Barton Investment Management

Q2 2026 13F-HR Holdings

Location
West Conshohocken, PA
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$738,188
Net value change ($000)
-59,138 (-7.4%)
New positions
7
Sold out positions
1
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMZN 12,472 12.0%
OKTA 11,402 63.9%
GLBE 4,262 12.7%
GTLB 2,659 22.1%
QCOM 2,294 48.4%
GOOGL 1,352 24.4%
EQIX 1,062 3.3%
AAPL 884 14.0%
RPRX 780 86.2%
GOOGL 707 23.2%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -62,223 -27.6%
AL -22,082 -100.0%
SHOP -9,670 -5.1%
BL -2,334 -39.8%
GFL -2,212 -12.6%
KVYO -1,459 -7.1%
AMT -935 -6.9%
PYPL -545 -11.3%
XOM -290 -20.7%
BILL -206 -37.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type