Barton Investment Management

RIA/Wealth

Barton Investment Management is a RIA/Wealth based in W. Conshohocken, PA led by Henry Barton Riley, reporting $1.0B in AUM as of Q3 2025 with 37% Technology concentration, 87% concentrated in top 10 holdings, and 30% allocation to NFLX.

FounderHenry Barton Riley

Portfolio Value: $981.9M
Positions: 51
Top Holding: NFLX at 29.59%
Last Reported: Q3 2025

AddressOne Tower Bridge, 100 Front Street, Suite 980, W. Conshohocken, PA, 19428, United States

Top Holdings

Largest long holdings in Barton Investment Management's portfolio (86.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Netflix NFLX	Entertainment Communication Services	$290.5M	29.59%	-$3.9M Sold	0.06% 242.3K shares	≤ Q2 2013 Held for 12y 5m+
2 Shopify SHOP	Software - Application Technology	$250.4M	25.50%	-$5.0M Sold	0.13% 1.7M shares	Q3 2016 Held for 9y 2m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$112.6M	11.46%	-$825.1K Sold	0.00% 512.7K shares	≤ Q2 2013 Held for 12y 5m+
4 Global-E Online GLBE	Specialty Retail Consumer Cyclical	$38.3M	3.91%	-$251.6K Sold	0.63% 1.1M shares	Q1 2022 Held for 3y 8m
5 Blue Owl Capital OWL	Asset Management Financial Services	$32.5M	3.31%	+$227.5K Bought	0.29% 1.9M shares	Q2 2021 Held for 4y 5m
6 Air Lease AL	Rental & Leasing Services Industrials	$30.1M	3.07%	-$7.8M Sold	0.42% 473.2K shares	≤ Q2 2013 Held for 12y 5m+
7 Equinix, Inc. EQIX	REIT - Specialty Real Estate	$28.1M	2.86%	-$1.4M Sold	0.04% 35.9K shares	Q4 2013 Held for 11y 11m
8 GitLab GTLB	Software - Application Technology	$25.1M	2.56%	-$329.3K Sold	0.33% 556.9K shares	Q3 2024 Held for 1y 2m
9 Okta, Inc. OKTA	Software - Infrastructure Technology	$23.0M	2.34%	-$140.9K Sold	0.14% 250.5K shares	Q4 2019 Held for 5y 11m
10 GFL Environmental Inc. GFL	Waste Management Industrials	$19.8M	2.01%	-$112.8K Sold	0.11% 417.3K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Barton Investment Management's latest filing

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Market Value

$981.9M

Prior: $965.1M

Q/Q Change

+1.74%

+$16.8M

Net Flows % of MV

-0.844%

Turnover Ratio

1.78%

New Purchases

3 stocks

$13.0M

Added To

3 stocks

+$286.1K

Sold Out Of

0 stocks

Reduced Holdings

20 stocks

-$21.6M

Increased Positions

Position	Shares Δ	Change
1 Klaviyo KVYO	New	0 → 395.0K +$10.9M
2 Symbotic Inc. SYM	New	0 → 30.4K +$1.6M
3 SCHX Schwab U.S. Large-Cap ETF SCHX	New	0 → 16.8K +$442.5K
4 BILL Holdings BILL	+7.44%	14.7K → 15.8K +$58.1K
5 Blue Owl Capital OWL	+0.7%	1.9M → 1.9M +$227.5K

Decreased Positions

Position	Shares Δ	Change
1 Air Lease AL	-20.47%	595.0K → 473.2K −$7.8M
2 BlackLine BL	-6.99%	174.0K → 161.9K −$645.7K
3 Oracle ORCL	-6.07%	6.6K → 6.2K −$112.5K
4 PayPal Holdings, Inc. PYPL	-5.44%	131.3K → 124.1K −$478.7K
5 Equinix, Inc. EQIX	-4.8%	37.7K → 35.9K −$1.4M

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Analytics

Portfolio insights and performance metrics for Barton Investment Management

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Sector Allocation

Technology

36.80%

Communication Services

30.60%

Consumer Cyclical

15.40%

Financial Services

5.90%

Industrials

5.20%

Real Estate

4.40%

Healthcare

0.80%

ETF

0.60%

Energy

0.10%

Consumer Defensive

0.10%

Market Cap Distribution

Mega Cap (> $200B)

46.68%

Large Cap ($10B - $200B)

40.91%

Mid Cap ($2B - $10B)

11.77%

N/A (ETF or Unknown)

0.64%

Portfolio Concentration

Top 10 Holdings %

86.61%

Top 20 Holdings %

96.26%

Top 50 Holdings %

99.98%

Top 100 Holdings %

100.0%