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MARSHALL & SULLIVAN INC /WA

Q4 2025 · Filed 2025-10-15
Market Value
$0
-100.0%
Holdings
43
-76
New Purchases
0
Added To
0
Closed
43
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 20 $0 0%
Large Cap 22 $0 0%
Mid Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$841.9B
Median Market Cap
$180.1B
Avg P/E
39.2
Median P/E
29.1
Avg Dividend Yield
0.01%
Avg Beta
0.99
# Stocks
36
# ETFs / Funds
7

Top Holdings (43 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ROK —% -$252K -722 -100.0% SOLD
2 TMO —% -$4M -8,876 -100.0% SOLD
3 BRK-A —% -$754K -1 -100.0% SOLD
4 NEE —% -$287K -3,807 -100.0% SOLD
5 GBCI —% -$1M -26,542 -100.0% SOLD
6 HD —% -$7M -17,108 -100.0% SOLD
7 DHR —% -$5M -23,579 -100.0% SOLD
8 FTV —% -$3M -63,691 -100.0% SOLD
9 NKE —% -$801K -11,494 -100.0% SOLD
10 SYK —% -$7M -18,532 -100.0% SOLD
11 SCHW —% -$7M -72,973 -100.0% SOLD
12 FI —% -$5M -37,435 -100.0% SOLD
13 BDX —% -$4M -19,769 -100.0% SOLD
14 CCK —% -$6M -57,456 -100.0% SOLD
15 LLY —% -$5M -7,052 -100.0% SOLD
16 MA —% -$8M -13,322 -100.0% SOLD
17 JNJ —% -$6M -30,455 -100.0% SOLD
18 UNH —% -$4M -12,229 -100.0% SOLD
19 RTX —% -$6M -38,568 -100.0% SOLD
20 COST —% -$1M -1,186 -100.0% SOLD
21 LRCX —% -$8M -62,111 -100.0% SOLD
22 AMZN —% -$7M -30,911 -100.0% SOLD
23 BKNG —% -$7M -1,282 -100.0% SOLD
24 AAPL —% -$7M -25,646 -100.0% SOLD
25 MNST —% -$6M -86,511 -100.0% SOLD
26 LIN —% -$7M -15,413 -100.0% SOLD
27 META —% -$6M -7,842 -100.0% SOLD
28 ADBE —% -$4M -11,789 -100.0% SOLD
29 GBTC —% -$363K -4,040 -100.0% SOLD
30 IWM —% -$27M -112,021 -100.0% SOLD
31 PEP —% -$5M -32,358 -100.0% SOLD
32 VB —% -$3M -12,076 -100.0% SOLD
33 EEM —% -$6M -107,516 -100.0% SOLD
34 SBUX —% -$250K -2,959 -100.0% SOLD
35 SPY —% -$3M -4,502 -100.0% SOLD
36 GOOGL —% -$10M -39,725 -100.0% SOLD
37 GOOG —% -$381K -1,564 -100.0% SOLD
38 GLD —% -$355K -1,000 -100.0% SOLD
39 MSFT —% -$17M -33,331 -100.0% SOLD
40 NVDA —% -$313K -1,680 -100.0% SOLD
41 TSLA —% -$360K -810 -100.0% SOLD
42 VWO —% -$9M -158,812 -100.0% SOLD
43 PYPL —% -$2M -35,259 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BDX —%
BRK-A —%
NEE —%
GBCI —%
HD —%
DHR —%
FTV —%
NKE —%
SYK —%
SCHW —%
ROK —%
TMO —%
CCK —%
LLY —%
MA —%
View SEC EDGAR Filings for MARSHALL & SULLIVAN INC /WA →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms