MARSHALL & SULLIVAN INC /WA/ 13F Holdings

CIK 0000820123 · SEATTLE, WA

As of Sep 30, 2025, MARSHALL & SULLIVAN INC /WA/ reported 43 positions worth $215.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES RUSSELL 2000 ETFIWM—112,021$27.1M12.57%
MICROSOFT CORPMSFTTechnology33,331 7.3M8.00%
ALPHABET INCGOOGLEquity39,725$9.7M4.48%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—158,812$8.6M3.99%
LAM RESEARCH CORPLRCXTechnology62,111$8.3M3.86%
MASTERCARD INCMAFinancial Services13,322$7.6M3.51%
LINDE PLCLINBasic Materials15,413$7.3M3.39%
SCHWAB CHARLES CORPSCHWEquity72,973$7.0M3.23%
HOME DEPOT INCHDConsumer Cyclical17,108$6.9M3.21%
BOOKING HOLDINGS INCBKNGIndustrials1,282$6.9M3.21%
STRYKER CORPSYKHealthcare18,532$6.9M3.18%
AMAZON.COM INCAMZNEquity30,911$6.8M3.15%
APPLE INCAAPLTechnology25,646$6.5M3.03%
RTX CORPRTXEquity38,568$6.5M2.99%
MONSTER BEVERAGE CORPMNSTConsumer Defensive86,511$5.8M2.70%
META PLATFORMS INCMETACommunication Services7,842$5.8M2.67%
ISHARES MSCI EMERGING MARKETS ETFEEM—107,516$5.7M2.66%
JOHNSON & JOHNSONJNJHealthcare30,455$5.6M2.62%
CROWN HOLDINGS INCCCKConsumer Cyclical57,456$5.5M2.57%
ELI LILLY & COLLYHealthcare7,052$5.4M2.49%
FISERV INCFISVTechnology37,435$4.8M2.24%
DANAHER CORPDHRHealthcare23,579$4.7M2.17%
PEPSICO INCPEPConsumer Defensive32,358$4.5M2.11%
THERMO FISHER SCIENTIFIC INCTMOHealthcare8,876$4.3M2.00%
UNITEDHEALTH GROUP INCUNHHealthcare12,229$4.2M1.96%