Tirschwell & Loewy as of Sept. 30, 2014
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 82 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 6.2 | $37M | 112k | 330.81 | |
| Tiffany & Co. | 5.7 | $34M | 353k | 96.31 | |
| Stratasys | 4.9 | $29M | 241k | 120.78 | |
| Johnson & Johnson (JNJ) | 4.1 | $25M | 230k | 106.59 | |
| Brown-Forman Corporation (BF.B) | 3.9 | $24M | 261k | 90.22 | |
| Cognex Corporation (CGNX) | 3.5 | $21M | 518k | 40.27 | |
| Schlumberger (SLB) | 3.3 | $20M | 194k | 101.69 | |
| Novo Nordisk A/S (NVO) | 3.2 | $19M | 407k | 47.62 | |
| Danaher Corporation (DHR) | 3.2 | $19M | 255k | 75.98 | |
| W.W. Grainger (GWW) | 3.2 | $19M | 76k | 251.65 | |
| Analog Devices (ADI) | 2.8 | $17M | 336k | 49.49 | |
| Honeywell International (HON) | 2.7 | $16M | 174k | 93.12 | |
| 3 M Company | 2.7 | $16M | 113k | 141.68 | |
| Raytheon Company | 2.6 | $15M | 151k | 101.62 | |
| Neogen Corporation (NEOG) | 2.4 | $14M | 361k | 39.50 | |
| Citrix Systems | 2.3 | $14M | 196k | 71.34 | |
| Amgen (AMGN) | 2.3 | $14M | 98k | 140.46 | |
| Syngenta | 2.3 | $14M | 215k | 63.37 | |
| Henry Schein (HSIC) | 2.1 | $13M | 109k | 116.47 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 2.1 | $13M | 125k | 100.72 | |
| Trimble Navigation (TRMB) | 1.9 | $12M | 383k | 30.50 | |
| IDEXX Laboratories (IDXX) | 1.8 | $11M | 94k | 117.83 | |
| Dex (DXCM) | 1.8 | $11M | 275k | 39.99 | |
| General Electric Company | 1.7 | $10M | 389k | 25.62 | |
| Insulet Corporation (PODD) | 1.7 | $10M | 271k | 36.85 | |
| Williams-Sonoma (WSM) | 1.7 | $9.9M | 149k | 66.57 | |
| Occidental Petroleum Corporation (OXY) | 1.6 | $9.6M | 100k | 96.15 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.4 | $8.6M | 217k | 39.70 | |
| Kimberly-Clark Corporation (KMB) | 1.4 | $8.6M | 80k | 107.57 | |
| State Street Corporation (STT) | 1.3 | $7.9M | 107k | 73.61 | |
| Abbvie (ABBV) | 1.3 | $7.9M | 137k | 57.76 | |
| Nektar Therapeutics (NKTR) | 1.2 | $7.3M | 603k | 12.07 | |
| Ross Stores (ROST) | 1.1 | $6.9M | 91k | 75.58 | |
| Illinois Tool Works (ITW) | 1.1 | $6.6M | 78k | 84.42 | |
| Sirona Dental Systems | 1.0 | $5.9M | 77k | 76.69 | |
| Mettler-Toledo International (MTD) | 1.0 | $5.8M | 23k | 256.15 | |
| Rockwell Collins | 0.9 | $5.2M | 66k | 78.49 | |
| Grupo Televisa (TV) | 0.8 | $5.0M | 147k | 33.88 | |
| ConocoPhillips (COP) | 0.7 | $3.9M | 52k | 76.52 | |
| Merck & Co | 0.6 | $3.7M | 62k | 59.28 | |
| Monsanto Company | 0.6 | $3.5M | 31k | 112.51 | |
| E.I. du Pont de Nemours & Company | 0.5 | $3.2M | 45k | 71.75 | |
| Unilever (UL) | 0.5 | $3.0M | 73k | 41.90 | |
| Southern Company (SO) | 0.5 | $2.9M | 66k | 43.65 | |
| Verizon Communications (VZ) | 0.5 | $2.7M | 54k | 50.00 | |
| General Mills (GIS) | 0.4 | $2.5M | 50k | 50.45 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.4M | 26k | 94.06 | |
| Automation | 0.3 | $2.0M | 19k | 109.88 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.8M | 27k | 65.24 | |
| Coca-Cola Company (KO) | 0.3 | $1.7M | 39k | 42.65 | |
| Walt Disney Company (DIS) | 0.3 | $1.6M | 18k | 89.04 | |
| SYSCO Corporation (SYY) | 0.3 | $1.6M | 42k | 37.94 | |
| Hershey Company (HSY) | 0.3 | $1.6M | 17k | 95.43 | |
| Home Depot (HD) | 0.3 | $1.6M | 17k | 91.76 | |
| International Business Machines (IBM) | 0.2 | $1.3M | 7.1k | 189.90 | |
| Pepsi (PEP) | 0.2 | $1.3M | 14k | 93.12 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.2M | 6.00 | 206833.33 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.2M | 8.7k | 138.14 | |
| Hewlett-Packard Company | 0.2 | $1.2M | 34k | 35.47 | |
| Kraft Foods | 0.2 | $1.1M | 20k | 56.38 | |
| Procter & Gamble Company (PG) | 0.2 | $1.0M | 12k | 83.77 | |
| Bank Of New York | 0.2 | $960k | 25k | 38.74 | |
| McDonald's Corporation (MCD) | 0.1 | $927k | 9.8k | 94.83 | |
| Emerson Electric (EMR) | 0.1 | $801k | 13k | 62.57 | |
| Incyte Corporation (INCY) | 0.1 | $696k | 14k | 49.03 | |
| Petro China | 0.1 | $665k | 5.2k | 128.50 | |
| Bristol Myers Squibb (BMY) | 0.1 | $543k | 11k | 51.23 | |
| CommVault Systems (CVLT) | 0.1 | $514k | 10k | 50.39 | |
| Paychex (PAYX) | 0.1 | $455k | 10k | 44.17 | |
| American Express Company (AXP) | 0.1 | $398k | 4.6k | 87.47 | |
| Boeing Company (BA) | 0.1 | $421k | 3.3k | 127.31 | |
| American Capital Agency | 0.1 | $419k | 20k | 21.27 | |
| Campbell Soup Company (CPB) | 0.1 | $363k | 8.5k | 42.71 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $347k | 5.0k | 69.05 | |
| Via | 0.1 | $323k | 4.2k | 76.90 | |
| Gap (GPS) | 0.1 | $275k | 6.6k | 41.67 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $299k | 5.0k | 60.21 | |
| Aetna Life Casualty | 0.1 | $271k | 3.3k | 80.94 | |
| Pfizer (PFE) | 0.0 | $234k | 7.9k | 29.63 | |
| Norfolk Southern (NSC) | 0.0 | $223k | 2.0k | 111.50 | |
| Shire | 0.0 | $259k | 1.0k | 259.00 | |
| At&t Corp | 0.0 | $263k | 7.5k | 35.17 |
