0001387818-23-000003.txt : 20230724 0001387818-23-000003.hdr.sgml : 20230724 20230724135424 ACCESSION NUMBER: 0001387818-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230724 DATE AS OF CHANGE: 20230724 EFFECTIVENESS DATE: 20230724 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: 231104600 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 06-30-2023 06-30-2023 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 07-24-2023 0 44 665847907 false INFORMATION TABLE 2 13FsubmissionJuly2023.xml ABBOTT LABS COM 002824100 1078644 9894 SH SOLE 0 0 9894 ABBVIE INC COM 00287Y109 1295295 9614 SH SOLE 0 0 9614 ADOBE SYSTEMS INCORPORATED COM 00724F101 1564768 3200 SH SOLE 0 0 3200 AIR LEASE CORP CL A 00912X302 30949936 739544 SH SOLE 0 0 739544 ALPHABET INC CAP STK CL A 02079K305 2289861 19130 SH SOLE 0 0 19130 ALPHABET INC CAP STK CL C 02079K107 1526642 12620 SH SOLE 0 0 12620 AMAZON COM INC COM 023135106 91208200 699664 SH SOLE 0 0 699664 AMERICAN EXPRESS CO COM 025816109 330980 1900 SH SOLE 0 0 1900 AMERICAN TOWER CORP NEW COM 03027X100 21419898 110446 SH SOLE 0 0 110446 APPLE INC COM 037833100 6542415 33729 SH SOLE 0 0 33729 AUTOMATIC DATA PROCESSING IN COM 053015103 307706 1400 SH SOLE 0 0 1400 BERKSHIRE HATHAWAY CLASS A 1/100 COM 084670108 5178100 10 SH SOLE 0 0 10 BERKSHIRE HATHAWAY CLASS B COM 084670207 3662340 10740 SH SOLE 0 0 1074 BILL HOLDINGS INC COM 090043100 888645 7605 SH SOLE 0 0 7605 BLACKLINE INC COM 09239B109 32635372 606380 SH SOLE 0 0 606380 BLUE OWL CAPITAL INC COM CL A 09581B103 16410540 1408630 SH SOLE 0 0 1408630 COSTCO WHSL CORP NEW COM 22160K105 551302 1024 SH SOLE 0 0 1024 DISNEY WALT CO COM 254687106 585142 6554 SH SOLE 0 0 6554 ELECTRONIC ARTS INC COM 285512109 10288842 79328 SH SOLE 0 0 79328 EQUINIX INC COM 29444U700 30980525 39519 SH SOLE 0 0 39519 EXXON MOBIL CORP COM 30231G102 1394143 12999 SH SOLE 0 0 12999 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 9082498 234085 SH SOLE 0 0 234085 GLOBAL E ONLINE LTD SHS M5216V106 28603796 698676 SH SOLE 0 0 698676 ICU MED INC COM 44930G107 445475 2500 SH SOLE 0 0 2500 JOHNSON & JOHNSON COM 478160104 2539243 15341 SH SOLE 0 0 15341 MERCK & CO INC COM 58933Y105 941352 8158 SH SOLE 0 0 8158 META PLATFORMS INC CL A 30303M102 219540 765 SH SOLE 0 0 765 MICROSOFT CORP COM 594918104 9070283 26635 SH SOLE 0 0 26635 NETFLIX INC COM 64110L106 161203923 365965 SH SOLE 0 0 365965 NORTHERN TR CORP COM 665859104 285439 3850 SH SOLE 0 0 3850 NVIDIA CORPORATION COM 67066G104 211510 500 SH SOLE 0 0 500 OKTA INC CL A 679295105 18650296 268930 SH SOLE 0 0 268930 ORACLE CORP COM 68389X105 866380 7275 SH SOLE 0 0 7275 PAYPAL HLDGS INC COM 70450Y103 22909744 343320 SH SOLE 0 0 343320 PEPSICO INC COM 713448108 207447 1120 SH SOLE 0 0 1120 PFIZER INC COM 717081103 319116 8700 SH SOLE 0 0 8700 PRICE T ROWE GROUP INC COM 74144T108 2157058 19256 SH SOLE 0 0 19256 QUALCOMM INC COM 747525103 6297336 52901 SH SOLE 0 0 52901 SHOPIFY INC CL A 82509L107 135305540 2094513 SH SOLE 0 0 2094513 SPDR S&P 500 ETF TR TR UNIT 78462F103 667580 1506 SH SOLE 0 0 1506 TELEFLEX INCORPORATED COM 879369106 290436 1200 SH SOLE 0 0 1200 THE CIGNA GROUP COM 125523100 420339 1498 SH SOLE 0 0 1498 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2957480 13426 SH SOLE 0 0 13426 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1106800 19172 SH SOLE 0 0 19172