Tirschwell & Loewy as of March 31, 2015
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 83 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 7.0 | $42M | 99k | 422.24 | |
| Tiffany & Co. | 5.2 | $31M | 351k | 88.01 | |
| Cognex Corporation (CGNX) | 4.3 | $26M | 516k | 49.59 | |
| Brown-Forman Corporation (BF.B) | 3.9 | $23M | 257k | 90.35 | |
| Johnson & Johnson (JNJ) | 3.8 | $23M | 226k | 100.60 | |
| Analog Devices (ADI) | 3.6 | $22M | 346k | 63.00 | |
| Novo Nordisk A/S (NVO) | 3.6 | $22M | 408k | 53.39 | |
| Danaher Corporation (DHR) | 3.6 | $21M | 252k | 84.90 | |
| W.W. Grainger (GWW) | 3.0 | $18M | 76k | 235.81 | |
| Honeywell International (HON) | 3.0 | $18M | 170k | 104.31 | |
| 3 M Company | 3.0 | $18M | 107k | 164.95 | |
| Neogen Corporation (NEOG) | 2.8 | $17M | 365k | 46.73 | |
| Dex (DXCM) | 2.8 | $17M | 272k | 62.34 | |
| Schlumberger (SLB) | 2.8 | $17M | 202k | 83.44 | |
| Raytheon Company | 2.6 | $16M | 145k | 109.25 | |
| Henry Schein (HSIC) | 2.5 | $15M | 109k | 139.62 | |
| Amgen (AMGN) | 2.4 | $15M | 92k | 159.85 | |
| IDEXX Laboratories (IDXX) | 2.4 | $14M | 92k | 154.48 | |
| Stratasys | 2.2 | $13M | 251k | 52.78 | |
| Syngenta | 2.2 | $13M | 191k | 67.81 | |
| Williams-Sonoma (WSM) | 2.0 | $12M | 150k | 79.71 | |
| Citrix Systems | 1.7 | $10M | 160k | 63.87 | |
| Trimble Navigation (TRMB) | 1.6 | $9.8M | 389k | 25.20 | |
| Ross Stores (ROST) | 1.6 | $9.4M | 89k | 105.36 | |
| Insulet Corporation (PODD) | 1.5 | $9.1M | 272k | 33.35 | |
| Kimberly-Clark Corporation (KMB) | 1.4 | $8.6M | 80k | 107.11 | |
| Abbvie (ABBV) | 1.3 | $7.9M | 135k | 58.54 | |
| State Street Corporation (STT) | 1.3 | $7.9M | 107k | 73.53 | |
| General Electric Company | 1.3 | $7.9M | 317k | 24.81 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.3 | $7.7M | 199k | 38.82 | |
| Mettler-Toledo International (MTD) | 1.3 | $7.6M | 23k | 328.66 | |
| Nektar Therapeutics (NKTR) | 1.3 | $7.6M | 692k | 11.00 | |
| Illinois Tool Works (ITW) | 1.2 | $7.2M | 75k | 97.14 | |
| Sirona Dental Systems | 1.2 | $7.0M | 78k | 89.99 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $6.9M | 94k | 73.00 | |
| Rockwell Collins | 1.0 | $6.1M | 63k | 96.56 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.8 | $4.7M | 59k | 79.85 | |
| Grupo Televisa (TV) | 0.7 | $4.5M | 135k | 33.01 | |
| Merck & Co | 0.6 | $3.6M | 63k | 57.49 | |
| Monsanto Company | 0.6 | $3.5M | 31k | 112.55 | |
| E.I. du Pont de Nemours & Company | 0.5 | $3.0M | 43k | 71.46 | |
| ConocoPhillips (COP) | 0.5 | $3.1M | 49k | 62.27 | |
| Unilever (UL) | 0.5 | $2.8M | 68k | 41.72 | |
| General Mills (GIS) | 0.5 | $2.7M | 48k | 56.60 | |
| Southern Company (SO) | 0.5 | $2.7M | 61k | 44.28 | |
| Verizon Communications (VZ) | 0.4 | $2.6M | 53k | 48.62 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.2M | 26k | 85.01 | |
| Automation | 0.3 | $2.0M | 18k | 115.96 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.9M | 27k | 69.34 | |
| Walt Disney Company (DIS) | 0.3 | $1.9M | 18k | 104.87 | |
| Home Depot (HD) | 0.3 | $1.8M | 16k | 113.59 | |
| SYSCO Corporation (SYY) | 0.3 | $1.6M | 43k | 37.72 | |
| Hershey Company (HSY) | 0.3 | $1.6M | 16k | 100.93 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 39k | 40.54 | |
| Kraft Foods | 0.3 | $1.6M | 18k | 87.12 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.3M | 6.00 | 217500.00 | |
| International Business Machines (IBM) | 0.2 | $1.3M | 8.3k | 160.55 | |
| Pepsi (PEP) | 0.2 | $1.3M | 14k | 95.64 | |
| Incyte Corporation (INCY) | 0.2 | $1.2M | 14k | 91.64 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.2M | 8.4k | 144.37 | |
| McDonald's Corporation (MCD) | 0.2 | $1.2M | 12k | 97.46 | |
| Hewlett-Packard Company | 0.2 | $1.0M | 33k | 31.15 | |
| Bank Of New York | 0.2 | $997k | 25k | 40.24 | |
| Procter & Gamble Company (PG) | 0.2 | $976k | 12k | 81.91 | |
| Paychex (PAYX) | 0.1 | $910k | 18k | 49.59 | |
| Emerson Electric (EMR) | 0.1 | $827k | 15k | 56.64 | |
| Bristol Myers Squibb (BMY) | 0.1 | $677k | 11k | 64.48 | |
| Dow Chemical | 0.1 | $637k | 13k | 47.98 | |
| Boeing Company (BA) | 0.1 | $452k | 3.0k | 150.22 | |
| Campbell Soup Company (CPB) | 0.1 | $412k | 8.9k | 46.55 | |
| CommVault Systems (CVLT) | 0.1 | $446k | 10k | 43.73 | |
| American Capital Agency | 0.1 | $420k | 20k | 21.32 | |
| American Express Company (AXP) | 0.1 | $348k | 4.5k | 78.20 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $384k | 5.4k | 70.78 | |
| Aetna Life Casualty | 0.1 | $346k | 3.2k | 106.53 | |
| Gap (GPS) | 0.1 | $286k | 6.6k | 43.33 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $295k | 4.9k | 60.62 | |
| Via | 0.0 | $219k | 3.2k | 68.44 | |
| Walgreen Company | 0.0 | $229k | 2.7k | 84.81 | |
| Shire | 0.0 | $239k | 1.0k | 239.00 | |
| At&t Corp | 0.0 | $244k | 7.5k | 32.63 | |
| Pfizer (PFE) | 0.0 | $207k | 5.9k | 34.80 | |
| Norfolk Southern (NSC) | 0.0 | $206k | 2.0k | 103.00 |
