NORRIS PERNE & FRENCH LLP/MI Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$1.4B

Holdings

146

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (146 positions)

StockValue
MSFTMICROSOFT
$97.5M
GOOGLALPHABET INC.
$63.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$57.3M
AMATAPPLIED MATLS INC COM
$41.5M
ALSNALLISON TRANSMISSION HLDGS INC COM
$40.4M
PWRQUANTA SVCS INC COM
$40.0M
LINLINDE PLC SHS
$38.8M
AMZNAMAZON.COM INC
$36.4M
CRLCHARLES RIVER LABS HLDG
$34.9M
VVISA INC
$34.3M
IVVISHARES S&P 500 INDEX
$33.7M
LNGCHENIERE ENERGY INC COM NEW
$33.0M
ECLECOLAB INC COM
$31.2M
SOSOUTHERN CO COM
$28.2M
MRKMERCK & CO INC
$26.9M
COHRCOHERENT CORP
$25.4M
FASTFASTENAL CO
$22.6M
UNPUNION PAC CORP COM
$22.6M
ADBEADOBE SYS INC
$22.2M
HUBSHUBSPOT INC COM
$21.2M
MCOMOODYS CORP
$20.9M
TMOTHERMO FISHER SCIENTIFIC INC COM
$20.8M
LHXL3HARRIS TECHNOLOGIES INC COM
$20.6M
HDHOME DEPOT
$20.3M
DHRDANAHER CORP
$19.7M
VRSKVERISK ANALYTICS INCCL A
$19.6M
MSIMOTOROLA SOLUTIONS INC COM NEW
$19.4M
BALLBALL CORP COM
$19.3M
TXNTEXAS INSTRS INC COM
$18.7M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$18.7M
DLTRDOLLAR TREE STORES INC
$18.1M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$18.0M
QLYSQUALYS INC COM
$17.8M
FUODOLBY LABORATORIES INC
$17.5M
EPAMEPAM SYSTEMS INC
$17.2M
CTLTEURCATALENT INC COM
$17.2M
JNJJOHNSON & JOHNSON COM
$17.0M
ABTABBOTT LABS COM
$16.4M
ITWILLINOIS TOOL WKS INC COM
$16.3M
KVUEKENVUE INC COM
$16.2M
TRMBTRIMBLE INC COM
$16.1M
NDSNNORDSON CORP COM
$16.0M
KLACKLA CORPORATION
$15.6M
IJHISHARES CORE S&P MID CAP ETF
$15.5M
AAPLAPPLE INC
$15.5M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$14.9M
CDWCDW CORP COM
$13.8M
TJXTJX COS INC NEW COM
$13.3M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$12.5M
AVTRAVANTOR INC COM
$12.3M
IJRISHARES S&P SMALLCAP 600 ETF
$12.3M
NKENIKE INC CLASS B
$9.9M
TYLTYLER TECHNOLOGIES INC COM
$8.7M
MKTXMARKETAXESS HLDGS INC COM
$7.6M
IWVISHARES RUSSELL 3000 ETF
$6.9M
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L
$6.7M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$5.5M
COSTCOSTCO WHOLESALE CORP
$5.4M
IWDISHARES RUSSELL 1000 VALUE ETF
$5.2M
VUGVANGUARD GROWTH ETF
$4.7M
GOOGALPHABET INC CAP STK CL C
$4.5M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$4.1M
CCCCCC INTELLIGENT SOLUTIONS HLD COM
$3.1M
WMWASTE MANAGEMENT INC
$2.7M
JPMJPMORGAN CHASE & CO COM
$2.2M
IWFISHARES RUSSELL 1000 GROWTH ETF
$2.2M
CPRTCOPART INC
$1.8M
NVDANVIDIA CORP
$1.5M
PEPPEPSICO INC COM
$1.1M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.1M
IAU*ISHARES GOLD TRUST ETF
$1.0M
SYKSTRYKER CORP
$962K
FBNDFIDELITY TOTAL BOND ETF
$927K
FFORD MOTOR COMPANY
$883K
GNTXGENTEX CORP
$794K
CHDCHURCH & DWIGHT INC
$793K
ORCLORACLE CORPORATION
$762K
KOCOCA COLA CO COM
$699K
PAYXPAYCHEX INC
$670K
IBMINTL BUSINESS MACHINES
$666K
NSCNORFOLK SOUTHERN CRP
$660K
LECOLINCOLN ELEC HLDGS INC COM
$659K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$634K
SPYSPDR S&P 500 ETF TRUST
$621K
WMTWALMART INC COM
$617K
NFLXNETFLIX COM INC
$592K
ISRGINTUITIVE SURGICAL, INC.
$575K
XOMEXXON MOBIL CORP COM
$559K
COPCONOCOPHILLIPS COM
$555K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$546K
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD L IG
$511K
PGPROCTER AND GAMBLE CO COM
$510K
ITOTISHARES TR S&P 1500 INDEX FD
$486K
FLTBFIDELITY LIMITED TERM BOND ETF
$485K
ABBVABBVIE INC COM
$485K
MAMASTERCARD INC
$462K
VBVANGUARD SMALL CAP ETF
$455K
LKQ1LKQ CORP COM
$449K
RTXRTX CORPORATION COM
$428K
VNQVANGUARD REIT INDEX ETF
$414K
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