$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 5.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MA | Sell | Mastercard Inc. | $37,601,000 | +24.7% | 159,700 | -0.1% | 5.14% | +12.6% |
| CGNX | Sell | Cognex | $36,993,000 | +30.8% | 727,350 | -0.6% | 5.06% | +18.1% |
| TIF | Sell | Tiffany | $34,573,000 | +29.6% | 327,555 | -1.2% | 4.73% | +17.0% |
| ADI | Sell | Analog Devices | $34,202,000 | +20.9% | 324,896 | -1.4% | 4.68% | +9.1% |
| DXCM | Sell | Dexcom Inc | $33,650,000 | -0.9% | 282,539 | -0.3% | 4.60% | -10.5% |
| DHR | Sell | Danaher Corp. | $32,876,000 | +27.6% | 249,026 | -0.3% | 4.50% | +15.2% |
| IDXX | Sell | Idex Laboratories | $31,814,000 | +19.1% | 142,280 | -0.9% | 4.35% | +7.6% |
| PODD | Sell | Insulet Corporation | $28,217,000 | +19.5% | 296,745 | -0.3% | 3.86% | +7.9% |
| Sell | Xilinx Inc. | $27,469,000 | +46.5% | 216,650 | -1.6% | 3.76% | +32.2% | |
| JNJ | Sell | Johnson & Johnson | $26,852,000 | +7.5% | 192,085 | -0.8% | 3.67% | -3.0% |
| BFB | Sell | Brown Forman Class B | $26,771,000 | +8.9% | 507,221 | -1.8% | 3.66% | -1.7% |
| NEOG | Sell | Neogen Corporation | $25,046,000 | +0.5% | 436,426 | -0.2% | 3.43% | -9.3% |
| HON | Sell | Honeywell | $24,543,000 | +19.6% | 154,434 | -0.6% | 3.36% | +8.0% |
| RTN | Buy | Raytheon Company New | $24,502,000 | +20.1% | 134,567 | +1.2% | 3.35% | +8.4% |
| SBUX | Sell | Starbucks | $22,678,000 | +15.0% | 305,056 | -0.4% | 3.10% | +3.8% |
| ABMD | Buy | Abiomed Inc. | $21,117,000 | -12.0% | 73,941 | +0.1% | 2.89% | -20.6% |
| ROST | Sell | Ross Stores Inc | $19,971,000 | +11.6% | 214,511 | -0.3% | 2.73% | +0.7% |
| NVO | Sell | Novo Nordisk | $19,744,000 | +12.4% | 377,450 | -1.0% | 2.70% | +1.5% |
| Sell | Minn Mng & Mfg Co | $19,083,000 | +7.5% | 91,842 | -1.4% | 2.61% | -2.9% | |
| MTD | Sell | Mettler Toledo | $17,110,000 | +26.5% | 23,665 | -1.1% | 2.34% | +14.2% |
| 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% |
| BIIB | Sell | Biogen,Inc. | $14,925,000 | -24.1% | 63,141 | -3.4% | 2.04% | -31.5% |
| AMGN | Sell | Amgen Inc. | $14,030,000 | -3.8% | 73,850 | -1.4% | 1.92% | -13.1% |
| 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% |
| UPS | United Parcel Svc | $6,093,000 | +14.6% | 54,525 | 0.0% | 0.83% | +3.5% | |
| STT | Sell | State Street Corp | $6,065,000 | +1.8% | 92,156 | -2.5% | 0.83% | -8.1% |
| WSM | Sell | Williams-Sonoma | $5,624,000 | +10.4% | 99,950 | -1.0% | 0.77% | -0.4% |
| TRMB | Sell | Trimble | $5,138,000 | +20.4% | 127,180 | -1.9% | 0.70% | +8.8% |
| Sell | Dow Dupont | $4,665,000 | -6.0% | 87,500 | -5.7% | 0.64% | -15.2% | |
| MRK | Merck & Co Inc New | $3,226,000 | +8.8% | 38,791 | 0.0% | 0.44% | -1.8% | |
| DIS | Buy | Walt Disney Co Holding Co | $3,201,000 | +5.0% | 28,832 | +3.7% | 0.44% | -5.2% |
| Rockwell Automation Inc. | $2,879,000 | +16.6% | 16,410 | 0.0% | 0.39% | +5.3% | ||
| Sell | United Technologies Corp | $2,856,000 | +19.5% | 22,157 | -1.3% | 0.39% | +8.0% | |
| HD | Home Depot | $2,552,000 | +11.7% | 13,300 | 0.0% | 0.35% | +0.9% | |
| VZ | Buy | Verizon Communications | $2,521,000 | +5.3% | 42,638 | +0.1% | 0.34% | -5.0% |
| PAYX | PAYCHEX INC | $2,183,000 | +23.1% | 27,213 | 0.0% | 0.30% | +11.2% | |
| BRKA | Berkshire Hathaway Cl A | $1,807,000 | -1.6% | 6 | 0.0% | 0.25% | -11.2% | |
| CL | Sell | Colgate Palmolive | $1,785,000 | +12.5% | 26,050 | -2.3% | 0.24% | +1.7% |
| XOM | Exxon Mobil Corp | $1,731,000 | +18.5% | 21,423 | 0.0% | 0.24% | +7.2% | |
| UL | Buy | Unilever | $1,703,000 | +11.6% | 29,500 | +1.0% | 0.23% | +0.9% |
| PEP | Pepsico Inc | $1,618,000 | +10.9% | 13,202 | 0.0% | 0.22% | 0.0% | |
| MCD | McDonalds Corp | $1,462,000 | +6.9% | 7,700 | 0.0% | 0.20% | -3.4% | |
| SYY | Buy | Sysco Corp | $1,312,000 | +7.1% | 19,655 | +0.5% | 0.18% | -3.2% |
| BRKB | Berkshire Hathaway Cl B | $1,258,000 | -1.6% | 6,262 | 0.0% | 0.17% | -11.3% | |
| BK | Sell | Bank New York Mellon Corp | $1,189,000 | +3.6% | 23,579 | -3.3% | 0.16% | -6.3% |
| BA | Boeing Co. | $1,148,000 | +18.4% | 3,009 | 0.0% | 0.16% | +6.8% | |
| IBM | International Business Machines | $1,123,000 | +24.2% | 7,956 | 0.0% | 0.15% | +12.4% | |
| ZNGA | Zynga Inc. | $746,000 | +35.6% | 139,878 | 0.0% | 0.10% | +22.9% | |
| SLB | Buy | Schlumberger Limited | $698,000 | +22.2% | 16,028 | +1.3% | 0.10% | +10.3% |
| EMR | Sell | Emerson Electric Co | $524,000 | +8.9% | 7,652 | -5.0% | 0.07% | -1.4% |
| BMY | Bristol Myers | $520,000 | -8.3% | 10,900 | 0.0% | 0.07% | -17.4% | |
| CAT | Sell | Caterpillar Inc | $495,000 | +1.9% | 3,650 | -4.6% | 0.07% | -8.1% |
| AAPL | Apple Computer Inc. | $491,000 | +20.6% | 2,583 | 0.0% | 0.07% | +8.1% | |
| ADP | Automatic Data Processing | $479,000 | +21.9% | 3,000 | 0.0% | 0.07% | +10.0% | |
| PG | Procter & Gamble | $399,000 | +13.4% | 3,832 | 0.0% | 0.06% | +3.8% | |
| NSC | Norfolk Soutern Corp. | $374,000 | +25.1% | 2,000 | 0.0% | 0.05% | +13.3% | |
| TRV | Travelers | $332,000 | +14.9% | 2,417 | 0.0% | 0.04% | +2.3% | |
| AXP | American Express | $306,000 | +14.6% | 2,800 | 0.0% | 0.04% | +5.0% | |
| GWW | Grainger | $251,000 | +6.4% | 835 | 0.0% | 0.03% | -5.6% | |
| PFE | Pfizer, Inc | $212,000 | -2.8% | 4,998 | 0.0% | 0.03% | -12.1% | |
| T | New | A T & T | $215,000 | – | 6,871 | +100.0% | 0.03% | – |
| KO | Exit | Coca Cola | $0 | – | -5,810 | -100.0% | -0.04% | – |
| GTX | Exit | Residio Technologies | $0 | – | -25,974 | -100.0% | -0.08% | – |
| ABBV | Exit | Abbvie Inc | $0 | – | -111,850 | -100.0% | -1.56% | – |
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.