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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 $189,263,183
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 114,572 $22,995,747 12.15%
2.
Microsoft Corp
 MSFT 38,410 $14,443,817 7.63%
3.
Linde Plc
 17,582 $7,221,104 3.81%
4.
Alphabet Inc.
 GOOG 51,013 $7,126,006 3.76%
5.
Adobe Inc.
 ADBE 11,851 $7,070,307 3.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)