Tirschwell & Loewy as of March 31, 2019
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 66 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 5.2 | $38M | 160k | 235.45 | |
| Cognex Corporation (CGNX) | 5.1 | $37M | 727k | 50.86 | |
| Tiffany & Co. | 4.8 | $35M | 328k | 105.55 | |
| Analog Devices (ADI) | 4.7 | $34M | 325k | 105.27 | |
| Dex (DXCM) | 4.6 | $34M | 283k | 119.10 | |
| Danaher Corporation (DHR) | 4.5 | $33M | 249k | 132.02 | |
| IDEXX Laboratories (IDXX) | 4.4 | $32M | 142k | 223.60 | |
| Insulet Corporation (PODD) | 3.9 | $28M | 297k | 95.09 | |
| Xilinx | 3.8 | $28M | 217k | 126.79 | |
| Johnson & Johnson (JNJ) | 3.7 | $27M | 192k | 139.79 | |
| Brown-Forman Corporation (BF.B) | 3.7 | $27M | 507k | 52.78 | |
| Neogen Corporation (NEOG) | 3.5 | $25M | 436k | 57.39 | |
| Raytheon Company | 3.4 | $25M | 135k | 182.08 | |
| Honeywell International (HON) | 3.4 | $25M | 154k | 158.92 | |
| Starbucks Corporation (SBUX) | 3.1 | $23M | 305k | 74.34 | |
| Abiomed | 2.9 | $21M | 74k | 285.59 | |
| Ross Stores (ROST) | 2.8 | $20M | 215k | 93.10 | |
| Novo Nordisk A/S (NVO) | 2.7 | $20M | 378k | 52.31 | |
| 3 M Company | 2.6 | $19M | 92k | 207.78 | |
| Mettler-Toledo International (MTD) | 2.4 | $17M | 24k | 723.01 | |
| Jpmorgan Prime Money Ma (CJPXX) | 2.2 | $16M | 156k | 101.23 | |
| Inogen (INGN) | 2.1 | $15M | 158k | 95.37 | |
| Biogen Idec (BIIB) | 2.1 | $15M | 63k | 236.38 | |
| Amgen (AMGN) | 1.9 | $14M | 74k | 189.98 | |
| Paypal Holdings (PYPL) | 1.8 | $13M | 123k | 103.84 | |
| salesforce (CRM) | 1.6 | $12M | 75k | 158.36 | |
| Illinois Tool Works (ITW) | 1.5 | $11M | 78k | 143.52 | |
| Henry Schein (HSIC) | 1.2 | $8.5M | 266k | 31.85 | |
| Illumina (ILMN) | 1.0 | $7.3M | 24k | 310.71 | |
| State Street Corporation (STT) | 0.8 | $6.1M | 92k | 65.81 | |
| United Parcel Service (UPS) | 0.8 | $6.1M | 55k | 111.75 | |
| Williams-Sonoma (WSM) | 0.8 | $5.6M | 100k | 56.27 | |
| Trimble Navigation (TRMB) | 0.7 | $5.1M | 127k | 40.40 | |
| Dow Chemical | 0.6 | $4.7M | 88k | 53.31 | |
| Merck & Co | 0.4 | $3.2M | 39k | 83.16 | |
| Walt Disney Company (DIS) | 0.4 | $3.2M | 29k | 111.02 | |
| Automation | 0.4 | $2.9M | 16k | 175.44 | |
| United Technologies Corp | 0.4 | $2.9M | 22k | 128.90 | |
| Home Depot (HD) | 0.3 | $2.6M | 13k | 191.88 | |
| Verizon Communications (VZ) | 0.3 | $2.5M | 43k | 59.13 | |
| Paychex (PAYX) | 0.3 | $2.2M | 27k | 80.22 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.8M | 6.00 | 301166.67 | |
| Colgate-Palmolive Company (CL) | 0.2 | $1.8M | 26k | 68.52 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | 21k | 80.80 | |
| Unilever (UL) | 0.2 | $1.7M | 30k | 57.73 | |
| Pepsi (PEP) | 0.2 | $1.6M | 13k | 122.56 | |
| McDonald's Corporation (MCD) | 0.2 | $1.5M | 7.7k | 189.87 | |
| SYSCO Corporation (SYY) | 0.2 | $1.3M | 20k | 66.75 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $1.3M | 6.3k | 200.89 | |
| Boeing Company (BA) | 0.2 | $1.1M | 3.0k | 381.52 | |
| Bank Of New York | 0.2 | $1.2M | 24k | 50.43 | |
| International Business Machines (IBM) | 0.1 | $1.1M | 8.0k | 141.15 | |
| Schlumberger (SLB) | 0.1 | $698k | 16k | 43.55 | |
| Zynga | 0.1 | $746k | 140k | 5.33 | |
| Caterpillar (CAT) | 0.1 | $495k | 3.7k | 135.62 | |
| Bristol Myers Squibb (BMY) | 0.1 | $520k | 11k | 47.71 | |
| Automatic Data Processing (ADP) | 0.1 | $479k | 3.0k | 159.67 | |
| Emerson Electric (EMR) | 0.1 | $524k | 7.7k | 68.48 | |
| Apple (AAPL) | 0.1 | $491k | 2.6k | 190.09 | |
| Norfolk Southern (NSC) | 0.1 | $374k | 2.0k | 187.00 | |
| Travelers Companies (TRV) | 0.1 | $332k | 2.4k | 137.36 | |
| Procter & Gamble Company (PG) | 0.1 | $399k | 3.8k | 104.12 | |
| American Express Company (AXP) | 0.0 | $306k | 2.8k | 109.29 | |
| Pfizer (PFE) | 0.0 | $212k | 5.0k | 42.42 | |
| At&t (T) | 0.0 | $215k | 6.9k | 31.29 | |
| W.W. Grainger (GWW) | 0.0 | $251k | 835.00 | 300.60 |
