Tirschwell & Loewy

Tirschwell & Loewy as of Sept. 30, 2018

Portfolio Holdings for Tirschwell & Loewy

Tirschwell & Loewy holds 71 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tiffany & Co. 5.4 $44M 337k 128.97
Cognex Corporation (CGNX) 5.2 $41M 740k 55.82
Dex (DXCM) 5.1 $41M 287k 143.04
Inogen (INGN) 4.7 $38M 155k 244.12
IDEXX Laboratories (IDXX) 4.5 $36M 144k 249.66
MasterCard Incorporated (MA) 4.3 $35M 155k 222.61
Abiomed 4.2 $33M 74k 449.76
Insulet Corporation (PODD) 3.9 $32M 298k 105.95
Neogen Corporation (NEOG) 3.9 $31M 438k 71.53
Analog Devices (ADI) 3.8 $30M 329k 92.46
Raytheon Company 3.5 $28M 134k 206.66
Johnson & Johnson (JNJ) 3.4 $27M 196k 138.17
Danaher Corporation (DHR) 3.4 $27M 248k 108.66
Honeywell International (HON) 3.3 $26M 159k 166.40
Brown-Forman Corporation (BF.B) 3.3 $26M 520k 50.55
Biogen Idec (BIIB) 2.9 $24M 67k 353.31
Ross Stores (ROST) 2.7 $22M 217k 99.10
3 M Company 2.5 $20M 95k 210.71
Novo Nordisk A/S (NVO) 2.4 $19M 408k 47.14
Starbucks Corporation (SBUX) 2.2 $18M 313k 56.84
Jpmorgan Prime Money Ma (CJPXX) 2.2 $18M 156k 112.84
Xilinx 2.2 $18M 218k 80.17
Henry Schein (HSIC) 2.1 $17M 198k 85.03
Amgen (AMGN) 2.0 $16M 76k 207.28
Mettler-Toledo International (MTD) 1.8 $14M 24k 608.99
Nevro (NVRO) 1.4 $11M 195k 57.00
Abbvie (ABBV) 1.4 $11M 117k 94.58
Illinois Tool Works (ITW) 1.3 $11M 76k 141.11
State Street Corporation (STT) 1.3 $10M 120k 83.78
United Parcel Service (UPS) 1.1 $8.6M 73k 116.75
Rockwell Collins 1.1 $8.4M 60k 140.46
Trimble Navigation (TRMB) 1.0 $8.2M 189k 43.46
Williams-Sonoma (WSM) 0.9 $6.8M 104k 65.72
Dow Chemical 0.7 $5.6M 87k 64.31
Automation 0.4 $3.1M 16k 187.51
Home Depot (HD) 0.3 $2.8M 14k 207.19
Merck & Co 0.3 $2.8M 39k 70.95
Verizon Communications (VZ) 0.3 $2.5M 46k 53.39
Walt Disney Company (DIS) 0.3 $2.4M 21k 116.96
Paychex (PAYX) 0.2 $1.9M 26k 73.63
Berkshire Hathaway (BRK.A) 0.2 $1.9M 6.00 320000.00
Exxon Mobil Corporation (XOM) 0.2 $1.9M 22k 85.02
Colgate-Palmolive Company (CL) 0.2 $1.8M 27k 66.94
Unilever (UL) 0.2 $1.7M 30k 54.97
Pepsi (PEP) 0.2 $1.5M 13k 111.83
SYSCO Corporation (SYY) 0.2 $1.4M 20k 73.23
Berkshire Hathaway Inc. Class B 0.2 $1.3M 6.3k 214.15
McDonald's Corporation (MCD) 0.2 $1.3M 7.7k 167.27
Bank Of New York 0.2 $1.3M 25k 50.98
International Business Machines (IBM) 0.1 $1.2M 8.0k 151.21
Boeing Company (BA) 0.1 $1.1M 3.0k 371.88
Schlumberger (SLB) 0.1 $1.1M 18k 60.93
Caterpillar (CAT) 0.1 $640k 4.2k 152.38
Bristol Myers Squibb (BMY) 0.1 $677k 11k 62.11
Emerson Electric (EMR) 0.1 $617k 8.1k 76.63
Apple (AAPL) 0.1 $627k 2.8k 225.78
Zynga 0.1 $561k 140k 4.01
Aetna Life Casualty 0.1 $527k 2.6k 202.85
DENTSPLY International 0.1 $452k 12k 37.75
Automatic Data Processing (ADP) 0.1 $482k 3.2k 150.62
Norfolk Southern (NSC) 0.1 $361k 2.0k 180.50
Procter & Gamble Company (PG) 0.1 $423k 5.1k 83.23
American Express Company (AXP) 0.0 $298k 2.8k 106.43
Coca-Cola Company (KO) 0.0 $336k 7.3k 46.12
Travelers Companies (TRV) 0.0 $314k 2.4k 129.91
W.W. Grainger (GWW) 0.0 $298k 835.00 356.89
Pfizer (PFE) 0.0 $220k 5.0k 44.02
At&t (T) 0.0 $231k 6.9k 33.62
UnitedHealth (UNH) 0.0 $266k 1.0k 266.00
Alphabet Inc Class C cs (GOOG) 0.0 $202k 169.00 1195.27
Fortive (FTV) 0.0 $261k 3.1k 84.19