Tirschwell & Loewy

Tirschwell & Loewy as of Sept. 30, 2017

Portfolio Holdings for Tirschwell & Loewy

Tirschwell & Loewy holds 74 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cognex Corporation (CGNX) 6.4 $42M 385k 110.28
Tiffany & Co. 4.9 $33M 354k 91.78
Analog Devices (ADI) 4.3 $28M 330k 86.17
Neogen Corporation (NEOG) 4.0 $27M 344k 77.46
Johnson & Johnson (JNJ) 3.9 $26M 199k 130.01
Raytheon Company 3.8 $25M 135k 186.58
IDEXX Laboratories (IDXX) 3.6 $24M 155k 155.49
Biogen Idec (BIIB) 3.5 $23M 75k 313.12
Honeywell International (HON) 3.4 $22M 158k 141.74
MasterCard Incorporated (MA) 3.3 $22M 156k 141.19
Brown-Forman Corporation (BF.B) 3.2 $21M 386k 54.30
Danaher Corporation (DHR) 3.2 $21M 244k 85.78
3 M Company 3.1 $20M 97k 209.90
Novo Nordisk A/S (NVO) 3.0 $20M 414k 48.15
Insulet Corporation (PODD) 2.5 $17M 305k 55.08
Henry Schein (HSIC) 2.5 $16M 199k 81.99
Inogen (INGN) 2.4 $16M 166k 95.10
Starbucks Corporation (SBUX) 2.3 $15M 278k 53.71
DENTSPLY International 2.2 $15M 248k 59.81
Amgen (AMGN) 2.2 $15M 80k 186.45
Jpmorgan Prime Money Ma (CJPXX) 2.2 $15M 153k 95.51
Ross Stores (ROST) 2.1 $14M 214k 64.57
Abiomed 2.1 $14M 81k 168.60
Dex (DXCM) 2.0 $13M 271k 48.93
Mettler-Toledo International (MTD) 2.0 $13M 21k 626.15
Abbvie (ABBV) 1.7 $11M 129k 88.86
State Street Corporation (STT) 1.6 $10M 108k 95.54
Illinois Tool Works (ITW) 1.5 $10M 69k 147.96
Trimble Navigation (TRMB) 1.4 $9.2M 235k 39.25
Kimberly-Clark Corporation (KMB) 1.4 $8.9M 76k 117.68
Nevro (NVRO) 1.3 $8.8M 97k 90.88
Rockwell Collins 1.2 $8.2M 63k 130.71
Williams-Sonoma (WSM) 1.0 $6.6M 131k 49.86
Spdr Euro Stoxx 50 Etf (FEZ) 0.9 $6.1M 149k 41.25
Dow Chemical 0.8 $5.6M 80k 69.23
Schlumberger (SLB) 0.7 $4.4M 63k 69.77
Fortive (FTV) 0.6 $4.2M 59k 70.79
Unilever (UL) 0.6 $3.9M 67k 57.95
Merck & Co 0.5 $3.4M 53k 64.03
General Electric Company 0.5 $3.0M 122k 24.18
Automation 0.4 $2.9M 16k 178.18
Home Depot (HD) 0.3 $2.2M 14k 163.53
Bioverativ Inc Com equity 0.3 $2.1M 36k 57.07
Verizon Communications (VZ) 0.3 $2.0M 40k 49.48
Colgate-Palmolive Company (CL) 0.3 $2.0M 27k 72.87
International Paper Company (IP) 0.3 $1.9M 34k 56.82
Exxon Mobil Corporation (XOM) 0.3 $1.9M 23k 81.99
Paychex (PAYX) 0.3 $1.8M 29k 59.98
Procter & Gamble Company (PG) 0.3 $1.7M 19k 90.99
SYSCO Corporation (SYY) 0.2 $1.7M 31k 53.95
Berkshire Hathaway (BRK.A) 0.2 $1.6M 6.00 274666.67
General Mills (GIS) 0.2 $1.6M 30k 51.75
McDonald's Corporation (MCD) 0.2 $1.5M 9.4k 156.69
Walt Disney Company (DIS) 0.2 $1.3M 14k 98.60
Bank Of New York 0.2 $1.3M 25k 53.01
International Business Machines (IBM) 0.2 $1.2M 8.6k 145.10
Pepsi (PEP) 0.2 $1.2M 11k 111.42
Berkshire Hathaway Inc. Class B 0.2 $1.1M 5.8k 183.39
Grupo Televisa (TV) 0.1 $965k 39k 24.68
Incyte Corporation (INCY) 0.1 $882k 7.6k 116.74
ConocoPhillips (COP) 0.1 $858k 17k 50.03
Caterpillar (CAT) 0.1 $764k 6.1k 124.73
United Parcel Service (UPS) 0.1 $773k 6.4k 120.12
Boeing Company (BA) 0.1 $765k 3.0k 254.24
Bristol Myers Squibb (BMY) 0.1 $631k 9.9k 63.74
Emerson Electric (EMR) 0.1 $591k 9.4k 62.86
CommVault Systems (CVLT) 0.1 $620k 10k 60.78
Coca-Cola Company (KO) 0.1 $512k 11k 44.97
Kraft Foods 0.1 $405k 5.2k 77.51
Occidental Petroleum Corporation (OXY) 0.1 $389k 6.1k 64.15
Aetna Life Casualty 0.1 $413k 2.6k 158.97
American Express Company (AXP) 0.1 $299k 3.3k 90.61
Norfolk Southern (NSC) 0.0 $264k 2.0k 132.00
Walgreen Company 0.0 $201k 2.6k 77.31