Tirschwell & Loewy as of Dec. 31, 2014
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 85 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tiffany & Co. | 6.1 | $38M | 354k | 106.86 | |
| Biogen Idec (BIIB) | 5.9 | $37M | 107k | 339.45 | |
| Johnson & Johnson (JNJ) | 3.9 | $24M | 229k | 104.57 | |
| Brown-Forman Corporation (BF.B) | 3.7 | $23M | 262k | 87.84 | |
| Danaher Corporation (DHR) | 3.5 | $22M | 254k | 85.71 | |
| Cognex Corporation (CGNX) | 3.5 | $22M | 521k | 41.33 | |
| Stratasys | 3.4 | $21M | 252k | 83.11 | |
| W.W. Grainger (GWW) | 3.1 | $20M | 77k | 254.89 | |
| Analog Devices (ADI) | 3.1 | $19M | 350k | 55.52 | |
| 3 M Company | 3.0 | $18M | 112k | 164.32 | |
| Neogen Corporation (NEOG) | 2.9 | $18M | 365k | 49.59 | |
| Novo Nordisk A/S (NVO) | 2.8 | $17M | 411k | 42.32 | |
| Honeywell International (HON) | 2.8 | $17M | 172k | 99.92 | |
| Schlumberger (SLB) | 2.8 | $17M | 202k | 85.41 | |
| Raytheon Company | 2.6 | $16M | 149k | 108.17 | |
| Amgen (AMGN) | 2.5 | $15M | 97k | 159.29 | |
| Dex (DXCM) | 2.4 | $15M | 274k | 55.05 | |
| Henry Schein (HSIC) | 2.4 | $15M | 110k | 136.15 | |
| IDEXX Laboratories (IDXX) | 2.2 | $14M | 94k | 148.27 | |
| Syngenta | 2.1 | $13M | 205k | 64.24 | |
| Insulet Corporation (PODD) | 2.0 | $13M | 271k | 46.06 | |
| Citrix Systems | 2.0 | $12M | 190k | 63.80 | |
| Williams-Sonoma (WSM) | 1.8 | $11M | 151k | 75.68 | |
| Nektar Therapeutics (NKTR) | 1.7 | $11M | 691k | 15.50 | |
| Trimble Navigation (TRMB) | 1.7 | $10M | 390k | 26.54 | |
| General Electric Company | 1.5 | $9.4M | 370k | 25.27 | |
| Kimberly-Clark Corporation (KMB) | 1.5 | $9.2M | 80k | 115.54 | |
| Abbvie (ABBV) | 1.4 | $8.7M | 134k | 65.44 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 1.4 | $8.7M | 100k | 86.52 | |
| Ross Stores (ROST) | 1.4 | $8.6M | 91k | 94.26 | |
| State Street Corporation (STT) | 1.4 | $8.4M | 107k | 78.50 | |
| Occidental Petroleum Corporation (OXY) | 1.3 | $8.2M | 101k | 80.61 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.2 | $7.7M | 208k | 36.86 | |
| Illinois Tool Works (ITW) | 1.2 | $7.2M | 76k | 94.71 | |
| Mettler-Toledo International (MTD) | 1.1 | $7.1M | 23k | 302.46 | |
| Sirona Dental Systems | 1.1 | $6.9M | 79k | 87.37 | |
| Rockwell Collins | 0.9 | $5.5M | 66k | 84.48 | |
| Grupo Televisa (TV) | 0.8 | $5.0M | 146k | 34.06 | |
| Monsanto Company | 0.6 | $3.8M | 32k | 119.48 | |
| Merck & Co | 0.6 | $3.6M | 63k | 56.79 | |
| ConocoPhillips (COP) | 0.6 | $3.4M | 49k | 69.05 | |
| Dow Chemical | 0.5 | $3.2M | 43k | 73.93 | |
| Southern Company (SO) | 0.5 | $3.1M | 63k | 49.10 | |
| Unilever (UL) | 0.5 | $2.9M | 71k | 40.48 | |
| General Mills (GIS) | 0.4 | $2.6M | 48k | 53.34 | |
| Verizon Communications (VZ) | 0.4 | $2.5M | 53k | 46.77 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.4M | 26k | 92.44 | |
| Automation | 0.3 | $2.1M | 19k | 111.22 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.9M | 27k | 69.19 | |
| Home Depot (HD) | 0.3 | $1.8M | 17k | 104.96 | |
| Walt Disney Company (DIS) | 0.3 | $1.7M | 18k | 94.21 | |
| Hershey Company (HSY) | 0.3 | $1.7M | 17k | 103.95 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 39k | 42.21 | |
| SYSCO Corporation (SYY) | 0.3 | $1.7M | 42k | 39.68 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.4M | 6.00 | 226000.00 | |
| Hewlett-Packard Company | 0.2 | $1.3M | 33k | 40.12 | |
| International Business Machines (IBM) | 0.2 | $1.3M | 8.4k | 160.42 | |
| Pepsi (PEP) | 0.2 | $1.3M | 14k | 94.54 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.3M | 8.7k | 150.18 | |
| McDonald's Corporation (MCD) | 0.2 | $1.1M | 12k | 93.73 | |
| Kraft Foods | 0.2 | $1.1M | 18k | 62.66 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 12k | 91.05 | |
| Incyte Corporation (INCY) | 0.2 | $1.0M | 14k | 73.09 | |
| Bank Of New York | 0.2 | $1.0M | 25k | 40.56 | |
| Emerson Electric (EMR) | 0.1 | $911k | 15k | 61.71 | |
| Paychex (PAYX) | 0.1 | $748k | 16k | 46.17 | |
| Bristol Myers Squibb (BMY) | 0.1 | $626k | 11k | 59.06 | |
| E.I. du Pont de Nemours & Company | 0.1 | $526k | 12k | 45.64 | |
| CommVault Systems (CVLT) | 0.1 | $527k | 10k | 51.67 | |
| American Express Company (AXP) | 0.1 | $423k | 4.6k | 92.97 | |
| Boeing Company (BA) | 0.1 | $430k | 3.3k | 130.03 | |
| American Capital Agency | 0.1 | $430k | 20k | 21.83 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $417k | 5.4k | 76.87 | |
| Halyard Health | 0.1 | $357k | 7.9k | 45.43 | |
| California Resources | 0.1 | $374k | 8.5k | 44.00 | |
| Via | 0.1 | $316k | 4.2k | 75.24 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $311k | 5.0k | 62.63 | |
| Aetna Life Casualty | 0.1 | $289k | 3.2k | 88.98 | |
| Pfizer (PFE) | 0.0 | $246k | 7.9k | 31.15 | |
| Norfolk Southern (NSC) | 0.0 | $219k | 2.0k | 109.50 | |
| Gap (GPS) | 0.0 | $278k | 6.6k | 42.12 | |
| At&t Corp | 0.0 | $251k | 7.5k | 33.57 | |
| Campbell Soup Company (CPB) | 0.0 | $213k | 39k | 5.50 | |
| Walgreen Company | 0.0 | $206k | 2.7k | 76.30 | |
| Shire | 0.0 | $213k | 1.0k | 213.00 |
