BARTON INVESTMENT MANAGEMENT Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 51
New Positions 1
Increased Positions 4
Decreased Positions 26
Positions with Activity 30
Sold Out Positions 5
Total Mkt Value (in $ millions) 257

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 2.97%
Consumer/Non-Cyclical 0.68%
Energy 3.48%
Financial 4.33%
Healthcare 2.73%
Services 50.01%
Technology 35.58%
Transportation 0%
Utilities 0.22%

51 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 650 New 15,728
ABBVIE INC COM 864 New 15,728
ADOBE SYS INC COM 231 231 New 3,200
AIR LEASE CORP CL A 10,741 -90 (0.83) 292,585
ALTRIA GROUP INC COM 327 New 7,535
AMAZON COM INC COM 15,911 -191 (1.19) 45,960
AMERICAN EXPRESS CO COM 3,268 -83 (2.46) 34,596
AMERICAN TOWER CORP NEW COM 25,131 -1,055 (4.03) 274,234
ANADARKO PETE CORP COM 1,069 New 10,200
APPLE INC COM 717 -46 (6.03) 7,525
ATHENAHEALTH INC COM 24,991 -841 (3.26) 196,783
AUTOMATIC DATA PROCESSING INC COM 465 New 5,800
BERKSHIRE HATHAWAY INC DEL CL A 1,350 New 7
BERKSHIRE HATHAWAY INC DEL CL B NEW 497 New 3,860
CHEVRON CORP NEW COM -458 Sold Out 0
CIGNA CORPORATION COM 456 -544 (54.37) 4,889
COCA COLA CO COM 557 New 13,283
COLGATE PALMOLIVE CO COM 278 New 4,000
COMCAST CORP NEW CL A 436 -109 (20) 8,000
CSX CORP COM -223 Sold Out 0


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