MARSHALL & SULLIVAN INC /WA/
RIA/Wealth
MARSHALL & SULLIVAN INC /WA/ is a RIA/Wealth based in Seattle, WA led by Gregory Scott Robinson, reporting $473.4M in AUM as of Q3 2025 with IWM as the largest holding (13% allocation).
PresidentGregory Scott Robinson
- Portfolio Value
- $215.7M
- Positions
- 43
- Top Holding
- IWM at 12.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MARSHALL & SULLIVAN INC /WA/'s portfolio (49.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $27.1M | 12.57% | -$34.4K Sold | — 112.0K shares | |
Software - Infrastructure Technology | $17.3M | 8.00% | -$276.1K Sold | 0.00% 33.3K shares | |
Internet Content & Information Communication Services | $9.7M | 4.48% | -$763.6K Sold | 0.00% 39.7K shares | |
ETF ETF | $8.6M | 3.99% | -$54.9K Sold | — 158.8K shares | |
Semiconductors Technology | $8.3M | 3.86% | -$416.2K Sold | 0.00% 62.1K shares | |
Financial - Credit Services Financial Services | $7.6M | 3.51% | -$99.5K Sold | 0.00% 13.3K shares | |
Chemicals - Specialty Basic Materials | $7.3M | 3.39% | -$65.6K Sold | 0.00% 15.4K shares | |
Financial - Capital Markets Financial Services | $7.0M | 3.23% | -$102.1K Sold | 0.00% 73.0K shares | |
Home Improvement Consumer Cyclical | $6.9M | 3.21% | -$25.5K Sold | 0.00% 17.1K shares | |
Travel Services Consumer Cyclical | $6.9M | 3.21% | -$172.8K Sold | 0.00% 1.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MARSHALL & SULLIVAN INC /WA/'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+28.32% | |
+2.63% | |
+2.5% | |
+2.12% | |
+1.83% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for MARSHALL & SULLIVAN INC /WA/
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