Siphron Capital Management

Siphron Capital Management as of March 31, 2012

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 50 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $7.4M 12k 599.51
FactSet Research Systems (FDS) 4.6 $6.6M 122k 54.10
Autodesk (ADSK) 4.3 $6.1M 143k 42.32
Visa (V) 4.2 $6.0M 51k 118.00
Estee Lauder Companies (EL) 4.0 $5.7M 92k 61.95
Campbell Soup Company (CPB) 3.8 $5.4M 51k 106.53
Donaldson Company (DCI) 3.7 $5.2M 174k 29.88
Cognizant Technology Solutions (CTSH) 3.5 $5.0M 55k 90.79
Bristol Myers Squibb (BMY) 3.2 $4.5M 133k 33.75
Intuit (INTU) 3.1 $4.4M 73k 60.16
Deere & Company (DE) 3.1 $4.4M 122k 35.73
Union Pacific Corporation (UNP) 3.0 $4.2M 39k 107.48
Google 2.9 $4.1M 6.4k 641.17
Cummins (CMI) 2.9 $4.1M 50k 80.90
Becton, Dickinson and (BDX) 2.8 $4.0M 52k 77.66
McCormick & Company, Incorporated (MKC) 2.8 $4.0M 74k 54.44
Costco Wholesale Corporation (COST) 2.8 $4.0M 33k 120.05
Kraft Foods 2.8 $3.9M 104k 38.01
United Parcel Service (UPS) 2.8 $3.9M 49k 80.72
Microchip Technology (MCHP) 2.8 $3.9M 106k 37.20
Anadarko Petroleum Corporation 2.7 $3.8M 49k 78.34
International Business Machines (IBM) 2.5 $3.6M 17k 208.67
Caterpillar (CAT) 2.5 $3.6M 170k 21.15
Amazon (AMZN) 2.4 $3.5M 17k 202.51
Celgene Corporation 2.3 $3.3M 42k 77.53
General Mills (GIS) 2.2 $3.1M 80k 39.45
Johnson & Johnson (JNJ) 2.2 $3.1M 47k 65.96
Chipotle Mexican Grill (CMG) 2.2 $3.1M 7.4k 418.05
Amgen (AMGN) 2.1 $3.0M 45k 67.97
Medtronic 2.0 $2.9M 74k 39.19
Cisco Systems (CSCO) 1.8 $2.6M 38k 68.74
V.F. Corporation (VFC) 1.8 $2.6M 18k 146.00
Clarcor 1.8 $2.5M 51k 49.09
Pepsi (PEP) 1.5 $2.2M 33k 66.34
Accenture (ACN) 0.2 $226k 3.5k 64.57
Fiserv (FI) 0.2 $222k 3.2k 69.38
Ansys (ANSS) 0.1 $208k 3.2k 65.00
EMC Corporation 0.1 $208k 2.1k 99.05
Clorox Company (CLX) 0.1 $215k 2.8k 76.79
Qualcomm (QCOM) 0.1 $184k 2.7k 68.15
Intel Corporation (INTC) 0.1 $172k 6.1k 28.20
Analog Devices (ADI) 0.1 $166k 4.1k 40.49
Network Appliance 0.1 $152k 3.4k 44.71
Varian Medical Systems 0.1 $152k 2.2k 69.09
Altera Corporation 0.1 $159k 4.0k 39.75
Netflix (NFLX) 0.1 $138k 1.2k 115.00
Texas Instruments Incorporated (TXN) 0.1 $124k 3.7k 33.51
Linear Technology Corporation 0.1 $125k 3.7k 33.78
BMC Software 0.1 $96k 2.4k 40.00
Hewlett-Packard Company 0.0 $36k 1.5k 24.00