0001387818-11-000002.txt : 20110509 0001387818-11-000002.hdr.sgml : 20110509 20110509154724 ACCESSION NUMBER: 0001387818-11-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110509 DATE AS OF CHANGE: 20110509 EFFECTIVENESS DATE: 20110509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Barton Investment Management CENTRAL INDEX KEY: 0001387818 IRS NUMBER: 223932731 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12324 FILM NUMBER: 11823193 BUSINESS ADDRESS: STREET 1: 100 FOUR FALLS CORP CENTER STREET 2: SUITE 202 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 610-260-1555 MAIL ADDRESS: STREET 1: 100 FOUR FALLS CORP CENTER STREET 2: SUITE 202 CITY: WEST CONSHOHOCKEN STATE: PA ZIP: 19428 13F-HR 1 form13fsubmission-mar11.txt United States Securities and Exchange Commission Washington, D.C. 20549 Form 13F Form 13F Cover Page Report for the Calendar Year or Quarter Ended: 3/31/2011 Check here if Amendment[ ];Amendment Number: This Amendment(Check one): [ ]is a restatement. [ ]adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Barton Investment Management Address: 100 Four Falls Corp Center, Suite 202 West Conshohocken, PA 19403 Form 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Singing this Report on Behalf of Reporting Manager: Name: Jay Riley Title: Managing Director Phone: 610-260-0692 Signature, Place, and Date of Signing: Jay Riley West Conshohocken, PA 5/09/11 Signature City, State Date Report Type (Check only one): [x] 13F HOLDINGS REPORT (Check here if all holdings of this reporting manager are reported on this report.) [ ] 13F NOTICE (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s). [ ] 13F COMBINATION REPORT (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting managers(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 48 Form 13F Information Table Value Total: 149,343 (thousands) List of Other Included Managers: None FORM 13F INFORMATION TABLE VALUE SHARES/ SH/PUT/INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRNCALLDSCRETN MANAGERS SOLE SHARED NONE ------------------------- ------------- -------- ------- ------- -- --- ------ ------- ---- ----- --- Cooper Industries Ord Common Stock G24140108 454 7,000SH SOLE 7,000 Abbott Laboratories Common Stock 002824100 777 15,848SH SOLE 15,848 Amazon.com Common Stock 023135106 7,647 42,452SH SOLE 42,452 American Express Common Stock 025816109 1,661 36,754SH SOLE 36,754 American Tower Common Stock 029912201 18,580 358,556SH SOLE 358,556 Anadarko Petroleum Common Stock 032511107 950 11,600SH SOLE 11,600 Apple Computer Inc Common Stock 037833100 209 600SH SOLE 600 Athenahealth Inc Common Stock 04685W103 9,160 202,965SH SOLE 202,965 Auto Data Processing Common Stock 053015103 554 10,800SH SOLE 10,800 Berkshire Hathaway Cl A CL A 084670108 877 7SH SOLE 7 Berkshire Hathaway Cl B CL B 084670207 289 3,450SH SOLE 3,450 Cigna Common Stock 125509109 580 13,095SH SOLE 13,095 Cardionet Inc Common Stock 14159L103 268 56,000SH SOLE 56,000 Chevron Texaco Common Stock 166764100 436 4,060SH SOLE 4,060 Coca Cola Company Common Stock 191216100 637 9,608SH SOLE 9,608 DTS Inc Common Stock 23335C101 3,209 68,820SH SOLE 68,820 Destination Maternity Co Common Stock 25065D100 2,039 88,390SH SOLE 88,390 Devon Energy New Common Stock 25179M103 551 6,000SH SOLE 6,000 Dollar Financial Corp Common Stock 256664103 311 15,000SH SOLE 15,000 Dunn & Bradstreet Copr. New Common Stock 26483E100 241 3,000SH SOLE 3,000 eBay Common Stock 278642103 5,484 176,672SH SOLE 176,672 Electronic Arts Common Stock 285512109 2,480 126,973SH SOLE 126,973 Esco Technologies Common Stock 296315104 1,509 39,565SH SOLE 39,565 Euronet Worldwide Common Stock 298736109 6,587 340,757SH SOLE 340,757 Exxon Mobil Common Stock 30231G102 6,965 82,788SH SOLE 82,788 General Electric Common Stock 369604103 754 37,588SH SOLE 37,588 Genworth Financial Inc Common Stock 37247D106 188 14,000SH SOLE 14,000 Google Inc Class A CL A 38259P508 827 1,410SH SOLE 1,410 Hess Corp Common Stock 42809H107 256 3,000SH SOLE 3,000 I C U Medical Common Stock 44930G107 1,255 28,675SH SOLE 28,675 Intl Business Machines Common Stock 459200101 654 4,009SH SOLE 4,009 Johnson & Johnson Common Stock 478160104 2,074 34,996SH SOLE 34,996 Kimberly Clark Common Stock 494368103 212 3,252SH SOLE 3,252 Kraft Foods Inc Common Stock 50075N104 250 7,981SH SOLE 7,981 Legg Mason Inc Common Stock 524901105 2,009 55,670SH SOLE 55,670 Merck & Co Inc Common Stock 58933Y105 432 13,080SH SOLE 13,080 Microsoft Common Stock 594918104 1,098 43,262SH SOLE 43,262 Netflix Inc Common Stock 64110L106 32,085 134,935SH SOLE 134,935 Northern Trust Corporation Common Stock 665859104 497 9,800SH SOLE 9,800 Oracle Common Stock 68389X105 568 17,000SH SOLE 17,000 Penn Virginia Corp Com Unit R Lim 707882106 1,610 94,919SH SOLE 94,919 Penn Virginia Res Ptnrs Common Stock 707884102 986 35,600SH SOLE 35,600 Pfizer Incorporated Common Stock 717081103 353 17,400SH SOLE 17,400 Philip Morris Intl Inc Common Stock 718172109 498 7,586SH SOLE 7,586 T Rowe Price Group Common Stock 74144T108 3,078 46,348SH SOLE 46,348 Qualcomm Common Stock 747525103 25,297 461,373SH SOLE 461,373 Rackspace Hosting Inc Common Stock 750086100 1,578 36,830SH SOLE 36,830 Wells Fargo & Co. New Common Stock 949746101 329 10,375SH SOLE 10,375