Tirschwell & Loewy as of June 30, 2013
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 82 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 |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 5.8 | $27M | 128k | 215.20 | |
| Tiffany & Co. | 5.6 | $26M | 361k | 72.84 | |
| Johnson & Johnson (JNJ) | 4.4 | $21M | 243k | 85.86 | |
| Stratasys | 4.2 | $20M | 235k | 83.74 | |
| W.W. Grainger (GWW) | 3.9 | $18M | 73k | 252.18 | |
| Brown-Forman Corporation (BF.B) | 3.8 | $18M | 264k | 67.55 | |
| Syngenta | 3.5 | $17M | 213k | 77.86 | |
| Analog Devices (ADI) | 3.3 | $16M | 345k | 45.06 | |
| Danaher Corporation (DHR) | 3.3 | $16M | 245k | 63.30 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 3.2 | $15M | 106k | 140.29 | |
| Honeywell International (HON) | 3.1 | $15M | 186k | 79.34 | |
| Schlumberger (SLB) | 3.0 | $14M | 196k | 71.66 | |
| 3 M Company | 2.8 | $13M | 119k | 109.35 | |
| Neogen Corporation (NEOG) | 2.6 | $12M | 224k | 55.56 | |
| Cognex Corporation (CGNX) | 2.4 | $12M | 254k | 45.22 | |
| Novo Nordisk A/S (NVO) | 2.4 | $11M | 73k | 154.97 | |
| Henry Schein (HSIC) | 2.3 | $11M | 114k | 95.74 | |
| Raytheon Company | 2.2 | $11M | 159k | 66.12 | |
| General Electric Company | 2.2 | $10M | 442k | 23.19 | |
| Amgen (AMGN) | 2.2 | $10M | 103k | 98.66 | |
| Citrix Systems | 2.1 | $10M | 167k | 60.36 | |
| Occidental Petroleum Corporation (OXY) | 2.0 | $9.4M | 105k | 89.23 | |
| IDEXX Laboratories (IDXX) | 1.7 | $8.1M | 90k | 89.69 | |
| Kimberly-Clark Corporation (KMB) | 1.7 | $7.9M | 81k | 97.14 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.4 | $6.4M | 193k | 33.13 | |
| State Street Corporation (STT) | 1.4 | $6.3M | 97k | 65.21 | |
| Nektar Therapeutics (NKTR) | 1.4 | $6.3M | 549k | 11.55 | |
| Williams-Sonoma (WSM) | 1.3 | $6.0M | 107k | 55.89 | |
| Abbvie (ABBV) | 1.2 | $5.7M | 137k | 41.34 | |
| Illinois Tool Works (ITW) | 1.2 | $5.5M | 80k | 69.18 | |
| Ross Stores (ROST) | 1.1 | $5.2M | 80k | 64.81 | |
| iShares MSCI Hong Kong Index Fund (EWH) | 1.1 | $5.1M | 276k | 18.33 | |
| Rockwell Collins | 1.0 | $4.6M | 72k | 63.41 | |
| Halozyme Therapeutics (HALO) | 1.0 | $4.6M | 573k | 7.95 | |
| Grupo Televisa (TV) | 0.9 | $4.1M | 163k | 24.84 | |
| Sirona Dental Systems | 0.8 | $3.8M | 57k | 65.88 | |
| Merck & Co | 0.7 | $3.2M | 68k | 46.46 | |
| ConocoPhillips (COP) | 0.7 | $3.1M | 51k | 60.51 | |
| Mettler-Toledo International (MTD) | 0.6 | $3.0M | 15k | 201.20 | |
| Monsanto Company | 0.6 | $2.8M | 29k | 98.81 | |
| Southern Company (SO) | 0.6 | $2.7M | 61k | 44.13 | |
| E.I. du Pont de Nemours & Company | 0.5 | $2.5M | 47k | 52.49 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $2.4M | 27k | 90.34 | |
| VCA Antech | 0.5 | $2.1M | 81k | 26.09 | |
| Verizon Communications (VZ) | 0.4 | $2.1M | 41k | 50.35 | |
| PowerShares Gld Drg Haltr USX China | 0.4 | $2.0M | 95k | 21.04 | |
| Automation | 0.4 | $1.9M | 23k | 83.16 | |
| General Mills (GIS) | 0.4 | $1.8M | 37k | 48.52 | |
| International Business Machines (IBM) | 0.3 | $1.6M | 8.4k | 191.10 | |
| Hershey Company (HSY) | 0.3 | $1.6M | 18k | 89.27 | |
| iShares MSCI Brazil Index (EWZ) | 0.3 | $1.6M | 37k | 43.86 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 39k | 40.10 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.6M | 27k | 57.29 | |
| Unilever (UL) | 0.3 | $1.5M | 37k | 40.45 | |
| Home Depot (HD) | 0.3 | $1.4M | 18k | 77.50 | |
| Pepsi (PEP) | 0.3 | $1.4M | 17k | 81.78 | |
| Trimble Navigation (TRMB) | 0.3 | $1.3M | 50k | 25.99 | |
| Walt Disney Company (DIS) | 0.3 | $1.2M | 19k | 63.16 | |
| Hewlett-Packard Company | 0.2 | $1.1M | 46k | 24.80 | |
| Kraft Foods | 0.2 | $1.1M | 19k | 55.89 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 14k | 76.96 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.0M | 6.00 | 168666.67 | |
| SYSCO Corporation (SYY) | 0.2 | $939k | 28k | 34.15 | |
| CommVault Systems (CVLT) | 0.2 | $933k | 12k | 75.85 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $841k | 7.5k | 111.89 | |
| Teva Pharmaceutical Industries (TEVA) | 0.2 | $833k | 21k | 39.20 | |
| Emerson Electric (EMR) | 0.2 | $800k | 15k | 54.53 | |
| Dex (DXCM) | 0.2 | $792k | 35k | 22.44 | |
| Bank Of New York | 0.1 | $703k | 25k | 28.03 | |
| Bristol Myers Squibb (BMY) | 0.1 | $559k | 13k | 44.72 | |
| American Express Company (AXP) | 0.1 | $415k | 5.6k | 74.77 | |
| McDonald's Corporation (MCD) | 0.1 | $431k | 4.4k | 99.08 | |
| American Capital Agency | 0.1 | $428k | 19k | 23.01 | |
| Incyte Corporation (INCY) | 0.1 | $319k | 15k | 21.98 | |
| Boeing Company (BA) | 0.1 | $339k | 3.3k | 102.51 | |
| Caterpillar (CAT) | 0.1 | $280k | 3.4k | 82.35 | |
| Via | 0.1 | $286k | 4.2k | 68.10 | |
| Gap (GPS) | 0.1 | $280k | 6.7k | 41.79 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $262k | 5.0k | 52.73 | |
| Pfizer (PFE) | 0.1 | $226k | 8.1k | 27.95 | |
| Aetna Life Casualty | 0.1 | $229k | 3.6k | 63.61 | |
| R Blender 1753 nv ord | 0.0 | $207k | 13k | 16.01 |
