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MARSHALL & SULLIVAN INC /WA/13F | |
| MARSHALL & SULLIVAN INC /WA/ | |
| Last update 2025-07-11 | 119 Stocks (77 new) |
| Value $208.00 Mil | Turnover 3 % |
MARSHALL & SULLIVAN INC /WA/ Top Holdings of 2025-06-30
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| 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 | 112,163 | 24,203.7 | -1.20% | 11.630 | -0.14% | 0.040 | +20.59% | +0.84% | 65,843.7 | ||
MSFT | Microsoft Corp | 33,864 | 16,844.3 | -6.16% | 8.100 | -0.42% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
VWO | Vanguard FTSE Emerging Markets ETF | 159,826 | 7,905.0 | +1.00% | 3.800 | +0.04% | 0.010 | +15.39% | +13.04% | 84,631.0 | ||
BKNG | Booking Holdings Inc | 1,314 | 7,607.1 | -3.60% | 3.660 | -0.11% | 0.000 | +24.86% | +15.50% | 186,036.4 | Travel & Leisure | |
MA | Mastercard Inc | 13,497 | 7,584.5 | -1.77% | 3.650 | -0.07% | 0.000 | +8.08% | +4.95% | 499,608.6 | Credit Services | |
GOOGL | Alphabet Inc | 42,866 | 7,554.3 | +0.24% | 3.630 | +0.01% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
SYK | Stryker Corp | 18,707 | 7,401.1 | -1.40% | 3.560 | -0.05% | 0.000 | +11.42% | +8.65% | 148,837.9 | Medical Devices & Instruments | |
LIN | Linde PLC | 15,551 | 7,296.2 | -0.84% | 3.510 | -0.03% | 0.000 | +6.44% | +12.71% | 220,680.3 | Chemicals | |
AMZN | Amazon.com Inc | 31,427 | 6,894.8 | +0.79% | 3.310 | +0.03% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
SCHW | Charles Schwab Corp | 74,042 | 6,755.6 | -1.26% | 3.250 | -0.04% | 0.000 | +19.89% | +25.08% | 167,106.8 | Capital Markets |
MARSHALL & SULLIVAN INC /WA/'s Historical Top Holdings Breakdowns
MARSHALL & SULLIVAN INC /WA/'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 2025-06-30 | Add Add | +0.51% | 193.73 ($223.07) 237.37 | $242.30 | 8.62% | Add 91.63% | 9,411 | 4,500 | |
RAL | Ralliant Corp | 2025-06-30 | New Buy New Buy | +0.47% | 47.5 ($49.24) 52.98 | $47.40 | -3.74% | New holding | 20,368 | 20,368 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.45% | 172.42 ($202.27) 223.89 | $211.16 | 4.40% | Reduce -13.64% | 25,185 | -3,978 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.42% | 354.56 ($433.34) 497.45 | $503.32 | 16.15% | Reduce -6.16% | 33,864 | -2,222 | |
LLY | Eli Lilly and Co | 2025-06-30 | Reduce Reduce | -0.38% | 713.71 ($777.85) 898.95 | $793.01 | 1.95% | Reduce -11.28% | 7,214 | -917 | |
SBUX | Starbucks Corp | 2025-06-30 | Reduce Reduce | -0.34% | 79.69 ($86.84) 99.41 | $94.94 | 9.33% | Reduce -69.23% | 3,014 | -6,782 | |
IWM | iShares Russell 2000 ETF | 2025-06-30 | Reduce Reduce | -0.14% | 174.82 ($201.21) 215.79 | $221.70 | 10.18% | Reduce -1.2% | 112,163 | -1,361 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +0.13% | 94.31 ($125.57) 157.99 | $164.92 | 31.34% | New holding | 1,680 | 1,680 | |
TSLA | Tesla Inc | 2025-06-30 | New Buy New Buy | +0.12% | 221.86 ($300.61) 362.89 | $313.51 | 4.29% | New holding | 810 | 810 | |
BKNG | Booking Holdings Inc | 2025-06-30 | Reduce Reduce | -0.11% | 4164.15 ($5111.32) 5789.24 | $5,717.10 | 11.85% | Reduce -3.6% | 1,314 | -49 |
MARSHALL & SULLIVAN INC /WA/ Total Holding History ($B)
MARSHALL & SULLIVAN INC /WA/'s Asset Allocation
MARSHALL & SULLIVAN INC /WA/ Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MARSHALL & SULLIVAN INC /WA/'s Hypothetical Growth since 2025-06-30
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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