Siphron Capital Management

Siphron Capital Management as of March 31, 2014

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 75 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 5.1 $2.9M 2.6k 1114.48
Union Pacific Corporation (UNP) 4.4 $2.5M 13k 187.67
Ecolab (ECL) 4.2 $2.4M 22k 108.00
Amazon (AMZN) 4.1 $2.4M 7.0k 336.34
Becton, Dickinson and (BDX) 3.7 $2.1M 18k 117.09
Costco Wholesale Corporation (COST) 3.6 $2.1M 18k 111.66
Directv 3.5 $2.0M 27k 76.41
Wells Fargo & Company (WFC) 3.5 $2.0M 40k 49.74
UnitedHealth (UNH) 3.5 $2.0M 24k 82.00
Visa (V) 3.5 $2.0M 9.2k 215.89
Apple (AAPL) 3.5 $2.0M 3.7k 536.64
3M Company (MMM) 3.4 $1.9M 14k 135.63
American Express Company (AXP) 3.3 $1.9M 21k 90.01
Stryker Corporation (SYK) 3.3 $1.9M 23k 81.47
Hain Celestial (HAIN) 3.3 $1.9M 21k 91.44
Nike (NKE) 3.2 $1.8M 25k 73.87
Johnson & Johnson (JNJ) 3.2 $1.8M 18k 98.21
Church & Dwight (CHD) 3.1 $1.8M 26k 69.08
Celgene Corporation 3.1 $1.8M 13k 139.62
Donaldson Company (DCI) 3.1 $1.7M 41k 42.40
Caterpillar (CAT) 3.0 $1.7M 17k 99.36
Pepsi (PEP) 2.7 $1.6M 19k 83.49
Medtronic 2.7 $1.6M 25k 61.54
Estee Lauder Companies (EL) 2.6 $1.5M 22k 66.89
Fastenal Company (FAST) 2.5 $1.5M 30k 49.31
Anadarko Petroleum Corporation 2.5 $1.4M 17k 84.79
Intuit (INTU) 2.4 $1.4M 18k 77.75
Cerner Corporation 2.4 $1.4M 25k 56.25
Kimberly-Clark Corporation (KMB) 2.2 $1.3M 11k 110.27
V.F. Corporation (VFC) 2.2 $1.2M 20k 61.88
Under Armour (UAA) 1.6 $940k 8.2k 114.63
Walt Disney Company (DIS) 1.5 $877k 11k 80.09
Advent Software 0.0 $4.0k 131.00 30.53
Lumber Liquidators Holdings (LL) 0.0 $3.0k 36.00 83.33
Wolverine World Wide (WWW) 0.0 $3.0k 88.00 34.09
Balchem Corporation (BCPC) 0.0 $3.0k 54.00 55.56
Fiserv (FI) 0.0 $3.0k 48.00 62.50
Toro Company (TTC) 0.0 $3.0k 43.00 69.77
Dorman Products (DORM) 0.0 $3.0k 56.00 53.57
Middleby Corporation (MIDD) 0.0 $4.0k 15.00 266.67
Boston Beer Company (SAM) 0.0 $4.0k 17.00 235.29
NetScout Systems (NTCT) 0.0 $3.0k 76.00 39.47
Exponent (EXPO) 0.0 $3.0k 36.00 83.33
UniFirst Corporation (UNF) 0.0 $3.0k 27.00 111.11
J Global (ZD) 0.0 $3.0k 64.00 46.88
Cognizant Technology Solutions (CTSH) 0.0 $999.900000 22.00 45.45
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
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
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
G-III Apparel (GIII) 0.0 $2.0k 30.00 66.67
Steven Madden (SHOO) 0.0 $2.0k 64.00 31.25
Team 0.0 $2.0k 54.00 37.04
Badger Meter (BMI) 0.0 $2.0k 42.00 47.62
Clarcor 0.0 $2.0k 41.00 48.78
DXP Enterprises (DXPE) 0.0 $2.0k 18.00 111.11
ICU Medical, Incorporated (ICUI) 0.0 $2.0k 33.00 60.61
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 $2.0k 96.00 20.83
B&G Foods (BGS) 0.0 $2.0k 66.00 30.30