$752 Million is the total value of TIRSCHWELL & LOEWY INC's 76 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 7.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CGNX | Buy | Cognex | $33,086,000 | -13.9% | 741,675 | +0.3% | 4.40% | -16.9% |
| ADI | Buy | Analog Devices | $31,926,000 | +5.6% | 332,845 | +0.3% | 4.24% | +1.9% |
| MA | Buy | Mastercard Inc. | $30,592,000 | +12.2% | 155,666 | +0.0% | 4.07% | +8.3% |
| DXCM | Buy | Dexcom Inc | $27,564,000 | +28.2% | 290,204 | +0.1% | 3.66% | +23.8% |
| PODD | Buy | Insulet Corporation | $26,067,000 | -0.8% | 304,165 | +0.4% | 3.46% | -4.2% |
| RTN | Buy | Raytheon Company New | $25,913,000 | -9.9% | 134,139 | +0.6% | 3.44% | -13.1% |
| BFB | Buy | Brown Forman Class B | $24,523,000 | -6.0% | 500,364 | +4.3% | 3.26% | -9.3% |
| JNJ | Buy | Johnson & Johnson | $23,934,000 | -4.9% | 197,245 | +0.5% | 3.18% | -8.2% |
| HON | Buy | Honeywell | $22,896,000 | -0.1% | 158,944 | +0.2% | 3.04% | -3.6% |
| NVO | Buy | Novo Nordisk | $18,791,000 | -6.0% | 407,445 | +0.4% | 2.50% | -9.3% |
| Buy | JPMorgan Chase & Co. | $16,472,000 | -4.0% | 158,082 | +1.3% | 2.19% | -7.3% | |
| HSIC | Buy | Henry Schein Inc. | $14,467,000 | +9.2% | 199,163 | +1.1% | 1.92% | +5.4% |
| NVRO | Buy | Nevro Corp | $13,828,000 | -5.5% | 173,170 | +2.6% | 1.84% | -8.7% |
| MTD | Buy | Mettler Toledo | $13,511,000 | +6.3% | 23,350 | +5.6% | 1.80% | +2.6% |
| Buy | Xilinx Inc. | $13,331,000 | +106.7% | 204,275 | +128.9% | 1.77% | +99.5% | |
| STT | Buy | State Street Corp | $10,827,000 | -5.0% | 116,308 | +1.8% | 1.44% | -8.3% |
| ITW | Buy | Illinois Tool Works | $10,138,000 | -4.0% | 73,176 | +8.5% | 1.35% | -7.4% |
| UPS | Buy | United Parcel Svc | $8,026,000 | +10.0% | 75,550 | +8.4% | 1.07% | +6.3% |
| Buy | Dow Dupont | $6,080,000 | +18.0% | 92,227 | +14.1% | 0.81% | +14.0% | |
| VZ | Buy | Verizon Communications | $2,617,000 | +25.4% | 52,013 | +19.2% | 0.35% | +21.3% |
| XOM | Buy | Exxon Mobil Corp | $1,895,000 | +16.1% | 22,909 | +4.7% | 0.25% | +12.0% |
| PEP | Buy | Pepsico Inc | $1,473,000 | +0.9% | 13,527 | +1.1% | 0.20% | -2.5% |
| BRKB | Buy | Berkshire Hathaway Cl B | $1,166,000 | -2.5% | 6,246 | +4.2% | 0.16% | -6.1% |
| IBM | Buy | International Business Machines | $1,139,000 | -5.5% | 8,156 | +3.9% | 0.15% | -9.0% |
| BMY | Buy | Bristol Myers | $603,000 | -3.7% | 10,900 | +10.1% | 0.08% | -7.0% |
| AAPL | Buy | Apple Computer Inc. | $514,000 | +11.3% | 2,777 | +0.8% | 0.07% | +6.2% |
| FB | New | $216,000 | – | 1,110 | +100.0% | 0.03% | – | |
| T | Buy | AT&T | $221,000 | -7.1% | 6,871 | +3.0% | 0.03% | -12.1% |
| GPS | New | Gap Stores | $207,000 | – | 6,400 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-03
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.