Marshall & Sullivan as of June 30, 2012
Portfolio Holdings for Marshall & Sullivan
Marshall & Sullivan holds 32 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $648k | 1.1k | 583.78 | |
| Colgate-Palmolive Company (CL) | 5.8 | $572k | 5.5k | 104.19 | |
| Church & Dwight (CHD) | 5.7 | $564k | 10k | 55.46 | |
| Fiserv (FI) | 5.5 | $544k | 7.5k | 72.28 | |
| Danaher Corporation (DHR) | 5.4 | $531k | 10k | 52.11 | |
| Express Scripts Holding | 4.7 | $461k | 8.3k | 55.81 | |
| United Technologies Corporation | 4.5 | $451k | 6.0k | 75.54 | |
| Praxair | 4.2 | $416k | 3.8k | 108.70 | |
| Pepsi (PEP) | 4.1 | $410k | 5.8k | 70.67 | |
| 3.9 | $382k | 659.00 | 579.67 | ||
| Stryker Corporation (SYK) | 3.6 | $360k | 6.5k | 55.13 | |
| Johnson & Johnson (JNJ) | 3.5 | $348k | 5.1k | 67.64 | |
| Crown Holdings (CCK) | 3.5 | $345k | 10k | 34.45 | |
| L-3 Communications Holdings | 3.5 | $343k | 4.6k | 74.08 | |
| Cognizant Technology Solutions (CTSH) | 3.3 | $330k | 5.5k | 60.05 | |
| Emerson Electric (EMR) | 3.3 | $327k | 7.0k | 46.58 | |
| AFLAC Incorporated (AFL) | 3.0 | $302k | 7.1k | 42.54 | |
| Becton, Dickinson and (BDX) | 3.0 | $302k | 4.0k | 74.85 | |
| Anixter International | 2.6 | $256k | 4.8k | 53.11 | |
| Walgreen Company | 2.5 | $245k | 8.3k | 29.61 | |
| priceline.com Incorporated | 2.4 | $242k | 364.00 | 664.84 | |
| Microsemi Corporation | 2.4 | $235k | 13k | 18.51 | |
| Catalyst Health Solutions | 2.4 | $233k | 2.5k | 93.57 | |
| Monster Beverage | 1.9 | $189k | 2.7k | 71.32 | |
| MasterCard Incorporated (MA) | 1.8 | $177k | 412.00 | 429.61 | |
| Gilead Sciences (GILD) | 1.5 | $152k | 3.0k | 51.44 | |
| Stericycle (SRCL) | 1.2 | $118k | 1.3k | 91.83 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $116k | 2.2k | 52.02 | |
| Celgene Corporation | 0.9 | $89k | 1.4k | 64.03 | |
| Tetra Tech (TTEK) | 0.8 | $79k | 3.0k | 26.12 | |
| Teva Pharmaceutical Industries (TEVA) | 0.8 | $77k | 1.9k | 39.69 | |
| Riverbed Technology | 0.7 | $66k | 4.1k | 16.18 |
