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Greg Robinson

@Marshall & Sullivan Inc Wa

Latest period2024 - Q4ReportedManaged Assets$204.615MTotal holdings41
Assets growth rate-1.73%Assets growth rate (2-Q avg)1.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marshall & Sullivan Inc Wa's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Marshall & Sullivan Inc Wa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 204.615M in assets, with a quarterly growth rate of -1.73% and a 2-quarter average growth rate of 1.15%. The portfolio is managed by Greg Robinson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGAlphabet Inc
Recent Activity
Increased 0.06%
0.18%
$357,777
1,879 shares@ $190.41 avg price