Q4 2013 Holdings
Filed 2014-01-24 | 46 holdings | $539.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wabtec Corp. | Common | 011540104 | $45.4K | 611,730 | 8.4% |
| The TJX Companies Inc. | Common | 009961968 | $39.0K | 612,045 | 7.2% |
| American Express Company | Common | 009988572 | $38.3K | 422,252 | 7.1% |
| Danaher Corporation | Common | 009962131 | $33.4K | 432,653 | 6.2% |
| Praxair Inc. | Common | 009967419 | $30.2K | 232,354 | 5.6% |
| Resmed Inc. | Common | 011540066 | $29.5K | 627,113 | 5.5% |
| Stanley Black & Decker Inc | Common | 049645619 | $28.8K | 356,535 | 5.3% |
| Johnson & Johnson | Common | 009722513 | $28.7K | 313,700 | 5.3% |
| Honeywell International Inc. | Common | 010534801 | $27.7K | 303,678 | 5.1% |
| Dover Corporation | Common | 009974121 | $26.6K | 275,367 | 4.9% |
| Cognizant Technology Solutions Corporation | Common | 011551521 | $25.2K | 249,913 | 4.7% |
| JPMorgan Chase & Co. | Common | 012271654 | $24.1K | 411,745 | 4.5% |
| Varian Medical Systems Inc | Common | 011489389 | $23.3K | 299,671 | 4.3% |
| Anixter International Inc. | Common | 001144693 | $23.1K | 257,416 | 4.3% |
| Corning Inc | Common | 009976027 | $22.5K | 1,261,771 | 4.2% |
| Yum! Brands Inc | Common | 014856862 | $22.1K | 292,734 | 4.1% |
| Office Depot Inc | Common | 009739653 | $20.6K | 3,895,435 | 3.8% |
| H.B. Fuller Company | Common | 011491367 | $20.4K | 392,580 | 3.8% |
| Mettler-Toledo International Inc. | Common | 010919576 | $18.3K | 75,528 | 3.4% |
| Coach, Inc | Common | 011894461 | $10.7K | 191,503 | 2.0% |
| Ericsson L M TEL ADR | ADR | 015720786 | $900 | 73,575 | 0.2% |
| Allstate Corporation | Common | 009724478 | $119 | 2,190 | 0.0% |
| EMC Corporation | Common | 009720308 | $83 | 3,320 | 0.0% |
| Total SA ADR | ADR | 010107385 | $42 | 688 | 0.0% |
| Qualcomm Inc | Common | 009830880 | $20 | 275 | 0.0% |