0001387818-23-000002.txt : 20230418 0001387818-23-000002.hdr.sgml : 20230418 20230418142547 ACCESSION NUMBER: 0001387818-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 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: 23826370 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 true false 0001387818 XXXXXXXX 03-31-2023 03-31-2023 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 04-18-2023 0 42 568481037 false INFORMATION TABLE 2 13FsubmissionApril2023.xml AS OF 3.31.2023 ABBOTT LABS COM 002824100 1001867 9894 SH SOLE 0 0 9894 ABBVIE INC COM 00287Y109 1532184 9614 SH SOLE 0 0 9614 ADOBE SYSTEMS INCORPORATED COM 00724F101 1233184 3200 SH SOLE 0 0 3200 AIR LEASE CORP CL A 00912X302 28842349 732597 SH SOLE 0 0 732597 ALPHABET INC CAP STK CL C 02079K107 1322880 12720 SH SOLE 0 0 12720 ALPHABET INC CAP STK CL A 02079K305 1984355 19130 SH SOLE 0 0 19130 AMAZON COM INC COM 023135106 72863659 705428 SH SOLE 0 0 705428 AMERICAN EXPRESS CO COM 025816109 313405 1900 SH SOLE 0 0 1900 AMERICAN TOWER CORP NEW COM 03027X100 22894867 112043 SH SOLE 0 0 112043 APPLE INC COM 037833100 5543774 33619 SH SOLE 0 0 33619 AUTOMATIC DATA PROCESSING IN COM 053015103 311682 1400 SH SOLE 0 0 1400 BERSKSHIRE HATHAWAY CLASS A 1/100 COM 084670108 4656000 10 SH SOLE 0 0 10 BERSHIRE HATHAWAY Cl B COM 084670207 3316189 10740 SH SOLE 0 0 10740 BILL HOLDINGS INC COM 090043100 512075 6311 SH SOLE 0 0 6311 BLACKLINE INC COM 09239B109 40437462 602196 SH SOLE 0 0 602196 BLUE OWL CAPITAL INC COM CL A 09581B103 12923602 1166390 SH SOLE 0 0 1166390 COSTCO WHSL CORP NEW COM 22160K105 508795 1024 SH SOLE 0 0 1024 DISNEY WALT CO COM 254687106 656253 6554 SH SOLE 0 0 6554 ELECTRONIC ARTS INC COM 285512109 9912915 82299 SH SOLE 0 0 82299 EQUINIX INC COM 29444U700 28484686 39505 SH SOLE 0 0 39505 EXXON MOBIL CORP COM 30231G102 1425471 12999 SH SOLE 0 0 12999 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 4074080 118295 SH SOLE 0 0 118295 GLOBAL E ONLINE LTD SHS M5216V106 19997684 620468 SH SOLE 0 0 620468 ICU MED INC COM 44930G107 412400 2500 SH SOLE 0 0 2500 JOHNSON & JOHNSON COM 478160104 2377855 15341 SH SOLE 0 0 15341 MERCK & CO INC COM 58933Y105 867930 8158 SH SOLE 0 0 8158 MICROSOFT CORP COM 594918104 7678871 26635 SH SOLE 0 0 26635 NETFLIX INC COM 64110L106 128022106 370563 SH SOLE 0 0 370563 NORTHERN TR CORP COM 665859104 339301 3850 SH SOLE 0 0 3850 OKTA INC CL A 679295105 21527660 249625 SH SOLE 0 0 249625 ORACLE CORP COM 68389X105 675993 7275 SH SOLE 0 0 7275 PAYPAL HLDGS INC COM 70450Y103 26080075 343430 SH SOLE 0 0 343430 PEPSICO INC COM 713448108 204176 1120 SH SOLE 0 0 1120 PFIZER INC COM 717081103 354960 8700 SH SOLE 0 0 8700 PRICE T ROWE GROUP INC COM 74144T108 2174003 19256 SH SOLE 0 0 19256 QUALCOMM INC COM 747525103 6784450 53178 SH SOLE 0 0 53178 SHOPIFY INC CL A 82509L107 100899031 2104694 SH SOLE 0 0 2104694 SPDR S&P 500 ETF TR TR UNIT 78462F103 691870 1690 SH SOLE 0 0 1690 TELEFLEX INCORPORATED COM 879369106 303972 1200 SH SOLE 0 0 1200 THE CIGNA GROUP COM 125523100 382784 1498 SH SOLE 0 0 1498 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2772903 13586 SH SOLE 0 0 13586 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1181279 20179 SH SOLE 0 0 20179