Siphron Capital Management

Siphron Capital Management as of Sept. 30, 2013

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 78 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Google 4.4 $4.7M 5.4k 875.82
Amazon (AMZN) 4.2 $4.6M 15k 312.63
Ecolab (ECL) 4.0 $4.3M 43k 98.77
Costco Wholesale Corporation (COST) 3.9 $4.2M 36k 115.17
Celgene Corporation 3.8 $4.1M 27k 154.15
Union Pacific Corporation (UNP) 3.8 $4.1M 26k 155.33
Becton, Dickinson and (BDX) 3.2 $3.5M 35k 100.03
Visa (V) 3.2 $3.4M 18k 191.09
3M Company (MMM) 3.1 $3.4M 28k 119.40
Wells Fargo & Company (WFC) 3.0 $3.3M 79k 41.33
American Express Company (AXP) 2.9 $3.1M 42k 75.53
Johnson & Johnson (JNJ) 2.9 $3.1M 36k 86.69
eBay (EBAY) 2.9 $3.1M 56k 55.80
Hain Celestial (HAIN) 2.9 $3.1M 40k 77.11
Donaldson Company (DCI) 2.9 $3.1M 81k 38.13
Stryker Corporation (SYK) 2.9 $3.1M 46k 67.58
Church & Dwight (CHD) 2.9 $3.1M 51k 60.05
Estee Lauder Companies (EL) 2.8 $3.0M 43k 69.90
Anadarko Petroleum Corporation 2.8 $3.0M 32k 92.98
Eli Lilly & Co. (LLY) 2.7 $2.9M 58k 50.33
United Parcel Service (UPS) 2.7 $2.9M 32k 91.36
Fastenal Company (FAST) 2.7 $2.9M 58k 50.27
Pepsi (PEP) 2.7 $2.9M 37k 79.50
Caterpillar (CAT) 2.6 $2.8M 34k 83.40
Apple (AAPL) 2.6 $2.8M 5.9k 476.69
Cisco Systems (CSCO) 2.6 $2.8M 118k 23.43
Medtronic 2.5 $2.6M 50k 53.25
Intuit (INTU) 2.4 $2.6M 39k 66.30
Directv 2.0 $2.2M 36k 59.78
McDonald's Corporation (MCD) 2.0 $2.1M 22k 96.20
Kimberly-Clark Corporation (KMB) 2.0 $2.1M 22k 94.21
UnitedHealth (UNH) 1.9 $2.0M 28k 71.63
V.F. Corporation (VFC) 1.8 $2.0M 9.9k 199.09
Fiserv (FI) 0.3 $332k 3.3k 100.91
Ansys (ANSS) 0.3 $301k 3.5k 86.49
Accenture (ACN) 0.2 $270k 3.7k 73.77
FactSet Research Systems (FDS) 0.2 $271k 2.5k 109.27
Cognizant Technology Solutions (CTSH) 0.2 $243k 3.0k 82.09
Microsoft Corporation (MSFT) 0.2 $237k 7.1k 33.29
Analog Devices (ADI) 0.2 $238k 5.1k 47.13
Varian Medical Systems 0.2 $240k 3.2k 74.77
Microchip Technology (MCHP) 0.2 $210k 5.2k 40.38
Automatic Data Processing (ADP) 0.2 $203k 2.8k 72.50
Texas Instruments Incorporated (TXN) 0.2 $203k 5.0k 40.28
NetApp (NTAP) 0.2 $191k 4.5k 42.73
Qualcomm (QCOM) 0.2 $194k 2.9k 67.36
EMC Corporation 0.2 $192k 7.5k 25.60
Oracle Corporation (ORCL) 0.2 $193k 5.8k 33.16
Amgen (AMGN) 0.2 $179k 1.6k 111.88
Intel Corporation (INTC) 0.2 $167k 7.3k 22.97
Linear Technology Corporation 0.1 $164k 4.1k 39.61
Altera Corporation 0.1 $137k 3.7k 37.03
International Business Machines (IBM) 0.1 $130k 700.00 185.71
Advent Software 0.0 $3.0k 86.00 34.88
Lumber Liquidators Holdings (LL) 0.0 $4.0k 36.00 111.11
Wolverine World Wide (WWW) 0.0 $3.0k 44.00 68.18
Sturm, Ruger & Company (RGR) 0.0 $2.0k 33.00 60.61
Balchem Corporation (BCPC) 0.0 $3.0k 54.00 55.56
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 $4.0k 17.00 235.29
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 $3.0k 36.00 83.33
ICU Medical, Incorporated (ICUI) 0.0 $2.0k 33.00 60.61
UniFirst Corporation (UNF) 0.0 $3.0k 27.00 111.11
WD-40 Company (WDFC) 0.0 $2.0k 30.00 66.67
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
J Global (ZD) 0.0 $3.0k 64.00 46.88
Madden Steven 0.0 $2.0k 43.00 46.51