Tirschwell & Loewy as of June 30, 2015
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 80 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 6.9 | $41M | 101k | 403.94 | |
| Tiffany & Co. | 5.4 | $32M | 348k | 91.80 | |
| Brown-Forman Corporation (BF.B) | 4.3 | $26M | 256k | 100.18 | |
| Cognex Corporation (CGNX) | 4.2 | $25M | 515k | 48.27 | |
| Novo Nordisk A/S (NVO) | 3.7 | $22M | 404k | 54.76 | |
| Analog Devices (ADI) | 3.7 | $22M | 344k | 64.19 | |
| Johnson & Johnson (JNJ) | 3.7 | $22M | 225k | 97.46 | |
| Danaher Corporation (DHR) | 3.7 | $22M | 256k | 85.59 | |
| Dex (DXCM) | 3.7 | $22M | 273k | 79.98 | |
| W.W. Grainger (GWW) | 3.0 | $18M | 76k | 236.65 | |
| Schlumberger (SLB) | 3.0 | $18M | 203k | 86.19 | |
| Neogen Corporation (NEOG) | 2.9 | $17M | 367k | 47.44 | |
| Honeywell International (HON) | 2.9 | $17M | 169k | 101.97 | |
| 3 M Company | 2.9 | $17M | 111k | 154.30 | |
| Syngenta | 2.6 | $15M | 188k | 81.61 | |
| Henry Schein (HSIC) | 2.6 | $15M | 108k | 142.12 | |
| Raytheon Company | 2.3 | $14M | 145k | 95.68 | |
| Amgen (AMGN) | 2.3 | $14M | 90k | 153.52 | |
| Williams-Sonoma (WSM) | 2.1 | $12M | 149k | 82.27 | |
| IDEXX Laboratories (IDXX) | 2.0 | $12M | 184k | 64.14 | |
| Citrix Systems | 1.6 | $9.8M | 140k | 70.16 | |
| Abbvie (ABBV) | 1.6 | $9.5M | 141k | 67.19 | |
| Trimble Navigation (TRMB) | 1.5 | $9.1M | 389k | 23.46 | |
| General Electric Company | 1.5 | $8.7M | 327k | 26.57 | |
| Stratasys | 1.5 | $8.6M | 248k | 34.93 | |
| State Street Corporation (STT) | 1.4 | $8.5M | 111k | 77.00 | |
| Kimberly-Clark Corporation (KMB) | 1.4 | $8.5M | 81k | 105.96 | |
| Ross Stores (ROST) | 1.4 | $8.5M | 176k | 48.61 | |
| Insulet Corporation (PODD) | 1.4 | $8.6M | 276k | 30.99 | |
| Sirona Dental Systems | 1.3 | $7.8M | 78k | 100.42 | |
| Mettler-Toledo International (MTD) | 1.3 | $7.8M | 23k | 341.47 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.3 | $7.5M | 201k | 37.43 | |
| Occidental Petroleum Corporation (OXY) | 1.2 | $7.2M | 93k | 77.77 | |
| Illinois Tool Works (ITW) | 1.2 | $7.0M | 77k | 91.79 | |
| Rockwell Collins | 1.0 | $5.8M | 63k | 92.35 | |
| Grupo Televisa (TV) | 0.9 | $5.2M | 133k | 38.82 | |
| Merck & Co | 0.6 | $3.6M | 63k | 56.93 | |
| Monsanto Company | 0.5 | $3.1M | 29k | 106.58 | |
| Unilever (UL) | 0.5 | $3.1M | 73k | 42.96 | |
| ConocoPhillips (COP) | 0.5 | $3.1M | 50k | 61.40 | |
| E.I. du Pont de Nemours & Company | 0.5 | $2.8M | 45k | 63.94 | |
| General Mills (GIS) | 0.5 | $2.8M | 50k | 55.73 | |
| Verizon Communications (VZ) | 0.5 | $2.7M | 59k | 46.60 | |
| Southern Company (SO) | 0.5 | $2.7M | 65k | 41.90 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.2M | 26k | 83.20 | |
| Automation | 0.4 | $2.2M | 18k | 124.66 | |
| Walt Disney Company (DIS) | 0.3 | $2.1M | 18k | 114.13 | |
| Nektar Therapeutics | 0.3 | $1.9M | 154k | 12.51 | |
| Dow Chemical | 0.3 | $1.9M | 37k | 51.18 | |
| Home Depot (HD) | 0.3 | $1.8M | 16k | 111.15 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.8M | 27k | 65.42 | |
| Kraft Foods | 0.3 | $1.7M | 20k | 85.12 | |
| SYSCO Corporation (SYY) | 0.3 | $1.6M | 44k | 36.10 | |
| Coca-Cola Company (KO) | 0.3 | $1.5M | 39k | 39.23 | |
| Hershey Company (HSY) | 0.2 | $1.4M | 16k | 88.81 | |
| Incyte Corporation (INCY) | 0.2 | $1.4M | 13k | 104.17 | |
| Paychex (PAYX) | 0.2 | $1.4M | 30k | 46.89 | |
| International Business Machines (IBM) | 0.2 | $1.4M | 8.3k | 162.72 | |
| Pepsi (PEP) | 0.2 | $1.3M | 14k | 93.35 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.2M | 6.00 | 204833.33 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.1M | 8.4k | 136.17 | |
| McDonald's Corporation (MCD) | 0.2 | $1.1M | 12k | 95.08 | |
| Bank Of New York | 0.2 | $1.0M | 25k | 41.97 | |
| Hewlett-Packard Company | 0.2 | $980k | 33k | 30.02 | |
| Procter & Gamble Company (PG) | 0.2 | $931k | 12k | 78.22 | |
| Emerson Electric (EMR) | 0.1 | $804k | 15k | 55.44 | |
| Bristol Myers Squibb (BMY) | 0.1 | $659k | 9.9k | 66.57 | |
| Boeing Company (BA) | 0.1 | $417k | 3.0k | 138.58 | |
| Campbell Soup Company (CPB) | 0.1 | $436k | 9.2k | 47.65 | |
| CommVault Systems (CVLT) | 0.1 | $433k | 10k | 42.45 | |
| American Express Company (AXP) | 0.1 | $346k | 4.5k | 77.75 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $363k | 5.4k | 66.91 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $330k | 4.9k | 67.82 | |
| Aetna Life Casualty | 0.1 | $382k | 3.0k | 127.42 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $230k | 2.9k | 79.31 | |
| Walgreen Company | 0.0 | $228k | 2.7k | 84.44 | |
| Gap (GAP) | 0.0 | $252k | 6.6k | 38.18 | |
| Shire | 0.0 | $241k | 1.0k | 241.00 | |
| At&t Corp | 0.0 | $266k | 7.5k | 35.58 | |
| Via | 0.0 | $207k | 3.2k | 64.69 |
