Marshall & Sullivan Inc /Wa/ Top Holdings and 13F Report (2025) About Marshall & Sullivan Inc /Wa/Investment ActivityMarshall & Sullivan Inc /Wa/ has $197.03 million in total holdings as of March 31, 2025.Marshall & Sullivan Inc /Wa/ owns shares of 42 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Marshall & Sullivan Inc /Wa/ has purchased 41 new stocks and bought additional shares in 4 stocks.Marshall & Sullivan Inc /Wa/ sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 2000 ETF $22,646,903Microsoft $13,546,419Fiserv $8,292,609Mastercard $7,531,169LINDE PLC $7,302,633 Largest New Holdings this Quarter 922908751 - Vanguard Small-Cap ETF $1,089,015 Holding084670108 - Berkshire Hathaway $798,442 Holding Largest Purchases this Quarter Vanguard Small-Cap ETF 4,911 shares (about $1.09M)Berkshire Hathaway 1 shares (about $798.44K)Apple 1,042 shares (about $231.46K)Eli Lilly and Company 75 shares (about $61.94K)PepsiCo 200 shares (about $29.99K) Largest Sales this Quarter Fiserv 2,423 shares (about $535.07K)iShares Russell 2000 ETF 2,341 shares (about $467.01K)Meta Platforms 745 shares (about $429.39K)Booking 84 shares (about $386.98K)Alphabet 1,773 shares (about $274.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarshall & Sullivan Inc /Wa/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWMiShares Russell 2000 ETF$22,646,903$467,006 ▼-2.0%113,52411.5%FinanceMSFTMicrosoft$13,546,419$191,826 ▼-1.4%36,0866.9%Computer and TechnologyFIFiserv$8,292,609$535,071 ▼-6.1%37,5524.2%Business ServicesMAMastercard$7,531,169$210,478 ▼-2.7%13,7403.8%Business ServicesLINDE PLC$7,302,633$104,769 ▼-1.4%15,6833.7%SHSVWOVanguard FTSE Emerging Markets ETF$7,162,033$29,102 ▼-0.4%158,2423.6%ETFSYKStryker$7,062,327$222,233 ▼-3.1%18,9723.6%MedicalLLYEli Lilly and Company$6,715,475$61,943 ▲0.9%8,1313.4%MedicalGOOGLAlphabet$6,612,860$274,176 ▼-4.0%42,7633.4%Computer and TechnologyAAPLApple$6,477,960$231,459 ▲3.7%29,1633.3%Computer and TechnologyHDHome Depot$6,308,026$89,424 ▼-1.4%17,2123.2%Retail/WholesaleBKNGBooking$6,279,219$386,980 ▼-5.8%1,3633.2%Retail/WholesaleUNHUnitedHealth Group$6,240,482$40,329 ▼-0.6%11,9153.2%MedicalAMZNAmazon.com$5,932,498$196,729 ▼-3.2%31,1813.0%Retail/WholesaleSCHWCharles Schwab$5,869,905$110,453 ▼-1.8%74,9863.0%FinanceRTXRTX$5,131,501$55,103 ▼-1.1%38,7402.6%AerospaceCCKCrown$5,100,495$11,247 ▼-0.2%57,1422.6%IndustrialsMNSTMonster Beverage$5,079,185$32,479 ▼-0.6%86,7942.6%Consumer StaplesJNJJohnson & Johnson$4,989,334$11,609 ▼-0.2%30,0852.5%MedicalDHRDanaher$4,742,470$18,860 ▼-0.4%23,1342.4%MedicalLAM RESEARCH CORP$4,698,020$108,832 ▼-2.3%64,6222.4%COM NEWPEPPepsiCo$4,661,335$29,988 ▲0.6%31,0882.4%Consumer StaplesMETAMeta Platforms$4,598,201$429,388 ▼-8.5%7,9782.3%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$4,495,725$17,830 ▲0.4%102,8772.3%FinanceADBEAdobe$4,408,678$6,520 ▼-0.1%11,4952.2%Computer and TechnologyFTVFortive$4,383,848$46,689 ▼-1.1%59,9052.2%Computer and TechnologyBDXBecton, Dickinson and Company$4,351,911$18,783 ▼-0.4%18,9992.2%MedicalTMOThermo Fisher Scientific$4,303,743$67,176 ▼-1.5%8,6492.2%MedicalSPYSPDR S&P 500 ETF Trust$2,559,769$3,356 ▼-0.1%4,5761.3%FinancePYPLPayPal$2,100,463$9,592 ▼-0.5%32,1911.1%Computer and TechnologyGBCIGlacier Bancorp$1,173,6880.0%26,5420.6%FinanceCOSTCostco Wholesale$1,144,676$128,658 ▼-10.1%1,2100.6%Retail/WholesaleVBVanguard Small-Cap ETF$1,089,015$1,089,015 ▲New Holding4,9110.6%ETFSBUXStarbucks$960,924$39,237 ▼-3.9%9,7960.5%Retail/WholesaleBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.4%FinanceNKENIKE$729,6400.0%11,4940.4%Consumer DiscretionaryGLDSPDR Gold Shares$288,1400.0%1,0000.1%FinanceNEENextEra Energy$269,8790.0%3,8070.1%UtilitiesGRAYSCALE BITCOIN TRUST ETF$263,2870.0%4,0400.1%SHS REP COM UTGOOGAlphabet$263,080$30,464 ▼-10.4%1,6840.1%Computer and TechnologyROKRockwell Automation$245,4610.0%9500.1%Computer and TechnologyMRKMerck & Co., Inc.$219,9120.0%2,4500.1%MedicalTSLATesla$0$302,880 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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