$708 Million is the total value of TIRSCHWELL & LOEWY INC's 74 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 8.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CGNX | Buy | Cognex | $44,799,000 | +5.6% | 732,485 | +90.5% | 6.33% | -1.3% |
| TIF | Sell | Tiffany | $36,395,000 | +12.1% | 350,120 | -1.0% | 5.14% | +4.7% |
| ADI | Sell | Analog Devices | $29,226,000 | +2.8% | 328,271 | -0.5% | 4.13% | -4.0% |
| NEOG | Sell | Neogen Corporation | $27,799,000 | +4.2% | 338,144 | -1.8% | 3.93% | -2.7% |
| JNJ | Sell | Johnson & Johnson | $27,572,000 | +6.5% | 197,339 | -0.9% | 3.89% | -0.6% |
| BFB | Sell | Brown Forman Class B | $26,350,000 | +25.6% | 383,721 | -0.7% | 3.72% | +17.3% |
| RTN | Sell | Raytheon Company New | $24,955,000 | -0.7% | 132,847 | -1.4% | 3.52% | -7.2% |
| IDXX | Sell | Idex Laboratories | $24,133,000 | +0.2% | 154,320 | -0.3% | 3.41% | -6.3% |
| HON | Sell | Honeywell | $23,951,000 | +7.0% | 156,172 | -1.1% | 3.38% | -0.1% |
| MA | Buy | Mastercard Inc. | $23,605,000 | +7.4% | 155,950 | +0.2% | 3.33% | +0.3% |
| BIIB | Sell | Biogen,Inc. | $23,452,000 | +0.1% | 73,617 | -1.6% | 3.31% | -6.5% |
| Sell | Minn Mng & Mfg Co | $22,614,000 | +11.0% | 96,080 | -1.0% | 3.19% | +3.7% | |
| DHR | Sell | Danaher Corp. | $22,497,000 | +7.5% | 242,370 | -0.7% | 3.18% | +0.4% |
| NVO | Sell | Novo Nordisk | $21,816,000 | +9.5% | 406,480 | -1.8% | 3.08% | +2.2% |
| PODD | Sell | Insulet Corporation | $20,858,000 | +24.1% | 302,285 | -1.0% | 2.95% | +15.9% |
| INGN | Sell | Inogen | $19,536,000 | +23.8% | 164,055 | -1.1% | 2.76% | +15.6% |
| SBUX | Buy | Starbucks | $18,117,000 | +21.4% | 315,470 | +13.5% | 2.56% | +13.4% |
| ROST | Sell | Ross Stores Inc | $17,132,000 | +23.9% | 213,480 | -0.3% | 2.42% | +15.7% |
| Sell | JPMorgan Chase & Co. | $16,308,000 | +11.7% | 152,498 | -0.2% | 2.30% | +4.3% | |
| XRAY | Sell | Dentsply Intl | $16,186,000 | +8.9% | 245,882 | -1.0% | 2.29% | +1.7% |
| DXCM | Buy | Dexcom Inc | $16,100,000 | +21.6% | 280,545 | +3.7% | 2.27% | +13.6% |
| ABMD | Sell | Abiomed Inc. | $15,112,000 | +10.4% | 80,635 | -0.6% | 2.13% | +3.1% |
| HSIC | Sell | Henry Schein Inc. | $13,868,000 | -15.0% | 198,453 | -0.2% | 1.96% | -20.6% |
| AMGN | Sell | Amgen Inc. | $13,525,000 | -9.1% | 77,774 | -2.5% | 1.91% | -15.1% |
| MTD | Buy | Mettler Toledo | $12,877,000 | -0.6% | 20,785 | +0.5% | 1.82% | -7.1% |
| ABBV | Sell | Abbvie Inc | $12,171,000 | +6.4% | 125,850 | -2.2% | 1.72% | -0.6% |
| ITW | Sell | Illinois Tool Works | $11,250,000 | +11.0% | 67,426 | -1.5% | 1.59% | +3.7% |
| NVRO | Buy | Nevro Corp | $11,015,000 | +25.4% | 159,545 | +65.1% | 1.56% | +17.2% |
| STT | Buy | State Street Corp | $10,544,000 | +2.5% | 108,019 | +0.4% | 1.49% | -4.2% |
| TRMB | Sell | Trimble | $9,016,000 | -2.1% | 221,855 | -5.4% | 1.27% | -8.5% |
| COL | Sell | Rockwell Collins | $8,415,000 | +2.4% | 62,050 | -1.3% | 1.19% | -4.3% |
| KMB | Sell | Kimberly Clark | $8,222,000 | -8.1% | 68,139 | -10.4% | 1.16% | -14.2% |
| WSM | Sell | Williams-Sonoma | $6,545,000 | -0.1% | 126,590 | -3.7% | 0.92% | -6.8% |
| UPS | Buy | United Parcel Svc | $6,361,000 | +722.9% | 53,385 | +729.6% | 0.90% | +667.5% |
| FEZ | Sell | SPDR Index SHs Fds Euro | $5,669,000 | -7.6% | 139,245 | -6.4% | 0.80% | -13.7% |
| Sell | Dow Dupont | $5,525,000 | -0.6% | 77,570 | -3.4% | 0.78% | -7.3% | |
| FTV | Sell | Fortive Corporation | $4,207,000 | +0.1% | 58,151 | -2.1% | 0.59% | -6.6% |
| UL | Sell | Unilever | $3,524,000 | -9.7% | 63,680 | -5.4% | 0.50% | -15.6% |
| SLB | Sell | Schlumberger Limited | $3,383,000 | -23.1% | 50,203 | -20.4% | 0.48% | -28.1% |
| Rockwell Automation Inc. | $3,222,000 | +10.2% | 16,410 | 0.0% | 0.46% | +2.9% | ||
| MRK | Sell | Merck & Co Inc New | $2,817,000 | -16.3% | 50,068 | -4.8% | 0.40% | -21.8% |
| HD | Sell | Home Depot | $2,540,000 | +14.2% | 13,400 | -1.5% | 0.36% | +6.8% |
| CL | Sell | Colgate Palmolive | $2,045,000 | +3.2% | 27,100 | -0.4% | 0.29% | -3.7% |
| VZ | Sell | Verizon Communications | $2,038,000 | +2.9% | 38,513 | -3.7% | 0.29% | -3.7% |
| PAYX | Sell | PAYCHEX INC | $1,900,000 | +7.6% | 27,915 | -5.2% | 0.27% | +0.4% |
| BIVV | Sell | Bioverativ | $1,872,000 | -9.5% | 34,715 | -4.2% | 0.26% | -15.7% |
| XOM | Sell | Exxon Mobil Corp | $1,788,000 | -5.1% | 21,378 | -7.0% | 0.25% | -11.2% |
| BRKA | Berkshire Hathaway Cl A | $1,786,000 | +8.4% | 6 | 0.0% | 0.25% | +1.2% | |
| SYY | Sell | Sysco Corp | $1,724,000 | +3.8% | 28,390 | -7.8% | 0.24% | -3.2% |
| IP | Sell | International Paper | $1,679,000 | -13.4% | 28,975 | -15.1% | 0.24% | -19.1% |
| PG | Sell | Procter & Gamble | $1,637,000 | -3.1% | 17,813 | -4.0% | 0.23% | -9.4% |
| DIS | Walt Disney Co Holding Co | $1,447,000 | +9.0% | 13,459 | 0.0% | 0.20% | +1.5% | |
| GIS | Sell | General Mills | $1,419,000 | -9.2% | 23,925 | -20.8% | 0.20% | -15.3% |
| MCD | Sell | McDonalds Corp | $1,343,000 | -8.6% | 7,800 | -16.8% | 0.19% | -14.4% |
| PEP | Pepsico Inc | $1,331,000 | +7.6% | 11,102 | 0.0% | 0.19% | +0.5% | |
| BK | Bank New York Mellon Corp | $1,324,000 | +1.6% | 24,579 | 0.0% | 0.19% | -5.1% | |
| IBM | Sell | International Business Machines | $1,257,000 | +0.8% | 8,194 | -4.7% | 0.18% | -5.8% |
| GE | Sell | General Electric | $1,157,000 | -60.8% | 66,317 | -45.7% | 0.16% | -63.5% |
| BRKB | Buy | Berkshire Hathaway Cl B | $1,149,000 | +8.4% | 5,796 | +0.3% | 0.16% | +1.2% |
| CAT | Caterpillar Inc | $965,000 | +26.3% | 6,125 | 0.0% | 0.14% | +17.2% | |
| BA | Boeing Co. | $887,000 | +15.9% | 3,009 | 0.0% | 0.12% | +7.8% | |
| INCY | Sell | Incyte Genomics | $697,000 | -21.0% | 7,355 | -2.6% | 0.10% | -26.3% |
| EMR | Sell | Emerson Electric Co | $648,000 | +9.6% | 9,302 | -1.1% | 0.09% | +3.4% |
| COP | Sell | Conoco Phillips | $626,000 | -27.0% | 11,400 | -33.5% | 0.09% | -32.3% |
| BMY | Bristol Myers | $607,000 | -3.8% | 9,900 | 0.0% | 0.09% | -9.5% | |
| ZNGA | New | Zynga Inc. | $560,000 | – | 139,878 | +100.0% | 0.08% | – |
| CVLT | CommVault Systems, Inc. | $536,000 | -13.5% | 10,200 | 0.0% | 0.08% | -19.1% | |
| KO | Buy | Coca Cola | $523,000 | +2.1% | 11,410 | +0.2% | 0.07% | -3.9% |
| Aetna Life Casualty | $469,000 | +13.6% | 2,598 | 0.0% | 0.07% | +6.5% | ||
| TV | Sell | Grupo Televisa | $344,000 | -64.4% | 18,400 | -52.9% | 0.05% | -66.4% |
| NSC | Norfolk Soutern Corp. | $290,000 | +9.8% | 2,000 | 0.0% | 0.04% | +2.5% | |
| AXP | Sell | American Express | $278,000 | -7.0% | 2,800 | -15.2% | 0.04% | -13.3% |
| AAPL | New | Apple Computer Inc. | $257,000 | – | 1,519 | +100.0% | 0.04% | – |
| GPS | New | Gap Stores | $218,000 | – | 6,400 | +100.0% | 0.03% | – |
| WAG | Exit | Walgreens Boots Alliance Inc. | $0 | – | -2,600 | -100.0% | -0.03% | – |
| OXY | Exit | Occidental Pete Corp Cal | $0 | – | -6,064 | -100.0% | -0.06% | – |
| KFT | Exit | Kraft Heinz Co. | $0 | – | -5,225 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-06
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.