We are live on ! Find out more
BIM

Barton Investment Management Portfolio holdings

AUM $738M
1-Year Est. Return 7.58%
This Fund
S&P 500
This Quarter Est. Return
+4.69%
1 Year Est. Return
-7.58%
3 Year Est. Return
+80.35%
5 Year Est. Return
+43.5%
10 Year Est. Return
+980.2%
AUM
$982M
AUM Growth
+$16.8M
Cap. Flow
-$5.77M
Cap. Flow %
-0.59%
Top 10 Hldgs %
86.61%
Holding
51
New
3
Increased
3
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$12.8M
2
SYM icon
Symbotic
SYM
+$1.54M
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$427K
4
OWL icon
Blue Owl Capital
OWL
+$256K
5
BILL icon
BILL Holdings
BILL
+$50.9K

Top Sells

Rank Stock Value
1
AL
Air Lease Corp
AL
+$7.28M
2
SHOP icon
Shopify
SHOP
+$4.55M
3
NFLX icon
Netflix
NFLX
+$4M
4
EQIX icon
Equinix
EQIX
+$1.41M
5
AMZN icon
Amazon
AMZN
+$851K

Sector Composition

Rank Sector Weight
1 Technology 35.84%
2 Communication Services 31.49%
3 Consumer Discretionary 15.54%
4 Financials 5.72%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
51
Vanguard Morningstar Value ETF
VTV
$191B
$230K 0.02%
1,235
– –
1 2
3

Similar funds

QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return
CT
Colonial Trust Spartanburg, South Carolina $735M AUM 18% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return

Barton Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Barton Investment Management held 51 positions worth $982M, up 1.7% from $965M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Barton Investment Management's Q3 2025 filing shows 3 new, 3 increased and 20 reduced positions. Its largest new stake was Klaviyo: 394,989 shares worth $10.9M. The largest sale was Air Lease Corp, an estimated $7.28M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 30% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Barton Investment Management's largest Q3 2025 buy was Klaviyo: 394,989 shares worth $10.9M.
  • Barton Investment Management added most to Blue Owl Capital in Q3 2025, an estimated $256K increase.
  • Barton Investment Management's biggest Q3 2025 reduction was Air Lease Corp, cutting an estimated $7.28M.
  • Barton Investment Management's ten largest holdings make up 87% of its $982M portfolio in Q3 2025.
  • Barton Investment Management opened 3 new positions and closed 0 in Q3 2025.
  • Barton Investment Management's portfolio value rose 1.7% quarter-over-quarter to $982M.

Based on Barton Investment Management's 13F filing for Q3 2025, filed 21 Oct 2025.