Siphron Capital Management as of Dec. 31, 2010
Portfolio Holdings for Siphron Capital Management
Siphron Capital Management holds 48 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 4.7 | $8.8M | 27k | 322.56 | |
| Autodesk (ADSK) | 4.7 | $8.8M | 230k | 38.20 | |
| Estee Lauder Companies (EL) | 4.6 | $8.6M | 107k | 80.70 | |
| Caterpillar (CAT) | 4.1 | $7.7M | 82k | 93.66 | |
| Becton, Dickinson and (BDX) | 3.8 | $7.2M | 85k | 84.53 | |
| General Electric Company | 3.7 | $7.0M | 381k | 18.29 | |
| Deere & Company (DE) | 3.6 | $6.8M | 82k | 83.04 | |
| Costco Wholesale Corporation (COST) | 3.4 | $6.4M | 89k | 72.21 | |
| EMC Corporation | 3.4 | $6.4M | 279k | 22.90 | |
| Amazon (AMZN) | 3.4 | $6.3M | 35k | 180.00 | |
| 3.2 | $6.1M | 10k | 593.93 | ||
| Anadarko Petroleum Corporation | 3.2 | $6.0M | 79k | 76.16 | |
| Cummins (CMI) | 3.1 | $5.9M | 54k | 110.02 | |
| Union Pacific Corporation (UNP) | 3.1 | $5.9M | 63k | 92.66 | |
| Visa (V) | 3.1 | $5.9M | 83k | 70.38 | |
| Bristol Myers Squibb (BMY) | 3.0 | $5.7M | 216k | 26.48 | |
| United Parcel Service (UPS) | 3.0 | $5.7M | 79k | 72.58 | |
| Microchip Technology (MCHP) | 3.0 | $5.7M | 167k | 34.21 | |
| Intuit (INTU) | 3.0 | $5.7M | 116k | 49.30 | |
| McCormick & Company, Incorporated (MKC) | 3.0 | $5.6M | 121k | 46.53 | |
| Intel Corporation (INTC) | 2.9 | $5.5M | 261k | 21.03 | |
| Cisco Systems (CSCO) | 2.9 | $5.4M | 268k | 20.23 | |
| Kraft Foods | 2.8 | $5.3M | 169k | 31.51 | |
| Johnson & Johnson (JNJ) | 2.5 | $4.7M | 76k | 61.85 | |
| Clorox Company (CLX) | 2.5 | $4.7M | 74k | 63.28 | |
| General Mills (GIS) | 2.5 | $4.6M | 129k | 35.59 | |
| Medtronic | 2.4 | $4.5M | 121k | 37.09 | |
| International Business Machines (IBM) | 2.1 | $4.0M | 27k | 146.75 | |
| Amgen (AMGN) | 2.0 | $3.8M | 70k | 54.90 | |
| Campbell Soup Company (CPB) | 1.9 | $3.6M | 105k | 34.75 | |
| McDonald's Corporation (MCD) | 1.9 | $3.6M | 47k | 76.75 | |
| Pepsi (PEP) | 1.9 | $3.5M | 54k | 65.32 | |
| Network Appliance | 0.1 | $220k | 4.0k | 55.00 | |
| Oracle Corporation (ORCL) | 0.1 | $175k | 5.6k | 31.25 | |
| Altera Corporation | 0.1 | $171k | 4.8k | 35.62 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $147k | 2.0k | 73.50 | |
| Ansys (ANSS) | 0.1 | $156k | 3.0k | 52.00 | |
| Linear Technology Corporation | 0.1 | $142k | 4.1k | 34.63 | |
| Accenture (ACN) | 0.1 | $145k | 3.0k | 48.33 | |
| Netflix (NFLX) | 0.1 | $141k | 800.00 | 176.25 | |
| BMC Software | 0.1 | $127k | 2.7k | 47.04 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $124k | 3.8k | 32.63 | |
| Analog Devices (ADI) | 0.1 | $113k | 3.0k | 37.67 | |
| Hewlett-Packard Company | 0.1 | $105k | 2.5k | 42.00 | |
| Fiserv (FI) | 0.1 | $105k | 1.8k | 58.33 | |
| McAfee | 0.1 | $88k | 1.9k | 46.32 | |
| Marvell Technology Group | 0.0 | $74k | 4.0k | 18.50 | |
| Broadcom Corporation | 0.0 | $44k | 1.0k | 44.00 |
