$108 Billion is the total value of MARSHALL & SULLIVAN INC /WA/'s 85 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TRcore s&p500 etf | $1,365,250,000 | +102782.4% | 5,000 | 0.0% | 1.26% | +17.2% | |
| JWN | NORDSTROM INC | $972,636,000 | +106900.7% | 18,784 | 0.0% | 0.90% | +22.0% | |
| LLY | LILLY ELI & CO | $682,640,000 | +110181.1% | 8,000 | 0.0% | 0.63% | +25.6% | |
| EXPD | EXPEDITORS INTL WASH INC | $523,542,000 | +115472.2% | 7,162 | 0.0% | 0.48% | +31.5% | |
| COST | COSTCO WHSL CORP NEW | $336,667,000 | +110645.7% | 1,611 | 0.0% | 0.31% | +26.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $291,780,000 | +103736.3% | 1,498 | 0.0% | 0.27% | +18.4% | |
| EFA | ISHARES TRmsci eafe etf | $251,271,000 | +96172.4% | 3,752 | 0.0% | 0.23% | +9.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-31
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.