MARSHALL & SULLIVAN INC /WA/ current holdings: USA Stocks
MARSHALL & SULLIVAN INC /WA/ reported $0.17 billion in share positions in stocks (listed in the US), 36 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are MSFT, GOOGL, LRCX.
- MSFT: Country of operation United States; Class COM; Shares 33,331; Value $17,263,602.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 39,725; Value $9,657,230.
- LRCX: Country of operation United States; Class COM NEW; Shares 62,111; Value $8,316,663.
- MA: Country of operation United States; Class CL A; Shares 13,322; Value $7,577,687.
Form 13F-HR as filed (SEC CIK 820123): quarter ended 2025-09-30, filed 2025-10-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
MSFT
MICROSOFT CORP | United States | COM | 33,331 | $17,263,602 | 10.33% | 2025-09-30 | 2025-10-15 | -1.74% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 39,725 | $9,657,230 | 5.78% | 2025-09-30 | 2025-10-15 | +40.24% |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 62,111 | $8,316,663 | 4.98% | 2025-09-30 | 2025-10-15 | +141.87% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 13,322 | $7,577,687 | 4.54% | 2025-09-30 | 2025-10-15 | -0.92% |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 15,413 | $7,321,175 | 4.38% | 2025-09-30 | 2025-10-15 | -0.34% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 72,973 | $6,966,733 | 4.17% | 2025-09-30 | 2025-10-15 | +3.80% |
|---|
HD
HOME DEPOT INC | United States | COM | 17,108 | $6,931,991 | 4.15% | 2025-09-30 | 2025-10-15 | -28.91% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 1,282 | $6,921,865 | 4.14% | 2025-09-30 | 2025-10-15 | -24.83% |
|---|
SYK
STRYKER CORPORATION | United States | COM | 18,532 | $6,850,725 | 4.10% | 2025-09-30 | 2025-10-15 | -24.59% |
|---|
AMZN
AMAZON COM INC | United States | COM | 30,911 | $6,787,129 | 4.06% | 2025-09-30 | 2025-10-15 | +12.34% |
|---|
AAPL
APPLE INC | United States | COM | 25,646 | $6,530,274 | 3.91% | 2025-09-30 | 2025-10-15 | |
|---|
RTX
RTX CORPORATION | United States | COM | 38,568 | $6,453,584 | 3.86% | 2025-09-30 | 2025-10-15 | +11.72% |
|---|
MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 86,511 | $5,823,056 | 3.49% | 2025-09-30 | 2025-10-15 | — split 2026-07-20, ratio not on file |
|---|
META
META PLATFORMS INC | United States | CL A | 7,842 | $5,759,008 | 3.45% | 2025-09-30 | 2025-10-15 | +0.60% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 30,455 | $5,647,008 | 3.38% | 2025-09-30 | 2025-10-15 | +44.30% |
|---|
CCK
CROWN HLDGS INC | United States | COM | 57,456 | $5,549,676 | 3.32% | 2025-09-30 | 2025-10-15 | +10.10% |
|---|
LLY
ELI LILLY & CO | United States | COM | 7,052 | $5,380,676 | 3.22% | 2025-09-30 | 2025-10-15 | +55.26% |
|---|
FISV
FISERV INC | United States | COM | 37,435 | $4,826,495 | 2.89% | 2025-09-30 | 2025-10-15 | — split 2025-10-29, ratio not on file |
|---|
DHR
DANAHER CORPORATION | United States | COM | 23,579 | $4,674,773 | 2.80% | 2025-09-30 | 2025-10-15 | +14.05% |
|---|
PEP
PEPSICO INC | United States | COM | 32,358 | $4,544,358 | 2.72% | 2025-09-30 | 2025-10-15 | -8.37% |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 8,876 | $4,305,038 | 2.58% | 2025-09-30 | 2025-10-15 | +40.12% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 12,229 | $4,222,674 | 2.53% | 2025-09-30 | 2025-10-15 | +8.58% |
|---|
ADBE
ADOBE INC | United States | COM | 11,789 | $4,158,570 | 2.49% | 2025-09-30 | 2025-10-15 | -33.90% |
|---|
BDX
BECTON DICKINSON & CO | United States | COM | 19,769 | $3,700,164 | 2.22% | 2025-09-30 | 2025-10-15 | +23.66% |
|---|
FTV
FORTIVE CORP | United States | COM | 63,691 | $3,120,223 | 1.87% | 2025-09-30 | 2025-10-15 | +13.10% |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 35,259 | $2,364,469 | 1.42% | 2025-09-30 | 2025-10-15 | -19.64% |
|---|
GBCI
GLACIER BANCORP INC NEW | United States | COM | 26,542 | $1,291,800 | 0.77% | 2025-09-30 | 2025-10-15 | -10.27% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 1,186 | $1,097,484 | 0.66% | 2025-09-30 | 2025-10-15 | -0.11% |
|---|
NKE
NIKE INC | United States | CL B | 11,494 | $801,477 | 0.48% | 2025-09-30 | 2025-10-15 | -48.60% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 1,564 | $380,993 | 0.23% | 2025-09-30 | 2025-10-15 | +38.50% |
|---|
TSLA
TESLA INC | United States | COM | 810 | $360,224 | 0.22% | 2025-09-30 | 2025-10-15 | -20.66% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 1,000 | $355,470 | 0.21% | 2025-09-30 | 2025-10-15 | +7.71% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 1,680 | $313,456 | 0.19% | 2025-09-30 | 2025-10-15 | +21.78% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 3,807 | $287,391 | 0.17% | 2025-09-30 | 2025-10-15 | +0.53% |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 722 | $252,361 | 0.15% | 2025-09-30 | 2025-10-15 | +23.46% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 2,959 | $250,361 | 0.15% | 2025-09-30 | 2025-10-15 | +12.80% |
|---|
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