Barton Investment Management

Q4 2025 13F-HR Holdings

Location
West Conshohocken, PA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$928,110
Net value change ($000)
-53,773 (-5.5%)
New positions
1
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHOP 13,683 5.5%
KVYO 10,819 98.9%
AMZN 4,149 3.7%
GLBE 4,078 10.6%
GOOGL 1,378 29.3%
GOOGL 747 28.8%
JNJ 295 10.6%
BL 264 3.1%
TWLO 208 NEW
QCOM 188 2.4%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -68,140 -23.5%
AL -4,220 -14.0%
GTLB -4,140 -16.5%
OWL -3,374 -10.4%
GFL -1,727 -8.7%
AMT -1,686 -10.8%
MSFT -1,520 -11.4%
PYPL -1,484 -17.8%
OKTA -1,279 -5.6%
EQIX -1,070 -3.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type