BARTON INVESTMENT MANAGEMENT Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 47
New Positions 1
Increased Positions 8
Decreased Positions 20
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 334

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
Consumer/Non-Cyclical 0.48%
Energy 1.49%
Financial 2.71%
Healthcare 2.16%
Services 53.93%
Technology 32.1%
Transportation
Utilities 0.29%

47 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 801 New 15,808
ABBVIE INC COM 1,107 New 15,808
ADOBE SYS INC COM 262 New 3,200
AIR LEASE CORP CL A 13,959 374 2.75 394,890
ALTRIA GROUP INC COM 423 New 7,785
AMAZON COM INC COM 27,515 143 .52 51,319
AMERICAN EXPRESS CO COM 2,550 -10 (0.39) 33,526
AMERICAN TOWER CORP NEW COM 23,872 -992 (3.99) 250,994
ANADARKO PETE CORP COM 758 New 10,200
APPLE INC COM 658 New 5,425
ATHENAHEALTH INC COM 29,742 -536 (1.77) 212,506
AUTOMATIC DATA PROCESSING INC COM 463 New 5,800
BERKSHIRE HATHAWAY INC DEL CL A -1,498 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 551 New 3,860
CHEVRON CORP NEW COM 185 -7 (3.47) 2,088
CIGNA CORPORATION COM 516 -131 (20.25) 3,580
COCA COLA CO COM 294 New 7,149
COLGATE PALMOLIVE CO COM 272 New 4,000
DESTINATION MATERNITY CORP COM 835 New 84,590
DISNEY WALT CO COM DISNEY 1,039 New 8,662


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