Fund HoldingsMARSHALL & SULLIVAN INC /WA/

Total Portfolio Value
$200.18M
Total Bought
$2.49M
Total Sold
$10.77M
Net Transaction
-$8.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)27,46727,348-1194,7105,7602.88%+1,050
ELI LILLY & CO(LLY)8,0068,00606,2287,2483.62%+1,020
ALPHABET INC(GOOG)50,03545,958-4,0777,5528,3714.18%+820
MICROSOFT CORP(MSFT)38,05137,176-87516,00916,6168.30%+607
ADOBE INC(ADBE)11,80411,637-1675,9566,4653.23%+509
BOOKING HOLDINGS INC(BKNG)1,5801,567-135,7326,2083.10%+476
LAM RESEARCH CORP(LRCX)7,0756,875-2006,8747,3213.66%+447
VANGUARD INTL EQUITY INDEX F156,754159,584+2,8306,5486,9833.49%+436
AMAZON COM INC(AMZN)33,68033,246-4346,0756,4253.21%+350
ISHARES TR97,89899,486+1,5884,0224,2372.12%+215
COSTCO WHSL CORP NEW(COST)1,3401,343+39811,1410.57%+160
UNITEDHEALTH GROUP INC(UNH)12,37612,200-1766,1226,2133.10%+91
META PLATFORMS INC(META)9,5319,342-1894,6284,7102.35%+82
SPDR S&P 500 ETF TR(SPY)4,6504,619-312,4322,5141.26%+81
RTX CORPORATION(RTX)39,79939,084-7153,8823,9241.96%+42
NEXTERA ENERGY INC(NEE)3,9323,93202512780.14%+27
SCHWAB CHARLES CORP(SCHW)78,27377,068-1,2055,6625,6792.84%+17
SPDR GOLD TR(GLD)1,0001,00002062150.11%+9
ROCKWELL AUTOMATION INC(ROK)95095002772620.13%-15
MERCK & CO INC(MRK)2,4502,45003233030.15%-20
GRAYSCALE BITCOIN TR BTC(GBTC)4,0404,04002552150.11%-40
VERALTO CORP(VLTO)3,0082,160-8482672060.10%-60
GLACIER BANCORP INC NEW(GBCI)26,79226,79201,0791,0000.50%-79
ALPHABET INC(GOOG)2,8291,898-9314313480.17%-83
DANAHER CORPORATION(DHR)23,68723,195-4925,9155,7952.90%-120
STARBUCKS CORP(SBUX)10,62710,62709718270.41%-144
PAYPAL HLDGS INC(PYPL)27,87828,592+7141,8681,6590.83%-208
NIKE INC(NKE)11,49411,49401,0808660.43%-214
THERMO FISHER SCIENTIFIC INC(TMO)8,9738,963-105,2154,9572.48%-259
BECTON DICKINSON & CO(BDX)19,04018,856-1844,7114,4072.20%-305
CROWN HLDGS INC(CCK)58,32657,787-5394,6234,2992.15%-324
PEPSICO INC(PEP)30,83130,460-3715,3965,0242.51%-372
JOHNSON & JOHNSON(JNJ)30,12529,947-1784,7664,3772.19%-388
STRYKER CORPORATION(SYK)20,85620,216-6407,4646,8783.44%-585
FISERV INC(FISV)44,08543,073-1,0127,0466,4203.21%-626
LINDE PLC(LIN)16,76716,250-5177,7857,1313.56%-655
ISHARES TR114,631115,483+85224,10723,43011.70%-677
FORTIVE CORP(FTV)60,39959,791-6085,1964,4312.21%-765
MONSTER BEVERAGE CORP NEW(MNST)87,34487,819+4755,1784,3872.19%-791
MASTERCARD INCORPORATED(MA)15,10014,665-4357,2726,4703.23%-802
HOME DEPOT INC(HD)18,32617,938-3887,0306,1753.08%-855
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