MARSHALL & SULLIVAN INC /WA/ - Portfolio overview

MARSHALL & SULLIVAN INC /WA/ has 43 reported holdings in this dataset, with the latest filing dated 2025-10-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IWM - ISHARES TR, 12.57%
2. MSFT - MICROSOFT CORP, 8.00%
3. GOOGL - ALPHABET INC, 4.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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