Barton Investment Management

Q1 2026 13F-HR Holdings

Location
West Conshohocken, PA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$797,326
Net value change ($000)
-130,784 (-14.1%)
New positions
4
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EQIX 5,179 19.2%
NFLX 2,904 1.3%
TBLL 2,156 NEW
RPRX 905 NEW
QXO 433 NEW
JNJ 406 13.2%
ADI 234 NEW
VRT 164 45.8%
COST 137 15.5%
SYM 134 7.3%
Top Reduces (Value $000, Stocks/ETFs)
SHOP -73,916 -28.0%
AMZN -13,160 -11.3%
OWL -10,503 -36.0%
GTLB -8,955 -42.7%
GLBE -8,854 -20.9%
OKTA -3,860 -17.8%
AL -3,818 -14.7%
QCOM -3,314 -41.2%
BL -2,988 -33.7%
MSFT -2,792 -23.6%
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