- New Purchases: VOO,
- Added Positions: DCT, AVLR, OKTA, COUP,
- Reduced Positions: SHOP, AMZN, EA, QCOM, GOOG, TROW, AXP, GOOGL, JNJ,
- Sold Out: BND,
For the details of Barton Investment Management's stock buys and sells, go to https://www.gurufocus.com/guru/barton+investment+management/current-portfolio/portfolio
These are the top 5 holdings of Barton Investment Management- Shopify Inc (SHOP) - 229,815 shares, 27.65% of the total portfolio. Shares reduced by 1.72%
- Netflix Inc (NFLX) - 430,848 shares, 18.74% of the total portfolio. Shares reduced by 0.84%
- Amazon.com Inc (AMZN) - 38,813 shares, 11.00% of the total portfolio. Shares reduced by 1.31%
- PayPal Holdings Inc (PYPL) - 347,249 shares, 8.34% of the total portfolio. Shares reduced by 0.06%
- BlackLine Inc (BL) - 607,449 shares, 5.57% of the total portfolio. Shares added by 0.26%
Barton Investment Management initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $363.07 and $393.52, with an estimated average price of $382.3. The stock is now traded at around $405.100000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,035 shares as of 2021-06-30.
Added: Duck Creek Technologies Inc (DCT)Barton Investment Management added to a holding in Duck Creek Technologies Inc by 64.27%. The purchase prices were between $35.22 and $45.14, with an estimated average price of $40.8. The stock is now traded at around $44.655000. The impact to a portfolio due to this purchase was 0.86%. The holding were 615,017 shares as of 2021-06-30.
Sold Out: Vanguard Total Bond Market ETF (BND)Barton Investment Management sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $84.14 and $85.79, with an estimated average price of $85.02.
Here is the complete portfolio of Barton Investment Management. Also check out:
1. Barton Investment Management's Undervalued Stocks
2. Barton Investment Management's Top Growth Companies, and
3. Barton Investment Management's High Yield stocks
4. Stocks that Barton Investment Management keeps buying