StockDriftsStockDriftsTop 43 Marshall & Sullivan Inc /Wa/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | 12.57% | 112.0K | $27.1M | -0.13%(-142) | $200.79(+24.09%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 8% | 33.3K | $17.3M | -1.57%(-533) | $213.75(+127.36%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 4.48% | 39.7K | $9.7M | -7.33%(-3.14K) | $49.61(+510.70%) | 2025-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.99% | 158.8K | $8.6M | -0.63%(-1.01K) | $51.46(+4.38%) | 2025-09-30 | |
| LRCX | LAM RESEARCH CORP | 3.86% | 62.1K | $8.3M | -4.77%(-3.11K) | $60.31(+172.94%) | 2025-09-30 | |
| MA | MASTERCARD INCORPORATED | 3.51% | 13.3K | $7.6M | -1.30%(-175) | $259.81(+117.36%) | 2025-09-30 | |
| LIN | LINDE PLC | 3.39% | 15.4K | $7.3M | -0.89%(-138) | $235.08(+79.14%) | 2025-09-30 | |
| SCHW | SCHWAB CHARLES CORP | 3.23% | 73.0K | $7.0M | -1.44%(-1.07K) | $70.64(+37.01%) | 2025-09-30 | |
| HD | HOME DEPOT INC | 3.21% | 17.1K | $6.9M | -0.37%(-63) | $220.92(+61.61%) | 2025-09-30 | |
| BKNG | BOOKING HOLDINGS INC | 3.21% | 1.3K | $6.9M | -2.44%(-32) | $1974.55(+172.12%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.40% | +53.68% | — | — | +53.68% |
| Top 20 Holdings Unweighted | +15.14% | +52.63% | — | — | +52.63% |
Marshall & Sullivan Inc /Wa/ reports $215.68M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are IWM (12.6%), MSFT (8.0%) and GOOGL (4.5%). The top 20 holdings account for 77.51% of reported assets. Its disclosed equity book has returned +53.68% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Marshall & Sullivan Inc /Wa/’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 820123). View Marshall & Sullivan Inc /Wa/’s 13F filings on SEC