0001387818-24-000001.txt : 20240123
0001387818-24-000001.hdr.sgml : 20240123
20240123143007
ACCESSION NUMBER: 0001387818-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240123
DATE AS OF CHANGE: 20240123
EFFECTIVENESS DATE: 20240123
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Barton Investment Management
CENTRAL INDEX KEY: 0001387818
ORGANIZATION NAME:
IRS NUMBER: 223932731
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12324
FILM NUMBER: 24552055
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
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0001387818
XXXXXXXX
12-31-2023
12-31-2023
Barton Investment Management
ONE TOWER BRIDGE
100 FRONT STREET, SUITE 980
WEST CONSHOHOCKEN
PA
19428
13F HOLDINGS REPORT
028-12324
N
Janna Forte
CCO
610-226-4046
Janna Forte
West Conshohocken
PA
01-23-2024
0
45
619461454
false
INFORMATION TABLE
2
13FsubmissionJanuary2024.xml
ABBOTT LABS
COM
002824100
958234
9894
SH
SOLE
0
0
9894
ABBVIE INC
COM
00287Y109
1433063
9614
SH
SOLE
0
0
9614
ADOBE INC
COM
00724F101
1631680
3200
SH
SOLE
0
0
3200
AIR LEASE CORP
CL A
00912X302
29554537
749925
SH
SOLE
0
0
749925
ALPHABET INC
CAP STK CL A
02079K305
2503352
19130
SH
SOLE
0
0
19130
ALPHABET INC
CAP STK CL C
02079K107
1663947
12620
SH
SOLE
0
0
12620
AMAZON COM INC
COM
023135106
89367776
703019
SH
SOLE
0
0
703019
AMERICAN EXPRESS CO
COM
025816109
283461
1900
SH
SOLE
0
0
1900
AMERICAN TOWER CORP NEW
COM
03027X100
17692518
107586
SH
SOLE
0
0
107586
APPLE INC
COM
037833100
5644623
32969
SH
SOLE
0
0
32969
AUTOMATIC DATA PROCESSING IN
COM
053015103
336812
1400
SH
SOLE
0
0
1400
BERKSHIRE HATHAWAY CLASS A 1/100
COM
084670108
5426250
10
SH
SOLE
0
0
10
BERKSHIRE HATHAWAY CLASS B
COM
084670207
3830528
10740
SH
SOLE
0
0
10740
BILL HOLDINGS INC
COM
090043100
826978
7617
SH
SOLE
0
0
7617
BLACKLINE INC
COM
09239B109
32506752
586024
SH
SOLE
0
0
586024
BLUE OWL CAPITAL INC
COM CL A
09581B103
20170400
1556358
SH
SOLE
0
0
1556358
CATERPILLAR INC
COM
149123101
205569
753
SH
SOLE
0
0
753
COSTCO WHSL CORP NEW
COM
22160K105
578520
1024
SH
SOLE
0
0
1024
DISNEY WALT CO
COM
254687106
509724
6289
SH
SOLE
0
0
6289
DOORDASH INC
CL A
25809K105
476820
6000
SH
SOLE
0
0
6000
ELECTRONIC ARTS INC
COM
285512109
9310894
77333
SH
SOLE
0
0
77333
EQUINIX INC
COM
29444U700
28676377
39485
SH
SOLE
0
0
39485
EXXON MOBIL CORP
COM
30231G102
1528423
12999
SH
SOLE
0
0
12999
GFL ENVIRONMENTAL INC
SUB VTG SHS
36168Q104
10955612
344950
SH
SOLE
0
0
344950
GLOBAL E ONLINE LTD
SHS
M5216V106
31580703
794683
SH
SOLE
0
0
794683
ICU MED INC
COM
44930G107
297525
2500
SH
SOLE
0
0
2500
JOHNSON & JOHNSON
COM
478160104
2385779
15318
SH
SOLE
0
0
15318
MERCK & CO INC
COM
58933Y105
839867
8158
SH
SOLE
0
0
8158
META PLATFORMS INC
CL A
30303M102
229661
765
SH
SOLE
0
0
765
MICROSOFT CORP
COM
594918104
8410002
26635
SH
SOLE
0
0
26635
NETFLIX INC
COM
64110L106
137782087
364889
SH
SOLE
0
0
364889
NORTHERN TR CORP
COM
665859104
267498
3850
SH
SOLE
0
0
3850
NVIDIA CORPORATION
COM
67066G104
217495
500
SH
SOLE
0
0
500
OKTA INC
CL A
679295105
22872929
280615
SH
SOLE
0
0
280615
ORACLE CORP
COM
68389X105
770568
7275
SH
SOLE
0
0
7275
PAYPAL HLDGS INC
COM
70450Y103
19934977
341002
SH
SOLE
0
0
341002
PFIZER INC
COM
717081103
288579
8700
SH
SOLE
0
0
8700
PRICE T ROWE GROUP INC
COM
74144T108
2019377
19256
SH
SOLE
0
0
19256
QUALCOMM INC
COM
747525103
5869633
52851
SH
SOLE
0
0
52851
SHOPIFY INC
CL A
82509L107
114497192
2098171
SH
SOLE
0
0
2098171
SPDR S&P 500 ETF TR
TR UNIT
78462F103
594625
1391
SH
SOLE
0
0
1391
TELEFLEX INCORPORATED
COM
879369106
235692
1200
SH
SOLE
0
0
1200
THE CIGNA GROUP
COM
125523100
428533
1498
SH
SOLE
0
0
1498
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2736691
12884
SH
SOLE
0
0
12884
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
1129191
19604
SH
SOLE
0
0
19604