Siphron Capital Management

Siphron Capital Management as of June 30, 2014

Portfolio Holdings for Siphron Capital Management

Siphron Capital Management holds 76 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 4.4 $1.3M 13k 99.77
Ecolab (ECL) 4.1 $1.2M 11k 111.36
Apple (AAPL) 4.0 $1.2M 13k 92.90
Amazon (AMZN) 3.8 $1.1M 3.4k 324.77
Directv 3.8 $1.1M 13k 85.03
Celgene Corporation 3.6 $1.1M 12k 85.87
Becton, Dickinson and (BDX) 3.5 $1.0M 8.9k 118.31
Wells Fargo & Company (WFC) 3.5 $1.0M 20k 52.58
Costco Wholesale Corporation (COST) 3.5 $1.0M 9.0k 115.14
3M Company (MMM) 3.5 $1.0M 7.1k 143.30
American Express Company (AXP) 3.3 $985k 10k 94.89
UnitedHealth (UNH) 3.3 $973k 12k 81.76
Stryker Corporation (SYK) 3.2 $957k 11k 84.32
Johnson & Johnson (JNJ) 3.2 $942k 9.0k 104.67
Nike (NKE) 3.2 $940k 12k 77.56
Visa (V) 3.2 $940k 4.5k 210.76
Caterpillar (CAT) 3.1 $916k 8.4k 108.66
Hain Celestial (HAIN) 3.0 $891k 10k 88.75
Church & Dwight (CHD) 3.0 $886k 13k 69.93
Anadarko Petroleum Corporation 3.0 $882k 8.1k 109.43
Donaldson Company (DCI) 2.9 $854k 20k 42.30
Pepsi (PEP) 2.8 $817k 9.2k 89.29
Estee Lauder Companies (EL) 2.7 $805k 11k 74.26
Medtronic 2.7 $789k 12k 63.73
Google 2.5 $747k 1.3k 584.51
Fastenal Company (FAST) 2.4 $720k 15k 49.48
Intuit (INTU) 2.4 $712k 8.8k 80.53
Google Inc Class C 2.4 $712k 1.2k 575.12
Cerner Corporation 2.1 $627k 12k 51.62
V.F. Corporation (VFC) 2.1 $625k 9.9k 63.00
Kimberly-Clark Corporation (KMB) 2.1 $620k 5.6k 111.31
Under Armour (UAA) 1.6 $488k 8.2k 59.51
Walt Disney Company (DIS) 1.6 $467k 5.5k 85.69
Cognizant Technology Solutions (CTSH) 0.0 $2.0k 44.00 45.45
Microsoft Corporation (MSFT) 0.0 $2.0k 52.00 38.46
Ansys (ANSS) 0.0 $2.0k 26.00 76.92
Advent Software 0.0 $4.0k 131.00 30.53
Autodesk (ADSK) 0.0 $2.0k 36.00 55.56
Lumber Liquidators Holdings 0.0 $3.0k 36.00 83.33
Microchip Technology (MCHP) 0.0 $2.0k 42.00 47.62
Automatic Data Processing (ADP) 0.0 $2.0k 23.00 86.96
Intel Corporation (INTC) 0.0 $2.0k 53.00 37.74
Analog Devices (ADI) 0.0 $2.0k 38.00 52.63
Wolverine World Wide (WWW) 0.0 $2.0k 88.00 22.73
Amgen (AMGN) 0.0 $2.0k 16.00 125.00
Texas Instruments Incorporated (TXN) 0.0 $2.0k 37.00 54.05
Qualcomm (QCOM) 0.0 $2.0k 24.00 83.33
Accenture (ACN) 0.0 $2.0k 28.00 71.43
Sturm, Ruger & Company (RGR) 0.0 $2.0k 33.00 60.61
FactSet Research Systems (FDS) 0.0 $2.0k 19.00 105.26
Balchem Corporation (BCPC) 0.0 $3.0k 54.00 55.56
Fiserv (FI) 0.0 $3.0k 48.00 62.50
Oracle Corporation (ORCL) 0.0 $2.0k 43.00 46.51
Varian Medical Systems 0.0 $2.0k 23.00 86.96
World Acceptance (WRLD) 0.0 $2.0k 26.00 76.92
Toro Company (TTC) 0.0 $3.0k 43.00 69.77
Dorman Products (DORM) 0.0 $3.0k 56.00 53.57
G-III Apparel (GIII) 0.0 $2.0k 30.00 66.67
Middleby Corporation (MIDD) 0.0 $4.0k 45.00 88.89
Boston Beer Company (SAM) 0.0 $4.0k 17.00 235.29
Steven Madden (SHOO) 0.0 $2.0k 64.00 31.25
NetScout Systems (NTCT) 0.0 $3.0k 76.00 39.47
Team 0.0 $2.0k 54.00 37.04
Badger Meter (BMI) 0.0 $2.0k 42.00 47.62
Clarcor 0.0 $3.0k 41.00 73.17
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
B&G Foods (BGS) 0.0 $2.0k 66.00 30.30
J Global (ZD) 0.0 $3.0k 64.00 46.88
NetApp (NTAP) 0.0 $999.900000 33.00 30.30
Linear Technology Corporation 0.0 $999.900000 30.00 33.33
DXP Enterprises (DXPE) 0.0 $1.0k 18.00 55.56