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Institutional Investment Manager
SIPHRON CAPITAL MANAGEMENT /CA/
SIPHRON CAPITAL MANAGEMENT /CA/ (CIK: 0000893273) incorporated in California, located at 280 South Beverly Drive, Beverly Hills, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 75 holdings with a total value of $57,166,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 GOOGLE INC 2,603 2,901,000 5.07%
2 UNION PACIFIC CORP 13,380 2,511,000 4.39%
3 ECOLAB INC 22,000 2,376,000 4.16%
4 AMAZON.COM INC 6,987 2,350,000 4.11%
5 BECTON DICKINSON & CO 17,960 2,103,000 3.68%
6 COSTCO WHOLESALE CORP 18,440 2,059,000 3.60%
7 DirectTV Com 26,490 2,024,000 3.54%
8 WELLS FARGO AND CO 40,270 2,003,000 3.50%
9 VISA INC CL A 9,190 1,984,000 3.47%
10 UNITEDHEALTH GROUP INC 24,160 1,981,000 3.47%
11 APPLE INC 3,684 1,977,000 3.46%
12 3M COMPANY 14,370 1,949,000 3.41%
13 AMERICAN EXPRESS CO 21,220 1,910,000 3.34%
14 STRYKER CORP 23,210 1,891,000 3.31%
15 HAIN CELESTIAL GROUP INC 20,450 1,870,000 3.27%
16 NIKE INC CL B 24,530 1,812,000 3.17%
17 JOHNSON AND JOHNSON 18,410 1,808,000 3.16%
18 CHURCH & DWIGHT INC 25,840 1,785,000 3.12%
19 CELGENE CORP 12,606 1,760,000 3.08%
20 DONALDSON CO INC 41,230 1,748,000 3.06%
21 CATERPILLAR INC 17,300 1,719,000 3.01%
22 PEPSICO INC 18,600 1,553,000 2.72%
23 Medtronic PLC 25,220 1,552,000 2.71%
24 LAUDER ESTEE COS INC 22,050 1,475,000 2.58%
25 FASTENAL CO. 29,550 1,457,000 2.55%
26 ANADARKO PETE CORP 16,630 1,410,000 2.47%
27 INTUIT 17,941 1,395,000 2.44%
28 CERNER CORPORATION 24,657 1,387,000 2.43%
29 KIMBERLY CLARK CORP 11,390 1,256,000 2.20%
30 V F CORP COM 20,120 1,245,000 2.18%
31 UNDER ARMOUR INC 8,200 940,000 1.64%
32 WALT DISNEY COMPANY (THE) 10,950 877,000 1.53%
33 Advent Software Inc. 131 4,000 0.01%
34 MIDDLEBY CORP 15 4,000 0.01%
35 BOSTON BEER COMPANY INC A 17 4,000 0.01%
36 UniFirst Corporation 27 3,000 0.01%
37 EXPONENT INC 36 3,000 0.01%
38 J2 GLOBAL INC 64 3,000 0.01%
39 LUMBER LIQUIDATORS HOLDINGS 36 3,000 0.01%
40 NETSCOUT SYSTEMS INC 76 3,000 0.01%
41 FISERV INC 48 3,000 0.01%
42 The Toro Company 43 3,000 0.01%
43 WOLVERINE WORLD WIDE INC 88 3,000 0.01%
44 BALCHEM CORP 54 3,000 0.01%
45 DORMAN PRODUCTS INC 56 3,000 0.01%
46 QUALCOMM INC 24 2,000 0.00%
47 AUTODESK INC 36 2,000 0.00%
48 Steven Madden, Ltd. 64 2,000 0.00%
49 CLARCOR INC 41 2,000 0.00%
50 ANALOG DEVICES INC 38 2,000 0.00%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000893273-14-000003, filed 2014.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.