§ 13F · FUND PROFILE
MARSHALL & SULLIVAN INC /WA/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $208M (13F)Positions · 119Turnover · — · Q2Filed · Jul 11, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 11, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | 112K | $24M | 11.6% | −1% |
| 2 | MSFT | MICROSOFT CORP | 34K | $17M | 8.1% | −6% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | 160K | $8M | 3.8% | +1% |
| 4 | BKNG | BOOKING HOLDINGS INC | 1K | $8M | 3.7% | −4% |
| 5 | MA | MASTERCARD INCORPORATED | 13K | $8M | 3.6% | −2% |
| 6 | GOOGL | ALPHABET INC | 43K | $8M | 3.6% | ±0% |
| 7 | SYK | STRYKER CORPORATION | 19K | $7M | 3.6% | −1% |
| 8 | LIN | LINDE PLC | 16K | $7M | 3.5% | −1% |
| 9 | AMZN | AMAZON COM INC | 31K | $7M | 3.3% | +1% |
| 10 | SCHW | SCHWAB CHARLES CORP | 74K | $7M | 3.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARSHALL SIGNAL
AC read
MARSHALL & SULLIVAN INC /WA/ is a Other fund managing $208 million in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed