Tirschwell & Loewy as of Dec. 31, 2016
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 80 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cognex Corporation (CGNX) | 5.1 | $28M | 446k | 63.62 | |
| Tiffany & Co. | 4.9 | $28M | 357k | 77.43 | |
| Johnson & Johnson (JNJ) | 4.2 | $23M | 202k | 115.21 | |
| Analog Devices (ADI) | 4.2 | $23M | 320k | 72.62 | |
| Neogen Corporation (NEOG) | 4.1 | $23M | 344k | 66.00 | |
| Biogen Idec (BIIB) | 3.9 | $22M | 77k | 283.58 | |
| Brown-Forman Corporation (BF.B) | 3.5 | $20M | 440k | 44.92 | |
| IDEXX Laboratories (IDXX) | 3.5 | $20M | 166k | 117.27 | |
| Raytheon Company | 3.4 | $19M | 133k | 142.00 | |
| Honeywell International (HON) | 3.3 | $19M | 161k | 115.85 | |
| Danaher Corporation (DHR) | 3.3 | $19M | 237k | 77.84 | |
| 3 M Company | 3.1 | $17M | 97k | 178.57 | |
| Dex (DXCM) | 2.8 | $16M | 262k | 59.70 | |
| Schlumberger (SLB) | 2.7 | $15M | 181k | 83.95 | |
| MasterCard Incorporated (MA) | 2.7 | $15M | 146k | 103.25 | |
| Henry Schein (HSIC) | 2.6 | $15M | 98k | 151.71 | |
| Novo Nordisk A/S (NVO) | 2.6 | $14M | 400k | 35.86 | |
| W.W. Grainger (GWW) | 2.3 | $13M | 56k | 232.25 | |
| Amgen (AMGN) | 2.2 | $12M | 82k | 146.21 | |
| Insulet Corporation (PODD) | 2.0 | $11M | 301k | 37.68 | |
| Inogen (INGN) | 2.0 | $11M | 165k | 67.17 | |
| Ross Stores (ROST) | 2.0 | $11M | 168k | 65.60 | |
| DENTSPLY International | 1.8 | $9.8M | 171k | 57.73 | |
| General Electric Company | 1.6 | $9.1M | 287k | 31.60 | |
| Abiomed | 1.6 | $9.1M | 80k | 112.68 | |
| Mettler-Toledo International (MTD) | 1.6 | $8.8M | 21k | 418.57 | |
| Kimberly-Clark Corporation (KMB) | 1.5 | $8.6M | 75k | 114.12 | |
| Illinois Tool Works (ITW) | 1.5 | $8.5M | 69k | 122.46 | |
| Abbvie (ABBV) | 1.5 | $8.1M | 130k | 62.62 | |
| State Street Corporation (STT) | 1.4 | $7.7M | 99k | 77.72 | |
| Trimble Navigation (TRMB) | 1.3 | $7.4M | 247k | 30.15 | |
| Wells Fargo & Company (WFC) | 1.1 | $6.3M | 115k | 55.11 | |
| Williams-Sonoma (WSM) | 1.1 | $6.3M | 131k | 48.39 | |
| Rockwell Collins | 1.1 | $5.9M | 63k | 92.76 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.9 | $5.1M | 152k | 33.46 | |
| Fortive (FTV) | 0.9 | $4.8M | 90k | 53.63 | |
| Occidental Petroleum Corporation (OXY) | 0.8 | $4.6M | 65k | 71.23 | |
| Starbucks Corporation (SBUX) | 0.6 | $3.5M | 64k | 55.52 | |
| Merck & Co | 0.6 | $3.2M | 54k | 58.86 | |
| E.I. du Pont de Nemours & Company | 0.5 | $2.6M | 36k | 73.39 | |
| Verizon Communications (VZ) | 0.5 | $2.6M | 48k | 53.37 | |
| Southern Company (SO) | 0.5 | $2.6M | 52k | 49.19 | |
| Unilever (UL) | 0.5 | $2.5M | 62k | 40.70 | |
| General Mills (GIS) | 0.4 | $2.5M | 40k | 61.78 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.3M | 26k | 90.26 | |
| Automation | 0.4 | $2.3M | 17k | 134.38 | |
| Dow Chemical | 0.4 | $2.2M | 38k | 57.21 | |
| Home Depot (HD) | 0.3 | $1.9M | 14k | 134.10 | |
| SYSCO Corporation (SYY) | 0.3 | $1.8M | 33k | 55.36 | |
| Colgate-Palmolive Company (CL) | 0.3 | $1.8M | 27k | 65.44 | |
| International Business Machines (IBM) | 0.3 | $1.7M | 10k | 165.95 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $1.5M | 6.00 | 244166.67 | |
| ConocoPhillips (COP) | 0.3 | $1.4M | 29k | 50.12 | |
| Coca-Cola Company (KO) | 0.2 | $1.4M | 34k | 41.46 | |
| Walt Disney Company (DIS) | 0.2 | $1.4M | 13k | 104.23 | |
| Kraft Foods | 0.2 | $1.4M | 16k | 87.34 | |
| Paychex (PAYX) | 0.2 | $1.3M | 21k | 60.87 | |
| Pepsi (PEP) | 0.2 | $1.3M | 12k | 104.67 | |
| Procter & Gamble Company (PG) | 0.2 | $1.3M | 16k | 84.07 | |
| Bank Of New York | 0.2 | $1.2M | 25k | 47.40 | |
| McDonald's Corporation (MCD) | 0.2 | $1.1M | 9.3k | 121.73 | |
| Grupo Televisa (TV) | 0.2 | $991k | 48k | 20.89 | |
| Berkshire Hathaway Inc. Class B | 0.2 | $937k | 5.8k | 162.96 | |
| Incyte Corporation (INCY) | 0.1 | $813k | 8.1k | 100.31 | |
| Caterpillar (CAT) | 0.1 | $611k | 6.6k | 92.79 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $591k | 6.8k | 86.29 | |
| Bristol Myers Squibb (BMY) | 0.1 | $579k | 9.9k | 58.48 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $551k | 24k | 23.15 | |
| CommVault Systems (CVLT) | 0.1 | $524k | 10k | 51.37 | |
| Boeing Company (BA) | 0.1 | $468k | 3.0k | 155.53 | |
| Emerson Electric (EMR) | 0.1 | $466k | 8.4k | 55.80 | |
| International Paper Company (IP) | 0.1 | $308k | 5.8k | 53.10 | |
| Aetna Life Casualty | 0.1 | $322k | 2.6k | 123.94 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $305k | 4.0k | 76.63 | |
| American Express Company (AXP) | 0.0 | $244k | 3.3k | 73.94 | |
| Norfolk Southern (NSC) | 0.0 | $216k | 2.0k | 108.00 | |
| Walgreen Company | 0.0 | $215k | 2.6k | 82.69 | |
| At&t Corp | 0.0 | $215k | 5.0k | 42.59 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $221k | 2.2k | 101.61 | |
| Hewlett-Packard Company | 0.0 | $180k | 12k | 14.88 |
