Tirschwell & Loewy

Tirschwell & Loewy as of June 30, 2018

Portfolio Holdings for Tirschwell & Loewy

Tirschwell & Loewy holds 76 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tiffany & Co. 6.0 $45M 340k 131.60
Neogen Corporation (NEOG) 4.9 $37M 456k 80.19
Cognex Corporation (CGNX) 4.4 $33M 742k 44.61
IDEXX Laboratories (IDXX) 4.4 $33M 151k 217.94
Analog Devices (ADI) 4.2 $32M 333k 95.92
MasterCard Incorporated (MA) 4.1 $31M 156k 196.52
Inogen (INGN) 4.1 $31M 164k 186.33
Abiomed 4.0 $30M 74k 409.05
Dex (DXCM) 3.7 $28M 290k 94.98
Insulet Corporation (PODD) 3.5 $26M 304k 85.70
Raytheon Company 3.4 $26M 134k 193.18
Brown-Forman Corporation (BF.B) 3.3 $25M 500k 49.01
Danaher Corporation (DHR) 3.2 $24M 247k 98.68
Johnson & Johnson (JNJ) 3.2 $24M 197k 121.34
Honeywell International (HON) 3.0 $23M 159k 144.05
Biogen Idec (BIIB) 2.8 $21M 71k 290.24
Novo Nordisk A/S (NVO) 2.5 $19M 407k 46.12
3 M Company 2.5 $19M 95k 196.72
Ross Stores (ROST) 2.5 $19M 220k 84.75
Jpmorgan Prime Money Ma (CJPXX) 2.2 $17M 158k 104.20
Starbucks Corporation (SBUX) 2.1 $16M 324k 48.85
Henry Schein (HSIC) 1.9 $15M 199k 72.64
Amgen (AMGN) 1.9 $14M 76k 184.59
Nevro (NVRO) 1.8 $14M 173k 79.85
Mettler-Toledo International (MTD) 1.8 $14M 23k 578.63
Xilinx 1.8 $13M 204k 65.26
Abbvie (ABBV) 1.5 $12M 124k 92.65
State Street Corporation (STT) 1.4 $11M 116k 93.09
DENTSPLY International 1.4 $11M 243k 43.77
Illinois Tool Works (ITW) 1.4 $10M 73k 138.54
United Parcel Service (UPS) 1.1 $8.0M 76k 106.23
Rockwell Collins 1.1 $8.1M 60k 134.67
Williams-Sonoma (WSM) 1.0 $7.6M 123k 61.38
Trimble Navigation (TRMB) 0.9 $7.1M 218k 32.84
Dow Chemical 0.8 $6.1M 92k 65.92
Spdr Euro Stoxx 50 Etf (FEZ) 0.6 $4.5M 116k 38.33
Merck & Co 0.4 $2.8M 46k 60.69
Automation 0.4 $2.7M 16k 166.24
Home Depot (HD) 0.3 $2.6M 14k 195.11
Verizon Communications (VZ) 0.3 $2.6M 52k 50.31
Paychex (PAYX) 0.3 $2.1M 31k 68.34
Unilever (UL) 0.3 $2.1M 38k 55.29
Exxon Mobil Corporation (XOM) 0.2 $1.9M 23k 82.72
SYSCO Corporation (SYY) 0.2 $1.9M 28k 68.29
Colgate-Palmolive Company (CL) 0.2 $1.7M 27k 64.82
Berkshire Hathaway (BRK.A) 0.2 $1.7M 6.00 282000.00
Walt Disney Company (DIS) 0.2 $1.5M 14k 104.81
Pepsi (PEP) 0.2 $1.5M 14k 108.89
McDonald's Corporation (MCD) 0.2 $1.4M 9.2k 156.72
Bank Of New York 0.2 $1.3M 25k 53.95
International Paper Company (IP) 0.2 $1.3M 25k 52.06
Schlumberger (SLB) 0.2 $1.3M 19k 67.04
Berkshire Hathaway Inc. Class B 0.1 $1.2M 6.2k 186.68
International Business Machines (IBM) 0.1 $1.1M 8.2k 139.65
Fortive (FTV) 0.1 $1.0M 14k 77.12
Boeing Company (BA) 0.1 $1.0M 3.0k 335.66
Caterpillar (CAT) 0.1 $841k 6.2k 135.65
General Electric Company 0.1 $741k 54k 13.61
Procter & Gamble Company (PG) 0.1 $713k 9.1k 78.08
Bristol Myers Squibb (BMY) 0.1 $603k 11k 55.32
Zynga 0.1 $569k 140k 4.07
Coca-Cola Company (KO) 0.1 $499k 11k 43.83
Automatic Data Processing (ADP) 0.1 $492k 3.2k 153.75
Emerson Electric (EMR) 0.1 $557k 8.1k 69.18
Apple (AAPL) 0.1 $514k 2.8k 185.09
Incyte Corporation (INCY) 0.1 $438k 6.5k 67.02
Aetna Life Casualty 0.1 $477k 2.6k 183.60
American Express Company (AXP) 0.0 $274k 2.8k 97.86
Norfolk Southern (NSC) 0.0 $302k 2.0k 151.00
Travelers Companies (TRV) 0.0 $296k 2.4k 122.47
ConocoPhillips (COP) 0.0 $334k 4.8k 69.58
At&t (T) 0.0 $221k 6.9k 32.16
W.W. Grainger (GWW) 0.0 $258k 835.00 308.98
UnitedHealth (UNH) 0.0 $245k 1.0k 245.00
Gap (GAP) 0.0 $207k 6.4k 32.34
Facebook Inc cl a (META) 0.0 $216k 1.1k 194.59