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Home > Institutional Investor > Marshall & Sullivan Inc > Profile

Instuitional Investor - Marshall & Sullivan Inc

Fund Profile
Filing Period:
Fund Name: Marshall & Sullivan Inc
Portfolio Value $208,059,637
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 112,163 $24,203,654 11.63%
2.
Microsoft Corp
 MSFT 33,864 $16,844,310 8.1%
3.
Vanguard Intl Equity Index Funds
 VWO 159,826 $7,904,994 3.8%
4.
Booking Holdings Inc.
 BKNG 1,314 $7,607,062 3.66%
5.
Mastercard Inc
 MA 13,497 $7,584,505 3.65%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)