Siphron Capital Management

Siphron Capital Management as of Dec. 31, 2013

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 74 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 5.1 $3.5M 3.1k 1120.78
Amazon (AMZN) 4.9 $3.4M 8.4k 398.84
Ecolab (ECL) 4.0 $2.8M 27k 104.27
Union Pacific Corporation (UNP) 4.0 $2.7M 16k 168.02
Costco Wholesale Corporation (COST) 3.9 $2.7M 22k 119.01
Celgene Corporation 3.8 $2.6M 15k 168.97
Apple (AAPL) 3.6 $2.5M 4.5k 560.93
Visa (V) 3.6 $2.5M 11k 222.64
3M Company (MMM) 3.6 $2.5M 18k 140.23
Becton, Dickinson and (BDX) 3.5 $2.4M 22k 110.50
Nike (NKE) 3.4 $2.4M 30k 78.63
American Express Company (AXP) 3.4 $2.4M 26k 90.74
Hain Celestial (HAIN) 3.3 $2.3M 25k 90.77
Directv 3.2 $2.2M 32k 69.07
Wells Fargo & Company (WFC) 3.2 $2.2M 49k 45.41
UnitedHealth (UNH) 3.2 $2.2M 30k 75.31
Donaldson Company (DCI) 3.1 $2.2M 50k 43.47
Stryker Corporation (SYK) 3.1 $2.1M 28k 75.14
United Parcel Service (UPS) 3.0 $2.1M 20k 105.07
Church & Dwight (CHD) 3.0 $2.1M 32k 66.28
Johnson & Johnson (JNJ) 3.0 $2.0M 22k 91.60
Estee Lauder Companies (EL) 2.9 $2.0M 27k 75.31
Caterpillar (CAT) 2.8 $1.9M 21k 90.79
Pepsi (PEP) 2.7 $1.9M 23k 82.93
Medtronic 2.5 $1.8M 31k 57.39
Fastenal Company (FAST) 2.5 $1.7M 36k 47.51
Cerner Corporation 2.4 $1.7M 30k 55.73
Intuit (INTU) 2.4 $1.7M 22k 76.33
Anadarko Petroleum Corporation 2.3 $1.6M 20k 79.33
V.F. Corporation (VFC) 2.2 $1.5M 25k 62.36
Kimberly-Clark Corporation (KMB) 2.1 $1.4M 14k 104.50
Advent Software 0.0 $5.0k 131.00 38.17
Lumber Liquidators Holdings (LL) 0.0 $4.0k 36.00 111.11
Middleby Corporation (MIDD) 0.0 $4.0k 15.00 266.67
Boston Beer Company (SAM) 0.0 $4.0k 17.00 235.29
Cognizant Technology Solutions (CTSH) 0.0 $2.0k 22.00 90.91
Microsoft Corporation (MSFT) 0.0 $2.0k 52.00 38.46
Ansys (ANSS) 0.0 $2.0k 26.00 76.92
Autodesk (ADSK) 0.0 $2.0k 36.00 55.56
Microchip Technology (MCHP) 0.0 $2.0k 42.00 47.62
NetApp (NTAP) 0.0 $999.900000 33.00 30.30
Automatic Data Processing (ADP) 0.0 $2.0k 23.00 86.96
Intel Corporation (INTC) 0.0 $1.0k 53.00 18.87
Analog Devices (ADI) 0.0 $2.0k 38.00 52.63
Wolverine World Wide (WWW) 0.0 $3.0k 88.00 34.09
Amgen (AMGN) 0.0 $2.0k 16.00 125.00
Texas Instruments Incorporated (TXN) 0.0 $2.0k 37.00 54.05
Qualcomm (QCOM) 0.0 $2.0k 24.00 83.33
Linear Technology Corporation 0.0 $999.900000 30.00 33.33
Accenture (ACN) 0.0 $2.0k 28.00 71.43
Sturm, Ruger & Company (RGR) 0.0 $2.0k 33.00 60.61
FactSet Research Systems (FDS) 0.0 $2.0k 19.00 105.26
Balchem Corporation (BCPC) 0.0 $3.0k 54.00 55.56
Fiserv (FI) 0.0 $3.0k 48.00 62.50
Oracle Corporation (ORCL) 0.0 $2.0k 43.00 46.51
Varian Medical Systems 0.0 $2.0k 23.00 86.96
World Acceptance (WRLD) 0.0 $2.0k 26.00 76.92
Toro Company (TTC) 0.0 $3.0k 43.00 69.77
Dorman Products (DORM) 0.0 $3.0k 56.00 53.57
G-III Apparel (GIII) 0.0 $2.0k 30.00 66.67
Steven Madden (SHOO) 0.0 $2.0k 64.00 31.25
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
Clarcor 0.0 $3.0k 41.00 73.17
DXP Enterprises (DXPE) 0.0 $2.0k 18.00 111.11
Exponent (EXPO) 0.0 $3.0k 36.00 83.33
ICU Medical, Incorporated (ICUI) 0.0 $2.0k 33.00 60.61
UniFirst Corporation (UNF) 0.0 $3.0k 27.00 111.11
WD-40 Company (WDFC) 0.0 $2.0k 30.00 66.67
AZZ Incorporated (AZZ) 0.0 $2.0k 50.00 40.00
Meridian Bioscience 0.0 $3.0k 96.00 31.25
B&G Foods (BGS) 0.0 $2.0k 66.00 30.30
J Global (ZD) 0.0 $3.0k 64.00 46.88