BARTON INVESTMENT MANAGEMENT Information

ONE TOWER BRIDGE, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 226-4040

Report Date: 06/30/2014

Position Statistics

Total Positions 48
New Positions 2
Increased Positions 20
Decreased Positions 9
Positions with Activity 29
Sold Out Positions 1
Total Mkt Value (in $ millions) 260

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 1.8%
Consumer/Non-Cyclical 0.59%
Energy 3.23%
Financial 4.36%
Healthcare 2.77%
Services 50.4%
Technology 36.34%
Transportation
Utilities 0.5%

20 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ATHENAHEALTH INC COM 26,734 1,203 4.71 206,058
AMAZON COM INC COM 15,319 382 2.56 47,136
EBAY INC COM 12,429 249 2.05 235,850
AIR LEASE CORP CL A 10,992 640 6.18 310,675
ELECTRONIC ARTS INC COM 10,943 31 .29 293,773
RACKSPACE HOSTING INC COM 6,753 1,001 17.40 209,190
EQUINIX INC COM NEW 6,457 1,493 30.08 29,470
PRICE T ROWE GROUP INC COM 4,769 237 5.24 59,458
EXXON MOBIL CORP COM 4,492 48 1.09 46,494
JOHNSON & JOHNSON COM 3,045 12 .39 28,365
PENN VA CORP COM 1,515 118 8.47 115,594
ANADARKO PETE CORP COM 1,397 317 29.41 13,200
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 1,302 693 114 21,400
ABBVIE INC COM 940 5 .51 15,808
GOOGLE INC CL A 879 72 8.88 1,471
EOG RES INC COM 787 787 New 7,500
ABBOTT LABS COM 691 3 .51 15,808
PHILIP MORRIS INTL INC COM 594 11 1.92 7,017
ALTRIA GROUP INC COM 343 6 1.73 7,665
CHEVRON CORP NEW COM 215 215 New 1,730

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