Tirschwell & Loewy

Tirschwell & Loewy as of June 30, 2017

Portfolio Holdings for Tirschwell & Loewy

Tirschwell & Loewy holds 74 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cognex Corporation (CGNX) 5.3 $34M 400k 84.90
Tiffany & Co. 5.2 $33M 353k 93.87
Johnson & Johnson (JNJ) 4.1 $26M 199k 132.29
Analog Devices (ADI) 4.0 $26M 328k 77.80
IDEXX Laboratories (IDXX) 3.9 $25M 154k 161.42
Neogen Corporation (NEOG) 3.7 $24M 345k 69.11
Raytheon Company 3.4 $22M 135k 161.48
Honeywell International (HON) 3.3 $21M 159k 133.29
Danaher Corporation (DHR) 3.2 $21M 242k 84.39
Brown-Forman Corporation (BF.B) 3.2 $20M 417k 48.60
Biogen Idec (BIIB) 3.2 $20M 75k 271.36
3 M Company 3.2 $20M 97k 208.19
Dex (DXCM) 3.1 $20M 268k 73.15
MasterCard Incorporated (MA) 3.0 $19M 155k 121.45
Henry Schein (HSIC) 2.9 $18M 99k 183.02
Novo Nordisk A/S (NVO) 2.8 $18M 410k 42.89
Inogen (INGN) 2.5 $16M 166k 95.42
DENTSPLY International 2.5 $16M 243k 64.84
Insulet Corporation (PODD) 2.5 $16M 305k 51.31
Amgen (AMGN) 2.2 $14M 82k 172.23
Starbucks Corporation (SBUX) 2.2 $14M 238k 58.31
Jpmorgan Prime Money Ma (CJPXX) 2.2 $14M 151k 91.40
Mettler-Toledo International (MTD) 1.9 $13M 21k 588.56
Ross Stores (ROST) 1.8 $12M 203k 57.73
Schlumberger (SLB) 1.8 $12M 178k 65.84
Abiomed 1.8 $12M 81k 143.30
Illinois Tool Works (ITW) 1.6 $9.9M 69k 143.25
Kimberly-Clark Corporation (KMB) 1.5 $9.7M 75k 129.11
State Street Corporation (STT) 1.5 $9.7M 108k 89.73
Abbvie (ABBV) 1.5 $9.3M 128k 72.51
Trimble Navigation (TRMB) 1.3 $8.4M 236k 35.67
General Electric Company 1.2 $7.6M 282k 27.01
Williams-Sonoma (WSM) 1.1 $7.0M 144k 48.50
Rockwell Collins 1.1 $6.7M 64k 105.07
Spdr Euro Stoxx 50 Etf (FEZ) 0.9 $5.8M 152k 38.47
Fortive (FTV) 0.6 $3.9M 61k 63.35
Unilever (UL) 0.6 $3.6M 66k 54.12
Nevro (NVRO) 0.5 $3.4M 45k 74.43
Merck & Co 0.5 $3.3M 51k 64.09
Automation 0.4 $2.7M 17k 161.96
E.I. du Pont de Nemours & Company 0.4 $2.6M 32k 80.71
Dow Chemical 0.4 $2.4M 38k 63.08
Bioverativ Inc Com equity 0.3 $2.2M 37k 60.18
Exxon Mobil Corporation (XOM) 0.3 $2.1M 26k 80.71
Home Depot (HD) 0.3 $2.1M 14k 153.38
Colgate-Palmolive Company (CL) 0.3 $2.0M 27k 74.12
Occidental Petroleum Corporation (OXY) 0.3 $1.9M 32k 59.87
International Paper Company (IP) 0.3 $1.8M 33k 56.62
Paychex (PAYX) 0.3 $1.8M 31k 56.93
Verizon Communications (VZ) 0.3 $1.8M 40k 44.65
General Mills (GIS) 0.3 $1.7M 31k 55.41
SYSCO Corporation (SYY) 0.2 $1.5M 30k 50.35
Berkshire Hathaway (BRK.A) 0.2 $1.5M 6.00 254666.67
International Business Machines (IBM) 0.2 $1.5M 10k 153.85
Procter & Gamble Company (PG) 0.2 $1.6M 18k 87.16
McDonald's Corporation (MCD) 0.2 $1.4M 9.4k 153.17
Walt Disney Company (DIS) 0.2 $1.4M 14k 106.25
Kraft Foods 0.2 $1.3M 15k 85.67
Pepsi (PEP) 0.2 $1.3M 11k 115.47
Bank Of New York 0.2 $1.3M 25k 51.02
Incyte Corporation (INCY) 0.2 $989k 7.9k 125.91
ConocoPhillips (COP) 0.2 $990k 23k 43.98
Grupo Televisa (TV) 0.1 $965k 40k 24.37
Berkshire Hathaway Inc. Class B 0.1 $979k 5.8k 169.38
Caterpillar (CAT) 0.1 $682k 6.4k 107.40
Bristol Myers Squibb (BMY) 0.1 $552k 9.9k 55.76
Boeing Company (BA) 0.1 $595k 3.0k 197.74
Emerson Electric (EMR) 0.1 $561k 9.4k 59.67
CommVault Systems (CVLT) 0.1 $576k 10k 56.47
Coca-Cola Company (KO) 0.1 $529k 12k 44.89
Aetna Life Casualty 0.1 $394k 2.6k 151.66
American Express Company (AXP) 0.0 $278k 3.3k 84.24
Norfolk Southern (NSC) 0.0 $243k 2.0k 121.50
Walgreen Company 0.0 $204k 2.6k 78.46