0001387818-23-000001.txt : 20230126 0001387818-23-000001.hdr.sgml : 20230126 20230126112204 ACCESSION NUMBER: 0001387818-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230126 EFFECTIVENESS DATE: 20230126 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Barton Investment Management CENTRAL INDEX KEY: 0001387818 IRS NUMBER: 223932731 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12324 FILM NUMBER: 23555624 BUSINESS ADDRESS: STREET 1: ONE TOWER BRIDGE STREET 2: 100 FRONT STREET, SUITE 980 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 610-226-4040 MAIL ADDRESS: STREET 1: ONE TOWER BRIDGE STREET 2: 100 FRONT STREET, SUITE 980 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001387818 XXXXXXXX 12-31-2022 12-31-2022 Barton Investment Management

ONE TOWER BRIDGE 100 FRONT STREET, SUITE 980 WEST CONSHOHOCKEN PA 19428

13F HOLDINGS REPORT 028-12324 N Janna Forte 610-226-4046 Janna Forte West Conshohocken PA 01-26-2023 0 43 508659601 false INFORMATION TABLE 2 13FsubmissionJanuary2022.xml ABBOTT LABS COM 002824100 1086262 9894 SH SOLE 0 0 9894 ABBVIE INC COM 00287Y109 1553719 9614 SH SOLE 0 0 9614 ADOBE SYSTEMS INCORPORATED COM 00724F101 1076896 3200 SH SOLE 0 0 3200 AIR LEASE CORP CL A 00912X302 28500869 741824 SH SOLE 0 0 741824 ALPHABET INC CAP STK CL A 02079K305 1836066 20810 SH SOLE 0 0 20810 ALPHABET INC CAP STK CL C 02079K107 1128646 12720 SH SOLE 0 0 12720 AMAZON COM INC COM 023135106 60361728 718592 SH SOLE 0 0 718592 AMERICAN EXPRESS CO COM 025816109 280725 1900 SH SOLE 0 0 1900 AMERICAN TOWER CORP NEW COM 03027X100 24073864 113631 SH SOLE 0 0 113631 APPLE INC COM 037833100 4405147 33904 SH SOLE 0 0 33904 AUTOMATIC DATA PROCESSING IN COM 053015103 334404 1400 SH SOLE 0 0 1400 BERKSHIRE HATHAWAY CLASS A 1/100 COM 084670108 4687109 10 SH SOLE 0 0 10 BERKSHIRE HATHAWAY CLASS B COM 084670207 3326853 10770 SH SOLE 0 0 1077 BILL COM HLDGS INC COM 090043100 464823 4266 SH SOLE 0 0 4266 BLACKLINE INC COM 09239B109 41073649 610579 SH SOLE 0 0 610579 BLUE OWL CAPITAL INC COM CL A 09581B103 4306833 406305 SH SOLE 0 0 406305 CIGNA CORP NEW COM 125523100 546711 1650 SH SOLE 0 0 1650 COSTCO WHSL CORP NEW COM 22160K105 467456 1024 SH SOLE 0 0 1024 COUPA SOFTWARE INC COM 22266L106 15275139 192941 SH SOLE 0 0 192941 DISNEY WALT CO COM 254687106 569412 6554 SH SOLE 0 0 6554 DUCK CREEK TECHNOLOGIES INC SHS 264120106 12777205 1060349 SH SOLE 0 0 1060349 ELECTRONIC ARTS INC COM 285512109 10128600 82899 SH SOLE 0 0 82899 EQUINIX INC COM 29444U700 26110806 39862 SH SOLE 0 0 39862 EXXON MOBIL CORP COM 30231G102 1433790 12999 SH SOLE 0 0 12999 GLOBAL E ONLINE LTD SHS M5216V106 7776017 376745 SH SOLE 0 0 376745 ICU MED INC COM 44930G107 393700 2500 SH SOLE 0 0 2500 JOHNSON & JOHNSON COM 478160104 2873389 16266 SH SOLE 0 0 16266 MERCK & CO INC COM 58933Y105 905130 8158 SH SOLE 0 0 8158 MICROSOFT CORP COM 594918104 6387606 26635 SH SOLE 0 0 26635 NETFLIX INC COM 64110L106 114478019 388219 SH SOLE 0 0 388219 NORTHERN TR CORP COM 665859104 340686 3850 SH SOLE 0 0 3850 OKTA INC CL A 679295105 16720146 244697 SH SOLE 0 0 244697 ORACLE CORP COM 68389X105 594658 7275 SH SOLE 0 0 7275 PAYPAL HLDGS INC COM 70450Y103 24672745 346430 SH SOLE 0 0 346430 PEPSICO INC COM 713448108 202339 1120 SH SOLE 0 0 1120 PFIZER INC COM 717081103 445788 8700 SH SOLE 0 0 8700 QUALCOMM INC COM 747525103 5846389 53178 SH SOLE 0 0 53178 SHOPIFY INC CL A 82509L107 74326363 2141353 SH SOLE 0 0 2141353 SPDR S&P 500 ETF TR TR UNIT 78462F103 780157 2040 SH SOLE 0 0 2040 PRICE T ROWE GROUP INC COM 74144T108 2200395 20176 SH SOLE 0 0 20176 TELEFLEX INCORPORATED COM 879369106 299556 1200 SH SOLE 0 0 1200 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2556210 13370 SH SOLE 0 0 13370 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1053596 18222 SH SOLE 0 0 18222