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| Happy Holidays!! thanks for using AUM13F!! |
| Barton Investment Management LLC
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| CRD # | 141084 |
| SEC # | 801-66964 |
| CIK # | 0001387818 |
| AUM | $1.0 B (2025-02-12) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 610-226-4040 |
| Address | One Tower Bridge W Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001387818 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 328.9 | ||
| Shopify Inc | 198.2 | ||
| Amazon Com Inc | 113.3 | ||
| Altimar Acquisition Corp | 36.6 | ||
| Global-E Online Ltd | 36.2 | ||
| Air Lease Corp | 34.8 | ||
| Equinix Inc | 30.0 | ||
| Gitlab Inc | 25.5 | ||
| Okta Inc | 25.2 | ||
| GFL Environmental Inc | 21.2 | ||
| American Tower Corp /MA/ | 18.3 | ||
| Microsoft Corp | 12.8 | ||
| Blackline Inc | 9.9 | ||
| Paypal Holdings Inc | 9.8 | ||
| Electronic Arts Inc | 8.0 | ||
| Qualcomm Inc/DE | 7.5 | ||
| Apple Inc | 5.9 | ||
| Alphabet Inc | 3.4 | ||
| Johnson & Johnson | 2.3 | ||
| Alphabet Inc | 1.9 | ||
| AbbVie Inc | 1.8 | ||
| Price T Rowe Group Inc | 1.6 | ||
| Doordash Inc | 1.5 | ||
| Oracle Corp | 1.4 | ||
| Exxon Mobil Corp | 1.4 | ||
| Abbott Laboratories | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 13.4 |
| (b) Individuals (high net worth individuals) | 71 | 937.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 50.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 1,000.9 |
| By Discretionary | ||
| Discretionary | 273 | 1,000.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 273 | 1,000.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,000.9 | |
| Total | 273 | 1,000.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001387818] |
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|---|---|---|
|
Banyan Tree Asset Management LLC
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CA | 1.0 |
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CA | 1.0 |
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VA | 1.0 |
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MN | 1.0 |
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Smith Brothers Financial LLC
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CT | 1.0 |
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McGowan Group Asset Management Inc
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TX | 1.0 |
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TX | 1.0 |
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GR Financial Group LLC
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AZ | 1.0 |
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Schaefer Financial Management Inc
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CO | 1.0 |
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KY | 1.0 |