BARTON INVESTMENT MANAGEMENT Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 49
New Positions 2
Increased Positions 20
Decreased Positions 9
Positions with Activity 29
Sold Out Positions 1
Total Mkt Value (in $ millions) 246

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 2.33%
Consumer/Non-Cyclical 0.64%
Energy 3.01%
Financial 4.54%
Healthcare 2.95%
Services 48.55%
Technology 37.46%
Transportation
Utilities 0.5%

49 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 672 3 .51 15,808
ABBVIE INC COM 963 5 .51 15,808
ADOBE SYS INC COM 219 New 3,200
AIR LEASE CORP CL A 11,268 656 6.18 310,675
ALTRIA GROUP INC COM 364 6 1.73 7,665
AMAZON COM INC COM 13,933 348 2.56 47,136
AMERICAN EXPRESS CO COM 3,032 -13 (0.43) 34,446
AMERICAN TOWER CORP NEW COM 25,986 -450 (1.7) 269,569
ANADARKO PETE CORP COM 1,193 271 29.41 13,200
APPLE INC COM 803 New 7,525
ATHENAHEALTH INC COM 24,572 1,106 4.71 206,058
AUTOMATIC DATA PROCESSING INC COM 448 New 5,800
BERKSHIRE HATHAWAY INC DEL CL A 1,474 New 7
BERKSHIRE HATHAWAY INC DEL CL B NEW 542 New 3,860
CDK GLOBAL INC COM 64 New 1,933
CHEVRON CORP NEW COM 203 203 New 1,730
CIGNA CORPORATION COM 453 New 4,889
COCA COLA CO COM 336 -203 (37.64) 8,283
COLGATE PALMOLIVE CO COM 263 New 4,000
COMCAST CORP NEW CL A 383 -55 (12.5) 7,000


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