$283 Million is the total value of Barton Investment Management's 46 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Amazon.com | $21,650,000 | – | 49,874 | +100.0% | 7.66% | – | |
| FEYE | Buy | FireEye Inc | $15,899,000 | +36.2% | 325,060 | +9.3% | 5.63% | +30.8% |
| EQIX | Buy | Equinix Inc | $10,667,000 | +9.9% | 41,995 | +0.8% | 3.78% | +5.6% |
| GRUB | New | Grubhub | $7,062,000 | – | 207,275 | +100.0% | 2.50% | – |
| TROW | Buy | T Rowe Price Group | $4,423,000 | -3.7% | 56,908 | +0.4% | 1.56% | -7.5% |
| New | American Express | $2,578,000 | – | 33,176 | +100.0% | 0.91% | – | |
| New | Berkshire Hathaway Class A 1/1 | $1,434,000 | – | 700 | +100.0% | 0.51% | – | |
| New | Anadarko Petroleum | $796,000 | – | 10,200 | +100.0% | 0.28% | – | |
| New | Abbott Laboratories | $776,000 | – | 15,808 | +100.0% | 0.28% | – | |
| New | Apple Computer Inc | $637,000 | – | 5,075 | +100.0% | 0.22% | – | |
| GOOGL | Buy | Google Class A | $594,000 | -2.1% | 1,099 | +0.4% | 0.21% | -6.2% |
| New | Berkshire Hathaway Cl B | $525,000 | – | 3,860 | +100.0% | 0.19% | – | |
| GOOG | Buy | Google Inc Class C | $489,000 | -4.5% | 940 | +0.5% | 0.17% | -8.5% |
| New | Auto Data Processing | $417,000 | – | 5,200 | +100.0% | 0.15% | – | |
| IBM | New | Intl Business Machines | $202,000 | – | 1,242 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NETFLIX INC | 42 | Q3 2023 | 35.4% |
| AMERICAN TOWER CORP NEW | 42 | Q3 2023 | 10.7% |
| ELECTRONIC ARTS INC | 42 | Q3 2023 | 8.2% |
| AIR LEASE CORP | 42 | Q3 2023 | 5.6% |
| QUALCOMM INC | 42 | Q3 2023 | 13.2% |
| T Rowe Price Group | 42 | Q3 2023 | 2.4% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 2.7% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.4% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.4% |
| ABBVIE INC | 42 | Q3 2023 | 0.4% |
View Barton Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR/A | 2024-01-24 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-20 |
View Barton Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.