Marshall & Sullivan as of Dec. 31, 2013
Portfolio Holdings for Marshall & Sullivan
Marshall & Sullivan holds 34 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 4.9 | $2.7M | 2.4k | 1120.62 | ||
| Fiserv (FI) | 4.9 | $2.7M | 45k | 59.05 | |
| Apple (AAPL) | 4.5 | $2.4M | 4.4k | 560.98 | |
| Danaher Corporation (DHR) | 4.5 | $2.4M | 32k | 77.20 | |
| United Technologies Corporation | 4.0 | $2.2M | 19k | 113.83 | |
| Church & Dwight (CHD) | 4.0 | $2.2M | 33k | 66.27 | |
| Cognizant Technology Solutions (CTSH) | 3.9 | $2.1M | 21k | 100.97 | |
| Colgate-Palmolive Company (CL) | 3.9 | $2.1M | 33k | 65.21 | |
| Qualcomm (QCOM) | 3.8 | $2.1M | 28k | 74.25 | |
| Walgreen Company | 3.8 | $2.0M | 36k | 57.44 | |
| Anixter International | 3.7 | $2.0M | 23k | 89.83 | |
| Express Scripts Holding | 3.7 | $2.0M | 28k | 70.25 | |
| Johnson & Johnson (JNJ) | 3.6 | $1.9M | 21k | 91.59 | |
| Home Depot (HD) | 3.6 | $1.9M | 24k | 82.33 | |
| Stryker Corporation (SYK) | 3.5 | $1.9M | 25k | 75.13 | |
| Emerson Electric (EMR) | 3.5 | $1.9M | 27k | 70.16 | |
| Praxair | 3.5 | $1.9M | 14k | 130.05 | |
| Becton, Dickinson and (BDX) | 3.4 | $1.9M | 17k | 110.47 | |
| Pepsi (PEP) | 3.4 | $1.8M | 22k | 82.95 | |
| Crown Holdings (CCK) | 3.3 | $1.8M | 40k | 44.58 | |
| MasterCard Incorporated (MA) | 3.0 | $1.6M | 2.0k | 835.45 | |
| Celgene Corporation | 2.5 | $1.4M | 8.2k | 168.98 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $1.3M | 12k | 111.38 | |
| priceline.com Incorporated | 2.3 | $1.3M | 1.1k | 1162.85 | |
| Gilead Sciences (GILD) | 2.2 | $1.2M | 16k | 75.12 | |
| Monster Beverage | 1.9 | $1.0M | 15k | 67.79 | |
| Stericycle (SRCL) | 1.8 | $988k | 8.5k | 116.18 | |
| Catamaran | 1.7 | $903k | 19k | 47.47 | |
| Green Mountain Coffee Roasters | 1.5 | $834k | 11k | 75.50 | |
| Microsoft Corporation (MSFT) | 1.0 | $567k | 15k | 37.43 | |
| Eli Lilly & Co. (LLY) | 0.8 | $408k | 8.0k | 51.00 | |
| Starbucks Corporation (SBUX) | 0.7 | $376k | 4.8k | 78.33 | |
| International Business Machines (IBM) | 0.6 | $338k | 1.8k | 187.78 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $207k | 2.1k | 100.98 |
