Tirschwell & Loewy as of Dec. 31, 2015
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 83 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Biogen Idec (BIIB) | 5.0 | $29M | 93k | 306.35 | |
| Tiffany & Co. | 4.8 | $27M | 354k | 76.29 | |
| Brown-Forman Corporation (BF.B) | 4.2 | $24M | 242k | 99.28 | |
| Danaher Corporation (DHR) | 4.1 | $23M | 251k | 92.88 | |
| Novo Nordisk A/S (NVO) | 4.1 | $23M | 397k | 58.08 | |
| Johnson & Johnson (JNJ) | 4.0 | $23M | 220k | 102.72 | |
| Dex (DXCM) | 3.8 | $21M | 261k | 81.90 | |
| Neogen Corporation (NEOG) | 3.6 | $21M | 362k | 56.52 | |
| Analog Devices (ADI) | 3.3 | $19M | 338k | 55.32 | |
| Raytheon Company | 3.1 | $18M | 141k | 124.53 | |
| Cognex Corporation (CGNX) | 3.1 | $17M | 513k | 33.77 | |
| Honeywell International (HON) | 3.0 | $17M | 167k | 103.57 | |
| Henry Schein (HSIC) | 2.9 | $17M | 105k | 158.19 | |
| 3 M Company | 2.8 | $16M | 107k | 150.64 | |
| W.W. Grainger (GWW) | 2.6 | $15M | 73k | 202.59 | |
| Amgen (AMGN) | 2.5 | $15M | 89k | 162.32 | |
| Syngenta | 2.5 | $14M | 184k | 78.73 | |
| Schlumberger (SLB) | 2.4 | $14M | 198k | 69.75 | |
| IDEXX Laboratories (IDXX) | 2.4 | $13M | 183k | 72.92 | |
| Insulet Corporation (PODD) | 1.9 | $11M | 278k | 37.81 | |
| Citrix Systems | 1.8 | $10M | 138k | 75.65 | |
| Kimberly-Clark Corporation (KMB) | 1.8 | $10M | 80k | 127.30 | |
| General Electric Company | 1.7 | $9.9M | 316k | 31.15 | |
| Ross Stores (ROST) | 1.7 | $9.6M | 178k | 53.81 | |
| Williams-Sonoma (WSM) | 1.7 | $9.4M | 161k | 58.41 | |
| Sirona Dental Systems | 1.5 | $8.5M | 77k | 109.57 | |
| Abbvie (ABBV) | 1.5 | $8.5M | 143k | 59.24 | |
| Mettler-Toledo International (MTD) | 1.4 | $7.9M | 23k | 339.14 | |
| Abiomed | 1.3 | $7.3M | 81k | 90.28 | |
| State Street Corporation (STT) | 1.3 | $7.2M | 108k | 66.36 | |
| Cepheid | 1.3 | $7.1M | 195k | 36.53 | |
| Illinois Tool Works (ITW) | 1.2 | $6.9M | 74k | 92.68 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.2 | $6.6M | 193k | 34.43 | |
| Trimble Navigation (TRMB) | 1.1 | $6.2M | 289k | 21.45 | |
| Rockwell Collins | 1.0 | $5.9M | 64k | 92.30 | |
| Occidental Petroleum Corporation (OXY) | 1.0 | $5.4M | 81k | 67.61 | |
| Merck & Co | 0.6 | $3.4M | 64k | 52.81 | |
| Unilever (UL) | 0.6 | $3.4M | 78k | 43.12 | |
| Grupo Televisa (TV) | 0.6 | $3.2M | 119k | 27.21 | |
| Southern Company (SO) | 0.5 | $3.0M | 65k | 46.78 | |
| General Mills (GIS) | 0.5 | $2.9M | 50k | 57.67 | |
| E.I. du Pont de Nemours & Company | 0.5 | $2.7M | 40k | 66.59 | |
| Dow Chemical | 0.5 | $2.5M | 49k | 51.47 | |
| Verizon Communications (VZ) | 0.4 | $2.4M | 53k | 46.22 | |
| Monsanto Company | 0.4 | $2.4M | 24k | 98.54 | |
| ConocoPhillips (COP) | 0.4 | $2.1M | 46k | 46.70 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 27k | 77.95 | |
| Home Depot (HD) | 0.4 | $2.0M | 16k | 132.28 | |
| Paychex (PAYX) | 0.4 | $2.0M | 38k | 52.90 | |
| SYSCO Corporation (SYY) | 0.3 | $1.9M | 46k | 41.00 | |
| Walt Disney Company (DIS) | 0.3 | $1.8M | 18k | 105.06 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.8M | 27k | 66.63 | |
| Automation | 0.3 | $1.8M | 18k | 102.63 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 38k | 42.96 | |
| McDonald's Corporation (MCD) | 0.3 | $1.5M | 13k | 118.18 | |
| Inogen (INGN) | 0.3 | $1.5M | 36k | 40.10 | |
| Incyte Corporation (INCY) | 0.2 | $1.4M | 13k | 108.46 | |
| Kraft Foods | 0.2 | $1.4M | 19k | 72.78 | |
| Pepsi (PEP) | 0.2 | $1.4M | 14k | 99.94 | |
| Hershey Company (HSY) | 0.2 | $1.4M | 16k | 89.29 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.2M | 6.00 | 197833.33 | |
| International Business Machines (IBM) | 0.2 | $1.2M | 8.5k | 137.62 | |
| Stratasys | 0.2 | $1.2M | 51k | 23.48 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 13k | 79.40 | |
| Bank Of New York | 0.2 | $1.0M | 25k | 41.21 | |
| Berkshire Hathaway Inc. Class B | 0.1 | $768k | 5.8k | 132.05 | |
| Bristol Myers Squibb (BMY) | 0.1 | $681k | 9.9k | 68.79 | |
| Emerson Electric (EMR) | 0.1 | $517k | 11k | 47.86 | |
| Campbell Soup Company (CPB) | 0.1 | $486k | 9.3k | 52.54 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $486k | 7.4k | 65.98 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $492k | 32k | 15.19 | |
| Boeing Company (BA) | 0.1 | $435k | 3.0k | 144.57 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $467k | 6.9k | 67.58 | |
| CommVault Systems (CVLT) | 0.1 | $401k | 10k | 39.31 | |
| American Express Company (AXP) | 0.1 | $344k | 5.0k | 69.49 | |
| Caterpillar (CAT) | 0.1 | $331k | 4.9k | 67.90 | |
| Pfizer (PFE) | 0.1 | $323k | 10k | 32.31 | |
| Hewlett-Packard Company | 0.1 | $367k | 31k | 11.84 | |
| Aetna Life Casualty | 0.1 | $367k | 3.4k | 108.00 | |
| At&t Corp | 0.1 | $291k | 8.4k | 34.45 | |
| Apple (AAPL) | 0.0 | $213k | 2.0k | 105.08 | |
| Walgreen Company | 0.0 | $230k | 2.7k | 85.19 | |
| Shire | 0.0 | $205k | 1.0k | 205.00 |
