Marshall & Sullivan Inc Portfolio Holdings
Marshall & Sullivan Inc
- $198 Million
- Q3 2024
Marshall & Sullivan Inc has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $198 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $25.2M, Microsoft Corp with a value of $15.7M, Vanguard Ftse Emerging Mkts Et with a value of $7.6M, Alphabet Inc. with a value of $7.44M, and Home Depot, Inc. with a value of $7.17M.
Examining the 13F form we can see an increase of $6.5M in the current position value, from $192M to 198M.
Below you can find more details about Marshall & Sullivan Inc portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
Technology: $43.4 Million
Healthcare: $42.6 Million
ETFs: $40.4 Million
Consumer Cyclical: $27.2 Million
Financial Services: $15.5 Million
Communication Services: $13 Million
Consumer Defensive: $10.9 Million
Industrials: $4.97 Million
Other: $332,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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