Tirschwell & Loewy as of March 31, 2018
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 78 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cognex Corporation (CGNX) | 5.3 | $38M | 739k | 51.99 | |
| Tiffany & Co. | 4.6 | $33M | 342k | 97.66 | |
| Neogen Corporation (NEOG) | 4.2 | $31M | 459k | 66.99 | |
| Analog Devices (ADI) | 4.2 | $30M | 332k | 91.13 | |
| IDEXX Laboratories (IDXX) | 4.0 | $29M | 153k | 191.39 | |
| Raytheon Company | 4.0 | $29M | 133k | 215.82 | |
| MasterCard Incorporated (MA) | 3.8 | $27M | 156k | 175.16 | |
| Insulet Corporation (PODD) | 3.6 | $26M | 303k | 86.68 | |
| Brown-Forman Corporation (BF.B) | 3.6 | $26M | 480k | 54.40 | |
| Johnson & Johnson (JNJ) | 3.5 | $25M | 196k | 128.15 | |
| Danaher Corporation (DHR) | 3.3 | $24M | 247k | 97.91 | |
| Abiomed | 3.2 | $23M | 80k | 291.00 | |
| Honeywell International (HON) | 3.2 | $23M | 159k | 144.51 | |
| Dex (DXCM) | 3.0 | $22M | 290k | 74.16 | |
| 3 M Company | 2.9 | $21M | 96k | 219.52 | |
| Inogen (INGN) | 2.8 | $21M | 168k | 122.84 | |
| Novo Nordisk A/S (NVO) | 2.8 | $20M | 406k | 49.25 | |
| Biogen Idec (BIIB) | 2.7 | $20M | 72k | 273.82 | |
| Starbucks Corporation (SBUX) | 2.6 | $19M | 331k | 57.89 | |
| Ross Stores (ROST) | 2.4 | $17M | 221k | 77.98 | |
| Jpmorgan Prime Money Ma (CJPXX) | 2.4 | $17M | 156k | 109.97 | |
| Nevro (NVRO) | 2.0 | $15M | 169k | 86.67 | |
| Henry Schein (HSIC) | 1.8 | $13M | 197k | 67.21 | |
| Amgen (AMGN) | 1.8 | $13M | 77k | 170.48 | |
| Mettler-Toledo International (MTD) | 1.8 | $13M | 22k | 575.03 | |
| DENTSPLY International | 1.7 | $13M | 251k | 50.31 | |
| Abbvie (ABBV) | 1.6 | $12M | 125k | 94.65 | |
| State Street Corporation (STT) | 1.6 | $11M | 114k | 99.73 | |
| Illinois Tool Works (ITW) | 1.4 | $11M | 67k | 156.66 | |
| Rockwell Collins | 1.1 | $8.2M | 61k | 134.85 | |
| Trimble Navigation (TRMB) | 1.1 | $8.0M | 223k | 35.88 | |
| United Parcel Service (UPS) | 1.0 | $7.3M | 70k | 104.66 | |
| Williams-Sonoma (WSM) | 0.9 | $6.7M | 127k | 52.76 | |
| Kimberly-Clark Corporation (KMB) | 0.9 | $6.6M | 60k | 110.13 | |
| Xilinx | 0.9 | $6.4M | 89k | 72.24 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.8 | $5.6M | 138k | 40.27 | |
| Dow Chemical | 0.7 | $5.2M | 81k | 63.71 | |
| Fortive (FTV) | 0.6 | $4.1M | 53k | 77.51 | |
| Unilever (UL) | 0.4 | $3.0M | 55k | 55.56 | |
| Automation | 0.4 | $2.9M | 16k | 174.22 | |
| Merck & Co | 0.4 | $2.7M | 49k | 54.46 | |
| Home Depot (HD) | 0.3 | $2.4M | 14k | 178.22 | |
| Verizon Communications (VZ) | 0.3 | $2.1M | 44k | 47.83 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.9M | 27k | 71.69 | |
| Paychex (PAYX) | 0.3 | $1.9M | 31k | 61.60 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.8M | 6.00 | 299166.67 | |
| Schlumberger (SLB) | 0.2 | $1.8M | 27k | 64.76 | |
| SYSCO Corporation (SYY) | 0.2 | $1.7M | 28k | 59.95 | |
| International Paper Company (IP) | 0.2 | $1.7M | 32k | 53.44 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | 22k | 74.60 | |
| McDonald's Corporation (MCD) | 0.2 | $1.4M | 9.2k | 156.39 | |
| Walt Disney Company (DIS) | 0.2 | $1.4M | 14k | 100.44 | |
| Pepsi (PEP) | 0.2 | $1.5M | 13k | 109.14 | |
| International Business Machines (IBM) | 0.2 | $1.2M | 7.9k | 153.44 | |
| Bank Of New York | 0.2 | $1.3M | 25k | 51.55 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.2M | 6.0k | 199.47 | |
| Procter & Gamble Company (PG) | 0.2 | $1.2M | 15k | 79.26 | |
| Boeing Company (BA) | 0.1 | $987k | 3.0k | 328.02 | |
| General Mills (GIS) | 0.1 | $996k | 22k | 45.05 | |
| Caterpillar (CAT) | 0.1 | $928k | 6.3k | 147.30 | |
| General Electric Company | 0.1 | $851k | 63k | 13.48 | |
| Bristol Myers Squibb (BMY) | 0.1 | $626k | 9.9k | 63.23 | |
| Incyte Corporation (INCY) | 0.1 | $613k | 7.4k | 83.34 | |
| Emerson Electric (EMR) | 0.1 | $615k | 9.0k | 68.32 | |
| ConocoPhillips (COP) | 0.1 | $593k | 10k | 59.30 | |
| CommVault Systems (CVLT) | 0.1 | $583k | 10k | 57.16 | |
| Coca-Cola Company (KO) | 0.1 | $494k | 11k | 43.39 | |
| Zynga | 0.1 | $512k | 140k | 3.66 | |
| Apple (AAPL) | 0.1 | $462k | 2.8k | 167.76 | |
| Aetna Life Casualty | 0.1 | $439k | 2.6k | 168.98 | |
| Travelers Companies (TRV) | 0.1 | $336k | 2.4k | 139.02 | |
| Automatic Data Processing (ADP) | 0.1 | $397k | 3.5k | 113.43 | |
| American Express Company (AXP) | 0.0 | $261k | 2.8k | 93.21 | |
| Norfolk Southern (NSC) | 0.0 | $272k | 2.0k | 136.00 | |
| At&t (T) | 0.0 | $238k | 6.7k | 35.68 | |
| W.W. Grainger (GWW) | 0.0 | $236k | 835.00 | 282.63 | |
| UnitedHealth (UNH) | 0.0 | $214k | 1.0k | 214.00 | |
| Nektar Therapeutics (NKTR) | 0.0 | $213k | 2.0k | 106.50 |
