q4 20159
GSK Glaxosmithkline Plc610.03%0.09%0.13%Q2 2013Q4 20199
DCT Duck Creek Tech Ord881.57%2.42%3.16%Q1 2021Q4 20228
GLBE GLOBAL E ONLINE LTD770.09%2.23%5.10%Q1 2022Q3 20237
BND Vanguard Total Bond Ma...310.08%0.11%0.16%Q4 2019Q1 20227
PANW Palo Alto Networks660.06%1.18%1.91%Q1 2016Q2 20176
CMCSA Comcast Corp New Cl A510.06%0.22%0.43%Q2 2013Q1 20166
VGSH Vanguard Short-Term Tr...660.17%0.20%0.22%Q2 2022Q3 20236
DTSI DTS Inc551.41%3.38%4.36%Q2 2013Q2 20145
GOOG Google Inc Class C550.17%0.23%0.30%Q2 2014Q2 20155
GE General Electric320.06%0.14%0.38%Q2 2013Q1 20165
Amazon.com317.66%11.35%13.76%Q2 2015Q3 20164
EQIX Equinix Inc New440.86%1.96%2.83%Q4 2013Q3 20144
American Express310.53%0.91%1.64%Q2 2015Q3 20164
Berkshire Hathaway Cl B310.15%0.28%0.53%Q2 2015Q3 20164
Anadarko Petroleum310.13%0.21%0.28%Q2 2015Q3 20164
Apple Computer Inc310.17%0.20%0.23%Q2 2015Q3 20164
Abbott Laboratories310.13%0.18%0.28%Q2 2015Q3 20164
Auto Data Processing310.13%0.15%0.17%Q2 2015Q3 20164
SPY SPDR S&P 500 ETF TR440.10%0.12%0.15%Q4 2022Q3 20234
HCP HCP Inc310.05%0.11%0.14%Q4 2015Q2 20174
BILL BILL HOLDINGS INC440.09%0.11%0.13%Q4 2022Q3 20234
FRT Federal Rlty Invt Tr Sbi440.06%0.07%0.08%Q4 2015Q3 20164
DWDP Dowdupont Inc220.03%0.04%0.05%Q3 2017Q3 20184
PEP Pepsico Incorporated310.03%0.04%0.04%Q4 2015Q2 20234
GFL GFL ENVIRONMENTAL INC330.72%1.28%1.77%Q1 2023Q3 20233
Berkshire Hathaway Cla...330.70%0.74%0.79%Q1 2016Q3 20163
Alphabet Inc Class A330.27%0.69%0.95%Q1 2016Q3 20163
PVR PVR Partners LP330.40%0.45%0.52%Q2 2013Q4 20133
Alphabet Inc Class C330.23%0.44%0.84%Q1 2016Q3 20163
MMM 3M Company210.03%0.16%0.35%Q3 2013Q1 20163
UNP Union Pacific330.12%0.13%0.14%Q2 2013Q4 20133
DD duPont(EI) deNemour210.06%0.06%0.06%Q4 2015Q2 20173
FB META PLATFORMS INC210.02%0.03%0.04%Q4 2021Q3 20233
VOO Vanguard 500 ETF330.02%0.03%0.03%Q2 2021Q4 20213
CCI Crown Castle Intl210.02%0.02%0.03%Q2 2020Q4 20213
Berkshire Hathaway Cla...110.31%0.43%0.56%Q1 2015Q3 20202
COG Cabot Oil & Gas220.30%0.32%0.33%Q2 2013Q3 20132
EEFT Euronet Worldwide220.11%0.11%0.12%Q2 2013Q3 20132
HES Hess Corp220.10%0.10%0.10%Q3 2013Q4 20132
DVN Devon Energy New110.01%0.06%0.12%Q2 2013Q4 20152
DLLR DFC Global Corp220.05%0.06%0.07%Q2 2013Q3 20132
CSCO Cisco Systems Inc220.04%0.06%0.07%Q4 2015Q1 20162
NVDA NVIDIA CORPORATION220.03%0.03%0.04%Q2 2023Q3 20232
PG Procter & Gamble110.02%0.03%0.04%Q4 2015Q3 20202
ETSY Etsy Inc com220.03%0.03%0.03%Q2 2020Q3 20202
SYK Stryker Corp111.17%1.17%1.17%Q1 2016Q1 20161
RGP Regency Energy Partners110.54%0.54%0.54%Q1 2014Q1 20141
Berkshire Hathaway Cla...110.51%0.51%0.51%Q2 2015Q2 20151
SLB Schlumberger Ltd110.38%0.38%0.38%Q1 2016Q1 20161
EOG E O G Resources Inc110.34%0.34%0.34%Q2 2014Q2 20141
DNB Dunn & Bradstreet Copr...110.15%0.15%0.15%Q2 2013Q2 20131
EFX Equifax Inc.110.14%0.14%0.14%Q2 2013Q2 20131
KMI Kinder Morgan110.11%0.11%0.11%Q3 2017Q3 20171
CSX C S X Corp110.08%0.08%0.08%Q4 2013Q4 20131
DASH DOORDASH INC110.08%0.08%0.08%Q3 2023Q3 20231
ETP Energy Transfer Part Lp110.06%0.06%0.06%Q3 2017Q3 20171
HD Home Depot Inc110.06%0.06%0.06%Q1 2016Q1 20161
COIN COINBASE GLOBAL CL A ORD110.05%0.05%0.05%Q2 2021Q2 20211
ESRX Express Scripts Inc110.04%0.04%0.04%Q4 2015Q4 20151
CCI Crown Castle Intl110.03%0.03%0.03%Q4 2015Q4 20151
CAT CATERPILLAR INC110.03%0.03%0.03%Q3 2023Q3 20231
KMB Kimberly Clark110.03%0.03%0.03%Q4 2015Q4 20151
UN Unilever N V Ny Shs Newf110.03%0.03%0.03%Q4 2015Q4 20151
BBT BB&T Corporation110.02%0.02%0.02%Q4 2015Q4 20151
WMT Wal-Mart Stores110.02%0.02%0.02%Q4 2015Q4 20151
BAC Bank of America110.02%0.02%0.02%Q4 2015Q4 20151
PPG P P G Industries Inc110.02%0.02%0.02%Q4 2015Q4 20151
VZ Verizon110.01%0.01%0.01%Q4 2015Q4 20151
MDLZ Mondelez Intl Inc Cl A110.01%0.01%0.01%Q4 2015Q4 20151
CB Chubb Corporation110.01%0.01%0.01%Q4 2015Q4 20151
BAM Brookfield Asset Mgmt110.01%0.01%0.01%Q4 2015Q4 20151
FDX Fedex Corporation110.01%0.01%0.01%Q4 2015Q4 20151
MS Morgan Stanley110.01%0.01%0.01%Q4 2015Q4 20151
SXL Sunoco Logistics Ptnr Lp110.01%0.01%0.01%Q4 2015Q4 20151
JPM JPMorgan Chase & Co110.01%0.01%0.01%Q4 2015Q4 20151
BP BP PLC ADR110.01%0.01%0.01%Q4 2015Q4 20151
ADDYY Adidas Ag Adr110.01%0.01%0.01%Q4 2015Q4 20151
CDK Cdk Global Inc110.01%0.01%0.01%Q4 2015Q4 20151
SPSC SPS Commerce Inc110.01%0.01%0.01%Q4 2015Q4 20151
GILD Gilead Sciences Inc110.01%0.01%0.01%Q4 2015Q4 20151
ERIC Ericsson Tel Adr B New110.01%0.01%0.01%Q4 2015Q4 20151
NOK Nokia Corp Spon Adr110.01%0.01%0.01%Q4 2015Q4 20151
KHC Kraft Heinz Company110.01%0.01%0.01%Q4 2015Q4 20151
VASC Vascular Solutions Inc110.01%0.01%0.01%Q4 2015Q4 20151
IWF Ishares Russell 1000 G...110.01%0.01%0.01%Q4 2015Q4 20151
CMPR Cimpress N V110.01%0.01%0.01%Q4 2015Q4 20151
IWD Ishares Russell 1000 V...110.00%0.00%0.00%Q4 2015Q4 20151
PSX Phillips110.00%0.00%0.00%Q4 2015Q4 20151
BKOR Oak Ridge Financial Svcs110.00%0.00%0.00%Q4 2015Q4 20151
APD Air Products & Chemica...110.00%0.00%0.00%Q4 2015Q4 20151
IWS Ishares Russell Value110.00%0.00%0.00%Q4 2015Q4 20151
SPLK Splunk Inc110.00%0.00%0.00%Q4 2015Q4 20151
IJR Ishares Core S&P Etf110.00%0.00%0.00%Q4 2015Q4 20151
Lanxess Ag Ord110.00%0.00%0.00%Q4 2015Q4 20151
MRVC MRV Communications Inc110.00%0.00%0.00%Q4 2015Q4 20151
EEM Ishares Msci Emrg Mkt Fd110.00%0.00%0.00%Q4 2015Q4 20151
CC Chemours Company110.00%0.00%0.00%Q4 2015Q4 20151
EFA Ishares Tr Msci Eafe110.00%0.00%0.00%Q4 2015Q4 20151
LUV Southwest Airlines Co110.00%0.00%0.00%Q4 2015Q4 20151
IXJ Ishares Tr Global Etf110.00%0.00%0.00%Q4 2015Q4 20151
PEGI Pattern Energy Cl A110.00%0.00%0.00%Q4 2015Q4 20151
BPY Brookfield Prop Part Lpf110.00%0.00%0.00%Q4 2015Q4 20151
ALLYPRBCL Ally Financial110.00%0.00%0.00%Q4 2015Q4 20151

The securities at the top of the list , including NETFLIX INC, AMERICAN TOWER CORP NEW, and ELECTRONIC ARTS INC, are the highest-conviction holdings of Barton Investment Management.

The conviction is calculated by counting the number of quarters a security has been reported by Barton Investment Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Barton Investment Management owns currently or has owned in the past.