Fund HoldingsMARSHALL & SULLIVAN INC /WA/

Total Portfolio Value
$189.26M
Total Bought
$6.95M
Total Sold
$11.34M
Net Transaction
-$4.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR108,817114,572+5,75519,23222,99612.15%+3,763
MICROSOFT CORP(MSFT)39,00438,410-59412,31614,4447.63%+2,128
LAM RESEARCH CORP(LRCX)7,4347,381-534,6595,7813.05%+1,122
SCHWAB CHARLES CORP(SCHW)79,11478,992-1224,3435,4352.87%+1,091
ADOBE INC(ADBE)12,22211,851-3716,2327,0703.74%+838
AMAZON COM INC(AMZN)34,05333,812-2414,3295,1372.71%+809
META PLATFORMS INC(META)8,8299,640+8112,6513,4121.80%+762
FISERV INC(FISV)45,76944,546-1,2235,1705,9173.13%+747
HOME DEPOT INC(HD)18,80218,487-3155,6816,4073.39%+725
BOOKING HOLDINGS INC(BKNG)1,6371,605-325,0485,6933.01%+645
APPLE INC(AAPL)27,44127,454+134,6985,2862.79%+588
RTX CORPORATION(RTX)39,32939,701+3722,8313,3401.76%+510
STRYKER CORPORATION(SYK)22,00721,554-4536,0146,4553.41%+441
ELI LILLY & CO(LLY)8,0068,00604,3004,6672.47%+367
VERALTO CORP(VLTO)04,422+4,42203640.19%+364
ISHARES TR92,08095,630+3,5503,4943,8452.03%+351
MASTERCARD INCORPORATED(MA)15,58115,282-2996,1696,5183.44%+349
GLACIER BANCORP INC NEW(GBCI)26,54226,54207561,0970.58%+340
MONSTER BEVERAGE CORP NEW(MNST)90,03088,611-1,4194,7675,1052.70%+338
ALPHABET INC(GOOG)51,91551,013-9026,7947,1263.77%+332
LINDE PLC(LIN)18,51117,582-9296,8937,2213.82%+329
SPDR S&P 500 ETF TR(SPY)4,6854,750+652,0032,2581.19%+255
THERMO FISHER SCIENTIFIC INC(TMO)8,9488,990+424,5294,7722.52%+243
VANGUARD INTL EQUITY INDEX F158,554156,426-2,1286,2176,4293.40%+212
CROWN HLDGS INC(CCK)58,80258,394-4085,2035,3782.84%+175
NIKE INC(NKE)11,49411,49401,0991,2480.66%+149
COSTCO WHSL CORP NEW(COST)1,3431,339-47598840.47%+125
PAYPAL HLDGS INC(PYPL)26,80527,354+5491,5671,6800.89%+113
UNITEDHEALTH GROUP INC(UNH)12,87912,460-4196,4936,5603.47%+66
STARBUCKS CORP(SBUX)10,82710,627-2009881,0200.54%+32
ALPHABET INC(GOOG)3,1003,095-54094360.23%+27
JOHNSON & JOHNSON(JNJ)30,10030,082-184,6884,7152.49%+27
ROCKWELL AUTOMATION INC(ROK)95095002722950.16%+23
MERCK & CO INC(MRK)2,4502,45002522670.14%+15
NEXTERA ENERGY INC(NEE)3,9323,93202252390.13%+14
PEPSICO INC(PEP)30,78430,762-225,2165,2252.76%+9
FORTIVE CORP(FTV)60,70560,177-5284,5024,4312.34%-71
BECTON DICKINSON & CO(BDX)19,02618,994-324,9194,6312.45%-287
DANAHER CORPORATION(DHR)23,76323,689-745,8965,4802.90%-415
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