NORRIS PERNE & FRENCH LLP/MI Q1 2021 Filing

Filed April 30, 2021

Portfolio Value

$1.1T

Holdings

136

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (136 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT
242,277$57.1B5.30%
2
GOOGLALPHABET INC.
17,249$35.6B3.30%
3
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
128,414$32.8B3.04%
4
TXNTEXAS INSTRS INC COM
149,154$28.2B2.61%
5
AMATAPPLIED MATLS INC COM
201,580$26.9B2.50%
6
AAPLAPPLE INC
203,237$24.8B2.30%
7
IVVISHARES S&P 500 INDEX
61,909$24.6B2.28%
8
JNJJOHNSON & JOHNSON COM
149,155$24.5B2.27%
9
CRLCHARLES RIVER LABS HLDG
82,653$24.0B2.22%
10
VVISA INC
112,725$23.9B2.21%
11
ECLECOLAB INC COM
110,563$23.7B2.19%
12
CSCOCISCO SYS INC
434,139$22.4B2.08%
13
UNPUNION PAC CORP COM
99,614$22.0B2.04%
14
BALLBALL CORP COM
248,065$21.0B1.95%
15
MRKMERCK & CO INC
267,833$20.6B1.91%
16
JPMJPMORGAN CHASE & CO COM
132,929$20.2B1.88%
17
COSTCOSTCO WHOLESALE CORP
56,352$19.9B1.84%
18
SOSOUTHERN CO COM
315,540$19.6B1.82%
19
LINLINDE PLC SHS
69,103$19.4B1.80%
20
ATVIEURACTIVISION INC
207,188$19.3B1.79%
21
LHXL3HARRIS TECHNOLOGIES INC COM
91,476$18.5B1.72%
22
HDHOME DEPOT
58,551$17.9B1.66%
23
ANETEURARISTA NETWORKS INC COM
57,428$17.3B1.61%
24
NVSNNOVARTIS AG ADR
199,637$17.1B1.58%
25
CTLTEURCATALENT INC COM
161,817$17.0B1.58%
26
BMYBRISTOL-MYERS SQUIBB CO COM
268,177$16.9B1.57%
27
MIDDMIDDLEBY CORP
99,739$16.5B1.53%
28
KNXKNIGHT TRANSPORTATION INC
326,356$15.7B1.46%
29
TMOTHERMO FISHER SCIENTIFIC INC COM
33,765$15.4B1.43%
30
FLIRFLIR SYSTEMS INC
267,516$15.1B1.40%
31
ABTABBOTT LABS COM
125,194$15.0B1.39%
32
DHRDANAHER CORP
65,485$14.7B1.37%
33
MCOMOODYS CORP
48,339$14.4B1.34%
34
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
28,556$13.9B1.28%
35
TYLTYLER TECHNOLOGIES INC COM
31,682$13.4B1.25%
36
DLTRDOLLAR TREE STORES INC
114,025$13.1B1.21%
37
IJHISHARES CORE S&P MID CAP ETF
49,995$13.0B1.21%
38
NKENIKE INC CLASS B
97,187$12.9B1.20%
39
ADBEADOBE SYS INC
27,147$12.9B1.20%
40
ITWILLINOIS TOOL WKS INC COM
58,165$12.9B1.19%
41
MARMARRIOTT INTL INC
85,754$12.7B1.18%
42
IJRISHARES S&P SMALLCAP 600 ETF
116,780$12.7B1.18%
43
AKAMAKAMAI TECH
123,155$12.6B1.16%
44
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
246,354$12.1B1.12%
45
AVTRAVANTOR INC COM
416,450$12.0B1.12%
46
TRMBTRIMBLE INC COM
151,117$11.8B1.09%
47
QLYSQUALYS INC COM
105,494$11.1B1.03%
48
CGNXCOGNEX CORP
123,012$10.2B0.95%
49
NEONEOGENOMICS INC COM NEW
208,881$10.1B0.93%
50
DISDISNEY WALT CO COM
53,106$9.8B0.91%
51
FASTFASTENAL CO
191,830$9.6B0.89%
52
MCDMCDONALDS CORP COM
42,802$9.6B0.89%
53
PGRPROGRESSIVE CORP COM
99,959$9.6B0.89%
54
VWOVANGUARD FTSE EMERGING MARKETS ETF
182,257$9.5B0.88%
55
FLTBFIDELITY LIMITED TERM BOND ETF
179,974$9.4B0.87%
56
LYFTLYFT INC CL A COM
133,235$8.4B0.78%
57
CDWCDW CORP COM
49,899$8.3B0.77%
58
SSNCSS&C TECHNOLOGIES HLDGS INC COM
117,522$8.2B0.76%
59
TJXTJX COS INC NEW COM
108,661$7.2B0.67%
60
MSAMSA SAFETY INC COM
47,573$7.1B0.66%
61
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
22,841$7.1B0.65%
62
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
18$6.9B0.64%
63
NDSNNORDSON CORP COM
34,426$6.8B0.63%
64
GOOGALPHABET INC CAP STK CL C
1,866$3.9B0.36%
65
IWFISHARES RUSSELL 1000 GROWTH ETF
13,944$3.4B0.31%
66
IWVISHARES RUSSELL 3000 ETF
7,930$1.9B0.17%
67
PEPPEPSICO INC COM
11,141$1.6B0.15%
68
VEUVANGUARD FTSE ALL-WORLD EX-US
25,361$1.5B0.14%
69
SYKSTRYKER CORP
4,979$1.2B0.11%
70
CPRTCOPART INC
9,300$1.0B0.09%
71
AMZNAMAZON.COM INC
304$941.0M0.09%
72
NVONOVO-NORDISK A/S ADR ADR CMN
13,770$928.0M0.09%
73
SPYSPDR S&P 500 ETF
2,172$861.0M0.08%
74
XOMEXXON MOBIL CORP COM
13,345$745.0M0.07%
75
PGPROCTER AND GAMBLE CO COM
5,383$729.0M0.07%
76
GNTXGENTEX CORP
20,185$720.0M0.07%
77
IWBISHARES TR RUSSELL 1000 INDEX ETF
3,066$686.0M0.06%
78
FRMEFIRST MERCHANTS CORP
14,732$685.0M0.06%
79
NSCNORFOLK SOUTHERN CRP
2,472$664.0M0.06%
80
ITOTISHARES TR S&P 1500 INDEX FD
7,232$662.0M0.06%
81
VTVANGUARD TOTAL WORLD STOCK INDEX FUND
6,450$628.0M0.06%
82
WMWASTE MANAGEMENT INC
4,835$624.0M0.06%
83
CHDCHURCH & DWIGHT INC
7,100$620.0M0.06%
84
ACWIISHARES MSCI ACWI INDEX FUND
6,480$617.0M0.06%
85
IAUUSDISHARES GOLD TRUST ETF
36,880$600.0M0.06%
86
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
7,008$549.0M0.05%
87
EFAISHARES MSCI EAFE ETF
7,095$538.0M0.05%
88
PAYXPAYCHEX INC
5,455$535.0M0.05%
89
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
6,334$523.0M0.05%
90
FITBFIFTH THIRD BANCORP
13,424$503.0M0.05%
91
TIPISHARES TIPS BOND ETF
3,660$459.0M0.04%
92
IRDOCUPHIRE PHARMA INC COM
78,909$458.0M0.04%
93
VBVANGUARD SMALL CAP ETF
2,135$457.0M0.04%
94
SBUXSTARBUCKS CORP
4,163$455.0M0.04%
95
INTCINTEL CORP COM
7,045$451.0M0.04%
96
ABBVABBVIE INC COM
4,094$443.0M0.04%
97
VNQVANGUARD REIT INDEX ETF
4,700$432.0M0.04%
98
EEMISHARES MSCI EMERGING MARKETS ETF
7,469$398.0M0.04%
99
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
2,800$377.0M0.03%
100
IWDISHARES RUSSELL 1000 VALUE ETF
2,417$366.0M0.03%
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