Q3 2013 Holdings
Filed 2013-10-28 | 45 holdings | $512.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wabtec Corp. | Common | 011540104 | $39.7K | 631,740 | 7.7% |
| The TJX Companies Inc. | Common | 009961968 | $35.5K | 630,185 | 6.9% |
| Resmed Inc. | Common | 011540066 | $34.1K | 646,518 | 6.7% |
| Stanley Black & Decker Inc | Common | 049645619 | $33.3K | 367,375 | 6.5% |
| American Express Company | Common | 009988572 | $32.9K | 435,272 | 6.4% |
| Danaher Corporation | Common | 009962131 | $30.8K | 444,303 | 6.0% |
| Praxair Inc. | Common | 009967419 | $28.8K | 239,579 | 5.6% |
| Johnson & Johnson | Common | 009722513 | $28.1K | 323,600 | 5.5% |
| H.B. Fuller Company | Common | 011491367 | $27.5K | 609,553 | 5.4% |
| Honeywell International Inc. | Common | 010534801 | $26.0K | 312,638 | 5.1% |
| Dover Corporation | Common | 009974121 | $25.4K | 283,022 | 5.0% |
| Anixter International Inc. | Common | 001144693 | $23.3K | 265,241 | 4.5% |
| Varian Medical Systems Inc | Common | 011489389 | $23.1K | 308,486 | 4.5% |
| JPMorgan Chase & Co. | Common | 012271654 | $21.9K | 423,675 | 4.3% |
| Yum! Brands Inc | Common | 014856862 | $21.3K | 297,969 | 4.1% |
| Cognizant Technology Solutions Corporation | Common | 011551521 | $21.1K | 257,363 | 4.1% |
| Corning Inc | Common | 009976027 | $19.0K | 1,301,871 | 3.7% |
| Mettler-Toledo International Inc. | Common | 010919576 | $18.7K | 77,743 | 3.6% |
| Coach, Inc | Common | 011894461 | $10.8K | 198,198 | 2.1% |
| Qualcomm Inc | Common | 009830880 | $10.2K | 150,800 | 2.0% |
| Ericsson L M TEL ADR | ADR | 015720786 | $1.1K | 82,775 | 0.2% |
| Allstate Corporation | Common | 009724478 | $111 | 2,190 | 0.0% |
| EMC Corporation | Common | 009720308 | $85 | 3,320 | 0.0% |
| Total SA ADR | ADR | 010107385 | $40 | 688 | 0.0% |