NORRIS PERNE & FRENCH LLP/MI Q2 2018 Filing

Filed July 24, 2018

Portfolio Value

$686.2B

Holdings

137

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (137 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT
274,000$27.0B3.94%
2
VVISA INC
189,971$25.2B3.67%
3
GOOGLALPHABET INC.
20,612$23.3B3.39%
4
AAPLAPPLE INC
117,278$21.7B3.16%
5
IVVISHARES S&P 500 INDEX
66,026$18.0B2.63%
6
COSTCOSTCO WHOLESALE CORP
79,103$16.5B2.41%
7
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
87,246$16.3B2.37%
8
BABOEING CO COM
44,440$14.9B2.17%
9
CBRECBRE GROUP INC A
292,082$13.9B2.03%
10
BDXBECTON DICKINSON & CO COM
57,570$13.8B2.01%
11
ADBEADOBE SYS INC
55,559$13.5B1.97%
12
XOMEXXON MOBIL CORP COM
158,334$13.1B1.91%
13
ECLECOLAB INC COM
91,019$12.8B1.86%
14
NKENIKE INC CLASS B
157,185$12.5B1.83%
15
JNJJOHNSON & JOHNSON COM
101,178$12.3B1.79%
16
VFCV F CORP COM
146,689$12.0B1.74%
17
AKAMAKAMAI TECH
162,801$11.9B1.74%
18
KNXKNIGHT TRANSPORTATION INC
311,335$11.9B1.73%
19
RBAGBPRITCHIE BROS AUCTIONEERS COM
344,133$11.7B1.71%
20
TMOTHERMO FISHER SCIENTIFIC INC COM
56,545$11.7B1.71%
21
ABTABBOTT LABS COM
182,771$11.1B1.62%
22
MARMARRIOTT INTL INC
87,677$11.1B1.62%
23
BECNUSDBEACON ROOFING SUPPLY
258,947$11.0B1.61%
24
CRLCHARLES RIVER LABS HLDG
97,104$10.9B1.59%
25
DHRDANAHER CORP
109,378$10.8B1.57%
26
CSCOCISCO SYS INC
247,876$10.7B1.55%
27
ATVIEURACTIVISION INC
133,818$10.2B1.49%
28
WFCWELLS FARGO CO NEW COM
181,467$10.1B1.47%
29
BALLBALL CORP COM
278,893$9.9B1.44%
30
UNPUNION PAC CORP COM
69,754$9.9B1.44%
31
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
228,556$9.8B1.43%
32
NVSNNOVARTIS AG ADR
124,539$9.4B1.37%
33
AMZNAMAZON.COM INC
5,411$9.2B1.34%
34
PXGBXPRAXAIR INC
58,026$9.2B1.34%
35
NUVAGBPNUVASIVE INC COM
172,995$9.0B1.31%
36
MRKMERCK & CO INC
143,463$8.7B1.27%
37
CTLTEURCATALENT INC COM
207,715$8.7B1.27%
38
JPMJPMORGAN CHASE & CO COM
81,254$8.5B1.23%
39
PYPLPAYPAL HLDGS INC COM
100,872$8.4B1.22%
40
CGNXCOGNEX CORP
186,743$8.3B1.21%
41
BUDANHEUSER BUSCH
82,038$8.3B1.20%
42
SOSOUTHERN CO COM
177,909$8.2B1.20%
43
ITGARTNER INC COM
59,102$7.9B1.14%
44
UPSUNITED PARCEL SERVICE INC
73,642$7.8B1.14%
45
TYLTYLER TECHNOLOGIES INC COM
34,491$7.7B1.12%
46
HUBSHUBSPOT INC COM
59,150$7.4B1.08%
47
MDLZMONDELEZ INTL INC CL A
176,105$7.2B1.05%
48
SLBSCHLUMBERGER LTD COM
104,953$7.0B1.03%
49
DEODIAGEO PLC
47,639$6.9B1.00%
50
MCOMOODYS CORP
39,030$6.7B0.97%
51
CRICARTER'S, INC.
60,264$6.5B0.95%
52
EMREMERSON ELEC CO COM
87,800$6.1B0.88%
53
MIDDMIDDLEBY CORP
57,920$6.0B0.88%
54
SRCLSTERICYCLE INC
88,400$5.8B0.84%
55
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
20$5.6B0.82%
56
IWFISHARES RUSSELL 1000 GROWTH ETF
35,848$5.2B0.75%
57
IJHISHARES CORE S&P MID CAP ETF
24,926$4.9B0.71%
58
VWOVANGUARD FTSE EMERGING MARKETS ETF
108,218$4.6B0.67%
59
SBUXSTARBUCKS CORP
88,441$4.3B0.63%
60
IJRISHARES S&P SMALLCAP 600 ETF
36,672$3.1B0.45%
61
WFC 7.5 PERP LWELLS FARGO & CO PFD L 7.5
2,412$3.0B0.44%
62
SYKSTRYKER CORP
16,562$2.8B0.41%
63
ABBVABBVIE INC COM
29,696$2.8B0.40%
64
GOOGALPHABET INC CAP STK CL C
2,425$2.7B0.39%
65
BKNGBOOKING HOLDINGS INC
1,181$2.4B0.35%
66
BAC 7.25 PERP LBANK OF AMERICA 7.25 CONV PFD L
1,656$2.1B0.30%
67
PEPPEPSICO INC COM
16,351$1.8B0.26%
68
VEUVANGUARD FTSE ALL-WORLD EX-US
25,990$1.3B0.20%
69
NFLXNETFLIX COM INC
3,425$1.3B0.20%
70
NVONOVO-NORDISK A/S ADR ADR CMN
26,855$1.2B0.18%
71
IWVISHARES RUSSELL 3000 ETF
7,325$1.2B0.17%
72
4I1PHILIP MORRIS INTL INC
13,459$1.1B0.16%
73
TAT&T INC COM
31,805$1.0B0.15%
74
M B T FINANCIAL CORP
85,563$911.0M0.13%
75
CPRTCOPART INC
16,100$911.0M0.13%
76
MMM3M CO COM
4,405$867.0M0.13%
77
WMWASTE MANAGEMENT INC
10,043$817.0M0.12%
78
CHDCHURCH & DWIGHT INC
13,500$718.0M0.10%
79
AONAON CORP
4,596$630.0M0.09%
80
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
2,794$628.0M0.09%
81
PGPROCTER AND GAMBLE CO COM
8,000$624.0M0.09%
82
ISRGINTUITIVE SURGICAL, INC.
1,275$610.0M0.09%
83
CVXCHEVRON CORP NEW COM
4,797$606.0M0.09%
84
IWBISHARES TR RUSSELL 1000 INDEX ETF
3,872$588.0M0.09%
85
PNCPNC FINANCIAL SVCS GROUP INC
4,009$542.0M0.08%
86
BACVERIZON COMMUNICATIONS
10,661$536.0M0.08%
87
USBUS BANCORP DEL COM NEW
9,700$485.0M0.07%
88
ZZILLOW GROUP INC CL C CAP STK
8,100$478.0M0.07%
89
ITOTISHARES TR S&P 1500 INDEX FD
7,533$471.0M0.07%
90
PAYXPAYCHEX INC
6,884$471.0M0.07%
91
EFAISHARES MSCI EAFE ETF
7,029$471.0M0.07%
92
NSCNORFOLK SOUTHERN CRP
3,093$467.0M0.07%
93
GNTXGENTEX CORP
19,663$453.0M0.07%
94
IAUUSDISHARES GOLD TRUST ETF
36,981$445.0M0.06%
95
LKQ1LKQ CORP COM
12,965$414.0M0.06%
96
ADPAUTOMATIC DATA PROCESSING INC COM
3,057$410.0M0.06%
97
GQ9SPDR GOLD SHARES ETF
3,375$400.0M0.06%
98
HDHOME DEPOT
2,033$397.0M0.06%
99
VNQVANGUARD REIT INDEX ETF
4,700$383.0M0.06%
100
FITBFIFTH THIRD BANCORP
13,157$378.0M0.06%
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