Tirschwell & Loewy as of Dec. 31, 2013
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 83 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 6.3 | $36M | 129k | 279.57 | |
| Tiffany & Co. | 5.8 | $33M | 359k | 92.78 | |
| Stratasys | 5.6 | $32M | 240k | 134.70 | |
| Johnson & Johnson (JNJ) | 3.8 | $22M | 241k | 91.59 | |
| Brown-Forman Corporation (BF.B) | 3.5 | $20M | 269k | 75.57 | |
| Cognex Corporation (CGNX) | 3.4 | $20M | 513k | 38.18 | |
| Danaher Corporation (DHR) | 3.4 | $20M | 252k | 77.20 | |
| W.W. Grainger (GWW) | 3.2 | $19M | 73k | 255.42 | |
| Schlumberger (SLB) | 3.1 | $18M | 196k | 90.11 | |
| Syngenta | 3.1 | $18M | 221k | 79.94 | |
| Analog Devices (ADI) | 3.0 | $17M | 343k | 50.93 | |
| Honeywell International (HON) | 2.9 | $17M | 183k | 91.37 | |
| 3 M Company | 2.9 | $17M | 118k | 140.25 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 2.7 | $16M | 130k | 121.77 | |
| Neogen Corporation (NEOG) | 2.7 | $16M | 344k | 45.70 | |
| Novo Nordisk A/S (NVO) | 2.6 | $15M | 81k | 184.76 | |
| Raytheon Company | 2.5 | $14M | 155k | 90.70 | |
| Citrix Systems | 2.3 | $13M | 209k | 63.25 | |
| Henry Schein (HSIC) | 2.3 | $13M | 114k | 114.26 | |
| Trimble Navigation (TRMB) | 2.2 | $13M | 367k | 34.70 | |
| General Electric Company | 2.2 | $12M | 443k | 28.03 | |
| Amgen (AMGN) | 2.0 | $12M | 102k | 114.08 | |
| IDEXX Laboratories (IDXX) | 1.7 | $9.9M | 94k | 106.37 | |
| Occidental Petroleum Corporation (OXY) | 1.7 | $9.8M | 103k | 95.10 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.5 | $8.8M | 209k | 42.20 | |
| Kimberly-Clark Corporation (KMB) | 1.5 | $8.5M | 81k | 104.46 | |
| Williams-Sonoma (WSM) | 1.4 | $8.4M | 143k | 58.28 | |
| State Street Corporation (STT) | 1.3 | $7.5M | 102k | 73.39 | |
| Abbvie (ABBV) | 1.3 | $7.3M | 139k | 52.81 | |
| Illinois Tool Works (ITW) | 1.2 | $6.7M | 79k | 84.09 | |
| Nektar Therapeutics (NKTR) | 1.1 | $6.5M | 576k | 11.35 | |
| Ross Stores (ROST) | 1.1 | $6.2M | 83k | 74.93 | |
| iShares MSCI Hong Kong Index Fund (EWH) | 0.9 | $5.3M | 256k | 20.60 | |
| Rockwell Collins | 0.9 | $5.2M | 70k | 73.93 | |
| Sirona Dental Systems | 0.9 | $5.0M | 71k | 70.20 | |
| Grupo Televisa (TV) | 0.8 | $4.9M | 161k | 30.26 | |
| Mettler-Toledo International (MTD) | 0.7 | $3.8M | 16k | 242.58 | |
| ConocoPhillips (COP) | 0.6 | $3.6M | 52k | 70.66 | |
| Monsanto Company | 0.6 | $3.4M | 29k | 116.56 | |
| Merck & Co | 0.6 | $3.4M | 67k | 50.05 | |
| E.I. du Pont de Nemours & Company | 0.5 | $3.0M | 46k | 64.97 | |
| Unilever (UL) | 0.5 | $2.9M | 72k | 41.20 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $2.7M | 27k | 101.20 | |
| Southern Company (SO) | 0.5 | $2.6M | 63k | 41.10 | |
| PowerShares Gld Drg Haltr USX China | 0.5 | $2.6M | 86k | 30.32 | |
| Automation | 0.5 | $2.6M | 22k | 118.15 | |
| General Mills (GIS) | 0.4 | $2.5M | 49k | 49.92 | |
| Verizon Communications (VZ) | 0.4 | $2.4M | 49k | 49.14 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.8M | 27k | 65.20 | |
| Hershey Company (HSY) | 0.3 | $1.7M | 17k | 97.22 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 39k | 41.31 | |
| International Business Machines (IBM) | 0.3 | $1.6M | 8.4k | 187.54 | |
| Home Depot (HD) | 0.3 | $1.5M | 18k | 82.33 | |
| Walt Disney Company (DIS) | 0.3 | $1.5M | 19k | 76.39 | |
| SYSCO Corporation (SYY) | 0.3 | $1.5M | 41k | 36.09 | |
| Pepsi (PEP) | 0.2 | $1.4M | 17k | 82.91 | |
| Dex (DXCM) | 0.2 | $1.2M | 35k | 35.41 | |
| Procter & Gamble Company (PG) | 0.2 | $1.2M | 14k | 81.39 | |
| Kraft Foods | 0.2 | $1.1M | 20k | 53.90 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.1M | 6.00 | 177833.33 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.0M | 8.7k | 118.52 | |
| Emerson Electric (EMR) | 0.2 | $1.1M | 15k | 70.21 | |
| Hewlett-Packard Company | 0.2 | $1.0M | 36k | 27.97 | |
| Bank Of New York | 0.1 | $866k | 25k | 34.95 | |
| Incyte Corporation (INCY) | 0.1 | $735k | 15k | 50.64 | |
| CommVault Systems (CVLT) | 0.1 | $764k | 10k | 74.90 | |
| McDonald's Corporation (MCD) | 0.1 | $696k | 7.2k | 97.00 | |
| Bristol Myers Squibb (BMY) | 0.1 | $664k | 13k | 53.12 | |
| American Express Company (AXP) | 0.1 | $504k | 5.6k | 90.81 | |
| Boeing Company (BA) | 0.1 | $451k | 3.3k | 136.38 | |
| American Capital Agency | 0.1 | $386k | 20k | 19.30 | |
| Via | 0.1 | $367k | 4.2k | 87.38 | |
| Campbell Soup Company (CPB) | 0.1 | $346k | 8.0k | 43.25 | |
| Caterpillar (CAT) | 0.1 | $272k | 3.0k | 90.67 | |
| Teva Pharmaceutical Industries (TEVA) | 0.1 | $293k | 7.3k | 40.14 | |
| Gap (GPS) | 0.1 | $262k | 6.7k | 39.10 | |
| At&t Corp | 0.1 | $263k | 7.5k | 35.17 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $264k | 4.5k | 58.46 | |
| Pfizer (PFE) | 0.0 | $248k | 8.1k | 30.67 | |
| Norfolk Southern (NSC) | 0.0 | $232k | 2.5k | 92.84 | |
| VCA Antech | 0.0 | $220k | 7.0k | 31.43 | |
| Strats-dominion 5.9% $1.475 preferred | 0.0 | $215k | 3.3k | 64.66 | |
| Aetna Life Casualty | 0.0 | $247k | 3.6k | 68.61 |
