Siphron Capital Management

Siphron Capital Management as of Dec. 31, 2012

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 71 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa (V) 5.6 $5.3M 35k 151.58
FactSet Research Systems (FDS) 4.1 $3.9M 83k 46.65
Google 4.0 $3.8M 5.4k 707.36
Cognizant Technology Solutions (CTSH) 3.9 $3.7M 37k 98.73
Amazon (AMZN) 3.9 $3.7M 15k 250.86
Autodesk (ADSK) 3.7 $3.5M 98k 35.35
Union Pacific Corporation (UNP) 3.6 $3.4M 27k 125.72
Johnson & Johnson (JNJ) 3.5 $3.3M 47k 70.09
McCormick & Company, Incorporated (MKC) 3.4 $3.2M 51k 63.54
Ecolab (ECL) 3.4 $3.2M 44k 71.90
Apple (AAPL) 3.3 $3.1M 5.8k 532.19
Campbell Soup Company (CPB) 3.3 $3.1M 35k 89.62
Celgene Corporation 3.2 $3.0M 39k 78.47
Donaldson Company (DCI) 3.2 $3.0M 120k 25.30
Intuit (INTU) 3.2 $3.0M 50k 59.47
Cummins (CMI) 3.1 $3.0M 34k 86.41
Eli Lilly & Co. (LLY) 3.1 $2.9M 60k 49.32
eBay (EBAY) 3.0 $2.8M 55k 50.99
Becton, Dickinson and (BDX) 2.9 $2.8M 36k 78.20
Deere & Company (DE) 2.9 $2.7M 83k 32.84
Amgen (AMGN) 2.8 $2.7M 31k 86.20
Estee Lauder Companies (EL) 2.8 $2.6M 44k 59.86
V.F. Corporation (VFC) 2.7 $2.5M 17k 150.95
Pepsi (PEP) 2.7 $2.5M 37k 68.43
Anadarko Petroleum Corporation 2.6 $2.5M 33k 74.32
United Parcel Service (UPS) 2.6 $2.4M 33k 73.73
Caterpillar (CAT) 2.4 $2.3M 117k 19.65
Clarcor 2.4 $2.3M 48k 47.79
International Business Machines (IBM) 2.4 $2.3M 12k 191.56
Medtronic 2.2 $2.1M 50k 41.02
Wells Fargo & Company (WFC) 2.0 $1.8M 54k 34.18
Fiserv (FI) 0.2 $206k 2.6k 78.93
Accenture (ACN) 0.2 $190k 2.9k 66.43
Ansys (ANSS) 0.2 $181k 2.7k 67.29
Clorox Company (CLX) 0.2 $170k 2.3k 73.91
Analog Devices (ADI) 0.1 $143k 3.4k 41.94
Qualcomm (QCOM) 0.1 $137k 2.2k 61.71
EMC Corporation 0.1 $146k 1.7k 87.95
Varian Medical Systems 0.1 $145k 2.1k 70.05
Microsoft Corporation (MSFT) 0.1 $108k 4.0k 26.73
BMC Software 0.1 $103k 2.6k 39.46
Network Appliance 0.1 $93k 2.8k 33.45
Oracle Corporation (ORCL) 0.1 $91k 2.7k 33.33
Altera Corporation 0.1 $77k 2.2k 34.38
Intel Corporation (INTC) 0.1 $65k 3.2k 20.63
Texas Instruments Incorporated (TXN) 0.1 $62k 2.0k 31.00
Linear Technology Corporation 0.1 $69k 2.0k 34.50
Advent Software 0.0 $2.0k 86.00 23.26
Lumber Liquidators Holdings (LL) 0.0 $2.0k 36.00 55.56
Wolverine World Wide (WWW) 0.0 $2.0k 44.00 45.45
Sturm, Ruger & Company (RGR) 0.0 $999.900000 33.00 30.30
Balchem Corporation (BCPC) 0.0 $2.0k 54.00 37.04
World Acceptance (WRLD) 0.0 $2.0k 26.00 76.92
Toro Company (TTC) 0.0 $2.0k 43.00 46.51
Elizabeth Arden 0.0 $2.0k 41.00 48.78
Dorman Products (DORM) 0.0 $2.0k 56.00 35.71
Middleby Corporation (MIDD) 0.0 $2.0k 15.00 133.33
Boston Beer Company (SAM) 0.0 $2.0k 17.00 117.65
Steven Madden (SHOO) 0.0 $2.0k 43.00 46.51
NetScout Systems (NTCT) 0.0 $2.0k 76.00 26.32
Team 0.0 $2.0k 54.00 37.04
Badger Meter (BMI) 0.0 $2.0k 42.00 47.62
Exponent (EXPO) 0.0 $2.0k 36.00 55.56
ICU Medical, Incorporated (ICUI) 0.0 $2.0k 33.00 60.61
UniFirst Corporation (UNF) 0.0 $2.0k 27.00 74.07
AZZ Incorporated (AZZ) 0.0 $2.0k 50.00 40.00
Meridian Bioscience 0.0 $2.0k 96.00 20.83
Bio-Reference Laboratories 0.0 $2.0k 73.00 27.40
B&G Foods (BGS) 0.0 $2.0k 66.00 30.30
Ebix (EBIXQ) 0.0 $2.0k 114.00 17.54
J Global (ZD) 0.0 $2.0k 64.00 31.25