TIRSCHWELL & LOEWY INC - Q1 2018 holdings

$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 0.0% .

 Value Shares↓ Weighting
ITW  Illinois Tool Works$10,563,000
-6.1%
67,4260.0%1.45%
-8.5%
WSM  Williams-Sonoma$6,679,000
+2.0%
126,5900.0%0.92%
-0.4%
 Rockwell Automation Inc.$2,859,000
-11.3%
16,4100.0%0.39%
-13.4%
BRKA  Berkshire Hathaway Cl A$1,795,000
+0.5%
60.0%0.25%
-2.0%
BK  Bank New York Mellon Corp$1,267,000
-4.3%
24,5790.0%0.17%
-7.0%
BA  Boeing Co.$987,000
+11.3%
3,0090.0%0.14%
+8.8%
BMY  Bristol Myers$626,000
+3.1%
9,9000.0%0.09%0.0%
INCY  Incyte Genomics$613,000
-12.1%
7,3550.0%0.08%
-14.3%
CVLT  CommVault Systems, Inc.$583,000
+8.8%
10,2000.0%0.08%
+5.3%
ZNGA  Zynga Inc.$512,000
-8.6%
139,8780.0%0.07%
-11.4%
 Aetna Life Casualty$439,000
-6.4%
2,5980.0%0.06%
-9.1%
NSC  Norfolk Soutern Corp.$272,000
-6.2%
2,0000.0%0.04%
-9.8%
AXP  American Express$261,000
-6.1%
2,8000.0%0.04%
-7.7%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-04-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Tiffany & Co.24Q1 20196.1%
Biogen,Inc.24Q1 20197.0%
Cognex24Q1 20196.4%
Johnson & Johnson24Q1 20194.4%
Brown Forman CL B24Q1 20194.6%
Analog Devices Inc.24Q1 20194.7%
Danaher Corp.24Q1 20194.5%
Neogen Corporation24Q1 20194.9%
Honeywell Intl Inc24Q1 20193.4%
Raytheon Company New24Q1 20194.0%

View TIRSCHWELL & LOEWY INC's complete holdings history.

Latest filings
TypeFiled
13F-HR2019-04-03
13F-HR2019-01-31
13F-HR2018-11-07
13F-HR2018-08-03
13F-HR2018-04-16
13F-HR2018-02-06
13F-HR2017-10-24
13F-HR2017-08-02
13F-HR2017-05-04
13F-HR2017-02-03

View TIRSCHWELL & LOEWY INC's complete filings history.

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