Barton Investment Management
CIK 1387818 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $738.2M
- 持仓
- 60
- 截至
- 2026年6月30日
按 13F 价值排名第 2988（共 9443） · 前 31.6%
投资组合价值同比（季度）：-7.4% 13F不披露现金
- 前十大持仓权重
- 84.97%
- 前二十五大持仓权重
- 96.89%
- 持仓高于 1%
- 14
- 有效持仓数量
- 7.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.02% 估计买入 $7861590 · 卖出 $38646912
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 95.2% 仍持有
- 新仓位
- 7
- 增加
- 10
- 减少
- 20
- 已结清
- 1
本页内容
与标普500指数的表现对比
年化：-20.6% · 标普500指数：+18.0%
近似于基于季度SEC 13F快照构建的买入并持有投资组合。不包括现金、空头头寸、期权/衍生品和非13(f)证券——仅反映已披露的多头股票账簿，而非基金总资产管理规模。SEC文件延迟最多可达45天；这不是一个可实时复制的交易。
可定价覆盖率：94.8% · 已排除期权：0.0%
行业细分
Technology
37.3%
Communication Services
24.9%
Retail
21.0%
Real Estate
6.2%
Financial Services
3.4%
Industrials
2.6%
Healthcare
1.2%
Energy
0.2%
Consumer Discretionary
0.2%
Communications
0.1%
其他/未映射
2.9%
完整投资组合 60 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $180473023 | 24.45% | 1580601 | $-9669974 | 下跌 ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $163052967 | 22.09% | 2283655 | $-62222830 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $116031539 | 15.72% | 486832 | $12471780 | 下跌 ×6 | ||
| GLBE Global-E Online Ltd. - ordinary shares | $37832570 | 5.13% | 1089334 | $4261168 | 上涨 ×3 | ||
| EQIX Equinix, Inc. - Common Stock | $33253284 | 4.50% | 31901 | $1062202 | 下跌 ×4 | ||
| OKTA Okta, Inc. - Class A Common Stock | $29235641 | 3.96% | 214259 | $11401844 | 下跌 ×2 | ||
| KVYO Klaviyo, Inc. Series A Common Stock | $18974781 | 2.57% | 1256608 | $-1459231 | 上涨 ×3 | ||
| OWL Blue Owl Capital Inc. Class A Common Stock | $18429711 | 2.50% | 2106253 | $-202164 | 上涨 ×4 | ||
| GFL GFL Environmental Inc. Subordinate voting shares, no par value | $15287754 | 2.07% | 415541 | $-2212743 | 下跌 ×2 | ||
| GTLB GitLab Inc. - Class A Common Stock | $14668322 | 1.99% | 480456 | $2659355 | 下跌 ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $12601106 | 1.71% | 77038 | $-934862 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $9107657 | 1.23% | 24416 | $69586 | |||
| EA Electronic Arts Inc. - Common Stock | $8959223 | 1.21% | 43695 | $51123 | |||
| BRKA | $7488500 | 1.01% | 10 | $307100 | |||
| AAPL Apple Inc. - Common Stock | $7194069 | 0.97% | 24862 | $884342 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $7032600 | 0.95% | 38057 | $2293455 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $6885806 | 0.93% | 19268 | $1351713 | 上涨 ×1 | ||
| BRKB | $5131499 | 0.70% | 10255 | $217303 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $4279138 | 0.58% | 99100 | $-544823 | 下跌 ×6 | ||
| VTI | $3928715 | 0.53% | 10617 | $522675 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $3757665 | 0.51% | 10635 | $706908 | |||
| JNJ Johnson & Johnson Common Stock | $3596978 | 0.49% | 14163 | $125441 | 下跌 ×3 | ||
| BL BlackLine, Inc. - Common Stock | $3536175 | 0.48% | 125977 | $-2333653 | 下跌 ×6 | ||
| SYM Symbotic Inc. - Class A Common Stock | $2403027 | 0.33% | 53460 | $444575 | 上涨 ×3 | ||
| TBLL | $2056504 | 0.28% | 19480 | $-99883 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1906928 | 0.26% | 7578 | $258788 | |||
| RPRX Royalty Pharma plc - Class A Ordinary Shares | $1684680 | 0.23% | 30046 | $779246 | 上涨 ×1 | ||
| TROW T. Rowe Price Group, Inc. - Common Stock | $1596208 | 0.22% | 14040 | $114306 | 下跌 ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $1509359 | 0.20% | 25934 | $-8818 | |||
| XOM Exxon Mobil Corporation Common Stock | $1108116 | 0.15% | 8105 | $-289883 | 下跌 ×3 | ||
| DASH DoorDash, Inc. - Common Stock | $1107180 | 0.15% | 6000 | $206280 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1048303 | 0.14% | 8158 | $66977 | |||
| COST Costco Wholesale Corporation - Common Stock | $957922 | 0.13% | 1024 | $-62423 | |||
| ORCL Oracle Corporation Common Stock | $847792 | 0.11% | 5785 | $-3240 | |||
| NVDA NVIDIA Corporation - Common Stock | $773548 | 0.10% | 3866 | $134197 | 上涨 ×1 | ||
| ABT Abbott Laboratories Common Stock | $713035 | 0.10% | 7858 | $-93746 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $662944 | 0.09% | 1980 | $140484 | 下跌 ×4 | ||
| ADBE Adobe Inc. - Common Stock | $656064 | 0.09% | 3200 | $-121792 | |||
| SPY SPY | $626541 | 0.08% | 839 | $80905 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $596697 | 0.08% | 5080 | $202539 | |||
| INTC Intel Corporation - Common Stock | $540369 | 0.07% | 3870 | 上涨 ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $509067 | 0.07% | 5289 | $-97067 | 下跌 ×1 | ||
| SCHX | $495722 | 0.07% | 16844 | $64970 | 上涨 ×1 | ||
| AXP American Express Company Common Stock | $493845 | 0.07% | 1460 | $32563 | 下跌 ×3 | ||
| QXO QXO, Inc. Common Stock | $475114 | 0.06% | 27495 | $41950 | 上涨 ×1 | ||
| NTRS Northern Trust Corporation - Common Stock | $391140 | 0.05% | 2250 | $77107 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $386306 | 0.05% | 665 | 上涨 ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $377528 | 0.05% | 875 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $364569 | 0.05% | 965 | $56574 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $354310 | 0.05% | 629 | $-5560 | |||
| BILL BILL Holdings, Inc. Common Stock | $336722 | 0.05% | 9312 | $-206449 | 下跌 ×3 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $313530 | 0.04% | 1400 | $29078 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $298416 | 0.04% | 150 | 上涨 ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $291920 | 0.04% | 735 | $58087 | |||
| WMT Walmart Inc. - Common Stock | $287115 | 0.04% | 2535 | $-27935 | |||
| TWLO Twilio Inc. Class A Common Stock | $271324 | 0.04% | 1315 | ||||
| VTV | $269144 | 0.04% | 1235 | $26837 | |||
| SMH SMH | $268915 | 0.04% | 410 | 上涨 ×1 | |||
| GLW Corning Incorporated Common Stock | $241382 | 0.03% | 945 | 上涨 ×1 | |||
| PFE Pfizer, Inc. Common Stock | $228353 | 0.03% | 9483 | $-44598 | 下跌 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。