$76.7 Million is the total value of MARSHALL & SULLIVAN INC /WA/'s 64 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | LILLY | $645,000 | -3.4% | 8,000 | 0.0% | 0.84% | -6.5% | |
| IBM | INTERNATIONAL BUS MACH | $202,000 | -17.2% | 1,500 | 0.0% | 0.26% | -19.8% | |
| 1/100 BERKSHIRE HTWY CLA100 SHS=1 WHOLE SH BRK A | $202,000 | -1.5% | 100 | 0.0% | 0.26% | -4.7% | ||
| BRKB | BERKSHIRE HATHAWAY CLASS B | $147,000 | -1.3% | 1,095 | 0.0% | 0.19% | -4.0% | |
| DIS | WALT DISNEY, CO. | $134,000 | +2.3% | 1,151 | 0.0% | 0.18% | -0.6% | |
| PG | PROCTER & GAMBLE CO | $91,000 | -3.2% | 1,200 | 0.0% | 0.12% | -5.6% | |
| T | A. T. & T. | $77,000 | -7.2% | 2,350 | 0.0% | 0.10% | -10.7% | |
| GE | GENERAL ELECTRIC | $46,000 | +15.0% | 1,500 | 0.0% | 0.06% | +11.1% | |
| MNKD | MANNKIND CORPORATION | $14,000 | -62.2% | 6,447 | 0.0% | 0.02% | -64.0% | |
| PII | POLARIS INDUSTRIES INC | $11,000 | -26.7% | 100 | 0.0% | 0.01% | -30.0% | |
| AMZN | AMAZON COM, INC. | $6,000 | +50.0% | 10 | 0.0% | 0.01% | +60.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FISERV INC COM | 42 | Q3 2023 | 5.5% |
| DANAHER CORPORATION | 42 | Q3 2023 | 4.5% |
| STRYKER CORPORATION | 42 | Q3 2023 | 4.8% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.3% |
| PEPSICO, INC. | 42 | Q3 2023 | 4.1% |
| CROWN HOLDINGS INC | 42 | Q3 2023 | 5.9% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 7.5% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.4% |
| LILLY ELI & CO | 42 | Q3 2023 | 2.5% |
View MARSHALL & SULLIVAN INC /WA/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-06 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-06 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-24 |
View MARSHALL & SULLIVAN INC /WA/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.