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The Analysis of MARSHALL & SULLIVAN INC /WA/'s Holdings & P&L

Currently, MARSHALL & SULLIVAN INC /WA/ holds 43 types of securities in its portfolio with a total value $215.7M. In the most recent quarter, they have increased their positions in VB (+2.7K shares, valued at $677.7K), AAPL (+461 shares, valued at $117.4K), UNH (+298 shares, valued at $102.9K); decreased their positions in GOOGL (-3.1K shares, valued at $763.6K), LRCX (-3.1K shares, valued at $416.2K), MSFT (-533 shares, valued at $276.1K).

1M P&L

+17.4M+8.86%

3M P&L

+151.9K+0.07%

HY P&L

+9.6M+4.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A53.8M

25.0%

2Software - Infrastructure17.3M

8.0%

3Internet Content & Information15.8M

7.3%

Top Industries by Stock Count

1N/A9 stocks

20.9%

2Internet Content & Information3 stocks

7.0%

3Diagnostics & Research2 stocks

4.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWM ISHARES TR112.0K shares-0.13%2025-09-302025-10-15

MSFT MICROSOFT CORP33.3K shares-1.57%2025-09-302025-10-15

GOOGL ALPHABET INC39.7K shares-7.33%2025-09-302025-10-15

VWO VANGUARD INTL EQUITY INDEX F158.8K shares-0.63%2025-09-302025-10-15

LRCX LAM RESEARCH CORP62.1K shares-4.77%2025-09-302025-10-15

MA MASTERCARD INCORPORATED13.3K shares-1.30%2025-09-302025-10-15

LIN LINDE PLC15.4K shares-0.89%2025-09-302025-10-15

SCHW SCHWAB CHARLES CORP73.0K shares-1.44%2025-09-302025-10-15

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HD HOME DEPOT INC17.1K shares-0.37%2025-09-302025-10-15

BKNG BOOKING HOLDINGS INC1.3K shares-2.44%2025-09-302025-10-15

SYK STRYKER CORPORATION18.5K shares-0.94%2025-09-302025-10-15

AMZN AMAZON COM INC30.9K shares-1.64%2025-09-302025-10-15

AAPL APPLE INC25.6K shares1.83%2025-09-302025-10-15

RTX RTX CORPORATION38.6K shares-0.88%2025-09-302025-10-15

MNST MONSTER BEVERAGE CORP NEW86.5K shares-0.72%2025-09-302025-10-15

META META PLATFORMS INC7.8K shares-3.38%2025-09-302025-10-15

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EEM ISHARES TR107.5K shares0.93%2025-09-302025-10-15

JNJ JOHNSON & JOHNSON30.5K shares0.81%2025-09-302025-10-15

CCK CROWN HLDGS INC57.5K shares0.47%2025-09-302025-10-15

LLY ELI LILLY & CO7.1K shares-2.25%2025-09-302025-10-15

FI FISERV INC37.4K shares0.69%2025-09-302025-10-15

DHR DANAHER CORPORATION23.6K shares1.10%2025-09-302025-10-15

PEP PEPSICO INC32.4K shares2.12%2025-09-302025-10-15

TMO THERMO FISHER SCIENTIFIC INC8.9K shares0.63%2025-09-302025-10-15

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UNH UNITEDHEALTH GROUP INC12.2K shares2.50%2025-09-302025-10-15

ADBE ADOBE INC11.8K shares1.45%2025-09-302025-10-15

BDX BECTON DICKINSON & CO19.8K shares1.71%2025-09-302025-10-15

FTV FORTIVE CORP63.7K shares2.63%2025-09-302025-10-15

VB VANGUARD INDEX FDS12.1K shares28.32%2025-09-302025-10-15

SPY SPDR S&P 500 ETF TR4.5K shares-0.99%2025-09-302025-10-15

PYPL PAYPAL HLDGS INC35.3K shares1.80%2025-09-302025-10-15

GBCI GLACIER BANCORP INC NEW26.5K shares0.00%2025-09-302025-10-15

Sponsored

COST COSTCO WHSL CORP NEW1.2K shares-2.15%2025-09-302025-10-15

NKE NIKE INC11.5K shares0.00%2025-09-302025-10-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-15

GOOG ALPHABET INC1.6K shares-7.13%2025-09-302025-10-15

GBTC GRAYSCALE BITCOIN TRUST ETF4.0K shares0.00%2025-09-302025-10-15

TSLA TESLA INC810 shares0.00%2025-09-302025-10-15

GLD SPDR GOLD TR1.0K shares0.00%2025-09-302025-10-15

NVDA NVIDIA CORPORATION1.7K shares0.00%2025-09-302025-10-15

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NEE NEXTERA ENERGY INC3.8K shares0.00%2025-09-302025-10-15

ROK ROCKWELL AUTOMATION INC722 shares-24.00%2025-09-302025-10-15

SBUX STARBUCKS CORP3.0K shares-1.82%2025-09-302025-10-15

IWM

ISHARES TR

-0.13%

Shares112.0K

Event2025-09-30

Filed2025-10-15

MSFT

MICROSOFT CORP

-1.57%

Shares33.3K

Event2025-09-30

Filed2025-10-15

GOOGL

ALPHABET INC

-7.33%

Shares39.7K

Event2025-09-30

Filed2025-10-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.63%

Shares158.8K

Event2025-09-30

Filed2025-10-15

LRCX

LAM RESEARCH CORP

-4.77%

Shares62.1K

Event2025-09-30

Filed2025-10-15

MASTERCARD INCORPORATED

-1.30%

Shares13.3K

Event2025-09-30

Filed2025-10-15

LIN

LINDE PLC

-0.89%

Shares15.4K

Event2025-09-30

Filed2025-10-15

SCHW

SCHWAB CHARLES CORP

-1.44%

Shares73.0K

Event2025-09-30

Filed2025-10-15

HOME DEPOT INC

-0.37%

Shares17.1K

Event2025-09-30

Filed2025-10-15

BKNG

BOOKING HOLDINGS INC

-2.44%

Shares1.3K

Event2025-09-30

Filed2025-10-15

SYK

STRYKER CORPORATION

-0.94%

Shares18.5K

Event2025-09-30

Filed2025-10-15

AMZN

AMAZON COM INC

-1.64%

Shares30.9K

Event2025-09-30

Filed2025-10-15

AAPL

APPLE INC

1.83%

Shares25.6K

Event2025-09-30

Filed2025-10-15

RTX

RTX CORPORATION

-0.88%

Shares38.6K

Event2025-09-30

Filed2025-10-15

MNST

MONSTER BEVERAGE CORP NEW

-0.72%

Shares86.5K

Event2025-09-30

Filed2025-10-15