MARSHALL & SULLIVAN INC /WA/ current holdings: USA ETF
MARSHALL & SULLIVAN INC /WA/ reported $0.05 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 6 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are IWM, VWO, EEM.
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 112,021; Value $27,104,602.
- VWO: Country of operation —; Class FTSE EMR MKT ETF; Shares 158,812; Value $8,604,435.
- EEM: Country of operation —; Class MSCI EMG MKT ETF; Shares 107,516; Value $5,741,355.
- VB: Country of operation —; Class SMALL CP ETF; Shares 12,076; Value $3,070,686.
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.
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