BARTON INVESTMENT MANAGEMENT
100 FOUR FALLS CORP CENTER, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 260-1555
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 50 |
| New Positions | 1 |
| Increased Positions | 8 |
| Decreased Positions | 16 |
| Positions with Activity | 24 |
| Sold Out Positions | 0 |
| Total Mkt Value (in $ millions) |
192 |
Sector Weighting
| Basic Materials | |
| Capital Goods | |
| Conglomerates | |
| Consumer Cyclical | 3.45% |
| Consumer/Non-Cyclical | 1.06% |
| Energy | 4.74% |
| Financial | 5.86% |
| Healthcare | 3.74% |
| Services | 48.48% |
| Technology | 32.53% |
| Transportation | 0.15% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
50 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| UNION PAC CORP | COM | 284 | New | 1,820 | |
| ALTRIA GROUP INC | COM | 278 | New | 7,535 | |
| EQUIFAX INC | COM | 275 | New | 4,500 | |
| GLAXOSMITHKLINE PLC | SPONSORED ADR | 265 | New | 5,033 | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 263 | New | 2,360 | |
| DEVON ENERGY CORP NEW | COM | 256 | New | 4,400 | |
| COLGATE PALMOLIVE CO | COM | 244 | New | 4,000 | |
| HESS CORP | COM | 204 | 204 | New | 3,000 |
| DFC GLOBAL CORP | COM | 148 | -74 | (33.33) | 10,000 |
| GENWORTH FINL INC | COM CL A | 147 | New | 14,000 |
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