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 | |
| 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 |
