CIK: 0000884535
Total reported value
$730.9M
Reporting period: 2019-03-31 · Number of holdings: 67
TIRSCHWELL & LOEWY INC disclosed 67 holdings in its latest 13F filing for the period ending 2019-03-31, with total reported value of $730.9M and a quarterly turnover rate of 17.6%.
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Tirschwell & Loewy INC's disclosed holdings carry a Herfindahl concentration index of 0.033 — mathematically equivalent to about 31 equally-sized positions, well below its 67 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.08), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 42% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim BIIB
-3.4% -$4.7M
Add AMD 2.95 06-01-24
-1.6% $8.7M
Trim INGN
+1.9% -$4.2M
Add CGNX
-0.6% $8.7M
Trim ABMDEUR
+0.1% -$2.9M
Add TIFEUR
-1.2% $7.9M
Showing top 66 holdings (of 67 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard INC - A | Stock-Financials | 5.14% | +0.57% | -0.09% | |
| 2 | CGNX | Cognex CORP | Stock-Tech | 5.06% | +0.77% | -0.57% | |
| 3 | TIFEUR | Tiffany & Co | Stock-Other | 4.73% | +0.69% | -1.17% | |
| 4 | ADI | Analog Devices INC | Stock-Tech | 4.68% | +0.39% | -1.44% | |
| 5 | DXCM | Dexcom INC | Stock-Healthcare | 4.60% | -0.55% | -0.34% | |
| 6 | DHR | Danaher CORP | Stock-Healthcare | 4.50% | +0.60% | -0.33% | |
| 7 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 4.35% | +0.30% | -0.90% | |
| 8 | PODD | Insulet CORP | Stock-Healthcare | 3.86% | +0.28% | -0.30% | |
| 9 | AMD 2.95 06-01-24 | Xilinx INC | Stock-Tech | 3.76% | +0.92% | -1.61% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.67% | -0.12% | -0.80% | |
| 11 | BF-B | Brown-forman Corp-class B | Stock-Other | 3.66% | -0.07% | -1.83% | |
| 12 | NEOG | Neogen CORP | Stock-Healthcare | 3.43% | — | -0.22% | |
| 13 | HON | Honeywell International INC | Stock-Industrials | 3.36% | +0.25% | -0.58% | |
| 14 | RTN1USD | Raytheon Company | Stock-Other | 3.35% | +0.26% | +1.17% | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.10% | +0.11% | -0.36% | |
| 16 | ABMDEUR | Abiomed INC | Stock-Other | 2.89% | -0.75% | +0.12% | |
| 17 | ROST | Ross Stores INC | Stock-Consumer Disc | 2.73% | +0.02% | -0.31% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.70% | +0.04% | -1.01% | |
| 19 | ✓ | 3m Company | Stock-Other | 2.61% | -0.08% | -1.40% | |
| 20 | MTD | Mettler-toledo International | Stock-Healthcare | 2.34% | +0.29% | -1.07% | |
| 21 | CJPXX | JPM Prime Mmkt-capital | Stock-Other | 2.16% | -0.13% | +0.63% | |
| 22 | INGN | Inogen INC | Stock-Other | 2.06% | -0.85% | +1.94% | |
| 23 | BIIB | Biogen INC | Stock-Healthcare | 2.04% | -0.94% | -3.36% | |
| 24 | AMGN | Amgen INC | Stock-Healthcare | 1.92% | -0.29% | -1.40% | |
| 25 | HSIC | Henry Schein INC | Stock-Healthcare | 1.90% | -0.43% | +35.55% | |
| 26 | PYPL | Paypal Holdings INC | Stock-Financials | 1.75% | +0.22% | +2.75% | |
| 27 | CRM | Salesforce INC | Stock-Tech | 1.63% | +0.07% | +0.15% | |
| 28 | ITW | Illinois Tool Works | Stock-Industrials | 1.53% | +0.03% | +0.16% | |
| 29 | ILMN | Illumina INC | Stock-Healthcare | 1.00% | +0.45% | +94.70% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.83% | +0.02% | — | |
| 31 | STT | State Street CORP | Stock-Financials | 0.83% | — | -2.47% | |
| 32 | WSM | Williams-sonoma INC | Stock-Consumer Disc | 0.77% | — | -0.99% | |
| 33 | TRMB | Trimble INC | Stock-Tech | 0.70% | +0.05% | -1.89% | |
| 34 | ✓ | Dow Chemical | Stock-Other | 0.64% | -0.11% | -5.73% | |
| 35 | MRK | Merck & Co., Inc. | Stock-Healthcare | 0.44% | -0.01% | — | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.02% | +3.69% | |
| 37 | ✓ | Rockwell Automation Inc. | Stock-Other | 0.39% | +0.02% | — | |
| 38 | RTX 6.7 08-01-28 | Rtx CORP | Stock-Industrials | 0.39% | +0.03% | -1.25% | |
| 39 | HD | Home Depot INC | Stock-Consumer Disc | 0.35% | — | — | |
| 40 | VZ | Verizon Communications INC | Stock-Comm Services | 0.34% | -0.02% | +0.12% | |
| 41 | PAYX | Paychex INC | Stock-Tech | 0.30% | +0.03% | — | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | — | — | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.24% | — | -2.25% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | +0.02% | — | |
| 45 | UL | Unilever PLC | Stock-Consumer Staples | 0.23% | — | +1.03% | |
| 46 | PEP | Pepsico INC | Stock-Consumer Staples | 0.22% | — | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.20% | — | — | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.18% | — | +0.51% | |
| 49 | BRK-B | Berkshire Hathaway Inc. | Stock-Other | 0.17% | — | — | |
| 50 | ✓ | Bank New York Co INC | Stock-Other | 0.16% | — | -3.28% |
Not enough priced holdings yet to compute performance
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2019-03-31 | 67 | $730.9M | 18 | |
| 2018-12-31 | 68 | $659.9M | 28 | |
| 2018-09-30 | 71 | $800.1M | 15 | |
| 2018-06-30 | 76 | $752.4M | 14 | |
| 2018-03-31 | 78 | $726.2M | 13 | |
| 2017-12-31 | 74 | $708.0M | 10 | |
| 2017-09-30 | 74 | $661.3M | 13 | |
| 2017-06-30 | 74 | $637.2M | 12 | |
| 2017-03-31 | 76 | $617.8M | 16 | |
| 2016-12-31 | 80 | $558.6M | 12 | |
| 2016-09-30 | 79 | $601.3M | 14 | |
| 2016-06-30 | 80 | $571.5M | 13 | |
| 2016-03-31 | 83 | $571.5M | 18 | |
| 2015-12-31 | 83 | $567.2M | 12 | |
| 2015-09-30 | 80 | $530.9M | 14 | |
| 2015-06-30 | 80 | $592.4M | 8 | |
| 2015-03-31 | 83 | $600.1M | 12 | |
| 2014-12-31 | 85 | $618.8M | 13 | |
| 2014-09-30 | 82 | $598.4M | 7 | |
| 2014-06-30 | 82 | $617.0M | 10 | |
| 2014-03-31 | 80 | $582.0M | 8 | |
| 2013-12-31 | 83 | $575.1M | 12 | |
| 2013-09-30 | 82 | $515.7M | 12 | |
| 2013-06-30 | 82 | $469.2M | 0 |
Tirschwell & Loewy INC's most significant position changes for 2019-03-31: Sold out: Abbvie INC (ABBV); Sold out: Garrett Motion INC (GTX); Sold out: Coca-cola Co/the (KO); New buy: At&t INC (T); Trim: Biogen INC (BIIB) — shares -3.36%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD 2.95 06-01-24 | Xilinx INC | +0.9% | -1.61% | Trim |
| 2 | CGNX | Cognex CORP | +0.8% | -0.57% | Trim |
| 3 | TIFEUR | Tiffany & Co | +0.7% | -1.17% | Trim |
| 4 | DHR | Danaher CORP | +0.6% | -0.33% | Trim |
| 5 | MA | Mastercard INC - A | +0.6% | -0.09% | Trim |
| 6 | ILMN | Illumina INC | +0.5% | +94.70% | Add |
| 7 | ADI | Analog Devices INC | +0.4% | -1.44% | Trim |
| 8 | IDXX | Idexx Laboratories INC | +0.3% | -0.90% | Trim |
| 9 | MTD | Mettler-toledo International | +0.3% | -1.07% | Trim |
| 10 | PODD | Insulet CORP | +0.3% | -0.30% | Trim |
| 11 | RTN1USD | Raytheon Company | +0.3% | +1.17% | Add |
| 12 | HON | Honeywell International INC | +0.3% | -0.58% | Trim |
| 13 | PYPL | Paypal Holdings INC | +0.2% | +2.75% | Add |
| 14 | SBUX | Starbucks CORP | +0.1% | -0.36% | Trim |
| 15 | CRM | Salesforce INC | +0.1% | +0.15% | Add |
| 16 | TRMB | Trimble INC | +0.1% | -1.89% | Trim |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 0% | -1.01% | Trim |
| 18 | ITW | Illinois Tool Works | 0% | +0.16% | Add |
| 19 | RTX 6.7 08-01-28 | Rtx CORP | 0% | -1.25% | Trim |
| 20 | PAYX | Paychex INC | 0% | — | Unchanged |
| 21 | ROST | Ross Stores INC | 0% | -0.31% | Trim |
| 22 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 23 | ✓ | Rockwell Automation Inc. | 0% | — | Unchanged |
| 24 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 25 | ZNGAEUR | Zynga INC - Cl A | 0% | — | Unchanged |
| 26 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 27 | BA | Boeing Co/the | 0% | — | Unchanged |
| 28 | WSM | Williams-sonoma INC | — | -0.99% | Trim |
| 29 | HD | Home Depot INC | — | — | Unchanged |
| 30 | CL | Colgate-palmolive Co | — | -2.25% | Trim |
| 31 | UL | Unilever PLC | — | +1.03% | Add |
| 32 | PEP | Pepsico INC | — | — | Unchanged |
| 33 | MRK | Merck & Co., Inc. | 0% | — | Unchanged |
| 34 | DIS | Walt Disney Co/the | 0% | +3.69% | Add |
| 35 | VZ | Verizon Communications INC | 0% | +0.12% | Add |
| 36 | BF-B | Brown-forman Corp-class B | -0.1% | -1.83% | Trim |
| 37 | ✓ | 3m Company | -0.1% | -1.40% | Trim |
| 38 | ✓ | Dow Chemical | -0.1% | -5.73% | Trim |
| 39 | JNJ | Johnson & Johnson | -0.1% | -0.80% | Trim |
| 40 | CJPXX | JPM Prime Mmkt-capital | -0.1% | +0.63% | Add |
| 41 | AMGN | Amgen INC | -0.3% | -1.40% | Trim |
| 42 | HSIC | Henry Schein INC | -0.4% | +35.55% | Add |
| 43 | DXCM | Dexcom INC | -0.6% | -0.34% | Trim |
| 44 | ABMDEUR | Abiomed INC | -0.8% | +0.12% | Add |
| 45 | INGN | Inogen INC | -0.9% | +1.94% | Add |
| 46 | BIIB | Biogen INC | -0.9% | -3.36% | Trim |
| 47 | ABBV | Abbvie INC | — | EXIT | Sold out |
| 48 | GTX | Garrett Motion INC | — | EXIT | Sold out |
| 49 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 50 | T | At&t INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2019-03-31 | 2019-04-03 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-31 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-07 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-03 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-16 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-24 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-02 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-04 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-03 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-25 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-05 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-27 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-07 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-29 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-06 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-22 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-30 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-05 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-25 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-07-08 | Amendment | View on EDGAR |
| 2014-03-31 | 2014-05-01 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-30 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-30 | 13F-HR | View on EDGAR |
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