Fund HoldingsMARSHALL & SULLIVAN INC /WA/

Total Portfolio Value
$197.03M
Total Bought
$3.19M
Total Sold
$16.28M
Net Transaction
-$13.09M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD INDEX FDS04,911+4,91101,0890.55%+1,089
BERKSHIRE HATHAWAY INC DEL01+107980.41%+798
LINDE PLC(LIN)15,90815,683-2256,6607,3033.71%+642
JOHNSON & JOHNSON(JNJ)30,15530,085-704,3614,9892.53%+628
RTX CORPORATION(RTX)39,15638,740-4164,5315,1322.60%+600
ELI LILLY & CO(LLY)8,0568,131+756,2196,7153.41%+496
MONSTER BEVERAGE CORP NEW(MNST)87,34986,794-5554,5915,0792.58%+488
CROWN HLDGS INC(CCK)57,26857,142-1264,7355,1002.59%+365
SCHWAB CHARLES CORP(SCHW)76,39774,986-1,4115,6545,8702.98%+216
ISHARES TR102,469102,877+4084,2854,4962.28%+210
UNITEDHEALTH GROUP INC(UNH)11,99211,915-776,0666,2403.17%+174
VANGUARD INTL EQUITY INDEX F158,885158,242-6436,9977,1623.63%+165
MASTERCARD INCORPORATED(MA)14,12413,740-3847,4377,5313.82%+94
FISERV INC(FISV)39,97537,552-2,4238,2128,2934.21%+81
SPDR GOLD TR(GLD)1,0001,00002422880.15%+46
STARBUCKS CORP(SBUX)10,1969,796-4009309610.49%+31
BECTON DICKINSON & CO(BDX)19,08118,999-824,3294,3522.21%+23
STRYKER CORPORATION(SYK)19,56918,972-5977,0467,0623.58%+17
NEXTERA ENERGY INC(NEE)3,8073,80702732700.14%-3
MERCK & CO INC(MRK)2,4502,45002442200.11%-24
ROCKWELL AUTOMATION INC(ROK)95095002722450.12%-26
PEPSICO INC(PEP)30,88831,088+2004,6974,6612.37%-35
GRAYSCALE BITCOIN TRUST ETF(GBTC)4,0404,04002992630.13%-36
LAM RESEARCH CORP(LRCX)66,11964,622-1,4974,7764,6982.38%-78
COSTCO WHSL CORP NEW(COST)1,3461,210-1361,2331,1450.58%-89
ALPHABET INC(GOOG)1,8791,684-1953582630.13%-95
SPDR S&P 500 ETF TR(SPY)4,5824,576-62,6852,5601.30%-126
NIKE INC(NKE)11,49411,49408707300.37%-140
FORTIVE CORP(FTV)60,54359,905-6384,5414,3842.22%-157
GLACIER BANCORP INC NEW(GBCI)26,54226,54201,3331,1740.60%-159
THERMO FISHER SCIENTIFIC INC(TMO)8,7848,649-1354,5704,3042.18%-266
TESLA INC(TSLA)7500-7503030-303
HOME DEPOT INC(HD)17,45617,212-2446,7906,3083.20%-482
META PLATFORMS INC(META)8,7237,978-7455,1074,5982.33%-509
APPLE INC(AAPL)28,12129,163+1,0427,0426,4783.29%-564
DANAHER CORPORATION(DHR)23,22623,134-925,3324,7422.41%-589
PAYPAL HLDGS INC(PYPL)32,33832,191-1472,7602,1001.07%-660
ADOBE INC(ADBE)11,51211,495-175,1194,4092.24%-710
BOOKING HOLDINGS INC(BKNG)1,4471,363-847,1896,2793.19%-910
AMAZON COM INC(AMZN)32,21531,181-1,0347,0685,9323.01%-1,135
ALPHABET INC(GOOG)44,53642,763-1,7738,4316,6133.36%-1,818
MICROSOFT CORP(MSFT)36,59736,086-51115,42513,5466.88%-1,879
ISHARES TR115,865113,524-2,34125,60222,64711.49%-2,955
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