Tirschwell & Loewy

Tirschwell & Loewy as of Sept. 30, 2012

Portfolio Holdings for Tirschwell & Loewy

Tirschwell & Loewy holds 76 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Johnson & Johnson (JNJ) 6.0 $18M 295k 60.89
Tiffany & Co. 5.7 $17M 440k 38.53
Beckman Coulter 5.1 $15M 224k 68.94
Biogen Idec (BIIB) 4.1 $12M 245k 50.52
ANALOG DEVICES INC COM Stk 4.0 $12M 433k 27.58
Schlumberger (SLB) 3.8 $12M 192k 59.60
Teva Pharmaceutical Industries (TEVA) 3.4 $10M 201k 50.56
3 M Company 3.1 $9.4M 128k 73.80
VCA Antech 3.1 $9.4M 348k 26.89
Dionex Corporation 3.1 $9.2M 142k 64.97
W.W. Grainger (GWW) 2.9 $8.7M 97k 89.36
Honeywell International (HON) 2.6 $7.7M 209k 37.15
Hershey Company (HSY) 2.6 $7.7M 198k 38.86
Brown-Forman Corporation (BF.B) 2.5 $7.6M 158k 48.22
Amgen 2.5 $7.4M 123k 60.23
Raytheon Company 2.3 $7.0M 147k 47.97
Charles River Laboratories (CRL) 2.2 $6.6M 178k 36.98
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 2.1 $6.3M 131k 48.10
McAfee 1.9 $5.7M 130k 43.79
Syngenta 1.9 $5.7M 124k 45.95
PowerShares Glbl Clean Enrgy Port 1.9 $5.6M 335k 16.68
Occidental Petroleum Corporation (OXY) 1.8 $5.5M 70k 78.41
Rockwell Collins 1.8 $5.3M 105k 50.80
Hewlett-Packard Company 1.7 $5.2M 110k 47.21
Stratasys 1.7 $5.1M 297k 17.16
General Electric Company 1.6 $4.9M 301k 16.42
iShares MSCI Brazil Index (EWZ) 1.6 $4.8M 71k 67.64
Novo Nordisk A/S (NVO) 1.6 $4.7M 75k 62.95
Grupo Televisa (TV) 1.6 $4.7M 252k 18.59
Henry Schein (HSIC) 1.4 $4.2M 76k 54.90
iShares MSCI Hong Kong Index Fund (EWH) 1.4 $4.1M 267k 15.52
State Street Corporation (STT) 1.3 $4.0M 76k 52.60
Illinois Tool Works (ITW) 1.2 $3.5M 82k 42.71
Harley-Davidson (HOG) 1.2 $3.5M 152k 23.00
IDEXX Laboratories (IDXX) 1.0 $3.1M 62k 50.00
Nabors Industries 1.0 $3.1M 146k 20.90
Williams-Sonoma (WSM) 0.9 $2.7M 132k 20.23
Exxon Mobil Corporation (XOM) 0.8 $2.4M 35k 68.60
Caterpillar (CAT) 0.6 $1.9M 36k 51.33
Schering Plough Corp 0.6 $1.8M 65k 28.25
Colgate-Palmolive Company (CL) 0.6 $1.7M 23k 76.29
Automation 0.6 $1.7M 39k 42.59
Pepsi (PEP) 0.5 $1.6M 28k 58.67
International Business Machines (IBM) 0.4 $1.3M 11k 119.63
Bp Plc-spons 0.4 $1.2M 23k 53.21
American Express 0.4 $1.1M 34k 33.89
Merck & Co 0.4 $1.1M 35k 31.63
Teradyne (TER) 0.4 $1.1M 115k 9.25
Coca-Cola Company (KO) 0.3 $1.0M 20k 53.68
Procter & Gamble Company (PG) 0.3 $1.0M 18k 57.94
D Bank Of New York Co Inc Com St Common Stock 0 0.3 $974k 34k 29.00
Ross Stores (ROST) 0.3 $910k 19k 47.77
Home Depot (HD) 0.3 $880k 33k 26.63
Monsanto Company 0.3 $828k 11k 77.38
At&t (T) 0.2 $682k 25k 27.01
Berkshire Hathaway Inc-cl B cl b 0 0.2 $688k 207.00 3323.67
PowerShares Gld Drg Haltr USX China 0.2 $664k 29k 23.06
Walt Disney Company (DIS) 0.2 $608k 22k 27.46
Berkshire Hathaway Inc-cl A cl a 0 0.2 $606k 6.00 101000.00
Southern Company (SO) 0.2 $599k 19k 31.69
Wpp Group 0.2 $577k 13k 42.94
Chevron Corporation (CVX) 0.1 $444k 6.3k 70.40
General Mills (GIS) 0.1 $451k 7.0k 64.43
Morgan Stanley (MS) 0.1 $392k 13k 30.91
Steinway Musical Instruments 0.1 $360k 30k 11.86
Bristol Myers Squibb (BMY) 0.1 $336k 15k 22.55
Wyeth 0.1 $304k 6.3k 48.56
McDonald's Corporation (MCD) 0.1 $280k 4.9k 57.11
Pfizer (PFE) 0.1 $283k 17k 16.54
United Technologies Corporation 0.1 $271k 4.4k 60.97
Walgreen Company 0.1 $255k 6.8k 37.50
Boeing 0.1 $233k 4.3k 54.10
Kellogg Company (K) 0.1 $249k 5.1k 49.31
Citi 0.1 $217k 45k 4.85
Sara Lee 0.1 $186k 17k 11.12
Incyte Corporation (INCY) 0.0 $105k 16k 6.77