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| Name: |
BARTON INVESTMENT MANAGEMENT |
| City: |
WEST CONSHOHOCKEN |
| State: |
PA |
| Zip: |
19428 |
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data |
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| Holdings
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22 |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
16 |
- |
$615,900.00 |
$6,344,000 |
10 |
0.77% |
918,000 |
0 |
0 |
Property & Casualty I... |
|
|
BRK.B |
Berkshire Hathaway B |
18 |
- |
$407.41 |
$4,516,000 |
10,740 |
0.55% |
685,000 |
0 |
0.001 |
Property & Casualty I... |
|
|
GOOGL |
Alphabet Inc |
20 |
- |
$174.99 |
$2,887,000 |
19,130 |
0.35% |
215,000 |
0 |
0 |
Search Engines & Info... |
|
|
JNJ |
Johnson & Johnson |
21 |
- |
$146.97 |
$2,423,000 |
15,318 |
0.29% |
22,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
|
ABBV |
Abbvie Inc. |
24 |
- |
$157.06 |
$1,751,000 |
9,614 |
0.21% |
261,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
|
ADBE |
Adobe Systems Inc |
25 |
- |
$475.43 |
$1,615,000 |
3,200 |
0.2% |
-294,000 |
0 |
0.001 |
Application Software |
|
|
XOM |
Exxon Mobil Corp |
26 |
- |
$113.42 |
$1,511,000 |
12,999 |
0.18% |
211,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
ABT |
Abbott Laboratories |
28 |
- |
$103.95 |
$1,125,000 |
9,894 |
0.14% |
36,000 |
0 |
0.001 |
Drug Manufacturers - ... |
|
|
MRK |
Merck & Co Inc |
29 |
- |
$131.20 |
$1,076,000 |
8,158 |
0.13% |
187,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
ORCL |
Oracle Corp |
31 |
- |
$122.91 |
$914,000 |
7,275 |
0.11% |
147,000 |
0 |
0 |
Application Software |
|
|
DASH |
Doordash Inc |
32 |
- |
$112.83 |
$826,000 |
6,000 |
0.1% |
233,000 |
0 |
0.002 |
N/A |
|
|
DIS |
Walt Disney Co |
33 |
- |
$101.76 |
$770,000 |
6,289 |
0.09% |
202,000 |
0 |
0 |
Entertainment - Diver... |
|
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COST |
Costco Wholesale Corp |
34 |
- |
$809.73 |
$750,000 |
1,024 |
0.09% |
74,000 |
0 |
0 |
Discount, Variety Stores |
|
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NVDA |
NVIDIA Corporation |
36 |
- |
$1,064.69 |
$452,000 |
500 |
0.05% |
204,000 |
0 |
0 |
Semiconductor - Speci... |
|
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AXP |
American Express Co |
37 |
- |
$238.18 |
$433,000 |
1,900 |
0.05% |
77,000 |
0 |
0 |
Credit Services |
|
|
CI |
Cigna Corporation |
38 |
- |
$332.61 |
$392,000 |
1,080 |
0.05% |
69,000 |
0 |
0 |
Health Care Plans |
|
|
FB |
Meta Platforms Inc |
39 |
- |
$478.22 |
$371,000 |
765 |
0.05% |
100,000 |
0 |
0 |
Internet Service Prov... |
|
|
ADP |
Automatic Data Processing Inc |
40 |
- |
$248.90 |
$350,000 |
1,400 |
0.04% |
24,000 |
0 |
0 |
Business Software & S... |
|
|
CAT |
Caterpillar Inc |
41 |
- |
$348.90 |
$276,000 |
753 |
0.03% |
53,000 |
0 |
0 |
Farm & Construction M... |
|
|
TFX |
Teleflex Inc |
42 |
- |
$206.35 |
$271,000 |
1,200 |
0.03% |
-28,000 |
0 |
0.002 |
Conglomerates |
|
|
ICUI |
ICU Medical Inc |
43 |
- |
$101.68 |
$268,000 |
2,500 |
0.03% |
19,000 |
0 |
0.01 |
Medical Instruments &... |
|
|
PFE |
Pfizer Inc |
44 |
- |
$28.88 |
$241,000 |
8,700 |
0.03% |
-9,000 |
0 |
0 |
Drug Manufacturers - ... |
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