Tirschwell & Loewy as of March 31, 2014
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 80 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 |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 6.3 | $37M | 120k | 305.87 | |
| Tiffany & Co. | 5.4 | $32M | 366k | 86.15 | |
| Stratasys | 4.4 | $26M | 242k | 106.09 | |
| Brown-Forman Corporation (BF.B) | 4.1 | $24M | 267k | 89.69 | |
| Johnson & Johnson (JNJ) | 4.0 | $24M | 240k | 98.23 | |
| Schlumberger (SLB) | 3.3 | $19M | 197k | 97.50 | |
| W.W. Grainger (GWW) | 3.3 | $19M | 76k | 252.66 | |
| Danaher Corporation (DHR) | 3.3 | $19M | 256k | 75.00 | |
| Novo Nordisk A/S (NVO) | 3.2 | $19M | 409k | 45.65 | |
| Analog Devices (ADI) | 3.1 | $18M | 339k | 53.14 | |
| Cognex Corporation (CGNX) | 3.1 | $18M | 527k | 33.86 | |
| Syngenta | 2.9 | $17M | 225k | 75.78 | |
| Honeywell International (HON) | 2.9 | $17M | 179k | 92.76 | |
| Neogen Corporation (NEOG) | 2.8 | $16M | 356k | 44.95 | |
| 3 M Company | 2.7 | $16M | 115k | 135.66 | |
| Raytheon Company | 2.6 | $15M | 152k | 98.79 | |
| Trimble Navigation (TRMB) | 2.5 | $15M | 377k | 38.87 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 2.4 | $14M | 133k | 105.52 | |
| Henry Schein (HSIC) | 2.3 | $14M | 113k | 119.37 | |
| Citrix Systems | 2.1 | $13M | 218k | 57.44 | |
| Amgen (AMGN) | 2.1 | $12M | 100k | 123.34 | |
| General Electric Company | 2.0 | $12M | 443k | 25.89 | |
| IDEXX Laboratories (IDXX) | 1.9 | $11M | 94k | 121.40 | |
| Williams-Sonoma (WSM) | 1.7 | $10M | 151k | 66.64 | |
| Occidental Petroleum Corporation (OXY) | 1.7 | $9.8M | 103k | 95.29 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.6 | $9.1M | 214k | 42.66 | |
| Kimberly-Clark Corporation (KMB) | 1.5 | $8.8M | 80k | 110.25 | |
| State Street Corporation (STT) | 1.3 | $7.7M | 110k | 69.55 | |
| Nektar Therapeutics (NKTR) | 1.2 | $7.1M | 589k | 12.12 | |
| Abbvie (ABBV) | 1.2 | $7.0M | 136k | 51.40 | |
| Illinois Tool Works (ITW) | 1.1 | $6.4M | 79k | 81.32 | |
| Ross Stores (ROST) | 1.1 | $6.2M | 87k | 71.57 | |
| Sirona Dental Systems | 1.0 | $5.8M | 77k | 74.68 | |
| Rockwell Collins | 0.9 | $5.5M | 69k | 79.68 | |
| Grupo Televisa (TV) | 0.9 | $5.2M | 155k | 33.29 | |
| Mettler-Toledo International (MTD) | 0.8 | $4.8M | 20k | 235.68 | |
| iShares MSCI Hong Kong Index Fund (EWH) | 0.7 | $3.8M | 193k | 19.78 | |
| Merck & Co | 0.7 | $3.8M | 67k | 56.76 | |
| ConocoPhillips (COP) | 0.6 | $3.6M | 52k | 70.34 | |
| Monsanto Company | 0.6 | $3.5M | 30k | 113.78 | |
| Unilever (UL) | 0.5 | $3.1M | 72k | 42.79 | |
| E.I. du Pont de Nemours & Company | 0.5 | $3.0M | 45k | 67.11 | |
| Southern Company (SO) | 0.5 | $2.8M | 64k | 43.94 | |
| Automation | 0.5 | $2.7M | 22k | 124.56 | |
| General Mills (GIS) | 0.5 | $2.7M | 52k | 51.82 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.5M | 26k | 97.70 | |
| Verizon Communications (VZ) | 0.4 | $2.4M | 51k | 47.56 | |
| PowerShares Gld Drg Haltr USX China | 0.4 | $2.3M | 78k | 30.09 | |
| Hershey Company (HSY) | 0.3 | $1.8M | 17k | 104.41 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.8M | 27k | 64.87 | |
| International Business Machines (IBM) | 0.3 | $1.6M | 8.4k | 192.53 | |
| Coca-Cola Company (KO) | 0.3 | $1.5M | 39k | 38.66 | |
| SYSCO Corporation (SYY) | 0.3 | $1.5M | 42k | 36.13 | |
| Home Depot (HD) | 0.2 | $1.4M | 18k | 79.14 | |
| Walt Disney Company (DIS) | 0.2 | $1.5M | 18k | 80.06 | |
| Dex (DXCM) | 0.2 | $1.5M | 35k | 41.37 | |
| Pepsi (PEP) | 0.2 | $1.3M | 16k | 83.50 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 14k | 80.62 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.1M | 8.7k | 124.94 | |
| Kraft Foods | 0.2 | $1.1M | 20k | 56.08 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.1M | 6.00 | 187333.33 | |
| Hewlett-Packard Company | 0.2 | $1.1M | 34k | 32.37 | |
| Emerson Electric (EMR) | 0.2 | $999k | 15k | 66.77 | |
| McDonald's Corporation (MCD) | 0.2 | $914k | 9.3k | 98.02 | |
| Bank Of New York | 0.1 | $874k | 25k | 35.27 | |
| Incyte Corporation (INCY) | 0.1 | $777k | 15k | 53.54 | |
| CommVault Systems (CVLT) | 0.1 | $662k | 10k | 64.90 | |
| Petro China | 0.1 | $616k | 5.7k | 108.55 | |
| American Express Company (AXP) | 0.1 | $500k | 5.6k | 90.09 | |
| Bristol Myers Squibb (BMY) | 0.1 | $551k | 11k | 51.98 | |
| Boeing Company (BA) | 0.1 | $415k | 3.3k | 125.49 | |
| American Capital Agency | 0.1 | $430k | 20k | 21.50 | |
| Via | 0.1 | $357k | 4.2k | 85.00 | |
| Campbell Soup Company (CPB) | 0.1 | $364k | 8.1k | 44.94 | |
| Gap (GPS) | 0.1 | $264k | 6.6k | 40.00 | |
| At&t Corp | 0.1 | $262k | 7.5k | 35.04 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $275k | 3.9k | 70.97 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $262k | 4.3k | 60.70 | |
| Aetna Life Casualty | 0.1 | $270k | 3.6k | 75.00 | |
| Pfizer (PFE) | 0.0 | $254k | 7.9k | 32.16 |
