Tirschwell & Loewy as of June 30, 2016
Portfolio Holdings for Tirschwell & Loewy
Tirschwell & Loewy holds 80 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 4.4 | $25M | 208k | 121.30 | |
| Danaher Corporation (DHR) | 4.4 | $25M | 247k | 101.00 | |
| Brown-Forman Corporation (BF.B) | 4.0 | $23M | 230k | 99.76 | |
| Tiffany & Co. | 3.9 | $22M | 365k | 60.64 | |
| Dex (DXCM) | 3.8 | $22M | 272k | 79.33 | |
| Cognex Corporation (CGNX) | 3.8 | $22M | 498k | 43.10 | |
| Novo Nordisk A/S (NVO) | 3.6 | $21M | 382k | 53.78 | |
| Neogen Corporation (NEOG) | 3.6 | $21M | 364k | 56.25 | |
| Biogen Idec (BIIB) | 3.6 | $20M | 85k | 241.82 | |
| Honeywell International (HON) | 3.3 | $19M | 164k | 116.32 | |
| Analog Devices (ADI) | 3.3 | $19M | 333k | 56.64 | |
| Raytheon Company | 3.3 | $19M | 139k | 135.95 | |
| 3 M Company | 3.1 | $18M | 102k | 175.12 | |
| Henry Schein (HSIC) | 3.0 | $17M | 99k | 176.80 | |
| IDEXX Laboratories (IDXX) | 2.8 | $16M | 175k | 92.86 | |
| Schlumberger (SLB) | 2.7 | $15M | 192k | 79.08 | |
| W.W. Grainger (GWW) | 2.5 | $14M | 64k | 227.25 | |
| Amgen (AMGN) | 2.3 | $13M | 86k | 152.15 | |
| MasterCard Incorporated (MA) | 2.2 | $13M | 143k | 88.06 | |
| Kimberly-Clark Corporation (KMB) | 1.9 | $11M | 78k | 137.48 | |
| Williams-Sonoma (WSM) | 1.8 | $10M | 199k | 52.13 | |
| Ross Stores (ROST) | 1.7 | $9.7M | 172k | 56.69 | |
| DENTSPLY International | 1.7 | $9.5M | 154k | 62.04 | |
| General Electric Company | 1.6 | $9.3M | 297k | 31.48 | |
| Insulet Corporation (PODD) | 1.6 | $9.1M | 301k | 30.24 | |
| Abiomed | 1.6 | $9.0M | 83k | 109.29 | |
| Abbvie (ABBV) | 1.5 | $8.8M | 142k | 61.91 | |
| Inogen (INGN) | 1.5 | $8.7M | 175k | 50.11 | |
| Mettler-Toledo International (MTD) | 1.4 | $8.2M | 23k | 364.92 | |
| Wells Fargo & Company (WFC) | 1.3 | $7.7M | 162k | 47.33 | |
| Illinois Tool Works (ITW) | 1.3 | $7.6M | 73k | 104.16 | |
| Trimble Navigation (TRMB) | 1.2 | $6.8M | 280k | 24.36 | |
| Cepheid | 1.1 | $6.4M | 208k | 30.75 | |
| Syngenta | 1.1 | $6.2M | 81k | 76.79 | |
| State Street Corporation (STT) | 1.0 | $5.7M | 106k | 53.92 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 1.0 | $5.6M | 179k | 31.17 | |
| Rockwell Collins | 0.9 | $5.4M | 64k | 85.13 | |
| Occidental Petroleum Corporation (OXY) | 0.9 | $5.4M | 72k | 75.57 | |
| Merck & Co | 0.6 | $3.5M | 60k | 57.61 | |
| General Mills (GIS) | 0.6 | $3.2M | 45k | 71.31 | |
| Unilever (UL) | 0.6 | $3.2M | 67k | 47.91 | |
| Southern Company (SO) | 0.5 | $3.0M | 55k | 53.63 | |
| Verizon Communications (VZ) | 0.5 | $2.8M | 50k | 55.83 | |
| Grupo Televisa (TV) | 0.5 | $2.6M | 100k | 26.04 | |
| E.I. du Pont de Nemours & Company | 0.4 | $2.5M | 39k | 64.79 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $2.4M | 26k | 93.73 | |
| Dow Chemical | 0.4 | $2.3M | 47k | 49.71 | |
| Colgate-Palmolive Company (CL) | 0.3 | $2.0M | 27k | 73.20 | |
| Automation | 0.3 | $2.0M | 17k | 114.80 | |
| SYSCO Corporation (SYY) | 0.3 | $1.9M | 38k | 50.73 | |
| Home Depot (HD) | 0.3 | $1.9M | 15k | 127.72 | |
| Paychex (PAYX) | 0.3 | $1.8M | 30k | 59.49 | |
| ConocoPhillips (COP) | 0.3 | $1.8M | 41k | 43.60 | |
| International Business Machines (IBM) | 0.3 | $1.7M | 12k | 151.80 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 36k | 45.33 | |
| Walt Disney Company (DIS) | 0.3 | $1.5M | 16k | 97.82 | |
| Kraft Foods | 0.3 | $1.5M | 17k | 88.50 | |
| Pepsi (PEP) | 0.2 | $1.4M | 14k | 105.91 | |
| McDonald's Corporation (MCD) | 0.2 | $1.3M | 11k | 120.37 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $1.3M | 6.00 | 217000.00 | |
| Procter & Gamble Company (PG) | 0.2 | $1.0M | 12k | 84.64 | |
| Bank Of New York | 0.2 | $955k | 25k | 38.85 | |
| Berkshire Hathaway Inc. Class B | 0.1 | $833k | 5.8k | 144.87 | |
| Hershey Company (HSY) | 0.1 | $772k | 6.8k | 113.53 | |
| Bristol Myers Squibb (BMY) | 0.1 | $728k | 9.9k | 73.54 | |
| Incyte Corporation (INCY) | 0.1 | $656k | 8.2k | 79.95 | |
| Campbell Soup Company (CPB) | 0.1 | $575k | 8.7k | 66.47 | |
| Caterpillar (CAT) | 0.1 | $508k | 6.7k | 75.82 | |
| International Paper Company (IP) | 0.1 | $500k | 12k | 42.37 | |
| Emerson Electric (EMR) | 0.1 | $506k | 9.7k | 52.15 | |
| CommVault Systems (CVLT) | 0.1 | $441k | 10k | 43.24 | |
| Jpmorgan Prime Money Ma (CJPXX) | 0.1 | $435k | 7.0k | 62.15 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $442k | 24k | 18.26 | |
| Boeing Company (BA) | 0.1 | $391k | 3.0k | 129.94 | |
| Strats-dominion 5.9% $1.475 preferred | 0.1 | $345k | 4.4k | 77.97 | |
| Aetna Life Casualty | 0.1 | $317k | 2.6k | 122.02 | |
| American Express Company (AXP) | 0.1 | $301k | 5.0k | 60.81 | |
| Hewlett-Packard Company | 0.1 | $276k | 22k | 12.55 | |
| Walgreen Company | 0.0 | $217k | 2.6k | 83.46 | |
| At&t Corp | 0.0 | $218k | 5.0k | 43.19 |
