Tirschwell & Loewy as of March 31, 2013
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 84 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 5.6 | $26M | 136k | 192.62 | |
| Tiffany & Co. | 5.5 | $25M | 366k | 69.54 | |
| Johnson & Johnson (JNJ) | 4.3 | $20M | 246k | 81.53 | |
| Brown-Forman Corporation (BF.B) | 4.1 | $19M | 268k | 71.40 | |
| Stratasys | 3.8 | $18M | 238k | 74.22 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 3.7 | $17M | 104k | 163.77 | |
| Syngenta | 3.6 | $17M | 201k | 83.75 | |
| W.W. Grainger (GWW) | 3.6 | $17M | 74k | 224.99 | |
| Analog Devices (ADI) | 3.5 | $16M | 349k | 46.49 | |
| Danaher Corporation (DHR) | 3.2 | $15M | 244k | 62.15 | |
| Schlumberger (SLB) | 3.2 | $15M | 200k | 74.89 | |
| Honeywell International (HON) | 3.0 | $14M | 186k | 75.35 | |
| 3 M Company | 2.7 | $13M | 120k | 106.31 | |
| H.J. Heinz Company | 2.5 | $12M | 160k | 72.27 | |
| Novo Nordisk A/S (NVO) | 2.4 | $11M | 69k | 161.50 | |
| Neogen Corporation (NEOG) | 2.3 | $11M | 220k | 49.57 | |
| Amgen (AMGN) | 2.3 | $11M | 104k | 102.51 | |
| Henry Schein (HSIC) | 2.3 | $11M | 114k | 92.55 | |
| General Electric Company | 2.2 | $10M | 447k | 23.12 | |
| Raytheon Company | 2.0 | $9.5M | 161k | 58.79 | |
| Cognex Corporation (CGNX) | 1.8 | $8.6M | 204k | 42.15 | |
| Citrix Systems | 1.8 | $8.5M | 118k | 72.15 | |
| Occidental Petroleum Corporation (OXY) | 1.8 | $8.2M | 104k | 78.37 | |
| Kimberly-Clark Corporation (KMB) | 1.7 | $7.9M | 81k | 97.98 | |
| IDEXX Laboratories (IDXX) | 1.5 | $6.9M | 75k | 92.39 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.3 | $6.2M | 189k | 33.04 | |
| Nektar Therapeutics (NKTR) | 1.3 | $6.0M | 550k | 11.00 | |
| State Street Corporation (STT) | 1.2 | $5.7M | 96k | 59.09 | |
| Williams-Sonoma (WSM) | 1.2 | $5.7M | 110k | 51.52 | |
| iShares MSCI Hong Kong Index Fund (EWH) | 1.2 | $5.7M | 285k | 19.84 | |
| Abbvie (ABBV) | 1.2 | $5.5M | 136k | 40.78 | |
| VCA Antech | 1.1 | $5.0M | 215k | 23.49 | |
| Illinois Tool Works (ITW) | 1.1 | $4.9M | 80k | 60.94 | |
| Ross Stores (ROST) | 1.0 | $4.8M | 79k | 60.61 | |
| Rockwell Collins | 1.0 | $4.7M | 74k | 63.12 | |
| Grupo Televisa (TV) | 1.0 | $4.6M | 173k | 26.61 | |
| iShares MSCI Brazil Index (EWZ) | 0.8 | $3.6M | 66k | 54.49 | |
| Halozyme Therapeutics (HALO) | 0.7 | $3.3M | 572k | 5.76 | |
| Monsanto Company | 0.7 | $3.1M | 29k | 105.64 | |
| Merck & Co | 0.6 | $3.0M | 68k | 44.20 | |
| ConocoPhillips (COP) | 0.6 | $2.9M | 49k | 60.10 | |
| PowerShares Gld Drg Haltr USX China | 0.6 | $2.8M | 145k | 19.13 | |
| Southern Company (SO) | 0.6 | $2.7M | 57k | 46.92 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $2.4M | 27k | 90.11 | |
| Sirona Dental Systems | 0.5 | $2.4M | 33k | 73.74 | |
| E.I. du Pont de Nemours & Company | 0.5 | $2.3M | 47k | 49.15 | |
| Verizon Communications (VZ) | 0.4 | $2.0M | 40k | 49.15 | |
| International Business Machines (IBM) | 0.4 | $2.0M | 9.3k | 213.33 | |
| Automation | 0.4 | $2.0M | 23k | 86.34 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.6M | 14k | 118.02 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 39k | 40.44 | |
| Hewlett-Packard Company | 0.3 | $1.6M | 66k | 23.84 | |
| Hershey Company (HSY) | 0.3 | $1.6M | 18k | 87.56 | |
| Unilever (UL) | 0.3 | $1.5M | 35k | 42.23 | |
| Home Depot (HD) | 0.3 | $1.3M | 19k | 69.76 | |
| Teva Pharmaceutical Industries (TEVA) | 0.3 | $1.3M | 33k | 39.69 | |
| Pepsi (PEP) | 0.3 | $1.3M | 17k | 79.10 | |
| Walt Disney Company (DIS) | 0.2 | $1.1M | 19k | 56.80 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 14k | 77.03 | |
| CommVault Systems (CVLT) | 0.2 | $1.0M | 12k | 82.03 | |
| Kraft Foods | 0.2 | $980k | 19k | 51.52 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $938k | 6.00 | 156333.33 | |
| Emerson Electric (EMR) | 0.2 | $809k | 15k | 55.90 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $755k | 7.3k | 104.14 | |
| General Mills (GIS) | 0.1 | $690k | 14k | 49.29 | |
| Bank Of New York | 0.1 | $702k | 25k | 27.99 | |
| Dex (DXCM) | 0.1 | $609k | 36k | 16.73 | |
| American Capital Agency | 0.1 | $610k | 19k | 32.80 | |
| Bristol Myers Squibb (BMY) | 0.1 | $515k | 13k | 41.20 | |
| Harley-Davidson (HOG) | 0.1 | $469k | 8.8k | 53.30 | |
| McDonald's Corporation (MCD) | 0.1 | $434k | 4.4k | 99.77 | |
| WisdomTree India Earnings Fund (EPI) | 0.1 | $440k | 25k | 17.96 | |
| American Express Company (AXP) | 0.1 | $374k | 5.6k | 67.39 | |
| Nabors Industries | 0.1 | $375k | 23k | 16.20 | |
| Incyte Corporation (INCY) | 0.1 | $346k | 15k | 23.41 | |
| Caterpillar (CAT) | 0.1 | $296k | 3.4k | 87.06 | |
| Boeing Company (BA) | 0.1 | $284k | 3.3k | 85.88 | |
| Via | 0.1 | $253k | 4.2k | 60.24 | |
| Pfizer (PFE) | 0.1 | $216k | 7.5k | 28.85 | |
| Gap (GPS) | 0.1 | $237k | 6.7k | 35.37 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $247k | 5.2k | 47.49 | |
| Microsoft Corporation (MSFT) | 0.0 | $208k | 7.3k | 28.63 | |
| At&t Corp | 0.0 | $201k | 5.5k | 36.70 | |
| R Blender 1753 nv ord | 0.0 | $200k | 13k | 15.47 |
