BARTON INVESTMENT MANAGEMENT Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 49
New Positions 1
Increased Positions 17
Decreased Positions 11
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 255

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 0%
Consumer/Non-Cyclical 0.63%
Energy 2.79%
Financial 4.78%
Healthcare 2.91%
Services 46.53%
Technology 41.04%
Transportation
Utilities 0.35%

49 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AIR LEASE CORP CL A 12,375 1,694 15.86 359,960
BERKSHIRE HATHAWAY INC DEL CL A 1,595 New 7
COMCAST CORP NEW CL A -400 Sold Out 0
GOOGLE INC CL A 765 New 1,471
BERKSHIRE HATHAWAY INC DEL CL B NEW 585 New 3,860
GOOGLE INC CL C 698 New 1,351
ABBOTT LABS COM 728 New 15,808
ABBVIE INC COM 1,070 New 15,808
ADOBE SYS INC COM 238 New 3,200
ALTRIA GROUP INC COM 394 6 1.57 7,785
AMAZON COM INC COM 15,360 1,224 8.66 51,217
AMERICAN EXPRESS CO COM 3,127 -73 (2.29) 33,656
AMERICAN TOWER CORP NEW COM 26,629 -201 (0.75) 267,549
ANADARKO PETE CORP COM 1,120 New 13,200
APPLE INC COM 606 -235 (27.91) 5,425
ATHENAHEALTH INC COM 29,670 975 3.40 213,056
AUTOMATIC DATA PROCESSING INC COM 491 New 5,800
CDK GLOBAL INC COM 78 New 1,933
CHEVRON CORP NEW COM 244 49 25.03 2,163
CIGNA CORPORATION COM 511 New 4,889


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