NORRIS PERNE & FRENCH LLP/MI Q2 2023 Filing

Filed July 19, 2023

Portfolio Value

$1.2B

Holdings

130

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (130 positions)

StockValue
MSFTMICROSOFT
$81.0M
GOOGLALPHABET INC.
$52.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$48.0M
LINLINDE PLC SHS
$33.0M
AMATAPPLIED MATLS INC COM
$31.0M
LNGCHENIERE ENERGY INC COM NEW
$31.0M
IVVISHARES S&P 500 INDEX
$29.0M
VVISA INC
$29.0M
ALSNALLISON TRANSMISSION HLDGS INC COM
$28.0M
PWRQUANTA SVCS INC COM
$28.0M
ECLECOLAB INC COM
$26.0M
ADBEADOBE SYS INC
$26.0M
BALLBALL CORP COM
$24.0M
COHRCOHERENT CORP
$22.0M
SOSOUTHERN CO COM
$22.0M
AMZNAMAZON.COM INC
$22.0M
CRLCHARLES RIVER LABS HLDG
$21.0M
ATVIEURACTIVISION INC
$19.0M
MRKMERCK & CO INC
$19.0M
AAPLAPPLE INC
$19.0M
MCOMOODYS CORP
$18.0M
UNPUNION PAC CORP COM
$18.0M
VRSKVERISK ANALYTICS INCCL A
$18.0M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$18.0M
QLYSQUALYS INC COM
$18.0M
DHRDANAHER CORP
$17.0M
FUODOLBY LABORATORIES INC
$17.0M
FASTFASTENAL CO
$17.0M
HDHOME DEPOT
$16.0M
JNJJOHNSON & JOHNSON COM
$16.0M
ITWILLINOIS TOOL WKS INC COM
$15.0M
MSIMOTOROLA SOLUTIONS INC COM NEW
$15.0M
ABTABBOTT LABS COM
$15.0M
QCOMQUALCOMM INC COM
$14.0M
NDSNNORDSON CORP COM
$14.0M
TXNTEXAS INSTRS INC COM
$14.0M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$13.0M
CTLTEURCATALENT INC COM
$13.0M
DLTRDOLLAR TREE STORES INC
$13.0M
IJHISHARES CORE S&P MID CAP ETF
$12.0M
KVUEKENVUE INC COM
$12.0M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$12.0M
TRMBTRIMBLE INC COM
$12.0M
LHXL3HARRIS TECHNOLOGIES INC COM
$12.0M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$11.0M
KLACKLA CORPORATION
$11.0M
NKENIKE INC CLASS B
$11.0M
IJRISHARES S&P SMALLCAP 600 ETF
$10.0M
TJXTJX COS INC NEW COM
$10.0M
CDWCDW CORP COM
$9.0M
AVTRAVANTOR INC COM
$9.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$5.0M
IWVISHARES RUSSELL 3000 ETF
$5.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$4.0M
VUGVANGUARD GROWTH ETF
$3.0M
GOOGALPHABET INC CAP STK CL C
$3.0M
FLTBFIDELITY LIMITED TERM BOND ETF
$3.0M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$3.0M
CPRTCOPART INC
$1.0M
PEPPEPSICO INC COM
$1.0M
IWFISHARES RUSSELL 1000 GROWTH ETF
$1.0M
JPMJPMORGAN CHASE & CO COM
$1.0M
VEUVANGUARD FTSE ALL-WORLD EX-US
$983K
FFORD MOTOR COMPANY
$944K
IAU*ISHARES GOLD TRUST ETF
$894K
WMWASTE MANAGEMENT INC
$780K
CHDCHURCH & DWIGHT INC
$717K
GNTXGENTEX CORP
$645K
KOCOCA COLA CO COM
$618K
PAYXPAYCHEX INC
$610K
SYKSTRYKER CORP
$610K
ORCLORACLE CORPORATION
$599K
NSCNORFOLK SOUTHERN CRP
$573K
SPYSPDR S&P 500 ETF TRUST
$559K
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD L IG
$531K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$518K
LECOLINCOLN ELEC HLDGS INC COM
$512K
LKQ1LKQ CORP COM
$489K
WMTWALMART INC COM
$475K
IBMINTL BUSINESS MACHINES
$453K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$444K
COPCONOCOPHILLIPS COM
$444K
XOMEXXON MOBIL CORP COM
$438K
FBNDFIDELITY TOTAL BOND ETF
$437K
NFLXNETFLIX COM INC
$429K
ITOTISHARES TR S&P 1500 INDEX FD
$425K
NVDANVIDIA CORP
$422K
CSCOCISCO SYS INC
$410K
LMTLOCKHEED MARTIN CORP
$405K
DUKDUKE ENERGY CORP NEW COM NEW
$403K
BACVERIZON COMMUNICATIONS
$400K
SBUXSTARBUCKS CORP
$396K
VBVANGUARD SMALL CAP ETF
$396K
VNQVANGUARD REIT INDEX ETF
$393K
NVSNNOVARTIS AG ADR
$391K
ISRGINTUITIVE SURGICAL, INC.
$385K
PGPROCTER AND GAMBLE CO COM
$379K
AONAON CORP
$369K
RTXRAYTHEON TECHNOLOGIES CORP COM
$364K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$337K
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