Fund HoldingsMARSHALL & SULLIVAN INC /WA/

Total Portfolio Value
$204.61M
Total Bought
$15.33M
Total Sold
$10.85M
Net Transaction
+$4.49M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LAM RESEARCH CORP(LRCX)066,119+66,11904,7762.33%+4,776
AMAZON COM INC(AMZN)32,59532,215-3806,0737,0683.45%+994
ALPHABET INC(GOOG)44,87644,536-3407,4438,4314.12%+988
BOOKING HOLDINGS INC(BKNG)1,5291,447-826,4407,1893.51%+749
SCHWAB CHARLES CORP(SCHW)75,99476,397+4034,9255,6542.76%+729
APPLE INC(AAPL)27,36028,121+7616,3757,0423.44%+667
FISERV INC(FISV)42,14239,975-2,1677,5718,2124.01%+641
PAYPAL HLDGS INC(PYPL)29,56532,338+2,7732,3072,7601.35%+453
ISHARES TR113,900115,865+1,96525,15925,60212.51%+442
MASTERCARD INCORPORATED(MA)14,36114,124-2377,0917,4373.63%+346
TESLA INC(TSLA)0750+75003030.15%+303
GLACIER BANCORP INC NEW(GBCI)26,54226,54201,2131,3330.65%+120
GRAYSCALE BITCOIN TRUST ETF(GBTC)4,0404,04002042990.15%+95
MONSTER BEVERAGE CORP NEW(MNST)87,04887,349+3014,5414,5912.24%+50
ALPHABET INC(GOOG)1,8781,879+13143580.17%+44
COSTCO WHSL CORP NEW(COST)1,3431,346+31,1911,2330.60%+43
SPDR S&P 500 ETF TR(SPY)4,6194,582-372,6502,6851.31%+35
ROCKWELL AUTOMATION INC(ROK)95095002552720.13%+16
SPDR GOLD TR(GLD)1,0001,00002432420.12%-1
MERCK & CO INC(MRK)2,4502,45002782440.12%-34
NEXTERA ENERGY INC(NEE)3,9323,807-1253322730.13%-59
STARBUCKS CORP(SBUX)10,32910,196-1331,0079300.45%-77
STRYKER CORPORATION(SYK)19,79019,569-2217,1497,0463.44%-104
META PLATFORMS INC(META)9,1628,723-4395,2455,1072.50%-137
NIKE INC(NKE)11,49411,49401,0168700.43%-146
FORTIVE CORP(FTV)59,39260,543+1,1514,6884,5412.22%-147
RTX CORPORATION(RTX)38,89339,156+2634,7124,5312.21%-181
BECTON DICKINSON & CO(BDX)18,76319,081+3184,5244,3292.12%-195
ISHARES TR99,548102,469+2,9214,5654,2852.09%-280
MICROSOFT CORP(MSFT)36,56836,597+2915,73515,4257.54%-310
HOME DEPOT INC(HD)17,69617,456-2407,1706,7903.32%-380
JOHNSON & JOHNSON(JNJ)29,68130,155+4744,8104,3612.13%-449
PEPSICO INC(PEP)30,35830,888+5305,1624,6972.30%-466
VANGUARD INTL EQUITY INDEX F158,744158,885+1417,5966,9973.42%-599
CROWN HLDGS INC(CCK)57,11357,268+1555,4764,7352.31%-741
ADOBE INC(ADBE)11,39211,512+1205,8995,1192.50%-779
THERMO FISHER SCIENTIFIC INC(TMO)8,7468,784+385,4104,5702.23%-840
ELI LILLY & CO(LLY)8,0068,056+507,0936,2193.04%-874
UNITEDHEALTH GROUP INC(UNH)11,98211,992+107,0066,0662.96%-939
LINDE PLC(LIN)15,95515,908-477,6086,6603.25%-948
DANAHER CORPORATION(DHR)22,87023,226+3566,3585,3322.61%-1,027
LAM RESEARCH CORP(LRCX)6,6030-6,6035,3890-5,389
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