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 X0202 13F-HR LIVE false true false 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 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