$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 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CGNX | Buy | Cognex | $44,799,000 | +5.6% | 732,485 | +90.5% | 6.33% | -1.3% |
| MA | Buy | Mastercard Inc. | $23,605,000 | +7.4% | 155,950 | +0.2% | 3.33% | +0.3% |
| SBUX | Buy | Starbucks | $18,117,000 | +21.4% | 315,470 | +13.5% | 2.56% | +13.4% |
| DXCM | Buy | Dexcom Inc | $16,100,000 | +21.6% | 280,545 | +3.7% | 2.27% | +13.6% |
| MTD | Buy | Mettler Toledo | $12,877,000 | -0.6% | 20,785 | +0.5% | 1.82% | -7.1% |
| 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% |
| UPS | Buy | United Parcel Svc | $6,361,000 | +722.9% | 53,385 | +729.6% | 0.90% | +667.5% |
| BRKB | Buy | Berkshire Hathaway Cl B | $1,149,000 | +8.4% | 5,796 | +0.3% | 0.16% | +1.2% |
| ZNGA | New | Zynga Inc. | $560,000 | – | 139,878 | +100.0% | 0.08% | – |
| KO | Buy | Coca Cola | $523,000 | +2.1% | 11,410 | +0.2% | 0.07% | -3.9% |
| 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% | – |
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.