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  Name: MARSHALL & SULLIVAN INC /WA/
  City:
  State: WA
  Zip: 98154
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $202,125,000
  Total Value Change : $12,861,000
  Securities Held Change : 2
   
All Securities Held : 41
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 12
  Unchanged Positions : 6
  Decreased Positions : 21

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LLY)1 Year Chart         LLY Eli Lilly & Co 11 - $808.45 $6,228,000 8,006 3.08% 1,561,000 0 0.001    Drug Manufacturers - ...
   (NKE)1 Year Chart         NKE Nike Inc B 31 - $91.40 $1,080,000 11,494 0.53% -168,000 0 0.001    Textile - Apparel Foo...
   (SBUX)1 Year Chart         SBUX Starbucks Corp 34 - $78.31 $971,000 10,627 0.48% -49,000 0 0.001    Specialty Eateries
   (MRK)1 Year Chart         MRK Merck & Co Inc 36 - $131.20 $323,000 2,450 0.16% 56,000 0 0    Drug Manufacturers - ...
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 37 - $262.04 $277,000 950 0.14% -18,000 0 0.001    Conglomerates
   (NEE)1 Year Chart         NEE NextEra Energy 40 - $75.32 $251,000 3,932 0.12% 12,000 0 0    Electric Utilities

      6 Records Found
  1    
Page 1 of 1
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