Siphron Capital Management

Siphron Capital Management as of March 31, 2013

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 73 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
Visa (V) 5.6 $5.9M 35k 169.83
Google 4.1 $4.3M 5.4k 794.22
FactSet Research Systems (FDS) 4.0 $4.2M 83k 51.33
Autodesk (ADSK) 3.9 $4.1M 98k 41.25
Cognizant Technology Solutions (CTSH) 3.7 $3.9M 37k 106.11
Amazon (AMZN) 3.7 $3.9M 15k 266.51
Union Pacific Corporation (UNP) 3.6 $3.8M 27k 142.39
Johnson & Johnson (JNJ) 3.6 $3.8M 46k 81.53
McCormick & Company, Incorporated (MKC) 3.5 $3.7M 50k 73.55
Ecolab (ECL) 3.4 $3.5M 44k 80.18
Becton, Dickinson and (BDX) 3.2 $3.4M 35k 95.61
Eli Lilly & Co. (LLY) 3.2 $3.4M 59k 56.79
Intuit (INTU) 3.1 $3.3M 50k 65.66
Celgene Corporation 3.0 $3.1M 27k 115.91
Campbell Soup Company (CPB) 2.9 $3.0M 34k 86.96
Deere & Company (DE) 2.8 $3.0M 83k 36.18
eBay (EBAY) 2.8 $3.0M 55k 54.21
Pepsi (PEP) 2.8 $2.9M 37k 79.10
Cummins (CMI) 2.8 $2.9M 34k 85.97
Anadarko Petroleum Corporation 2.7 $2.9M 33k 87.45
Donaldson Company (DCI) 2.7 $2.9M 120k 23.89
United Parcel Service (UPS) 2.7 $2.8M 33k 85.91
Estee Lauder Companies (EL) 2.7 $2.8M 44k 64.02
Apple (AAPL) 2.5 $2.6M 5.8k 442.71
International Business Machines (IBM) 2.4 $2.5M 12k 213.31
Clarcor 2.4 $2.5M 48k 52.38
Caterpillar (CAT) 2.3 $2.4M 117k 20.90
Medtronic 2.2 $2.4M 50k 46.96
3M Company (MMM) 2.0 $2.1M 20k 106.33
Stryker Corporation (SYK) 1.9 $2.0M 31k 65.25
Wells Fargo & Company (WFC) 1.9 $2.0M 54k 36.99
Amgen (AMGN) 1.9 $2.0M 19k 102.53
V.F. Corporation (VFC) 1.6 $1.7M 10k 167.73
Fiserv (FI) 0.2 $245k 2.8k 87.81
Ansys (ANSS) 0.2 $234k 2.9k 81.25
Accenture (ACN) 0.2 $232k 3.1k 75.82
Clorox Company (CLX) 0.2 $188k 2.5k 76.42
Analog Devices (ADI) 0.2 $170k 3.7k 46.58
EMC Corporation 0.2 $165k 1.8k 92.70
Qualcomm (QCOM) 0.1 $159k 2.4k 66.81
Varian Medical Systems 0.1 $159k 2.2k 71.95
Microsoft Corporation (MSFT) 0.1 $144k 5.0k 28.69
BMC Software 0.1 $152k 3.3k 46.20
Oracle Corporation (ORCL) 0.1 $127k 3.9k 32.40
Network Appliance 0.1 $101k 3.0k 34.01
Linear Technology Corporation 0.1 $101k 2.6k 38.26
Altera Corporation 0.1 $85k 2.4k 35.42
Intel Corporation (INTC) 0.1 $74k 3.4k 21.96
Texas Instruments Incorporated (TXN) 0.1 $76k 2.1k 35.51
Advent Software 0.0 $2.0k 86.00 23.26
Lumber Liquidators Holdings (LLFLQ) 0.0 $3.0k 36.00 83.33
Wolverine World Wide (WWW) 0.0 $2.0k 44.00 45.45
Sturm, Ruger & Company (RGR) 0.0 $2.0k 33.00 60.61
Balchem Corporation (BCPC) 0.0 $2.0k 54.00 37.04
World Acceptance (WRLD) 0.0 $2.0k 26.00 76.92
Toro Company (TTC) 0.0 $2.0k 43.00 46.51
Elizabeth Arden 0.0 $2.0k 41.00 48.78
Dorman Products (DORM) 0.0 $2.0k 56.00 35.71
Middleby Corporation (MIDD) 0.0 $2.0k 15.00 133.33
Boston Beer Company (SAM) 0.0 $3.0k 17.00 176.47
Steven Madden (SHOO) 0.0 $2.0k 43.00 46.51
NetScout Systems (NTCT) 0.0 $2.0k 76.00 26.32
Team 0.0 $2.0k 54.00 37.04
Badger Meter (BMI) 0.0 $2.0k 42.00 47.62
Exponent (EXPO) 0.0 $2.0k 36.00 55.56
ICU Medical, Incorporated (ICUI) 0.0 $2.0k 33.00 60.61
UniFirst Corporation (UNF) 0.0 $2.0k 27.00 74.07
AZZ Incorporated (AZZ) 0.0 $2.0k 50.00 40.00
Meridian Bioscience 0.0 $2.0k 96.00 20.83
Bio-Reference Laboratories 0.0 $2.0k 73.00 27.40
B&G Foods (BGS) 0.0 $2.0k 66.00 30.30
Ebix (EBIXQ) 0.0 $2.0k 114.00 17.54
J Global (ZD) 0.0 $3.0k 64.00 46.88