NORRIS PERNE & FRENCH LLP/MI Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$1.3B

Holdings

143

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (143 positions)

StockValue
MSFTMICROSOFT
$84.5M
GOOGLALPHABET INC.
$64.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$50.2M
VVISA INC
$46.5M
AMZNAMAZON.COM INC
$43.3M
LINLINDE PLC SHS
$38.3M
IVVISHARES S&P 500 INDEX
$34.1M
LNGCHENIERE ENERGY INC COM NEW
$31.4M
JNJJOHNSON & JOHNSON COM
$31.1M
UNPUNION PAC CORP COM
$30.8M
SHWSHERWIN WILLIAMS CO COM
$30.2M
ABTABBOTT LABS COM
$29.6M
ALSNALLISON TRANSMISSION HLDGS INC COM
$28.7M
PCARPACCAR INC COM
$28.2M
AMATAPPLIED MATLS INC COM
$27.5M
DHRDANAHER CORP
$27.1M
ECLECOLAB INC COM
$26.9M
MCOMOODYS CORP
$26.6M
ADBEADOBE SYS INC
$26.4M
MRKMERCK & CO INC
$23.2M
TRMBTRIMBLE INC COM
$22.6M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$22.3M
COHRCOHERENT CORP
$21.5M
BALLBALL CORP COM
$21.2M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$20.6M
LHXL3HARRIS TECHNOLOGIES INC COM
$20.6M
EPAMEPAM SYSTEMS INC
$19.8M
CRLCHARLES RIVER LABS HLDG
$19.4M
HDHOME DEPOT
$19.4M
HUBSHUBSPOT INC COM
$19.2M
PWRQUANTA SVCS INC COM
$19.0M
VRSKVERISK ANALYTICS INCCL A
$18.4M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$17.3M
KVUEKENVUE INC COM
$17.1M
FASTFASTENAL CO
$16.6M
AAPLAPPLE INC
$16.1M
TJXTJX COS INC NEW COM
$15.5M
AVTRAVANTOR INC COM
$15.5M
ITWILLINOIS TOOL WKS INC COM
$15.3M
QLYSQUALYS INC COM
$14.9M
KLACKLA CORPORATION
$14.2M
IJHISHARES CORE S&P MID CAP ETF
$13.9M
MSIMOTOROLA SOLUTIONS INC COM NEW
$12.9M
TMOTHERMO FISHER SCIENTIFIC INC COM
$12.6M
NDSNNORDSON CORP COM
$12.5M
TYLTYLER TECHNOLOGIES INC COM
$11.6M
IJRISHARES S&P SMALLCAP 600 ETF
$11.4M
ZTSZOETIS INC COM CL A
$11.2M
CDWCDW CORP COM
$8.7M
VERXVERTEX INC CL A
$8.2M
MKTXMARKETAXESS HLDGS INC COM
$7.9M
IWVISHARES RUSSELL 3000 ETF
$7.3M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$6.9M
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$5.7M
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L
$5.6M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$4.8M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$4.2M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$4.1M
COSTCOSTCO WHOLESALE CORP
$4.0M
CCCCCC INTELLIGENT SOLUTIONS HLD COM
$3.8M
GOOGALPHABET INC CAP STK CL C
$3.6M
JPMJPMORGAN CHASE & CO. COM
$3.2M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$2.4M
WMWASTE MANAGEMENT INC
$2.3M
IEMGISHARES CORE MSCI EMERGING MKTS
$2.3M
FBNDFIDELITY TOTAL BOND ETF
$2.2M
IWFISHARES RUSSELL 1000 GROWTH ETF
$2.1M
NVDANVIDIA CORP
$1.9M
VUGVANGUARD GROWTH ETF
$1.8M
SYKSTRYKER CORP
$1.4M
CPRTCOPART INC
$1.4M
WF2WINTRUST FINL CORP COM
$1.2M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.1M
SOSOUTHERN CO COM
$1.0M
NKENIKE INC CLASS B
$989K
IWDISHARES RUSSELL 1000 VALUE ETF
$984K
PGPROCTER AND GAMBLE CO COM
$974K
ISRGINTUITIVE SURGICAL, INC.
$951K
PEPPEPSICO INC COM
$951K
NFLXNETFLIX COM INC
$909K
WMTWALMART INC COM
$866K
PAYXPAYCHEX INC
$842K
CHDCHURCH & DWIGHT INC
$837K
KOCOCA COLA CO COM
$754K
ORCLORACLE CORPORATION
$726K
FLTBFIDELITY LIMITED TERM BOND ETF
$699K
FFORD MOTOR COMPANY
$679K
XOMEXXON MOBIL CORP COM
$660K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$591K
RTXRTX CORPORATION COM
$580K
ABBVABBVIE INC COM
$576K
NSCNORFOLK SOUTHERN CRP
$542K
MAMASTERCARD INC
$540K
IBMINTL BUSINESS MACHINES
$527K
LECOLINCOLN ELEC HLDGS INC COM
$488K
GNTXGENTEX CORP
$459K
COPCONOCOPHILLIPS COM
$458K
VBVANGUARD SMALL CAP ETF
$457K
MRSHMARSH & MCLENNAN COS INC COM
$429K
SBUXSTARBUCKS CORP
$412K
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