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Janna M Forte

Barton Investment Management

Assets Managed
$797.326M
Holdings
54
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-14.09%(2Q avg: -9.78%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Barton Investment Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Barton Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 797.326M in assets, with a quarterly growth rate of -14.09% and a 2-quarter average growth rate of -9.78%. The portfolio is managed by Janna M Forte, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NFLX
Netflix Inc
Recent Activity
Decreased -1.21%
28.26%
$225.276M
2.343M shares@ $96.16 avg price
SHOP
Shopify Inc - Class A
Recent Activity
Decreased -2.28%
23.85%
$190.143M
1.603M shares@ $118.63 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.66%
12.99%
$103.56M
497,238 shares@ $208.28 avg price
GLBE
Global-e Online Ltd
Recent Activity
Increased 0.84%
4.22%
$33.571M
1.088M shares@ $30.86 avg price
EQIX
Equinix Inc
Recent Activity
Decreased -6.85%
4.04%
$32.191M
32,840 shares@ $980.25 avg price
AL
Air Lease Corp
Recent Activity
Decreased -15.67%
2.77%
$22.082M
340,033 shares@ $64.95 avg price
KVYO
Klaviyo Inc-a
Recent Activity
Increased 56.72%
2.57%
$20.434M
1.05M shares@ $19.47 avg price
OWL
Blue Owl Capital Inc
Recent Activity
Increased 4.65%
2.34%
$18.632M
2.041M shares@ $9.14 avg price
OKTA
Okta Inc
Recent Activity
Decreased -9.68%
2.24%
$17.834M
226,576 shares@ $78.72 avg price
GFL
Gfl Environmental Inc-sub Vt
Recent Activity
Decreased -0.16%
2.2%
$17.5M
419,475 shares@ $41.72 avg price

1-10 of 54