BARTON INVESTMENT MANAGEMENT Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 46
New Positions 1
Increased Positions 8
Decreased Positions 19
Positions with Activity 27
Sold Out Positions 3
Total Mkt Value (in $ millions) 302

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 0.5%
Energy 1.83%
Financial 3.06%
Healthcare 2.33%
Services 54.13%
Technology 33.03%
Transportation
Utilities 0.33%

46 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 783 New 15,808
ABBVIE INC COM 1,083 New 15,808
ADOBE SYS INC COM 259 New 3,200
AIR LEASE CORP CL A 13,387 359 2.75 394,890
ALTRIA GROUP INC COM 382 New 7,785
AMAZON COM INC COM 22,446 117 .52 51,319
AMERICAN EXPRESS CO COM 2,628 -10 (0.39) 33,526
AMERICAN TOWER CORP NEW COM 23,596 -981 (3.99) 250,994
ANADARKO PETE CORP COM 787 New 10,200
APPLE INC COM 687 New 5,425
ATHENAHEALTH INC COM 24,306 -438 (1.77) 212,506
AUTOMATIC DATA PROCESSING INC COM 469 New 5,800
BERKSHIRE HATHAWAY INC DEL CL A -1,445 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 531 New 3,860
CHEVRON CORP NEW COM 201 -7 (3.47) 2,088
CIGNA CORPORATION COM 580 -147 (20.25) 3,580
COCA COLA CO COM 282 New 7,149
COLGATE PALMOLIVE CO COM 265 New 4,000
DESTINATION MATERNITY CORP COM 980 New 84,590
DISNEY WALT CO COM DISNEY 997 New 8,662