$637 Million is the total value of TIRSCHWELL & LOEWY INC's 74 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 3.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADI | Buy | Analog Devices | $25,543,000 | -99.9% | 328,315 | +2.7% | 4.01% | -5.4% |
| NEOG | Buy | Neogen Corporation | $23,818,000 | -99.9% | 344,644 | +0.6% | 3.74% | +2.8% |
| RTN | Buy | Raytheon Company New | $21,836,000 | -99.9% | 135,222 | +1.5% | 3.43% | +4.2% |
| DHR | Buy | Danaher Corp. | $20,459,000 | -99.9% | 242,435 | +2.1% | 3.21% | -2.3% |
| Buy | Minn Mng & Mfg Co | $20,256,000 | -99.9% | 97,295 | +0.1% | 3.18% | +5.6% | |
| DXCM | Buy | Dexcom Inc | $19,582,000 | -99.9% | 267,695 | +2.3% | 3.07% | -14.4% |
| MA | Buy | Mastercard Inc. | $18,810,000 | -99.9% | 154,880 | +0.8% | 2.95% | +5.5% |
| HSIC | Buy | Henry Schein Inc. | $18,164,000 | -99.9% | 99,244 | +0.4% | 2.85% | +4.9% |
| NVO | Buy | Novo Nordisk | $17,581,000 | -99.9% | 409,920 | +0.9% | 2.76% | +22.4% |
| INGN | Buy | Inogen | $15,853,000 | -99.9% | 166,140 | +0.3% | 2.49% | +19.7% |
| XRAY | Buy | Dentsply Intl | $15,770,000 | -99.9% | 243,211 | +30.0% | 2.48% | +30.9% |
| PODD | Buy | Insulet Corporation | $15,633,000 | -99.9% | 304,675 | +1.0% | 2.45% | +16.6% |
| SBUX | Buy | Starbucks | $13,869,000 | -99.9% | 237,850 | +12.4% | 2.18% | +8.8% |
| Buy | JPMorgan Chase & Co. | $13,815,000 | -99.8% | 151,148 | +90.4% | 2.17% | +92.2% | |
| MTD | Buy | Mettler Toledo | $12,454,000 | -99.9% | 21,160 | +0.1% | 1.95% | +19.2% |
| ROST | Buy | Ross Stores Inc | $11,735,000 | -99.9% | 203,280 | +20.4% | 1.84% | +2.3% |
| ABMD | Buy | Abiomed Inc. | $11,612,000 | -99.9% | 81,030 | +0.4% | 1.82% | +11.4% |
| STT | Buy | State Street Corp | $9,706,000 | -99.9% | 108,174 | +9.2% | 1.52% | +19.3% |
| WSM | Buy | Williams-Sonoma | $6,988,000 | -99.9% | 144,090 | +1.1% | 1.10% | -11.3% |
| NVRO | New | Nevro Corp | $3,374,000 | – | 45,330 | +100.0% | 0.53% | – |
| Buy | Dow Chemical | $2,416,000 | -99.9% | 38,300 | +0.3% | 0.38% | -3.6% | |
| XOM | Buy | Exxon Mobil Corp | $2,075,000 | -99.9% | 25,708 | +0.4% | 0.33% | -4.1% |
| IP | Buy | International Paper | $1,843,000 | -99.6% | 32,550 | +239.1% | 0.29% | +265.8% |
| PAYX | Buy | PAYCHEX INC | $1,773,000 | -99.9% | 31,145 | +13.5% | 0.28% | +6.1% |
| PG | Buy | Procter & Gamble | $1,553,000 | -99.9% | 17,818 | +1.0% | 0.24% | -5.1% |
| DIS | Buy | Walt Disney Co Holding Co | $1,430,000 | -99.9% | 13,459 | +5.5% | 0.22% | -4.3% |
| BRKB | Buy | Berkshire Hathaway Cl B | $979,000 | -99.9% | 5,780 | +0.5% | 0.15% | -0.6% |
| EMR | Buy | Emerson Electric Co | $561,000 | -99.9% | 9,402 | +4.4% | 0.09% | +1.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-02
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.