$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 | Buy | Coupa Software Inc Com | $29,619,000 | -1.0% | 211,974 | +3.7% | 4.59% | -1.2% |
OKTA | Buy | Okta Inc | $15,719,000 | +1869.8% | 128,573 | +1757.7% | 2.44% | +1865.3% |
AL | Buy | Air Lease Corp | $15,524,000 | -44.2% | 701,190 | +19.7% | 2.41% | -44.3% |
AVLR | Buy | Avalara Inc | $12,912,000 | +926.4% | 173,088 | +908.0% | 2.00% | +926.7% |
BRKB | Buy | Berkshire Hathaway Cl B | $2,885,000 | -19.0% | 15,777 | +0.3% | 0.45% | -19.2% |
JNJ | Buy | Johnson & Johnson | $2,567,000 | -9.8% | 19,576 | +0.3% | 0.40% | -10.0% |
VTI | Buy | Vanguard Total Stock Market | $1,795,000 | -20.5% | 13,924 | +0.9% | 0.28% | -20.8% |
AAPL | Buy | Apple 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
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.