Fund HoldingsMARSHALL & SULLIVAN INC /WA/

Total Portfolio Value
$208.23M
Total Bought
$1.59M
Total Sold
$17.55M
Net Transaction
-$15.96M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR115,483113,900-1,58323,43025,15912.08%+1,729
CROWN HLDGS INC(CCK)57,78757,113-6744,2995,4762.63%+1,177
FISERV INC(FISV)43,07342,142-9316,4207,5713.64%+1,151
HOME DEPOT INC(HD)17,93817,696-2426,1757,1703.44%+995
UNITEDHEALTH GROUP INC(UNH)12,20011,982-2186,2137,0063.36%+793
RTX CORPORATION(RTX)39,08438,893-1913,9244,7122.26%+789
PAYPAL HLDGS INC(PYPL)28,59229,565+9731,6592,3071.11%+648
MASTERCARD INCORPORATED(MA)14,66514,361-3046,4707,0913.41%+622
APPLE INC(AAPL)27,34827,360+125,7606,3753.06%+615
VANGUARD INTL EQUITY INDEX F159,584158,744-8406,9837,5963.65%+613
DANAHER CORPORATION(DHR)23,19522,870-3255,7956,3583.05%+563
META PLATFORMS INC(META)9,3429,162-1804,7105,2452.52%+534
LINDE PLC(LIN)16,25015,955-2957,1317,6083.65%+478
THERMO FISHER SCIENTIFIC INC(TMO)8,9638,746-2174,9575,4102.60%+453
JOHNSON & JOHNSON(JNJ)29,94729,681-2664,3774,8102.31%+433
ISHARES TR99,48699,548+624,2374,5652.19%+328
STRYKER CORPORATION(SYK)20,21619,790-4266,8787,1493.43%+271
FORTIVE CORP(FTV)59,79159,392-3994,4314,6882.25%+257
BOOKING HOLDINGS INC(BKNG)1,5671,529-386,2086,4403.09%+233
GLACIER BANCORP INC NEW(GBCI)26,79226,542-2501,0001,2130.58%+213
STARBUCKS CORP(SBUX)10,62710,329-2988271,0070.48%+180
MONSTER BEVERAGE CORP NEW(MNST)87,81987,048-7714,3874,5412.18%+155
NIKE INC(NKE)11,49411,49408661,0160.49%+150
PEPSICO INC(PEP)30,46030,358-1025,0245,1622.48%+139
SPDR S&P 500 ETF TR(SPY)4,6194,61902,5142,6501.27%+136
BECTON DICKINSON & CO(BDX)18,85618,763-934,4074,5242.17%+117
NEXTERA ENERGY INC(NEE)3,9323,93202783320.16%+54
COSTCO WHSL CORP NEW(COST)1,3431,34301,1411,1910.57%+49
SPDR GOLD TR(GLD)1,0001,00002152430.12%+28
ROCKWELL AUTOMATION INC(ROK)95095002622550.12%-6
GRAYSCALE BITCOIN TR BTC(GBTC)4,0404,04002152040.10%-11
MERCK & CO INC(MRK)2,4502,45003032780.13%-25
ALPHABET INC(GOOG)1,8981,878-203483140.15%-34
ELI LILLY & CO(LLY)8,0068,00607,2487,0933.41%-156
VERALTO CORP(VLTO)2,1600-2,1602060-206
AMAZON COM INC(AMZN)33,24632,595-6516,4256,0732.92%-351
ADOBE INC(ADBE)11,63711,392-2456,4655,8992.83%-566
SCHWAB CHARLES CORP(SCHW)77,06875,994-1,0745,6794,9252.37%-754
MICROSOFT CORP(MSFT)37,17636,568-60816,61615,7357.56%-881
ALPHABET INC(GOOG)45,95844,876-1,0828,3717,4433.57%-929
LAM RESEARCH CORP(LRCX)6,8756,603-2727,3215,3892.59%-1,932
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