Siphron Capital Management

Siphron Capital Management as of June 30, 2013

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 77 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 4.5 $4.7M 5.4k 880.37
Visa (V) 4.3 $4.5M 25k 182.73
Amazon (AMZN) 3.9 $4.1M 15k 277.69
Union Pacific Corporation (UNP) 3.9 $4.1M 26k 154.28
Costco Wholesale Corporation (COST) 3.9 $4.0M 36k 110.57
Fastenal Company (FAST) 3.6 $3.7M 81k 45.79
Ecolab (ECL) 3.5 $3.7M 43k 85.19
McCormick & Company, Incorporated (MKC) 3.4 $3.5M 50k 70.36
Becton, Dickinson and (BDX) 3.3 $3.4M 35k 98.82
Wells Fargo & Company (WFC) 3.1 $3.3M 79k 41.27
Celgene Corporation 3.0 $3.1M 27k 116.97
Johnson & Johnson (JNJ) 3.0 $3.1M 36k 85.87
3M Company (MMM) 3.0 $3.1M 28k 109.37
Pepsi (PEP) 2.9 $3.0M 37k 81.79
Stryker Corporation (SYK) 2.8 $3.0M 46k 64.69
Donaldson Company (DCI) 2.8 $2.9M 82k 35.67
Eli Lilly & Co. (LLY) 2.8 $2.9M 59k 49.12
Estee Lauder Companies (EL) 2.8 $2.9M 44k 65.78
Cisco Systems (CSCO) 2.7 $2.8M 117k 24.34
eBay (EBAY) 2.7 $2.8M 55k 51.72
Caterpillar (CAT) 2.7 $2.8M 34k 82.50
United Parcel Service (UPS) 2.7 $2.8M 32k 86.48
Anadarko Petroleum Corporation 2.7 $2.8M 33k 85.93
Deere & Company (DE) 2.6 $2.7M 34k 81.26
Medtronic 2.5 $2.6M 50k 51.48
Intuit (INTU) 2.3 $2.4M 39k 61.04
Apple (AAPL) 2.2 $2.3M 5.8k 396.58
International Business Machines (IBM) 2.2 $2.3M 12k 191.08
Church & Dwight (CHD) 2.2 $2.3M 37k 61.71
McDonald's Corporation (MCD) 2.1 $2.2M 22k 99.01
Kimberly-Clark Corporation (KMB) 2.1 $2.2M 22k 97.14
Autodesk (ADSK) 1.9 $2.0M 58k 33.94
V.F. Corporation (VFC) 1.8 $1.9M 9.9k 193.04
American Express Company (AXP) 1.0 $1.1M 15k 74.76
Fiserv (FI) 0.3 $288k 3.3k 87.54
Accenture (ACN) 0.2 $263k 3.7k 71.86
Ansys (ANSS) 0.2 $254k 3.5k 72.99
FactSet Research Systems (FDS) 0.2 $222k 2.2k 101.83
Microsoft Corporation (MSFT) 0.2 $211k 6.1k 34.48
Analog Devices (ADI) 0.2 $201k 4.5k 45.17
Cognizant Technology Solutions (CTSH) 0.2 $185k 3.0k 62.50
BMC Software 0.2 $189k 4.2k 45.11
Varian Medical Systems 0.2 $183k 2.7k 67.53
Qualcomm (QCOM) 0.2 $176k 2.9k 61.11
EMC Corporation 0.2 $177k 7.5k 23.60
Oracle Corporation (ORCL) 0.2 $179k 5.8k 30.76
Amgen (AMGN) 0.1 $158k 1.6k 98.75
NetApp (NTAP) 0.1 $131k 3.5k 37.75
Intel Corporation (INTC) 0.1 $140k 5.8k 24.26
Linear Technology Corporation 0.1 $116k 3.1k 36.94
Texas Instruments Incorporated (TXN) 0.1 $92k 2.6k 34.85
Altera Corporation 0.1 $96k 2.9k 33.10
Advent Software 0.0 $3.0k 86.00 34.88
Lumber Liquidators Holdings 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 $3.0k 56.00 53.57
Middleby Corporation (MIDD) 0.0 $3.0k 15.00 200.00
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
Clarcor 0.0 $2.0k 41.00 48.78
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 $999.780000 114.00 8.77
J Global (ZD) 0.0 $3.0k 64.00 46.88