$275 Million is the total value of Barton Investment Management's 46 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBM | Exit | Intl Business Machines | $0 | – | -1,242 | -100.0% | -0.07% | – |
| CVX | Exit | Chevron Texaco | $0 | – | -2,088 | -100.0% | -0.07% | – |
| Exit | Auto Data Processing | $0 | – | -5,200 | -100.0% | -0.15% | – | |
| GOOG | Exit | Google Inc Class C | $0 | – | -940 | -100.0% | -0.17% | – |
| Exit | Berkshire Hathaway Cl B | $0 | – | -3,860 | -100.0% | -0.19% | – | |
| GOOGL | Exit | Google Class A | $0 | – | -1,099 | -100.0% | -0.21% | – |
| Exit | Apple Computer Inc | $0 | – | -5,075 | -100.0% | -0.22% | – | |
| Exit | Abbott Laboratories | $0 | – | -15,808 | -100.0% | -0.28% | – | |
| Exit | Anadarko Petroleum | $0 | – | -10,200 | -100.0% | -0.28% | – | |
| Exit | Berkshire Hathaway Class A 1/1 | $0 | – | -700 | -100.0% | -0.51% | – | |
| Exit | American Express | $0 | – | -33,176 | -100.0% | -0.91% | – | |
| Exit | Amazon.com | $0 | – | -49,874 | -100.0% | -7.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-06
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.