Barton Investment Management
All 13F Filings
- Location
- West Conshohocken, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 738,188
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 60 | 738,188 | 13F-HR | Barton Investment Management |
| Q1 2026 | 4/20/2026 | 54 | 797,326 | 13F-HR | Barton Investment Management |
| Q4 2025 | 1/21/2026 | 52 | 928,110 | 13F-HR | Barton Investment Management |
| Q3 2025 | 10/21/2025 | 51 | 981,883 | 13F-HR | Barton Investment Management |
| Q2 2025 | 7/21/2025 | 48 | 965,133 | 13F-HR | Barton Investment Management |
| Q2 2014 | 8/11/2014 | 47 | 255,819 | 13F-HR | Barton Investment Management |
| Q1 2014 | 5/8/2014 | 45 | 244,463 | 13F-HR | Barton Investment Management |
| Q4 2013 | 2/11/2014 | 49 | 249,753 | 13F-HR | Barton Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 729 K | 98.8% | 0 | 59.99 K | -59.99 K |
| ETFs | 9.156 K | 1.2% | 857 | 0 | 857 |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
738,188
Holdings
60
QoQ value change ($000)
-59,138
(-7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.