SIPHRON CAPITAL MANAGEMENT /CA/ Information

280 SOUTH BEVERLY DRIVE, BEVERLY HILLS, California, 90212, (310) 858-7281

Report Date: 09/30/2014

Position Statistics

Total Positions 79
New Positions 1
Increased Positions 4
Decreased Positions 21
Positions with Activity 25
Sold Out Positions 4
Total Mkt Value (in $ millions) 33

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.02%
Capital Goods 5.57%
Conglomerates
Consumer Cyclical 9.44%
Consumer/Non-Cyclical 17.73%
Energy 1.98%
Financial 13.45%
Healthcare 17.1%
Services 9.71%
Technology 16.41%
Transportation 8.49%
Utilities

79 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 1,626 New 12,648
UNION PAC CORP COM 1,521 -24 (1.53) 12,870
CELGENE CORP COM 1,475 New 12,332
UNITEDHEALTH GROUP INC COM 1,354 New 11,900
NIKE INC CL B 1,353 171 14.44 13,870
COSTCO WHSL CORP NEW COM 1,307 -15 (1.11) 8,880
BECTON DICKINSON & CO COM 1,298 -15 (1.13) 8,750
HAIN CELESTIAL GROUP INC COM 1,248 -13 (1) 19,880
ECOLAB INC COM 1,230 -17 (1.4) 10,590
VISA INC COM CL A 1,207 -14 (1.12) 4,410
3M CO COM 1,168 -17 (1.41) 6,990
DIRECTV COM 1,156 New 13,090
DISNEY WALT CO COM DISNEY 1,089 514 89.36 10,320
WELLS FARGO & CO NEW COM 1,084 New 19,780
CHURCH & DWIGHT INC COM 1,076 New 12,670
STRYKER CORP COM 1,048 New 11,350
UNDER ARMOUR INC CL A 1,022 403 65.12 13,540
FACEBOOK INC CL A 999 999 New 12,350
AMAZON COM INC COM 970 -341 (26.03) 2,535
MEDTRONIC PLC SHS 956 -12 (1.21) 12,230