Barton Investment Management - Portfolio overview

Barton Investment Management has 55 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NFLX - NETFLIX INC., 28.24%
2. SHOP - SHOPIFY INC, 23.84%
3. AMZN - AMAZON COM INC, 12.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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