Tirschwell & Loewy

Tirschwell & Loewy as of Dec. 31, 2017

Portfolio Holdings for Tirschwell & Loewy

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cognex Corporation (CGNX) 6.3 $45M 733k 61.16
Tiffany & Co. 5.1 $36M 350k 103.95
Analog Devices (ADI) 4.1 $29M 328k 89.03
Neogen Corporation (NEOG) 3.9 $28M 338k 82.21
Johnson & Johnson (JNJ) 3.9 $28M 197k 139.72
Brown-Forman Corporation (BF.B) 3.7 $26M 384k 68.67
Raytheon Company 3.5 $25M 133k 187.85
IDEXX Laboratories (IDXX) 3.4 $24M 154k 156.38
Honeywell International (HON) 3.4 $24M 156k 153.36
MasterCard Incorporated (MA) 3.3 $24M 156k 151.36
Biogen Idec (BIIB) 3.3 $24M 74k 318.57
3 M Company 3.2 $23M 96k 235.37
Danaher Corporation (DHR) 3.2 $23M 242k 92.82
Novo Nordisk A/S (NVO) 3.1 $22M 407k 53.67
Insulet Corporation (PODD) 3.0 $21M 302k 69.00
Inogen (INGN) 2.8 $20M 164k 119.08
Starbucks Corporation (SBUX) 2.6 $18M 316k 57.43
Ross Stores (ROST) 2.4 $17M 214k 80.25
Jpmorgan Prime Money Ma (CJPXX) 2.3 $16M 153k 106.94
DENTSPLY International 2.3 $16M 246k 65.83
Dex (DXCM) 2.3 $16M 281k 57.39
Abiomed 2.1 $15M 81k 187.41
Henry Schein (HSIC) 2.0 $14M 199k 69.88
Amgen (AMGN) 1.9 $14M 78k 173.90
Mettler-Toledo International (MTD) 1.8 $13M 21k 619.53
Abbvie (ABBV) 1.7 $12M 126k 96.71
Illinois Tool Works (ITW) 1.6 $11M 67k 166.85
Nevro (NVRO) 1.6 $11M 160k 69.04
State Street Corporation (STT) 1.5 $11M 108k 97.61
Trimble Navigation (TRMB) 1.3 $9.0M 222k 40.64
Rockwell Collins 1.2 $8.4M 62k 135.62
Kimberly-Clark Corporation (KMB) 1.2 $8.2M 68k 120.67
Williams-Sonoma (WSM) 0.9 $6.5M 127k 51.70
United Parcel Service (UPS) 0.9 $6.4M 53k 119.15
Spdr Euro Stoxx 50 Etf (FEZ) 0.8 $5.7M 139k 40.71
Dow Chemical 0.8 $5.5M 78k 71.23
Fortive (FTV) 0.6 $4.2M 58k 72.35
Unilever (UL) 0.5 $3.5M 64k 55.34
Schlumberger (SLB) 0.5 $3.4M 50k 67.39
Automation 0.5 $3.2M 16k 196.34
Merck & Co 0.4 $2.8M 50k 56.26
Home Depot (HD) 0.4 $2.5M 13k 189.55
Verizon Communications (VZ) 0.3 $2.0M 39k 52.92
Colgate-Palmolive Company (CL) 0.3 $2.0M 27k 75.46
Paychex (PAYX) 0.3 $1.9M 28k 68.06
Bioverativ Inc Com equity 0.3 $1.9M 35k 53.92
Exxon Mobil Corporation (XOM) 0.2 $1.8M 21k 83.64
Berkshire Hathaway (BRK.A) 0.2 $1.8M 6.00 297666.67
SYSCO Corporation (SYY) 0.2 $1.7M 28k 60.73
International Paper Company (IP) 0.2 $1.7M 29k 57.95
Procter & Gamble Company (PG) 0.2 $1.6M 18k 91.90
Walt Disney Company (DIS) 0.2 $1.4M 14k 107.51
General Mills (GIS) 0.2 $1.4M 24k 59.31
McDonald's Corporation (MCD) 0.2 $1.3M 7.8k 172.18
Pepsi (PEP) 0.2 $1.3M 11k 119.89
Bank Of New York 0.2 $1.3M 25k 53.87
International Business Machines (IBM) 0.2 $1.3M 8.2k 153.40
Berkshire Hathaway Inc. Class B 0.2 $1.1M 5.8k 198.24
General Electric Company 0.2 $1.2M 66k 17.45
Caterpillar (CAT) 0.1 $965k 6.1k 157.55
Boeing Company (BA) 0.1 $887k 3.0k 294.78
Incyte Corporation (INCY) 0.1 $697k 7.4k 94.77
Bristol Myers Squibb (BMY) 0.1 $607k 9.9k 61.31
Emerson Electric (EMR) 0.1 $648k 9.3k 69.66
ConocoPhillips (COP) 0.1 $626k 11k 54.91
CommVault Systems (CVLT) 0.1 $536k 10k 52.55
Zynga 0.1 $560k 140k 4.00
Coca-Cola Company (KO) 0.1 $523k 11k 45.84
Aetna Life Casualty 0.1 $469k 2.6k 180.52
Grupo Televisa (TV) 0.1 $344k 18k 18.70
American Express Company (AXP) 0.0 $278k 2.8k 99.29
Norfolk Southern (NSC) 0.0 $290k 2.0k 145.00
Apple (AAPL) 0.0 $257k 1.5k 169.19
Gap (GAP) 0.0 $218k 6.4k 34.06