MS

MARSHALL & SULLIVAN INC /WA/

13F
MARSHALL & SULLIVAN INC /WA/
Last update 2024-10-09 40 Stocks (0 new)
Value $208.00 Mil Turnover 0 %
Countries:
Top Holdings: IWM(12.08%)MSFT(7.56%)LIN(3.65%)VWO(3.65%)FI(3.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
MARSHALL & SULLIVAN INC /WA/ Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWM 		iShares Russell 2000 ETF
113,900
25159.370
-1.37%
12.080
-0.16%
0.040
+16.06%
+18.31%
73932.308
 
MSFT 		Microsoft Corp
36,568
15735.040
-1.64%
7.560
-0.14%
0.000
+4.17%
+13.11%
3145177.615
Software
LIN 		Linde PLC
15,955
7608.300
-1.82%
3.650
-0.06%
0.000
+2.27%
+11.94%
216932.779
Chemicals
VWO 		Vanguard FTSE Emerging Markets ETF
158,744
7595.900
-0.53%
3.650
-0.02%
0.010
+4.55%
+11.27%
76200.468
 
FI 		Fiserv Inc
42,142
7570.810
-2.16%
3.640
-0.07%
0.010
+32.87%
+61.14%
121782.744
Software
GOOGL 		Alphabet Inc
44,876
7442.770
-2.35%
3.570
-0.10%
0.000
+12.06%
+30.34%
2232618.220
Interactive Media
HD 		The Home Depot Inc
17,696
7170.420
-1.35%
3.440
-0.04%
0.000
+17.27%
+18.54%
400376.694
Retail - Cyclical
SYK 		Stryker Corp
19,790
7149.340
-2.11%
3.430
-0.07%
0.010
+19.30%
+30.16%
147572.438
Medical Devices & Instruments
LLY 		Eli Lilly and Co
8,006
7092.840
0%
3.410
0%
0.000
-7.28%
+41.16%
777356.649
Drug Manufacturers
MA 		Mastercard Inc
14,361
7091.460
-2.07%
3.410
-0.07%
0.000
+16.28%
+24.79%
485688.645
Credit Services

MARSHALL & SULLIVAN INC /WA/'s Historical Top Holdings Breakdowns

MARSHALL & SULLIVAN INC /WA/'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWM 		iShares Russell 2000 ETF2024-09-30Reduce
-0.16%
●
200.87 ($213.99) 224.6
$237.37
10.92%
Reduce -1.37%
113,900
-1,583
LRCX 		Lam Research Corp2024-09-30Reduce
-0.14%
●
73.16 ($86.94) 112.73
$75.70
-12.93%
Reduce -3.96%
66,030
-272
MSFT 		Microsoft Corp2024-09-30Reduce
-0.14%
●
395.15 ($427.47) 467.56
$423.03
-1.04%
Reduce -1.64%
36,568
-608
GOOGL 		Alphabet Inc2024-09-30Reduce
-0.10%
●
148.66 ($167.74) 191.18
$181.62
8.27%
Reduce -2.35%
44,876
-1,082
VLTO 		Veralto Corp2024-09-30Sold Out
-0.10%
●
94.35 ($105.67) 112.43
$103.75
-1.82%
Sold Out
0
-2,160
BKNG 		Booking Holdings Inc2024-09-30Reduce
-0.08%
●
3305.62 ($3834.96) 4268.94
$5,022.92
30.98%
Reduce -2.43%
1,529
-38
ADBE 		Adobe Inc2024-09-30Reduce
-0.07%
●
508.13 ($548.46) 586.55
$526.42
-4.02%
Reduce -2.11%
11,392
-245
FI 		Fiserv Inc2024-09-30Reduce
-0.07%
●
147.14 ($164.95) 179.65
$214.06
29.77%
Reduce -2.16%
42,142
-931
MA 		Mastercard Inc2024-09-30Reduce
-0.07%
●
429.6 ($465.04) 500.99
$529.17
13.79%
Reduce -2.07%
14,361
-304
SYK 		Stryker Corp2024-09-30Reduce
-0.07%
●
315.94 ($345.16) 371.96
$387.11
12.15%
Reduce -2.11%
19,790
-426

MARSHALL & SULLIVAN INC /WA/ Total Holding History ($B)

To

MARSHALL & SULLIVAN INC /WA/'s Asset Allocation

To

MARSHALL & SULLIVAN INC /WA/ Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MARSHALL & SULLIVAN INC /WA/'s Hypothetical Growth since 2024-09-30

MARSHALL & SULLIVAN INC /WA/'s Yearly Returns

Year Portfolio % % Excess Gain %

MARSHALL & SULLIVAN INC /WA/'s Holdings Heat Map

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MARSHALL & SULLIVAN INC /WA/'s Holdings Bubble Chart

MARSHALL & SULLIVAN INC /WA/ News

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