Barton-Investment-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "GFL.TO", "TROW", "GLBE", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "QCOM", "META", null, "MSFT", "EQIX", "GTLB", "NTRS", "ORCL", "DASH", "PYPL", "VGSH", "AAPL", "SPY", "NVDA", "PFE", "MRK", "SHOP", "AMT", "CI", "EA", "AMZN", "AL", "VTV", "WMT", "OKTA", "ADP", "BRK-A", "BILL", "BL", "OWL", "CSCO", "COST", "DIS", "GOOG", "XOM", "JNJ", "NFLX", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-11
- Total Holdings
- 46
- Total Value
- 814075011
- Accession Number
- 0001387818-25-000002
- Form Type
- 13F-HR
- Manager Name
- Barton-Investment-Management
Data Enrichment
98% identified45 identified1 unidentified
Holdings
46 positions • $814.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Cigna Group(CIcusip125523100) | 1.1K | All Managers (Combined) | $355.3K | 0.0% ($355.3K/$814.1M) | ||
| 4.3K | QoQ 0.00% (+0)YoY NEW(+4.3K) | All Managers (Combined) | $263.2K | 0.0% ($263.2K/$814.1M) | YoY NEW(+$263.2K) | |
PFIZER INC(PFEcusip717081103) | 9.7K | All Managers (Combined) | $247.0K | 0.0% ($247.0K/$814.1M) | ||
Walmart Inc.(WMTcusip931142103) | 2.5K | QoQ 0.00% (-0)YoY NEW(+2.5K) | All Managers (Combined) | $222.5K | 0.0% ($222.5K/$814.1M) | YoY NEW(+$222.5K) |
| 2.3K | All Managers (Combined) | $222.0K | 0.0% ($222.0K/$814.1M) | |||
| 1.2K | All Managers (Combined) | $213.3K | 0.0% ($213.3K/$814.1M) |