$1.16 Billion is the total value of Barton Investment Management's 40 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 150.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
OKTA | Buy | Okta Inc | $43,040,000 | +22.5% | 169,276 | +3.1% | 3.70% | +9.5% |
AVLR | Buy | Avalara Inc | $42,782,000 | +32.1% | 259,459 | +2.0% | 3.67% | +18.1% |
BRKA | New | Berkshire Hathaway Class A 1/100 | $3,478,000 | – | 1,000 | +100.0% | 0.30% | – |
COST | New | Costco Whsl Corp New | $283,000 | – | 750 | +100.0% | 0.02% | – |
ADP | New | Auto Data Processing | $247,000 | – | 1,400 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
NETFLIX INC | 45 | Q2 2024 | 35.4% |
AMERICAN TOWER CORP NEW | 45 | Q2 2024 | 10.7% |
ELECTRONIC ARTS INC | 45 | Q2 2024 | 8.2% |
AIR LEASE CORP | 45 | Q2 2024 | 5.6% |
QUALCOMM INC | 45 | Q2 2024 | 13.2% |
T Rowe Price Group | 45 | Q2 2024 | 2.4% |
EXXON MOBIL CORP | 45 | Q2 2024 | 2.7% |
MICROSOFT CORP | 45 | Q2 2024 | 1.6% |
JOHNSON & JOHNSON | 45 | Q2 2024 | 1.4% |
ABBVIE INC | 45 | Q2 2024 | 0.4% |
View Barton Investment Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-18 |
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 |
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.