Barton Investment Management - Q1 2020 holdings

$645 Million is the total value of Barton Investment Management's 39 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .

 Value Shares↓ Weighting
COUP BuyCoupa Software Inc Com$29,619,000
-1.0%
211,974
+3.7%
4.59%
-1.2%
OKTA BuyOkta Inc$15,719,000
+1869.8%
128,573
+1757.7%
2.44%
+1865.3%
AL BuyAir Lease Corp$15,524,000
-44.2%
701,190
+19.7%
2.41%
-44.3%
AVLR BuyAvalara Inc$12,912,000
+926.4%
173,088
+908.0%
2.00%
+926.7%
BRKB BuyBerkshire Hathaway Cl B$2,885,000
-19.0%
15,777
+0.3%
0.45%
-19.2%
JNJ BuyJohnson & Johnson$2,567,000
-9.8%
19,576
+0.3%
0.40%
-10.0%
VTI BuyVanguard Total Stock Market$1,795,000
-20.5%
13,924
+0.9%
0.28%
-20.8%
AAPL BuyApple Computer Inc$1,288,000
-11.6%
5,065
+2.1%
0.20%
-11.5%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-04-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
NETFLIX INC42Q3 202335.4%
AMERICAN TOWER CORP NEW42Q3 202310.7%
ELECTRONIC ARTS INC42Q3 20238.2%
AIR LEASE CORP42Q3 20235.6%
QUALCOMM INC42Q3 202313.2%
T Rowe Price Group42Q3 20232.4%
EXXON MOBIL CORP42Q3 20232.7%
JOHNSON & JOHNSON42Q3 20231.4%
MICROSOFT CORP42Q3 20231.4%
ABBVIE INC42Q3 20230.4%

View Barton Investment Management's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-26
13F-HR/A2024-01-24
13F-HR2024-01-23
13F-HR2023-10-16
13F-HR2023-07-24
13F-HR2023-04-18
13F-HR2023-01-26
13F-HR2022-10-20
13F-HR2022-07-15
13F-HR2022-04-20

View Barton Investment Management's complete filings history.

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