$726 Million is the total value of TIRSCHWELL & LOEWY INC's 78 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 22.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CGNX | Buy | Cognex | $38,441,000 | -14.2% | 739,400 | +0.9% | 5.29% | -16.3% |
| NEOG | Buy | Neogen Corporation | $30,738,000 | +10.6% | 458,846 | +35.7% | 4.23% | +7.8% |
| ADI | Buy | Analog Devices | $30,227,000 | +3.4% | 331,695 | +1.0% | 4.16% | +0.8% |
| RTN | Buy | Raytheon Company New | $28,774,000 | +15.3% | 133,322 | +0.4% | 3.96% | +12.4% |
| PODD | Buy | Insulet Corporation | $26,268,000 | +25.9% | 303,040 | +0.2% | 3.62% | +22.8% |
| BFB | Buy | Brown Forman Class B | $26,087,000 | -1.0% | 479,536 | +25.0% | 3.59% | -3.5% |
| DHR | Buy | Danaher Corp. | $24,158,000 | +7.4% | 246,735 | +1.8% | 3.33% | +4.7% |
| HON | Buy | Honeywell | $22,929,000 | -4.3% | 158,667 | +1.6% | 3.16% | -6.7% |
| DXCM | Buy | Dexcom Inc | $21,494,000 | +33.5% | 289,829 | +3.3% | 2.96% | +30.2% |
| INGN | Buy | Inogen | $20,627,000 | +5.6% | 167,915 | +2.4% | 2.84% | +2.9% |
| SBUX | Buy | Starbucks | $19,183,000 | +5.9% | 331,373 | +5.0% | 2.64% | +3.2% |
| ROST | Buy | Ross Stores Inc | $17,232,000 | +0.6% | 220,983 | +3.5% | 2.37% | -1.9% |
| Buy | JPMorgan Chase & Co. | $17,155,000 | +5.2% | 155,998 | +2.3% | 2.36% | +2.6% | |
| NVRO | Buy | Nevro Corp | $14,630,000 | +32.8% | 168,805 | +5.8% | 2.01% | +29.4% |
| MTD | Buy | Mettler Toledo | $12,714,000 | -1.3% | 22,110 | +6.4% | 1.75% | -3.7% |
| XRAY | Buy | Dentsply Intl | $12,624,000 | -22.0% | 250,918 | +2.0% | 1.74% | -24.0% |
| STT | Buy | State Street Corp | $11,395,000 | +8.1% | 114,259 | +5.8% | 1.57% | +5.4% |
| TRMB | Buy | Trimble | $8,007,000 | -11.2% | 223,160 | +0.6% | 1.10% | -13.4% |
| UPS | Buy | United Parcel Svc | $7,295,000 | +14.7% | 69,700 | +30.6% | 1.00% | +11.8% |
| New | Xilinx Inc. | $6,448,000 | – | 89,260 | +100.0% | 0.89% | – | |
| Buy | Dow Dupont | $5,152,000 | -6.8% | 80,865 | +4.2% | 0.71% | -9.1% | |
| HD | Buy | Home Depot | $2,406,000 | -5.3% | 13,500 | +0.7% | 0.33% | -7.8% |
| VZ | Buy | Verizon Communications | $2,087,000 | +2.4% | 43,638 | +13.3% | 0.29% | -0.3% |
| PAYX | Buy | PAYCHEX INC | $1,893,000 | -0.4% | 30,730 | +10.1% | 0.26% | -2.6% |
| IP | Buy | International Paper | $1,682,000 | +0.2% | 31,475 | +8.6% | 0.23% | -2.1% |
| XOM | Buy | Exxon Mobil Corp | $1,632,000 | -8.7% | 21,878 | +2.3% | 0.22% | -11.1% |
| PEP | Buy | Pepsico Inc | $1,460,000 | +9.7% | 13,377 | +20.5% | 0.20% | +6.9% |
| DIS | Buy | Walt Disney Co Holding Co | $1,448,000 | +0.1% | 14,416 | +7.1% | 0.20% | -2.5% |
| MCD | Buy | McDonalds Corp | $1,431,000 | +6.6% | 9,150 | +17.3% | 0.20% | +3.7% |
| BRKB | Buy | Berkshire Hathaway Cl B | $1,196,000 | +4.1% | 5,996 | +3.5% | 0.16% | +1.9% |
| CAT | Buy | Caterpillar Inc | $928,000 | -3.8% | 6,300 | +2.9% | 0.13% | -5.9% |
| AAPL | Buy | Apple Computer Inc. | $462,000 | +79.8% | 2,754 | +81.3% | 0.06% | +77.8% |
| ADP | New | Automatic Data Processing | $397,000 | – | 3,500 | +100.0% | 0.06% | – |
| TRV | New | Travelers | $336,000 | – | 2,417 | +100.0% | 0.05% | – |
| T | New | AT&T | $238,000 | – | 6,671 | +100.0% | 0.03% | – |
| GWW | New | Grainger | $236,000 | – | 835 | +100.0% | 0.03% | – |
| UNH | New | United Health Group | $214,000 | – | 1,000 | +100.0% | 0.03% | – |
| NKTR | New | Nektar Therapeutics | $213,000 | – | 2,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-16
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.