Marshall & Sullivan

Marshall & Sullivan as of March 31, 2013

Portfolio Holdings for Marshall & Sullivan

Marshall & Sullivan holds 38 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR KBW Bank (KBE) 6.1 $3.0M 113k 26.93
Church & Dwight (CHD) 4.4 $2.2M 34k 64.62
Fiserv (FI) 4.3 $2.1M 24k 87.86
Colgate-Palmolive Company (CL) 4.2 $2.1M 18k 118.01
Danaher Corporation (DHR) 4.1 $2.0M 33k 62.15
Apple (AAPL) 4.0 $2.0M 4.5k 442.70
Google 4.0 $2.0M 2.5k 794.37
United Technologies Corporation 3.7 $1.8M 20k 93.45
Johnson & Johnson (JNJ) 3.5 $1.8M 22k 81.53
Walgreen Company 3.5 $1.7M 36k 47.67
Pepsi (PEP) 3.5 $1.7M 22k 79.10
Stryker Corporation (SYK) 3.4 $1.7M 26k 65.22
Express Scripts Holding 3.3 $1.7M 29k 57.62
Anixter International 3.2 $1.6M 23k 69.93
Crown Holdings (CCK) 3.2 $1.6M 38k 41.60
Praxair 3.2 $1.6M 14k 111.57
Becton, Dickinson and (BDX) 3.1 $1.6M 16k 95.58
Cognizant Technology Solutions (CTSH) 3.1 $1.6M 20k 76.63
Emerson Electric (EMR) 2.9 $1.5M 26k 55.87
Gilead Sciences (GILD) 2.8 $1.4M 29k 48.95
MasterCard Incorporated (MA) 2.4 $1.2M 2.2k 540.98
priceline.com Incorporated 2.3 $1.2M 1.7k 688.32
Celgene Corporation 2.1 $1.1M 9.1k 115.89
Catamaran 1.9 $949k 18k 53.02
Thermo Fisher Scientific (TMO) 1.9 $945k 12k 76.48
American Funds Investment (AICFX) 1.9 $943k 29k 32.78
Stericycle (SRCL) 1.8 $898k 8.5k 106.21
Schwab S&p 500 Select (SWPPX) 1.8 $900k 37k 24.53
iShares S&P 500 Index (IVV) 1.6 $787k 5.0k 157.40
Tetra Tech (TTEK) 1.3 $670k 22k 30.48
Monster Beverage 1.3 $655k 14k 47.73
Green Mountain Coffee Roasters 1.2 $617k 11k 56.74
Teva Pharmaceutical Industries (TEVA) 1.1 $558k 14k 39.64
Eli Lilly & Co. (LLY) 0.9 $454k 8.0k 56.75
Microsoft Corporation (MSFT) 0.9 $433k 15k 28.58
Riverbed Technology 0.8 $419k 28k 14.90
International Business Machines (IBM) 0.8 $384k 1.8k 213.33
Starbucks Corporation (SBUX) 0.6 $273k 4.8k 56.88