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BIM

Barton Investment Management Portfolio holdings

AUM $738M
1-Year Est. Return 7.58%
This Fund
S&P 500
This Quarter Est. Return
-2.3%
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
$928M
AUM Growth
-$53.8M
Cap. Flow
-$13.1M
Cap. Flow %
-1.41%
Top 10 Hldgs %
85.34%
Holding
52
New
1
Increased
12
Reduced
19
Closed
–

Top Buys

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$7.7M
2
OWL icon
Blue Owl Capital
OWL
+$469K
3
GLBE icon
Global E Online
GLBE
+$256K
4
TWLO icon
Twilio
TWLO
+$181K
5
GFL icon
GFL Environmental
GFL
+$127K

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$7.12M
2
NFLX icon
Netflix
NFLX
+$5.54M
3
AL
Air Lease Corp
AL
+$4.47M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
AAPL icon
Apple
AAPL
+$786K

Sector Composition

Rank Sector Weight
1 Technology 39.78%
2 Communication Services 26.19%
3 Consumer Discretionary 17.29%
4 Financials 5.53%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTV icon
51
Vanguard Morningstar Value ETF
VTV
$191B
$236K 0.03%
1,235
– –
TWLO icon
52
Twilio
TWLO
$29.3B
$208K 0.02%
+1,460
New +$181K
1 2
3

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TWP
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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
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HI
Hendershot Investments Centreville, Virginia $744M AUM 11.03% 1-Year Est. Return

Barton Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Barton Investment Management held 52 positions worth $928M, down 5.5% from $982M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 1.9%. Barton Investment Management opened 1 new position and made no exits, leaving the 52-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 36% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Barton Investment Management's largest Q4 2025 buy was Twilio: 1,460 shares worth $208K.
  • Barton Investment Management added most to Klaviyo in Q4 2025, an estimated $7.7M increase.
  • Barton Investment Management's biggest Q4 2025 reduction was Shopify, cutting an estimated $7.12M.
  • Barton Investment Management's ten largest holdings make up 85% of its $928M portfolio in Q4 2025.
  • Barton Investment Management opened 1 new position and closed 0 in Q4 2025.
  • Barton Investment Management's portfolio value fell 5.5% quarter-over-quarter to $928M.

Based on Barton Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.