Siphron Capital Management

Siphron Capital Management as of Dec. 31, 2011

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 50 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FactSet Research Systems (FDS) 4.2 $5.2M 120k 43.61
Visa (V) 4.1 $5.1M 51k 101.52
Estee Lauder Companies (EL) 4.1 $5.1M 45k 112.31
Apple (AAPL) 3.9 $4.9M 12k 404.98
Bristol Myers Squibb (BMY) 3.7 $4.6M 131k 35.24
Campbell Soup Company (CPB) 3.6 $4.5M 50k 90.60
Cognizant Technology Solutions (CTSH) 3.6 $4.5M 54k 83.32
Autodesk (ADSK) 3.5 $4.3M 141k 30.33
Union Pacific Corporation (UNP) 3.3 $4.1M 39k 105.93
Deere & Company (DE) 3.3 $4.1M 60k 68.08
Google 3.3 $4.1M 6.3k 645.95
Becton, Dickinson and (BDX) 3.1 $3.8M 51k 74.72
Cummins (CMI) 3.1 $3.8M 50k 77.35
Kraft Foods 3.1 $3.8M 102k 37.36
Microchip Technology (MCHP) 3.1 $3.8M 104k 36.63
Intuit (INTU) 3.0 $3.8M 72k 52.59
Donaldson Company (DCI) 3.0 $3.7M 172k 21.54
McCormick & Company, Incorporated (MKC) 3.0 $3.7M 73k 50.42
Anadarko Petroleum Corporation 2.9 $3.6M 48k 76.33
United Parcel Service (UPS) 2.8 $3.5M 48k 73.19
General Mills (GIS) 2.5 $3.2M 78k 40.41
International Business Machines (IBM) 2.5 $3.1M 17k 183.87
Caterpillar (CAT) 2.4 $3.0M 165k 18.08
Johnson & Johnson (JNJ) 2.4 $3.0M 46k 65.58
Amazon (AMZN) 2.4 $2.9M 17k 173.08
Costco Wholesale Corporation (COST) 2.3 $2.9M 33k 88.03
Amgen (AMGN) 2.3 $2.8M 44k 64.22
Medtronic 2.2 $2.8M 73k 38.25
Celgene Corporation 2.2 $2.8M 41k 67.60
Clarcor 2.0 $2.5M 50k 49.98
Cisco Systems (CSCO) 2.0 $2.5M 37k 66.56
Chipotle Mexican Grill (CMG) 2.0 $2.5M 7.3k 337.74
V.F. Corporation (VFC) 1.8 $2.2M 18k 126.98
Pepsi (PEP) 1.7 $2.2M 33k 66.35
Ansys (ANSS) 0.1 $183k 3.2k 57.19
Accenture (ACN) 0.1 $160k 3.0k 53.33
Analog Devices (ADI) 0.1 $147k 4.1k 35.85
EMC Corporation 0.1 $148k 1.7k 87.06
Fiserv (FI) 0.1 $153k 2.6k 58.85
Altera Corporation 0.1 $148k 4.0k 37.00
Clorox Company (CLX) 0.1 $141k 2.2k 64.09
Network Appliance 0.1 $123k 3.4k 36.18
Texas Instruments Incorporated (TXN) 0.1 $108k 3.7k 29.19
Linear Technology Corporation 0.1 $111k 3.7k 30.00
Varian Medical Systems 0.1 $101k 1.5k 67.33
Intel Corporation (INTC) 0.1 $87k 3.6k 24.17
Qualcomm (QCOM) 0.1 $88k 1.6k 55.00
BMC Software 0.1 $79k 2.4k 32.92
Hewlett-Packard Company 0.0 $39k 1.5k 26.00
Netflix (NFLX) 0.0 $42k 600.00 70.00