Tirschwell & Loewy as of June 30, 2014
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 82 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 |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 6.2 | $38M | 121k | 315.31 | |
| Tiffany & Co. | 5.9 | $36M | 362k | 100.25 | |
| Stratasys | 4.5 | $28M | 243k | 113.63 | |
| Brown-Forman Corporation (BF.B) | 4.0 | $25M | 265k | 94.17 | |
| Johnson & Johnson (JNJ) | 4.0 | $24M | 234k | 104.62 | |
| Schlumberger (SLB) | 3.7 | $23M | 196k | 117.95 | |
| Cognex Corporation (CGNX) | 3.3 | $20M | 528k | 38.40 | |
| Danaher Corporation (DHR) | 3.3 | $20M | 256k | 78.73 | |
| W.W. Grainger (GWW) | 3.1 | $19M | 76k | 254.26 | |
| Novo Nordisk A/S (NVO) | 3.1 | $19M | 412k | 46.19 | |
| Analog Devices (ADI) | 2.9 | $18M | 335k | 54.07 | |
| Syngenta | 2.7 | $17M | 225k | 74.80 | |
| 3 M Company | 2.7 | $16M | 115k | 143.24 | |
| Honeywell International (HON) | 2.6 | $16M | 176k | 92.95 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 2.4 | $15M | 132k | 113.62 | |
| Neogen Corporation (NEOG) | 2.4 | $15M | 364k | 40.47 | |
| Trimble Navigation (TRMB) | 2.3 | $14M | 380k | 36.95 | |
| Raytheon Company | 2.2 | $14M | 150k | 92.25 | |
| Henry Schein (HSIC) | 2.1 | $13M | 112k | 118.66 | |
| IDEXX Laboratories (IDXX) | 2.0 | $13M | 94k | 133.58 | |
| Citrix Systems | 2.0 | $12M | 199k | 62.55 | |
| Amgen (AMGN) | 1.9 | $12M | 100k | 118.37 | |
| Dex (DXCM) | 1.8 | $11M | 278k | 39.66 | |
| Williams-Sonoma (WSM) | 1.7 | $11M | 150k | 71.78 | |
| General Electric Company | 1.7 | $11M | 403k | 26.28 | |
| Occidental Petroleum Corporation (OXY) | 1.7 | $10M | 101k | 102.63 | |
| Insulet Corporation (PODD) | 1.6 | $10M | 252k | 39.67 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.5 | $9.4M | 217k | 43.27 | |
| Kimberly-Clark Corporation (KMB) | 1.4 | $8.9M | 80k | 111.21 | |
| Nektar Therapeutics (NKTR) | 1.2 | $7.7M | 603k | 12.82 | |
| Abbvie (ABBV) | 1.2 | $7.7M | 136k | 56.44 | |
| State Street Corporation (STT) | 1.2 | $7.5M | 111k | 67.26 | |
| Illinois Tool Works (ITW) | 1.1 | $6.9M | 79k | 87.55 | |
| Sirona Dental Systems | 1.0 | $6.4M | 78k | 82.46 | |
| Ross Stores (ROST) | 0.9 | $5.8M | 89k | 66.13 | |
| Mettler-Toledo International (MTD) | 0.9 | $5.7M | 22k | 253.19 | |
| Rockwell Collins | 0.8 | $5.2M | 67k | 78.14 | |
| Grupo Televisa (TV) | 0.8 | $5.2M | 152k | 34.31 | |
| ConocoPhillips (COP) | 0.7 | $4.4M | 52k | 85.74 | |
| Merck & Co | 0.6 | $3.7M | 65k | 57.85 | |
| Monsanto Company | 0.6 | $3.7M | 30k | 124.73 | |
| Unilever (UL) | 0.5 | $3.3M | 72k | 45.31 | |
| E.I. du Pont de Nemours & Company | 0.5 | $3.0M | 45k | 65.43 | |
| Southern Company (SO) | 0.5 | $2.9M | 64k | 45.38 | |
| General Mills (GIS) | 0.5 | $2.8M | 52k | 52.55 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.6M | 26k | 100.70 | |
| Verizon Communications (VZ) | 0.4 | $2.5M | 51k | 48.93 | |
| Automation | 0.4 | $2.3M | 19k | 125.18 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.9M | 27k | 68.17 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 39k | 42.37 | |
| Hershey Company (HSY) | 0.3 | $1.7M | 17k | 97.36 | |
| Walt Disney Company (DIS) | 0.3 | $1.6M | 18k | 85.72 | |
| SYSCO Corporation (SYY) | 0.2 | $1.6M | 42k | 37.45 | |
| International Business Machines (IBM) | 0.2 | $1.5M | 8.4k | 181.23 | |
| Home Depot (HD) | 0.2 | $1.4M | 18k | 80.98 | |
| Pepsi (PEP) | 0.2 | $1.3M | 14k | 89.35 | |
| Kraft Foods | 0.2 | $1.2M | 20k | 59.93 | |
| Hewlett-Packard Company | 0.2 | $1.2M | 34k | 33.68 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.1M | 8.7k | 126.55 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.1M | 6.00 | 189833.33 | |
| Emerson Electric (EMR) | 0.2 | $993k | 15k | 66.37 | |
| Procter & Gamble Company (PG) | 0.2 | $985k | 13k | 78.62 | |
| McDonald's Corporation (MCD) | 0.1 | $939k | 9.3k | 100.70 | |
| Bank Of New York | 0.1 | $929k | 25k | 37.49 | |
| Incyte Corporation (INCY) | 0.1 | $801k | 14k | 56.42 | |
| Petro China | 0.1 | $712k | 5.7k | 125.46 | |
| American Express Company (AXP) | 0.1 | $479k | 5.1k | 94.85 | |
| Bristol Myers Squibb (BMY) | 0.1 | $514k | 11k | 48.49 | |
| CommVault Systems (CVLT) | 0.1 | $502k | 10k | 49.22 | |
| Boeing Company (BA) | 0.1 | $421k | 3.3k | 127.31 | |
| American Capital Agency | 0.1 | $461k | 20k | 23.40 | |
| Via | 0.1 | $364k | 4.2k | 86.67 | |
| Campbell Soup Company (CPB) | 0.1 | $380k | 8.3k | 45.78 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $286k | 5.0k | 57.59 | |
| Pfizer (PFE) | 0.0 | $234k | 7.9k | 29.63 | |
| Gap (GPS) | 0.0 | $274k | 6.6k | 41.52 | |
| Shire | 0.0 | $235k | 1.0k | 235.00 | |
| At&t Corp | 0.0 | $264k | 7.5k | 35.31 | |
| Strats-dominion 5.9% $1.475 preferred | 0.0 | $277k | 3.9k | 71.48 | |
| Aetna Life Casualty | 0.0 | $271k | 3.3k | 80.94 | |
| Norfolk Southern (NSC) | 0.0 | $206k | 2.0k | 103.00 | |
| Walgreen Company | 0.0 | $200k | 2.7k | 74.07 |
