# EDGAR Filing Document

**Accession Number:** 0001387818
**File Stem:** 0001387818-26-000001
**Filing Date:** 2026-1
**Character Count:** 8638
**Document Hash:** 1522804ca7d16aad997ecfd88740f369
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001387818-26-000001.hdr.sgml**: 20260121

**ACCESSION NUMBER**: 0001387818-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260121

**DATE AS OF CHANGE**: 20260121

**EFFECTIVENESS DATE**: 20260121

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Barton Investment Management
- **CENTRAL INDEX KEY:** 0001387818

**ORGANIZATION NAME:**
- **EIN:** 223932731

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12324
- **FILM NUMBER:** 26545238

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Barton Investment Management<br>**Address:** ONE TOWER BRIDGE<br>100 FRONT STREET SUITE 980<br>WEST CONSHOHOCKEN, PA 19428

**Form 13F File Number:** 028-12324

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Janna M Forte<br>**Title:** CCO<br>**Phone:** 610-226-4046

**Signature, Place, and Date of Signing:**

Janna M Forte  West Conshohocken, PA  01-21-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 52

**Form 13F Information Table Value Total:** $928110062

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1239620 | 9894 | SH |  | SOLE |  | 0 | 0 | 9894 |
| ABBVIE INC | COM | 00287Y109 |  | 2196703 | 9614 | SH |  | SOLE |  | 0 | 0 | 9614 |
| ADOBE INC | COM | 00724F101 |  | 1119968 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| AIR LEASE CORP | CL A | 00912X302 |  | 25900491 | 403246 | SH |  | SOLE |  | 0 | 0 | 403246 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3337263 | 10635 | SH |  | SOLE |  | 0 | 0 | 10635 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 6075330 | 19410 | SH |  | SOLE |  | 0 | 0 | 19410 |
| AMAZON COM INC | COM | 023135106 |  | 116720135 | 505676 | SH |  | SOLE |  | 0 | 0 | 505676 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 571203 | 1544 | SH |  | SOLE |  | 0 | 0 | 1544 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 13906549 | 79208 | SH |  | SOLE |  | 0 | 0 | 79208 |
| APPLE INC | COM | 037833100 |  | 6905788 | 25402 | SH |  | SOLE |  | 0 | 0 | 25402 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 360122 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 7548000 | 10 | SH |  | SOLE |  | 0 | 0 | 10 |
| BERKSHIRE HATHAWAY INC Cl B | Cl B | 084670207 |  | 5260232 | 10465 | SH |  | SOLE |  | 0 | 0 | 10465 |
| BILL HOLDINGS INC | COM | 090043100 |  | 824482 | 15117 | SH |  | SOLE |  | 0 | 0 | 15117 |
| BLACKLINE INC | COM | 09239B109 |  | 8857680 | 160204 | SH |  | SOLE |  | 0 | 0 | 160204 |
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 |  | 29135451 | 1950164 | SH |  | SOLE |  | 0 | 0 | 1950164 |
| BROADCOM INC | COM | 11135F101 |  | 344406 | 995 | SH |  | SOLE |  | 0 | 0 | 995 |
| CISCO SYS INC | COM | 17275R102 |  | 328533 | 4265 | SH |  | SOLE |  | 0 | 0 | 4265 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 883037 | 1024 | SH |  | SOLE |  | 0 | 0 | 1024 |
| DISNEY WALT CO | COM | 254687106 |  | 715500 | 6289 | SH |  | SOLE |  | 0 | 0 | 6289 |
| DOORDASH INC | CL A | 25809K105 |  | 1358880 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 10025452 | 49065 | SH |  | SOLE |  | 0 | 0 | 49065 |
| EQUINIX INC | COM | 29444U700 |  | 27011737 | 35256 | SH |  | SOLE |  | 0 | 0 | 35256 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1496308 | 12434 | SH |  | SOLE |  | 0 | 0 | 12434 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 |  | 18045443 | 420150 | SH |  | SOLE |  | 0 | 0 | 420150 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 20964371 | 558603 | SH |  | SOLE |  | 0 | 0 | 558603 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 |  | 42425475 | 1079254 | SH |  | SOLE |  | 0 | 0 | 1079254 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3066379 | 14817 | SH |  | SOLE |  | 0 | 0 | 14817 |
| KLAVIYO INC | COM SER A | 49845K101 |  | 21756264 | 670042 | SH |  | SOLE |  | 0 | 0 | 670042 |
| MERCK  CO INC | COM | 58933Y105 |  | 858712 | 8158 | SH |  | SOLE |  | 0 | 0 | 8158 |
| META PLATFORMS INC | CL A | 30303M102 |  | 514211 | 779 | SH |  | SOLE |  | 0 | 0 | 779 |
| MICROSOFT CORP | COM | 594918104 |  | 11829829 | 24461 | SH |  | SOLE |  | 0 | 0 | 24461 |
| NETFLIX INC | COM | 64110L106 |  | 222372186 | 2371717 | SH |  | SOLE |  | 0 | 0 | 2371717 |
| NORTHERN TR CORP | COM | 665859104 |  | 307328 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 748984 | 4016 | SH |  | SOLE |  | 0 | 0 | 4016 |
| OKTA INC | CL A | 679295105 |  | 21694113 | 250886 | SH |  | SOLE |  | 0 | 0 | 250886 |
| ORACLE CORP | COM | 68389X105 |  | 1127555 | 5785 | SH |  | SOLE |  | 0 | 0 | 5785 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 6840443 | 117171 | SH |  | SOLE |  | 0 | 0 | 117171 |
| PFIZER INC | COM | 717081103 |  | 244084 | 9803 | SH |  | SOLE |  | 0 | 0 | 9803 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 1683128 | 16440 | SH |  | SOLE |  | 0 | 0 | 16440 |
| QUALCOMM INC | COM | 747525103 |  | 8053286 | 47081 | SH |  | SOLE |  | 0 | 0 | 47081 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 452088 | 16800 | SH |  | SOLE |  | 0 | 0 | 16800 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 264059374 | 1640426 | SH |  | SOLE |  | 0 | 0 | 1640426 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 572131 | 839 | SH |  | SOLE |  | 0 | 0 | 839 |
| SYMBOTIC INC | CLASS A COM | 87151X101 |  | 1824151 | 30658 | SH |  | SOLE |  | 0 | 0 | 30658 |
| THE CIGNA GROUP | COM | 125523100 |  | 297249 | 1080 | SH |  | SOLE |  | 0 | 0 | 1080 |
| TWILIO INC | CL A | 90138F102 |  | 207671 | 1460 | SH |  | SOLE |  | 0 | 0 | 1460 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 235873 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3604824 | 10752 | SH |  | SOLE |  | 0 | 0 | 10752 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 1561572 | 26589 | SH |  | SOLE |  | 0 | 0 | 26589 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 358043 | 2210 | SH |  | SOLE |  | 0 | 0 | 2210 |
| WALMART INC | COM | 931142103 |  | 282425 | 2535 | SH |  | SOLE |  | 0 | 0 | 2535 |

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