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 |