Marshall & Sullivan Inc has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $193 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $24.1M, Microsoft Corp with a value of $16M, Alphabet Inc. with a value of $7.55M, Stryker Corp with a value of $7.46M, and Mastercard Inc with a value of $7.27M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $181M to 193M.

Below you can find more details about Marshall & Sullivan Inc portfolio as well as his latest detailed transactions.

Portfolio value $193 Million
Technology: $44.3 Million
Healthcare: $40.7 Million
ETFs: $37.6 Million
Consumer Cyclical: $25.5 Million
Financial Services: $15.9 Million
Communication Services: $12.6 Million
Consumer Defensive: $11.6 Million
Industrials: $4.16 Million
Other: $251,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $193 Million
  • Prior Value $181 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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