$731 Million is the total value of TIRSCHWELL & LOEWY INC's 67 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RTN | Buy | Raytheon Company New | $24,502,000 | +20.1% | 134,567 | +1.2% | 3.35% | +8.4% |
| ABMD | Buy | Abiomed Inc. | $21,117,000 | -12.0% | 73,941 | +0.1% | 2.89% | -20.6% |
| Buy | JPMorgan Chase & Co. | $15,796,000 | +4.3% | 156,042 | +0.6% | 2.16% | -5.8% | |
| INGN | Buy | Inogen | $15,034,000 | -21.7% | 157,640 | +1.9% | 2.06% | -29.3% |
| HSIC | Buy | Henry Schein Inc. | $13,884,000 | -9.8% | 265,730 | +35.5% | 1.90% | -18.6% |
| PYPL | Buy | Paypal Holdings Inc | $12,798,000 | +26.9% | 123,245 | +2.8% | 1.75% | +14.6% |
| CRM | Buy | Salesforce | $11,909,000 | +15.8% | 75,200 | +0.1% | 1.63% | +4.5% |
| ITW | Buy | Illinois Tool Works | $11,195,000 | +13.5% | 78,001 | +0.2% | 1.53% | +2.5% |
| ILMN | Buy | Ilumina | $7,311,000 | +101.7% | 23,530 | +94.7% | 1.00% | +82.1% |
| DIS | Buy | Walt Disney Co Holding Co | $3,201,000 | +5.0% | 28,832 | +3.7% | 0.44% | -5.2% |
| VZ | Buy | Verizon Communications | $2,521,000 | +5.3% | 42,638 | +0.1% | 0.34% | -5.0% |
| UL | Buy | Unilever | $1,703,000 | +11.6% | 29,500 | +1.0% | 0.23% | +0.9% |
| SYY | Buy | Sysco Corp | $1,312,000 | +7.1% | 19,655 | +0.5% | 0.18% | -3.2% |
| SLB | Buy | Schlumberger Limited | $698,000 | +22.2% | 16,028 | +1.3% | 0.10% | +10.3% |
| T | New | A T & T | $215,000 | – | 6,871 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Tiffany & Co. | 24 | Q1 2019 | 6.1% |
| Biogen,Inc. | 24 | Q1 2019 | 7.0% |
| Cognex | 24 | Q1 2019 | 6.4% |
| Johnson & Johnson | 24 | Q1 2019 | 4.4% |
| Brown Forman CL B | 24 | Q1 2019 | 4.6% |
| Analog Devices Inc. | 24 | Q1 2019 | 4.7% |
| Danaher Corp. | 24 | Q1 2019 | 4.5% |
| Neogen Corporation | 24 | Q1 2019 | 4.9% |
| Honeywell Intl Inc | 24 | Q1 2019 | 3.4% |
| Raytheon Company New | 24 | Q1 2019 | 4.0% |
View TIRSCHWELL & LOEWY INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-04-03 |
| 13F-HR | 2019-01-31 |
| 13F-HR | 2018-11-07 |
| 13F-HR | 2018-08-03 |
| 13F-HR | 2018-04-16 |
| 13F-HR | 2018-02-06 |
| 13F-HR | 2017-10-24 |
| 13F-HR | 2017-08-02 |
| 13F-HR | 2017-05-04 |
| 13F-HR | 2017-02-03 |
View TIRSCHWELL & LOEWY INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.