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 | |
| 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 |
