NORRIS PERNE & FRENCH LLP/MI Q2 2021 Filing

Filed July 20, 2021

Portfolio Value

$1.2B

Holdings

143

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (143 positions)

StockValue
MSFTMICROSOFT
$65.6M
GOOGLALPHABET INC.
$36.6M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$35.8M
AMATAPPLIED MATLS INC COM
$28.4M
AAPLAPPLE INC
$27.6M
CRLCHARLES RIVER LABS HLDG
$27.6M
IVVISHARES S&P 500 INDEX
$27.4M
VVISA INC
$26.9M
JNJJOHNSON & JOHNSON COM
$24.9M
MRKMERCK & CO INC
$24.6M
ECLECOLAB INC COM
$23.1M
UNPUNION PAC CORP COM
$22.4M
COSTCOSTCO WHOLESALE CORP
$22.2M
ANETEURARISTA NETWORKS INC COM
$21.1M
JPMJPMORGAN CHASE & CO COM
$20.8M
BALLBALL CORP COM
$20.5M
LINLINDE PLC SHS
$20.3M
ATVIEURACTIVISION INC
$20.1M
LHXL3HARRIS TECHNOLOGIES INC COM
$20.1M
SOSOUTHERN CO COM
$19.4M
HDHOME DEPOT
$19.0M
BMYBRISTOL-MYERS SQUIBB CO COM
$18.2M
DHRDANAHER CORP
$17.8M
MCOMOODYS CORP
$17.8M
MIDDMIDDLEBY CORP
$17.5M
ADBEADOBE SYS INC
$16.2M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$15.4M
KNXKNIGHT TRANSPORTATION INC
$15.2M
VRSKVERISK ANALYTICS INCCL A
$15.2M
NKENIKE INC CLASS B
$15.0M
ABTABBOTT LABS COM
$14.9M
AVTRAVANTOR INC COM
$14.8M
AKAMAKAMAI TECH
$14.8M
TYLTYLER TECHNOLOGIES INC COM
$14.3M
FLTBFIDELITY LIMITED TERM BOND ETF
$13.9M
TXNTEXAS INSTRS INC COM
$13.9M
IJHISHARES CORE S&P MID CAP ETF
$13.4M
ITWILLINOIS TOOL WKS INC COM
$13.3M
LNGCHENIERE ENERGY INC COM NEW
$13.2M
IJRISHARES S&P SMALLCAP 600 ETF
$13.1M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$12.9M
TMOTHERMO FISHER SCIENTIFIC INC COM
$12.9M
CTLTEURCATALENT INC COM
$12.8M
TRMBTRIMBLE INC COM
$12.5M
MARMARRIOTT INTL INC
$11.9M
QCOMQUALCOMM INC COM
$11.8M
DLTRDOLLAR TREE STORES INC
$11.6M
MSIMOTOROLA SOLUTIONS INC COM NEW
$11.3M
QLYSQUALYS INC COM
$11.2M
CGNXCOGNEX CORP
$11.0M
ALSNALLISON TRANSMISSION HLDGS INC COM
$10.7M
FASTFASTENAL CO
$10.2M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$10.1M
MCDMCDONALDS CORP COM
$10.0M
PGRPROGRESSIVE CORP COM
$9.9M
NEONEOGENOMICS INC COM NEW
$9.8M
DISDISNEY WALT CO COM
$9.6M
LESLIES INC COM
$9.2M
CDWCDW CORP COM
$9.0M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$8.8M
LYFTLYFT INC CL A COM
$8.5M
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
$8.2M
MSAMSA SAFETY INC COM
$8.1M
NDSNNORDSON CORP COM
$7.9M
TJXTJX COS INC NEW COM
$7.8M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$7.5M
OGNORGANON & CO COM
$7.3M
GOOGALPHABET INC CAP STK CL C
$4.5M
IWFISHARES RUSSELL 1000 GROWTH ETF
$4.0M
IWVISHARES RUSSELL 3000 ETF
$2.0M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.7M
PEPPEPSICO INC COM
$1.6M
SYKSTRYKER CORP
$1.3M
CPRTCOPART INC
$1.2M
NVSNNOVARTIS AG ADR
$1.2M
NVONOVO-NORDISK A/S ADR ADR CMN
$1.1M
AMZNAMAZON.COM INC
$1.0M
CSCOCISCO SYS INC
$1.0M
SPYSPDR S&P 500 ETF
$937K
XOMEXXON MOBIL CORP COM
$842K
IWBISHARES TR RUSSELL 1000 INDEX ETF
$743K
PGPROCTER AND GAMBLE CO COM
$716K
ITOTISHARES TR S&P 1500 INDEX FD
$715K
WMWASTE MANAGEMENT INC
$678K
GNTXGENTEX CORP
$668K
VTVANGUARD TOTAL WORLD STOCK INDEX FUND
$668K
NSCNORFOLK SOUTHERN CRP
$656K
IAU*ISHARES GOLD TRUST ETF
$643K
CHDCHURCH & DWIGHT INC
$605K
ACWIISHARES MSCI ACWI INDEX FUND
$589K
PAYXPAYCHEX INC
$585K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$567K
EFAISHARES MSCI EAFE ETF
$540K
FITBFIFTH THIRD BANCORP
$526K
VNQVANGUARD REIT INDEX ETF
$478K
SBUXSTARBUCKS CORP
$465K
ABBVABBVIE INC COM
$450K
VBVANGUARD SMALL CAP ETF
$448K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$422K
IRDOCUPHIRE PHARMA INC COM
$417K
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