Marshall & Sullivan as of March 31, 2014
Portfolio Holdings for Marshall & Sullivan
Marshall & Sullivan holds 34 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 4.8 | $2.6M | 2.4k | 1114.30 | ||
| Fiserv (FI) | 4.6 | $2.5M | 45k | 56.69 | |
| Apple (AAPL) | 4.3 | $2.4M | 4.4k | 536.70 | |
| Walgreen Company | 4.3 | $2.4M | 36k | 66.03 | |
| Anixter International | 4.2 | $2.3M | 23k | 101.51 | |
| Danaher Corporation (DHR) | 4.2 | $2.3M | 31k | 74.99 | |
| Church & Dwight (CHD) | 4.1 | $2.3M | 33k | 69.07 | |
| United Technologies Corporation | 4.0 | $2.2M | 19k | 116.79 | |
| Qualcomm (QCOM) | 4.0 | $2.2M | 28k | 78.86 | |
| Johnson & Johnson (JNJ) | 3.9 | $2.2M | 22k | 98.23 | |
| Colgate-Palmolive Company (CL) | 3.9 | $2.1M | 33k | 64.85 | |
| Cognizant Technology Solutions (CTSH) | 3.9 | $2.1M | 42k | 50.59 | |
| Express Scripts Holding | 3.9 | $2.1M | 29k | 75.08 | |
| Stryker Corporation (SYK) | 3.7 | $2.1M | 26k | 81.44 | |
| Becton, Dickinson and (BDX) | 3.6 | $2.0M | 17k | 117.04 | |
| Praxair | 3.5 | $2.0M | 15k | 130.95 | |
| Pepsi (PEP) | 3.5 | $1.9M | 23k | 83.47 | |
| Home Depot (HD) | 3.4 | $1.9M | 24k | 79.10 | |
| Crown Holdings (CCK) | 3.4 | $1.9M | 42k | 44.73 | |
| Emerson Electric (EMR) | 3.3 | $1.8M | 27k | 66.79 | |
| MasterCard Incorporated (MA) | 2.5 | $1.4M | 19k | 74.68 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $1.3M | 11k | 120.24 | |
| priceline.com Incorporated | 2.3 | $1.3M | 1.1k | 1191.74 | |
| Gilead Sciences (GILD) | 2.1 | $1.1M | 16k | 70.83 | |
| Celgene Corporation | 2.0 | $1.1M | 7.9k | 139.54 | |
| Monster Beverage | 1.9 | $1.0M | 15k | 69.45 | |
| Stericycle (SRCL) | 1.8 | $984k | 8.7k | 113.59 | |
| Green Mountain Coffee Roasters | 1.6 | $910k | 8.6k | 105.53 | |
| Catamaran | 1.6 | $877k | 20k | 44.73 | |
| Microsoft Corporation (MSFT) | 1.1 | $599k | 15k | 40.93 | |
| Eli Lilly & Co. (LLY) | 0.8 | $470k | 8.0k | 58.75 | |
| Starbucks Corporation (SBUX) | 0.6 | $352k | 4.8k | 73.33 | |
| International Business Machines (IBM) | 0.6 | $346k | 1.8k | 192.22 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $200k | 2.1k | 97.56 |
