Tirschwell & Loewy as of Sept. 30, 2013
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 82 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 |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 6.0 | $31M | 128k | 240.76 | |
| Tiffany & Co. | 5.3 | $28M | 360k | 76.62 | |
| Stratasys | 4.7 | $24M | 239k | 101.26 | |
| Johnson & Johnson (JNJ) | 4.1 | $21M | 242k | 86.69 | |
| W.W. Grainger (GWW) | 3.7 | $19M | 73k | 261.71 | |
| Brown-Forman Corporation (BF.B) | 3.5 | $18M | 265k | 68.13 | |
| Syngenta | 3.4 | $17M | 215k | 81.30 | |
| Schlumberger (SLB) | 3.3 | $17M | 194k | 88.36 | |
| Danaher Corporation (DHR) | 3.3 | $17M | 247k | 69.32 | |
| Analog Devices (ADI) | 3.1 | $16M | 342k | 47.05 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 3.1 | $16M | 126k | 125.98 | |
| Cognex Corporation (CGNX) | 3.1 | $16M | 506k | 31.29 | |
| Honeywell International (HON) | 3.0 | $15M | 183k | 83.04 | |
| 3 M Company | 2.7 | $14M | 118k | 119.41 | |
| Neogen Corporation (NEOG) | 2.7 | $14M | 226k | 60.72 | |
| Novo Nordisk A/S (NVO) | 2.6 | $13M | 79k | 169.22 | |
| Citrix Systems | 2.5 | $13M | 185k | 70.61 | |
| Raytheon Company | 2.4 | $12M | 157k | 77.07 | |
| Henry Schein (HSIC) | 2.2 | $12M | 111k | 103.76 | |
| Amgen (AMGN) | 2.2 | $11M | 102k | 111.92 | |
| General Electric Company | 2.0 | $11M | 442k | 23.89 | |
| Trimble Navigation (TRMB) | 1.9 | $10M | 335k | 29.71 | |
| Occidental Petroleum Corporation (OXY) | 1.9 | $9.8M | 105k | 93.54 | |
| IDEXX Laboratories (IDXX) | 1.8 | $9.0M | 91k | 99.65 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.5 | $7.8M | 202k | 38.41 | |
| Kimberly-Clark Corporation (KMB) | 1.5 | $7.7M | 81k | 94.21 | |
| State Street Corporation (STT) | 1.2 | $6.4M | 97k | 65.75 | |
| Abbvie (ABBV) | 1.2 | $6.2M | 139k | 44.73 | |
| Illinois Tool Works (ITW) | 1.2 | $6.1M | 79k | 76.27 | |
| Ross Stores (ROST) | 1.1 | $5.8M | 80k | 72.81 | |
| Williams-Sonoma (WSM) | 1.1 | $5.8M | 104k | 56.20 | |
| Nektar Therapeutics | 1.1 | $5.7M | 549k | 10.44 | |
| iShares MSCI Hong Kong Index Fund (EWH) | 1.0 | $5.3M | 265k | 20.03 | |
| Rockwell Collins | 0.9 | $4.8M | 71k | 67.85 | |
| Grupo Televisa (TV) | 0.9 | $4.5M | 162k | 27.95 | |
| Sirona Dental Systems | 0.8 | $4.3M | 64k | 66.93 | |
| ConocoPhillips (COP) | 0.7 | $3.6M | 51k | 69.51 | |
| Mettler-Toledo International (MTD) | 0.7 | $3.5M | 15k | 240.10 | |
| Merck & Co | 0.6 | $3.2M | 68k | 47.61 | |
| Monsanto Company | 0.6 | $2.9M | 28k | 104.36 | |
| E.I. du Pont de Nemours & Company | 0.5 | $2.8M | 47k | 58.55 | |
| PowerShares Gld Drg Haltr USX China | 0.5 | $2.7M | 94k | 28.66 | |
| Southern Company (SO) | 0.5 | $2.5M | 62k | 41.18 | |
| Unilever (UL) | 0.5 | $2.4M | 62k | 38.57 | |
| Automation | 0.5 | $2.4M | 22k | 106.96 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $2.3M | 27k | 86.05 | |
| General Mills (GIS) | 0.4 | $2.3M | 47k | 47.93 | |
| Verizon Communications (VZ) | 0.4 | $2.2M | 47k | 46.68 | |
| Halozyme Therapeutics (HALO) | 0.4 | $2.2M | 195k | 11.04 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.6M | 27k | 59.30 | |
| Hershey Company (HSY) | 0.3 | $1.6M | 18k | 92.48 | |
| International Business Machines (IBM) | 0.3 | $1.6M | 8.4k | 185.16 | |
| Coca-Cola Company (KO) | 0.3 | $1.5M | 39k | 37.89 | |
| Home Depot (HD) | 0.3 | $1.4M | 18k | 75.85 | |
| Pepsi (PEP) | 0.3 | $1.3M | 17k | 79.50 | |
| Walt Disney Company (DIS) | 0.2 | $1.2M | 19k | 64.50 | |
| SYSCO Corporation (SYY) | 0.2 | $1.2M | 38k | 31.84 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 14k | 75.56 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.0M | 8.9k | 113.50 | |
| Kraft Foods | 0.2 | $1.0M | 19k | 52.48 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.0M | 6.00 | 170333.33 | |
| Emerson Electric (EMR) | 0.2 | $969k | 15k | 64.72 | |
| Dex (DXCM) | 0.2 | $996k | 35k | 28.22 | |
| CommVault Systems (CVLT) | 0.2 | $950k | 11k | 87.96 | |
| Hewlett-Packard Company | 0.2 | $901k | 43k | 21.00 | |
| iShares MSCI Brazil Index (EWZ) | 0.2 | $900k | 19k | 47.91 | |
| Bank Of New York | 0.1 | $748k | 25k | 30.19 | |
| Incyte Corporation (INCY) | 0.1 | $554k | 15k | 38.17 | |
| Bristol Myers Squibb (BMY) | 0.1 | $579k | 13k | 46.32 | |
| McDonald's Corporation (MCD) | 0.1 | $500k | 5.2k | 96.15 | |
| Teva Pharmaceutical Industries (TEVA) | 0.1 | $533k | 14k | 37.80 | |
| American Capital Agency | 0.1 | $452k | 20k | 22.60 | |
| American Express Company (AXP) | 0.1 | $419k | 5.6k | 75.50 | |
| Boeing Company (BA) | 0.1 | $389k | 3.3k | 117.63 | |
| Via | 0.1 | $351k | 4.2k | 83.57 | |
| Caterpillar (CAT) | 0.1 | $242k | 2.9k | 83.45 | |
| Gap (GAP) | 0.1 | $270k | 6.7k | 40.30 | |
| At&t Corp | 0.1 | $253k | 7.5k | 33.84 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $238k | 4.6k | 51.72 | |
| Pfizer (PFE) | 0.0 | $232k | 8.1k | 28.69 | |
| VCA Antech | 0.0 | $214k | 7.8k | 27.44 | |
| Aetna Life Casualty | 0.0 | $230k | 3.6k | 63.89 |
