$983 Million is the total value of Barton Investment Management's 40 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ETSY | New | Etsy Inc com | $266,000 | – | 2,500 | +100.0% | 0.03% | – |
| CCI | New | Crown Castle Intl | $201,000 | – | 1,200 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-17
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.