$123 Million is the total value of MARSHALL & SULLIVAN INC /WA/'s 44 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | New | UNITEDHEALTH GROUP INC | $3,350,000 | – | 15,654 | +100.0% | 2.72% | – |
| BKNG | New | BOOKING HLDGS INC | $2,800,000 | – | 1,346 | +100.0% | 2.27% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $453,000 | – | 7,162 | +100.0% | 0.37% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $266,000 | – | 5,514 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-30
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.