SIPHRON CAPITAL MANAGEMENT /CA/

data from 30/09/2014

Capitalization

$ 29.794 M 1.03 %

Average holding period

5 ans

Performance

$ 19.273 M 22.38 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SIPHRON CAPITAL MANAGEMENT /CA/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 UNP Union Pacific 4.68% 1.395 M $ 12870 2013/06/30 113.316 K $ 8.69 %
2014/09/30 AAPL Apple Inc. 4.28% 1.274 M $ 12648 2013/06/30 99.160 K $ 8.44 %
2014/09/30 NKE NIKE, Inc. 'B' 4.15% 1.237 M $ 13870 2013/12/31 141.076 K $ 15.01 %
2014/09/30 ECL Ecolab Inc. 4.08% 1.216 M $ 10590 2013/06/30 37.482 K $ 3.13 %
2014/09/30 CELG Celgene 3.92% 1.169 M $ 12332 2013/06/30 109.754 K $ 10.36 %
2014/09/30 DTV DirecTV, Inc. 3.80% 1.133 M $ 13090 2013/09/30 19.765 K $ 1.78 %
2014/09/30 COST Costco Cos. Inc Com 3.74% 1.113 M $ 8880 2013/06/30 91.236 K $ 8.82 %
2014/09/30 UNH United Healthcare Corp Com 3.44% 1.026 M $ 11900 2013/09/30 53.550 K $ 5.50 %
2014/09/30 WFC Wells Fargo 3.44% 1.026 M $ 19780 2013/06/30 -13.648 K $ -1.31 %
2014/09/30 HAIN Hain Celestial Group, Inc. 3.41% 1.017 M $ 9940 2013/09/30 136.644 K $ 15.34 %
2014/09/30 BDX Becton, Dickinson 3.34% 996.000 K $ 8750 2013/06/30 -39.732 K $ -3.79 %
2014/09/30 MMM 3M Co. 3.32% 990.000 K $ 6990 2013/06/30 -9.217 K $ -0.91 %
2014/09/30 META Facebook Inc. 3.28% 976.000 K $ 12350 2014/09/30 0.000 $ 0.00 %
2014/09/30 JNJ Johnson & Johnson 3.22% 959.000 K $ 9000 2013/06/30 17.729 K $ 1.88 %
2014/09/30 V Visa Inc. 3.16% 941.000 K $ 4410 2013/06/30 11.774 K $ 1.25 %
2014/09/30 UAA Under Armour, Inc. 3.14% 936.000 K $ 13540 2014/03/31 78.719 K $ 16.13 %
2014/09/30 DIS Disney (Walt) 3.08% 919.000 K $ 10320 2014/03/31 17.930 K $ 3.84 %
2014/09/30 SYK Stryker Corp. 3.08% 917.000 K $ 11350 2013/06/30 -40.519 K $ -4.23 %
2014/09/30 AXP American Express 3.05% 909.000 K $ 10380 2013/06/30 -76.085 K $ -7.72 %
2014/09/30 CHD Church & Dwight Co. 2.98% 889.000 K $ 12670 2013/06/30 2.534 K $ 0.29 %
2014/09/30 PEP PepsiCo, Inc. 2.81% 838.000 K $ 9000 2013/06/30 34.312 K $ 4.20 %
2014/09/30 CAT Caterpillar Inc. 2.77% 825.000 K $ 8330 2013/06/30 -81.265 K $ -8.87 %
2014/09/30 AMZN Amazon.Com, Inc. 2.74% 817.000 K $ 2535 2013/06/30 -8.224 K $ -0.74 %
2014/09/30 Anadarko 2.69% 802.000 K $ 7910 2013/06/30 -64.802 K $ -7.35 %
2014/09/30 EL Lauder Estee Cos Inc. 2.69% 800.000 K $ 10700 2013/06/30 4.986 K $ 0.62 %
2014/09/30 INTU Intuit, Inc. 2.57% 766.000 K $ 8741 2013/06/30 62.947 K $ 8.84 %
2014/09/30 MDT Medtronic Inc. 2.54% 758.000 K $ 12230 2013/06/30 -22.407 K $ -2.84 %
2014/09/30 GOOGL Google, Inc. (A) 2.52% 752.000 K $ 1278 2013/06/30 4.856 K $ 0.65 %
2014/09/30 CERN Cerner Corp. 2.43% 724.000 K $ 12147 2013/12/31 97.054 K $ 15.48 %
2014/09/30 VFC V.F. Corporation 2.20% 655.000 K $ 9920 2013/06/30 30.024 K $ 4.80 %
2014/09/30 KMB Kimberly-Clark Corp. 1.97% 588.000 K $ 5470 2013/06/30 -20.333 K $ -3.28 %
2014/09/30 GOOG Google, Inc. (C) 1.13% 338.000 K $ 586 2014/06/30 2.523 K $ 0.35 %
2014/09/30 MIDD Middleby Corp. 0.01% 4.000 K $ 45 2013/06/30 243.000 $ 6.09 %
2014/09/30 SAM Boston Beer Co Inc. 0.01% 4.000 K $ 17 2013/06/30 -29.000 $ -0.75 %
2014/09/30 Advent Software Inc 0.01% 4.000 K $ 131 2013/06/30 0.000 $ 0.00 %
2014/09/30 FISV Fiserv Inc. 0.01% 3.000 K $ 48 2013/06/30 207.000 $ 6.90 %
2014/09/30 NTCT Netscout Systems Inc. 0.01% 3.000 K $ 76 2013/06/30 110.000 $ 3.70 %
2014/09/30 TTC Toro Company 0.01% 3.000 K $ 43 2013/06/30 -187.000 $ -6.25 %
2014/09/30 CLC Clarcor 0.01% 3.000 K $ 41 2013/06/30 50.000 $ 1.68 %
2014/09/30 EXPO Exponent Inc. 0.01% 3.000 K $ 36 2013/06/30 -116.000 $ -3.89 %
2014/09/30 ZD J2 Global Inc. 0.01% 3.000 K $ 64 2013/06/30 -96.000 $ -3.21 %
2014/09/30 UNF Unifirst Corp. 0.01% 3.000 K $ 27 2013/06/30 -254.000 $ -8.47 %
2014/09/30 BCPC Balchem Corp. 0.01% 3.000 K $ 54 2013/06/30 162.000 $ 5.42 %
2014/09/30 ICUI ICU Medical Inc. 0.01% 2.000 K $ 33 2013/06/30 111.000 $ 5.56 %
2014/09/30 DORM Dorman Products Inc. 0.01% 2.000 K $ 56 2013/06/30 -518.000 $ -17.29 %
2014/09/30 MCHP Microchip Tech. 0.01% 2.000 K $ 42 2013/09/30 -132.000 $ -6.64 %
2014/09/30 FDS FactSet Research Systems Inc. 0.01% 2.000 K $ 19 2013/06/30 23.000 $ 1.19 %
2014/09/30 BMI Badger Meter Inc. 0.01% 2.000 K $ 42 2013/06/30 -92.000 $ -4.62 %
2014/09/30 ADP Automatic Data Proc'g 0.01% 2.000 K $ 23 2013/09/30 87.000 $ 4.36 %
2014/09/30 ANSS Ansys Inc. 0.01% 2.000 K $ 26 2013/06/30 -3.000 $ -0.20 %
2014/09/30 LL Lumber Liquidators Hldgs 0.01% 2.000 K $ 36 2013/06/30 -668.000 $ -22.28 %
2014/09/30 ADI Analog Devices 0.01% 2.000 K $ 38 2013/06/30 -174.000 $ -8.70 %
2014/09/30 AMGN Amgen Inc. 0.01% 2.000 K $ 16 2013/06/30 353.000 $ 17.67 %
2014/09/30 AZZ AZZ Incorporated 0.01% 2.000 K $ 50 2013/06/30 -215.000 $ -10.78 %
2014/09/30 WDFC WD-40 Co. 0.01% 2.000 K $ 30 2013/09/30 -217.000 $ -10.89 %
2014/09/30 WWW Wolverine World Wide Inc. 0.01% 2.000 K $ 88 2013/06/30 -88.000 $ -4.40 %
2014/09/30 INTC Intel Corp. 0.01% 2.000 K $ 53 2013/06/30 207.000 $ 10.39 %
2014/09/30 GIII G III Apparel Group 0.01% 2.000 K $ 30 2013/12/31 36.000 $ 1.80 %
2014/09/30 BGS B & G Foods Inc. 0.01% 2.000 K $ 66 2013/06/30 -339.000 $ -16.96 %
2014/09/30 MSFT Microsoft Corp. 0.01% 2.000 K $ 52 2013/06/30 242.000 $ 12.12 %
2014/09/30 ACN Accenture Corp. 0.01% 2.000 K $ 28 2013/06/30 13.000 $ 0.67 %
2014/09/30 QCOM Qualcomm Inc. COM 0.01% 2.000 K $ 24 2013/06/30 -106.000 $ -5.32 %
2014/09/30 VAR Varian Medical Systemts, Inc. 0.01% 2.000 K $ 23 2013/06/30 -69.000 $ -3.47 %
2014/09/30 SHOO Madden Steven Ltd. 0.01% 2.000 K $ 64 2013/06/30 -132.000 $ -6.62 %
2014/09/30 CTSH Cognizant Technology Solutions 0.01% 2.000 K $ 44 2013/06/30 -182.000 $ -9.11 %
2014/09/30 TXN Texas Instruments 0.01% 2.000 K $ 37 2013/06/30 -3.000 $ -0.19 %
2014/09/30 ADSK Autodesk, Inc. 0.01% 2.000 K $ 36 2013/06/30 -46.000 $ -2.30 %
2014/09/30 ORCL Oracle 0.01% 2.000 K $ 43 2013/06/30 -96.000 $ -4.84 %
2014/09/30 RGR Sturm Ruger & Co Inc. 0.01% 2.000 K $ 33 2013/06/30 -340.000 $ -17.03 %
2014/09/30 TISI Team Incorporated 0.01% 2.000 K $ 54 2013/06/30 -167.000 $ -8.40 %
2014/09/30 NTAP Netapp Inc. 0.00% 1.000 K $ 33 2013/06/30 212.000 $ 21.25 %
2014/09/30 DXPE D X P Enterprises 0.00% 1.000 K $ 18 2013/12/31 -33.000 $ -3.35 %
2014/09/30 LLTC Linear Technology 0.00% 1.000 K $ 30 2013/06/30 -80.000 $ -8.04 %
2014/09/30 WRLD World Acceptance 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2014/09/30 FAST Fastenal Co. 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2014/09/30 VIVO Meridian Bioscience Inc. 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %
2014/09/30 DCI Donaldson Co. Inc. 0.00% 0.000 $ 0 2013/06/30 0.000 $ 0.00 %