Barton Investment Management Long-Term Concentrated

CIK: 0001387818 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 8, 2016

Total Value ($000): $304,863 (100.0% shares, 0.0% debt)

Holdings (102)

NFLX Netflix Inc 29.6%
Value ($000) $90,322 Shares 789,663 Est. Cost $9.59 Unrealized +19.1%
AMZN Amazon.com 11.4%
Value ($000) $34,767 Shares 51,439 Est. Cost $25.49 Unrealized +23.6%
athenahealth Inc 11.2%
Value ($000) $34,024 Shares 211,371 Est. Cost $88.90 Unrealized
EA Electronic Arts 6.8%
Value ($000) $20,634 Shares 300,255 Est. Cost $21.14 Unrealized +222.7%
AMT American Tower 6.1%
Value ($000) $18,515 Shares 190,972 Est. Cost $59.42 Unrealized +27.8%
EQIX Equinix Inc 4.4%
Value ($000) $13,313 Shares 44,023 Est. Cost $169.69 Unrealized +41.0%
AL Air Lease Corp 4.3%
Value ($000) $12,999 Shares 388,265 Est. Cost $25.83 Unrealized +9.9%
Grubhub 3.8%
Value ($000) $11,678 Shares 482,545 Est. Cost $28.49 Unrealized
QCOM Qualcomm 3.8%
Value ($000) $11,662 Shares 233,303 Est. Cost $45.06 Unrealized -11.2%
PYPL Paypal Hldgs 3.5%
Value ($000) $10,523 Shares 290,700 Est. Cost $35.76 Unrealized -1.6%
FireEye Inc 2.6%
Value ($000) $7,933 Shares 382,480 Est. Cost $32.09 Unrealized
EBAY eBay 1.6%
Value ($000) $5,009 Shares 182,260 Est. Cost $20.13 Unrealized +22.1%
TROW T Rowe Price Group 1.3%
Value ($000) $4,060 Shares 56,798 Est. Cost $48.19 Unrealized +5.6%
XOM Exxon Mobil 1.0%
Value ($000) $3,041 Shares 39,017 Est. Cost $54.79 Unrealized -6.2%
JNJ Johnson & Johnson 0.9%
Value ($000) $2,596 Shares 25,271 Est. Cost $60.13 Unrealized +26.3%
Rackspace Hosting Inc 0.8%
Value ($000) $2,425 Shares 95,775 Est. Cost $40.15 Unrealized
BRK/A Berkshire Hathaway Class A 1/1 0.8%
Value ($000) $2,374 Shares 12 Est. Cost $204050.72 Unrealized -1.4%
AXP American Express 0.7%
Value ($000) $2,224 Shares 31,976 Est. Cost $66.24 Unrealized -5.1%
MSFT Microsoft 0.5%
Value ($000) $1,574 Shares 28,371 Est. Cost $27.16 Unrealized +69.1%
ABBV Abbvie Inc 0.3%
Value ($000) $932 Shares 15,728 Est. Cost $26.55 Unrealized +43.0%
DIS Disney Walt Co 0.3%
Value ($000) $858 Shares 8,162 Est. Cost $56.67 Unrealized +80.4%
Alphabet Inc Class A 0.3%
Value ($000) $828 Shares 1,064 Est. Cost $638.16 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $706 Shares 15,728 Est. Cost $38.80 Unrealized -5.8%
Alphabet Inc Class C 0.2%
Value ($000) $687 Shares 905 Est. Cost $607.73 Unrealized
MRK Merck & Co Inc 0.2%
Value ($000) $656 Shares 12,424 Est. Cost $30.41 Unrealized +20.9%
PM Philip Morris Intl Inc 0.2%
Value ($000) $623 Shares 7,085 Est. Cost $49.82 Unrealized +4.9%
Cigna 0.2%
Value ($000) $524 Shares 3,580 Est. Cost $72.53 Unrealized
AAPL Apple Computer Inc 0.2%
Value ($000) $521 Shares 4,945 Est. Cost $26.29 Unrealized -2.1%
WFC Wells Fargo & Co. New 0.2%
Value ($000) $515 Shares 9,475 Est. Cost $27.36 Unrealized +49.2%
Berkshire Hathaway Cl B 0.2%
Value ($000) $510 Shares 3,860 Est. Cost $130.31 Unrealized
Anadarko Petroleum 0.2%
Value ($000) $496 Shares 10,200 Est. Cost $60.29 Unrealized
NTRS Northern Trust Corporation 0.2%
Value ($000) $496 Shares 6,886 Est. Cost $40.35 Unrealized +35.4%
ICUI I C U Medical 0.2%
Value ($000) $482 Shares 4,275 Est. Cost $66.13 Unrealized +67.1%
ADP Auto Data Processing 0.1%
Value ($000) $441 Shares 5,200 Est. Cost $63.87 Unrealized +8.2%
ORCL Oracle 0.1%
Value ($000) $416 Shares 11,375 Est. Cost $27.58 Unrealized +19.0%
MO Altria Group Inc 0.1%
Value ($000) $392 Shares 6,740 Est. Cost $16.39 Unrealized +79.7%
KO Coca Cola Company 0.1%
Value ($000) $307 Shares 7,149 Est. Cost $27.70 Unrealized +11.4%
ADBE Adobe Systems 0.1%
Value ($000) $301 Shares 3,200 Est. Cost $64.14 Unrealized +40.1%
Interxion Holding Nv 0.1%
Value ($000) $286 Shares 9,500 Est. Cost $25.52 Unrealized
PFE Pfizer Incorporated 0.1%
Value ($000) $281 Shares 8,700 Est. Cost $16.46 Unrealized +23.8%
Kinder Morgan 0.1%
Value ($000) $269 Shares 18,000 Est. Cost $39.88 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $266 Shares 4,000 Est. Cost $44.38 Unrealized +18.4%
Federal Rlty Invt Tr Sbi 0.1%
Value ($000) $190 Shares 1,300 Est. Cost $146.15 Unrealized
CVX Chevron Texaco 0.1%
Value ($000) $188 Shares 2,088 Est. Cost $58.43 Unrealized 0.0%
Glaxosmithkline Plc 0.1%
Value ($000) $183 Shares 4,533 Est. Cost $40.37 Unrealized
duPont(EI) deNemour 0.1%
Value ($000) $174 Shares 2,613 Est. Cost $66.59 Unrealized
General Electric 0.1%
Value ($000) $168 Shares 5,409 Est. Cost $31.06 Unrealized
TFX Teleflex Incorporated 0.1%
Value ($000) $158 Shares 1,200 Est. Cost $122.15 Unrealized 0.0%
Destination Maternity Co 0.1%
Value ($000) $157 Shares 18,000 Est. Cost $24.60 Unrealized
HCP Inc 0.1%
Value ($000) $153 Shares 4,000 Est. Cost $38.25 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $150 Shares 1,092 Est. Cost $87.52 Unrealized 0.0%
Express Scripts Inc 0.0%
Value ($000) $126 Shares 1,445 Est. Cost $87.20 Unrealized
ET Energy Transfer Equity 0.0%
Value ($000) $126 Shares 9,200 Est. Cost $41.11 Unrealized
PG Procter & Gamble 0.0%
Value ($000) $124 Shares 1,557 Est. Cost $57.94 Unrealized 0.0%
CSCO Cisco Systems Inc 0.0%
Value ($000) $123 Shares 4,514 Est. Cost $20.16 Unrealized 0.0%
PEP Pepsico Incorporated 0.0%
Value ($000) $112 Shares 1,120 Est. Cost $73.47 Unrealized 0.0%
Crown Castle Intl 0.0%
Value ($000) $104 Shares 1,200 Est. Cost $86.67 Unrealized
KMB Kimberly Clark 0.0%
Value ($000) $99 Shares 780 Est. Cost $85.00 Unrealized 0.0%
Unilever N V Ny Shs Newf 0.0%
Value ($000) $93 Shares 2,156 Est. Cost $43.14 Unrealized
MMM 3M Company 0.0%
Value ($000) $90 Shares 600 Est. Cost $92.11 Unrealized 0.0%
BB&T Corporation 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $38.00 Unrealized
Penn Virginia Corp 0.0%
Value ($000) $58 Shares 192,295 Est. Cost $4.79 Unrealized
WMT Wal-Mart Stores 0.0%
Value ($000) $52 Shares 845 Est. Cost $16.63 Unrealized 0.0%
BAC Bank of America 0.0%
Value ($000) $50 Shares 3,000 Est. Cost $13.56 Unrealized 0.0%
PPG P P G Industries Inc 0.0%
Value ($000) $48 Shares 488 Est. Cost $84.07 Unrealized 0.0%
VZ Verizon 0.0%
Value ($000) $39 Shares 844 Est. Cost $26.92 Unrealized 0.0%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $38 Shares 856 Est. Cost $35.47 Unrealized 0.0%
Chubb Corporation 0.0%
Value ($000) $35 Shares 264 Est. Cost $132.58 Unrealized
Brookfield Asset Mgmt 0.0%
Value ($000) $32 Shares 1,001 Est. Cost $31.97 Unrealized
FDX Fedex Corporation 0.0%
Value ($000) $28 Shares 188 Est. Cost $132.31 Unrealized 0.0%
DVN Devon Energy New 0.0%
Value ($000) $26 Shares 800 Est. Cost $28.36 Unrealized 0.0%
Sunoco Logistics Ptnr Lp 0.0%
Value ($000) $25 Shares 975 Est. Cost $25.64 Unrealized
JPM JPMorgan Chase & Co 0.0%
Value ($000) $24 Shares 369 Est. Cost $49.68 Unrealized 0.0%
ADDYY Adidas Ag Adr 0.0%
Value ($000) $24 Shares 500 Est. Cost $48.00 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $23 Shares 740 Est. Cost $31.08 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $23 Shares 722 Est. Cost $25.00 Unrealized 0.0%
Cdk Global Inc 0.0%
Value ($000) $22 Shares 466 Est. Cost $47.21 Unrealized
SPSC SPS Commerce Inc 0.0%
Value ($000) $21 Shares 300 Est. Cost $36.51 Unrealized 0.0%
NOK Nokia Corp Spon Adr 0.0%
Value ($000) $19 Shares 2,700 Est. Cost $7.04 Unrealized
ERIC Ericsson Tel Adr B New 0.0%
Value ($000) $18 Shares 1,920 Est. Cost $9.38 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $18 Shares 180 Est. Cost $72.90 Unrealized 0.0%
KHC Kraft Heinz Company 0.0%
Value ($000) $18 Shares 241 Est. Cost $47.05 Unrealized 0.0%
Cimpress N V 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
IWF Ishares Russell 1000 Growth ET 0.0%
Value ($000) $15 Shares 148 Est. Cost $101.35 Unrealized
Vascular Solutions Inc 0.0%
Value ($000) $14 Shares 415 Est. Cost $33.73 Unrealized
IWD Ishares Russell 1000 Value ETF 0.0%
Value ($000) $13 Shares 137 Est. Cost $94.89 Unrealized
PSX Phillips 0.0%
Value ($000) $13 Shares 159 Est. Cost $59.08 Unrealized 0.0%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $13 Shares 100 Est. Cost $97.96 Unrealized 0.0%
BKOR Oak Ridge Financial Svcs 0.0%
Value ($000) $11 Shares 942 Est. Cost $11.68 Unrealized
IJR Ishares Core S&P Etf 0.0%
Value ($000) $10 Shares 90 Est. Cost $111.11 Unrealized
IWS Ishares Russell Value 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
LNXSF Lanxess Ag Ord 0.0%
Value ($000) $9 Shares 200 Est. Cost $50.55 Unrealized 0.0%
Splunk Inc 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.00 Unrealized
MRV Communications Inc 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.33 Unrealized 0.0%
EEM Ishares Msci Emrg Mkt Fd 0.0%
Value ($000) $4 Shares 131 Est. Cost $30.53 Unrealized
Pattern Energy Cl A 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
EFA Ishares Tr Msci Eafe 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.67 Unrealized
CC Chemours Company 0.0%
Value ($000) $3 Shares 522 Est. Cost $4.61 Unrealized 0.0%
IXJ Ishares Tr Global Etf 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
Brookfield Prop Part Lpf 0.0%
Value ($000) $1 Shares 38 Est. Cost $26.32 Unrealized
Ally Financial 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized