Tirschwell & Loewy

Tirschwell & Loewy as of Dec. 31, 2018

Portfolio Holdings for Tirschwell & Loewy

Tirschwell & Loewy holds 68 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dex (DXCM) 5.2 $34M 284k 119.80
MasterCard Incorporated (MA) 4.6 $30M 160k 188.65
Analog Devices (ADI) 4.3 $28M 330k 85.83
Cognex Corporation (CGNX) 4.3 $28M 732k 38.67
IDEXX Laboratories (IDXX) 4.0 $27M 144k 186.02
Tiffany & Co. 4.0 $27M 331k 80.51
Danaher Corporation (DHR) 3.9 $26M 250k 103.12
Johnson & Johnson (JNJ) 3.8 $25M 194k 129.05
Neogen Corporation (NEOG) 3.8 $25M 437k 57.00
Brown-Forman Corporation (BF.B) 3.7 $25M 517k 47.58
Abiomed 3.6 $24M 74k 325.05
Insulet Corporation (PODD) 3.6 $24M 298k 79.32
Honeywell International (HON) 3.1 $21M 155k 132.12
Raytheon Company 3.1 $20M 133k 153.35
Starbucks Corporation (SBUX) 3.0 $20M 306k 64.40
Biogen Idec (BIIB) 3.0 $20M 65k 300.92
Inogen (INGN) 2.9 $19M 155k 124.17
Xilinx 2.8 $19M 220k 85.17
Ross Stores (ROST) 2.7 $18M 215k 83.20
3 M Company 2.7 $18M 93k 190.54
Novo Nordisk A/S (NVO) 2.7 $18M 381k 46.07
Henry Schein (HSIC) 2.3 $15M 196k 78.52
Jpmorgan Prime Money Ma (CJPXX) 2.3 $15M 155k 97.62
Amgen (AMGN) 2.2 $15M 75k 194.67
Mettler-Toledo International (MTD) 2.0 $14M 24k 565.59
salesforce (CRM) 1.6 $10M 75k 136.97
Abbvie (ABBV) 1.6 $10M 112k 92.19
Paypal Holdings (PYPL) 1.5 $10M 120k 84.09
Illinois Tool Works (ITW) 1.5 $9.9M 78k 126.69
State Street Corporation (STT) 0.9 $6.0M 95k 63.07
United Parcel Service (UPS) 0.8 $5.3M 55k 97.53
Williams-Sonoma (WSM) 0.8 $5.1M 101k 50.45
Dow Chemical 0.8 $5.0M 93k 53.48
Trimble Navigation (TRMB) 0.7 $4.3M 130k 32.91
Illumina (ILMN) 0.6 $3.6M 12k 299.96
Walt Disney Company (DIS) 0.5 $3.0M 28k 109.65
Merck & Co 0.5 $3.0M 39k 76.41
Automation 0.4 $2.5M 16k 150.46
Verizon Communications (VZ) 0.4 $2.4M 43k 56.21
United Technologies Corp 0.4 $2.4M 22k 106.47
Home Depot (HD) 0.3 $2.3M 13k 171.80
Berkshire Hathaway (BRK.A) 0.3 $1.8M 6.00 306000.00
Paychex (PAYX) 0.3 $1.8M 27k 65.15
Colgate-Palmolive Company (CL) 0.2 $1.6M 27k 59.51
Unilever (UL) 0.2 $1.5M 29k 52.26
Exxon Mobil Corporation (XOM) 0.2 $1.5M 21k 68.20
Pepsi (PEP) 0.2 $1.5M 13k 110.51
McDonald's Corporation (MCD) 0.2 $1.4M 7.7k 177.53
Berkshire Hathaway Inc. Class B 0.2 $1.3M 6.3k 204.25
SYSCO Corporation (SYY) 0.2 $1.2M 20k 62.64
Bank Of New York 0.2 $1.1M 24k 47.09
Boeing Company (BA) 0.1 $970k 3.0k 322.37
International Business Machines (IBM) 0.1 $904k 8.0k 113.62
Bristol Myers Squibb (BMY) 0.1 $567k 11k 52.02
Schlumberger (SLB) 0.1 $571k 16k 36.08
Zynga 0.1 $550k 140k 3.93
Garrett Motion (GTX) 0.1 $534k 26k 20.56
Caterpillar (CAT) 0.1 $486k 3.8k 127.06
Emerson Electric (EMR) 0.1 $481k 8.1k 59.74
Automatic Data Processing (ADP) 0.1 $393k 3.0k 131.00
Apple (AAPL) 0.1 $407k 2.6k 157.57
Norfolk Southern (NSC) 0.1 $299k 2.0k 149.50
Procter & Gamble Company (PG) 0.1 $352k 3.8k 91.86
American Express Company (AXP) 0.0 $267k 2.8k 95.36
Coca-Cola Company (KO) 0.0 $275k 5.8k 47.33
Travelers Companies (TRV) 0.0 $289k 2.4k 119.57
W.W. Grainger (GWW) 0.0 $236k 835.00 282.63
Pfizer (PFE) 0.0 $218k 5.0k 43.62