Marshall--Sullivan-Inc-Wa
AI_NATIVE detailed information: This accession holds the following tickers:[ "ADBE", "GOOGL", "HD", "GBCI", "BKNG", "META", "LRCX", "LIN", "MA", "MSFT", "FTV", "EEM", "PYPL", "PEP", "UNH", "AAPL", "SPY", "MRK", "ROK", "RTX", "GLD", "SYK", "SBUX", "TMO", "SCHW", "MNST", "VWO", "FI", "AMZN", "VB", null, "BRK-A", "BDX", "COST", "CCK", "DHR", "NEE", "NKE", "IWM", "GOOG", "JNJ", "LLY" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-10
- Total Holdings
- 42
- Total Value
- 197031340
- Accession Number
- 0001420506-25-000751
- Form Type
- 13F-HR
- Manager Name
- Marshall--Sullivan-Inc-Wa
Data Enrichment
98% identified41 identified1 unidentified
Holdings
42 positions • $197.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
950 | All Managers (Combined) | $245.5K | 0.1% ($245.5K/$197.0M) | |||
2.5K | All Managers (Combined) | $219.9K | 0.1% ($219.9K/$197.0M) |