Siphron Capital Management

Siphron Capital Management as of Sept. 30, 2012

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 47 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
Visa (V) 5.0 $5.4M 40k 134.28
Google 4.3 $4.7M 6.2k 754.42
Apple (AAPL) 4.2 $4.5M 6.7k 667.06
Cognizant Technology Solutions (CTSH) 4.0 $4.3M 43k 100.16
Amazon (AMZN) 4.0 $4.3M 17k 254.34
FactSet Research Systems (FDS) 3.8 $4.1M 95k 42.99
Autodesk (ADSK) 3.5 $3.8M 113k 33.35
Donaldson Company (DCI) 3.5 $3.7M 137k 27.27
Johnson & Johnson (JNJ) 3.4 $3.7M 54k 68.91
Union Pacific Corporation (UNP) 3.4 $3.6M 31k 118.70
McCormick & Company, Incorporated (MKC) 3.4 $3.6M 58k 62.04
Campbell Soup Company (CPB) 3.2 $3.4M 40k 86.05
Intuit (INTU) 3.2 $3.4M 58k 58.88
Celgene Corporation 3.2 $3.4M 45k 76.39
Deere & Company (DE) 3.1 $3.3M 96k 34.71
Ecolab (ECL) 3.1 $3.3M 51k 64.81
Eli Lilly & Co. (LLY) 3.0 $3.2M 69k 47.41
Cummins (CMI) 3.0 $3.2M 39k 82.47
Becton, Dickinson and (BDX) 3.0 $3.2M 41k 78.57
Estee Lauder Companies (EL) 2.9 $3.1M 51k 61.57
V.F. Corporation (VFC) 2.9 $3.1M 20k 159.38
eBay (EBAY) 2.8 $3.1M 63k 48.37
Pepsi (PEP) 2.8 $3.0M 43k 70.77
Amgen (AMGN) 2.8 $3.0M 36k 84.30
International Business Machines (IBM) 2.6 $2.8M 14k 207.42
United Parcel Service (UPS) 2.5 $2.7M 38k 71.58
Anadarko Petroleum Corporation 2.5 $2.7M 38k 69.91
Caterpillar (CAT) 2.4 $2.6M 134k 19.09
Medtronic 2.3 $2.5M 58k 43.11
Clarcor 2.3 $2.5M 55k 44.63
Wells Fargo & Company (WFC) 2.0 $2.1M 62k 34.52
Ansys (ANSS) 0.2 $217k 3.0k 73.31
Accenture (ACN) 0.2 $220k 3.1k 70.06
Fiserv (FI) 0.2 $212k 2.9k 73.87
EMC Corporation 0.2 $175k 1.8k 96.15
Clorox Company (CLX) 0.2 $177k 2.5k 69.96
Analog Devices (ADI) 0.1 $147k 3.8k 39.20
Qualcomm (QCOM) 0.1 $152k 2.4k 62.30
Varian Medical Systems 0.1 $137k 2.3k 60.35
Microsoft Corporation (MSFT) 0.1 $132k 4.4k 29.73
BMC Software 0.1 $119k 2.9k 41.46
Network Appliance 0.1 $100k 3.1k 32.79
Oracle Corporation (ORCL) 0.1 $94k 3.0k 31.33
Altera Corporation 0.1 $84k 2.5k 34.15
Intel Corporation (INTC) 0.1 $78k 3.5k 22.54
Linear Technology Corporation 0.1 $70k 2.2k 31.82
Texas Instruments Incorporated (TXN) 0.1 $61k 2.2k 27.73