Fund HoldingsMARSHALL & SULLIVAN INC /WA/

Total Portfolio Value
$202.12M
Total Bought
$4.35M
Total Sold
$13.12M
Net Transaction
-$8.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)38,41038,051-35914,44416,0097.92%+1,565
ELI LILLY & CO(LLY)8,0068,00604,6676,2283.08%+1,561
META PLATFORMS INC(META)9,6409,531-1093,4124,6282.29%+1,216
FISERV INC(FISV)44,54644,085-4615,9177,0463.49%+1,128
ISHARES TR114,572114,631+5922,99624,10711.93%+1,111
LAM RESEARCH CORP(LRCX)7,3817,075-3065,7816,8743.40%+1,093
STRYKER CORPORATION(SYK)21,55420,856-6986,4557,4643.69%+1,009
AMAZON COM INC(AMZN)33,81233,680-1325,1376,0753.01%+938
FORTIVE CORP(FTV)60,17760,399+2224,4315,1962.57%+765
MASTERCARD INCORPORATED(MA)15,28215,100-1826,5187,2723.60%+754
HOME DEPOT INC(HD)18,48718,326-1616,4077,0303.48%+623
LINDE PLC(LIN)17,58216,767-8157,2217,7853.85%+564
RTX CORPORATION(RTX)39,70139,799+983,3403,8821.92%+541
THERMO FISHER SCIENTIFIC INC(TMO)8,9908,973-174,7725,2152.58%+443
DANAHER CORPORATION(DHR)23,68923,687-25,4805,9152.93%+435
ALPHABET INC(GOOG)51,01350,035-9787,1267,5523.74%+426
GRAYSCALE BITCOIN TR BTC(GBTC)04,040+4,04002550.13%+255
SCHWAB CHARLES CORP(SCHW)78,99278,273-7195,4355,6622.80%+228
SPDR GOLD TR(GLD)01,000+1,00002060.10%+206
PAYPAL HLDGS INC(PYPL)27,35427,878+5241,6801,8680.92%+188
ISHARES TR95,63097,898+2,2683,8454,0221.99%+176
SPDR S&P 500 ETF TR(SPY)4,7504,650-1002,2582,4321.20%+175
PEPSICO INC(PEP)30,76230,831+695,2255,3962.67%+171
VANGUARD INTL EQUITY INDEX F156,426156,754+3286,4296,5483.24%+119
COSTCO WHSL CORP NEW(COST)1,3391,340+18849810.49%+97
BECTON DICKINSON & CO(BDX)18,99419,040+464,6314,7112.33%+80
MONSTER BEVERAGE CORP NEW(MNST)88,61187,344-1,2675,1055,1782.56%+73
MERCK & CO INC(MRK)2,4502,45002673230.16%+56
JOHNSON & JOHNSON(JNJ)30,08230,125+434,7154,7662.36%+50
BOOKING HOLDINGS INC(BKNG)1,6051,580-255,6935,7322.84%+39
NEXTERA ENERGY INC(NEE)3,9323,93202392510.12%+12
ALPHABET INC(GOOG)3,0952,829-2664364310.21%-5
GLACIER BANCORP INC NEW(GBCI)26,54226,792+2501,0971,0790.53%-18
ROCKWELL AUTOMATION INC(ROK)95095002952770.14%-18
STARBUCKS CORP(SBUX)10,62710,62701,0209710.48%-49
VERALTO CORP(VLTO)4,4223,008-1,4143642670.13%-97
NIKE INC(NKE)11,49411,49401,2481,0800.53%-168
UNITEDHEALTH GROUP INC(UNH)12,46012,376-846,5606,1223.03%-437
APPLE INC(AAPL)27,45427,467+135,2864,7102.33%-576
CROWN HLDGS INC(CCK)58,39458,326-685,3784,6232.29%-755
ADOBE INC(ADBE)11,85111,804-477,0705,9562.95%-1,114
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