Fund HoldingsMARSHALL & SULLIVAN INC /WA/

Total Portfolio Value
$171.61M
Total Bought
$348.3K
Total Sold
$10.72M
Net Transaction
-$10.38M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ELI LILLY & CO(LLY)8,0068,00603,7554,3002.51%+546
BOOKING HOLDINGS INC(BKNG)1,6831,637-464,5455,0482.94%+504
ALPHABET INC(GOOG)53,17051,915-1,2556,3646,7943.96%+429
META PLATFORMS INC(META)8,2838,829+5462,3772,6511.54%+273
UNITEDHEALTH GROUP INC(UNH)13,02712,879-1486,2616,4933.78%+232
DANAHER CORPORATION(DHR)24,13523,763-3725,7925,8963.44%+103
ADOBE INC(ADBE)12,57412,222-3526,1496,2323.63%+83
CROWN HLDGS INC(CCK)59,29858,802-4965,1515,2033.03%+52
COSTCO WHSL CORP NEW(COST)1,3391,343+47217590.44%+38
ALPHABET INC(GOOG)3,1003,10003754090.24%+34
MERCK & CO INC(MRK)2,4502,45002832520.15%-30
ISHARES TR89,26392,080+2,8173,5313,4942.04%-37
ROCKWELL AUTOMATION INC(ROK)95095003132720.16%-41
NEXTERA ENERGY INC(NEE)3,9323,93202922250.13%-66
GLACIER BANCORP INC NEW(GBCI)26,54226,54208277560.44%-71
STARBUCKS CORP(SBUX)10,86910,827-421,0779880.58%-89
FORTIVE CORP(FTV)61,40060,705-6954,5914,5022.62%-89
MASTERCARD INCORPORATED(MA)16,02215,581-4416,3016,1693.59%-133
AMAZON COM INC(AMZN)34,36034,053-3074,4794,3292.52%-150
BECTON DICKINSON & CO(BDX)19,23219,026-2065,0774,9192.87%-159
SCHWAB CHARLES CORP(SCHW)79,56979,114-4554,5104,3432.53%-167
NIKE INC(NKE)11,49411,49401,2691,0990.64%-170
THERMO FISHER SCIENTIFIC INC(TMO)9,0128,948-644,7024,5292.64%-173
SPDR S&P 500 ETF TR(SPY)4,9114,685-2262,1772,0031.17%-174
LAM RESEARCH CORP(LRCX)7,5247,434-904,8374,6592.72%-177
PAYPAL HLDGS INC(PYPL)26,88926,805-841,7941,5670.91%-227
VANGUARD INTL EQUITY INDEX F158,658158,554-1046,4546,2173.62%-237
HOME DEPOT INC(HD)19,13018,802-3285,9435,6813.31%-261
LINDE PLC(LIN)18,92218,511-4117,2116,8934.02%-318
JOHNSON & JOHNSON(JNJ)30,39230,100-2925,0314,6882.73%-342
MONSTER BEVERAGE CORP NEW(MNST)91,29090,030-1,2605,2444,7672.78%-477
PEPSICO INC(PEP)31,14930,784-3655,7695,2163.04%-553
APPLE INC(AAPL)27,64427,441-2035,3624,6982.74%-664
FISERV INC(FISV)46,61545,769-8465,8805,1703.01%-710
STRYKER CORPORATION(SYK)22,31622,007-3096,8086,0143.50%-795
RTX CORPORATION(RTX)39,59039,329-2613,8782,8311.65%-1,048
MICROSOFT CORP(MSFT)39,64739,004-64313,50112,3167.18%-1,186
ISHARES TR109,062108,817-24520,42419,23211.21%-1,192
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