Fund Universe

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☆Barton Investment Management

CIK 0001387818 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.844
AUM ($M)
738
Positions
60
Turnover
0.09
Top-10 wt
85%
Herfindahl
0.143
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 61 positions · portfolio value $738M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SHOP funds › SHOPIFY INC TRIM — 24.4% +0.6% 180.5 1,580,601 -22,358 5 —
☆NFLX funds › NETFLIX INC. TRIM — 22.1% -6.2% 163.1 2,283,655 -59,307 5 —
☆AMZN funds › AMAZON COM INC TRIM — 15.7% +2.7% 116.0 486,832 -10,406 5 —
☆GLBE funds › GLOBAL E ONLINE LTD ADD — 5.1% +0.9% 37.8 1,089,334 +1,120 5 —
☆EQIX funds › EQUINIX INC TRIM — 4.5% +0.5% 33.3 31,901 -939 5 —
☆OKTA funds › OKTA INC TRIM — 4.0% +1.7% 29.2 214,259 -12,317 5 —
☆KVYO funds › KLAVIYO INC ADD — 2.6% +0.0% 19.0 1,256,608 +206,556 4 —
☆OWL funds › BLUE OWL CAPITAL INC ADD — 2.5% +0.2% 18.4 2,106,253 +65,522 5 —
☆GFL funds › GFL ENVIRONMENTAL INC TRIM — 2.1% -0.1% 15.3 415,541 -3,934 5 —
☆GTLB funds › GITLAB INC TRIM — 2.0% +0.5% 14.7 480,456 -74,487 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 1.7% +0.0% 12.6 77,038 -1,395 5 —
☆MSFT funds › MICROSOFT CORP HOLD — 1.2% +0.1% 9.1 24,416 +0 5 —
☆EA funds › ELECTRONIC ARTS INC HOLD — 1.2% +0.1% 9.0 43,695 +0 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 1.0% +0.1% 7.5 10 +0 5 —
☆AAPL funds › APPLE INC HOLD — 1.0% +0.2% 7.2 24,862 +0 5 —
☆QCOM funds › QUALCOMM INC ADD — 1.0% +0.4% 7.0 38,057 +1,257 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.9% +0.2% 6.9 19,268 +23 5 —
☆CUSIP:084670207 funds › BERKSHIRE HATHAWAY CL B HOLD — 0.7% +0.1% 5.1 10,255 +0 5 —
☆PYPL funds › PAYPAL HLDGS INC TRIM — 0.6% -0.0% 4.3 99,100 -7,554 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.5% +0.1% 3.9 10,617 +0 5 —
☆GOOG funds › ALPHABET INC HOLD — 0.5% +0.1% 3.8 10,635 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.5% +0.1% 3.6 14,163 -39 5 —
☆BL funds › BLACKLINE INC TRIM — 0.5% -0.3% 3.5 125,977 -32,667 5 —
☆SYM funds › SYMBOTIC INC ADD — 0.3% +0.1% 2.4 53,460 +16,647 4 —
☆TBLL funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% +0.0% 2.1 19,480 -950 2 —
☆ABBV funds › ABBVIE INC HOLD — 0.3% +0.1% 1.9 7,578 +0 5 —
☆RPRX funds › ROYALTY PHARMA PLC ADD — 0.2% +0.1% 1.7 30,046 +11,171 2 —
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.2% +0.0% 1.6 14,040 -2,400 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.2% +0.0% 1.5 25,934 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.0% 1.1 8,105 -135 5 —
☆DASH funds › DOORDASH INC HOLD — 0.1% +0.0% 1.1 6,000 +0 5 —
☆MRK funds › MERCK & CO INC HOLD — 0.1% +0.0% 1.0 8,158 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.1% +0.0% 1.0 1,024 +0 5 —
☆ORCL funds › ORACLE CORP HOLD — 0.1% +0.0% 0.8 5,785 +0 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.1% +0.0% 0.8 3,866 +200 5 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.1% -0.0% 0.7 7,858 +0 5 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.1% +0.0% 0.7 1,980 -105 5 —
☆ADBE funds › ADOBE INC HOLD — 0.1% -0.0% 0.7 3,200 +0 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.1% +0.0% 0.6 839 +0 5 —
☆CSCO funds › CISCO SYS INC HOLD — 0.1% +0.0% 0.6 5,080 +0 5 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.5 3,870 +3,870 1 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 0.5 5,289 -1,000 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.5 16,844 +44 4 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% +0.0% 0.5 1,460 -65 5 —
☆QXO funds › QXO INC ADD — 0.1% +0.0% 0.5 27,495 +5,190 2 —
☆NTRS funds › NORTHERN TR CORP HOLD — 0.1% +0.0% 0.4 2,250 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.1% +0.1% 0.4 665 +665 1 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.4 875 +875 1 —
☆AVGO funds › BROADCOM INC TRIM — 0.0% +0.0% 0.4 965 -30 5 —
☆META funds › META PLATFORMS INC HOLD — 0.0% +0.0% 0.4 629 +0 5 —
☆BILL funds › BILL HOLDINGS INC TRIM — 0.0% -0.0% 0.3 9,312 -4,870 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN HOLD — 0.0% +0.0% 0.3 1,400 +0 5 —
☆ASML funds › ASML HLDG NV NEW — 0.0% +0.0% 0.3 150 +150 1 —
☆ADI funds › ANALOG DEVICES INC HOLD — 0.0% +0.0% 0.3 735 +0 2 —
☆WMT funds › WALMART INC HOLD — 0.0% -0.0% 0.3 2,535 +0 5 —
☆TWLO funds › TWILIO INC NEW — 0.0% +0.0% 0.3 1,315 +1,315 1 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.3 1,235 +0 5 —
☆SMH funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.3 410 +410 1 —
☆GLW funds › CORNING INC NEW — 0.0% +0.0% 0.2 945 +945 1 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.2 9,483 -237 5 —
☆CUSIP:00912X302 funds › AIR LEASE CORP EXIT — 0.0% -2.8% 0.0 0 -340,033 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 738 60 0.09 85% 0.143 0.843 — in
2026Q1 797 54 0.08 85% 0.161 0.874 — in
2025Q4 928 52 0.07 85% 0.162 0.871 — in
2025Q3 982 51 0.07 87% 0.173 0.880 — in
2025Q2 965 48 0.06 88% 0.180 0.909 — entered
2025Q1 814 46 0.00 86% 0.149 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status