NORRIS PERNE & FRENCH LLP/MI Q3 2023 Filing

Filed October 18, 2023

Portfolio Value

$1.1B

Holdings

128

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (128 positions)

StockValue
MSFTMICROSOFT
$75.0M
GOOGLALPHABET INC.
$56.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$48.0M
LNGCHENIERE ENERGY INC COM NEW
$33.0M
LINLINDE PLC SHS
$31.0M
ALSNALLISON TRANSMISSION HLDGS INC COM
$29.0M
AMATAPPLIED MATLS INC COM
$29.0M
IVVISHARES S&P 500 INDEX
$28.0M
VVISA INC
$28.0M
PWRQUANTA SVCS INC COM
$26.0M
ECLECOLAB INC COM
$23.0M
AMZNAMAZON.COM INC
$22.0M
BALLBALL CORP COM
$21.0M
QLYSQUALYS INC COM
$21.0M
SOSOUTHERN CO COM
$20.0M
CRLCHARLES RIVER LABS HLDG
$20.0M
VRSKVERISK ANALYTICS INCCL A
$19.0M
DHRDANAHER CORP
$18.0M
UNPUNION PAC CORP COM
$18.0M
HUBSHUBSPOT INC COM
$17.0M
MRKMERCK & CO INC
$17.0M
FUODOLBY LABORATORIES INC
$16.0M
AAPLAPPLE INC
$16.0M
MCOMOODYS CORP
$16.0M
LHXL3HARRIS TECHNOLOGIES INC COM
$16.0M
ATVIEURACTIVISION INC
$16.0M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$16.0M
TXNTEXAS INSTRS INC COM
$16.0M
FASTFASTENAL CO
$16.0M
KVUEKENVUE INC COM
$15.0M
JNJJOHNSON & JOHNSON COM
$15.0M
HDHOME DEPOT
$15.0M
MSIMOTOROLA SOLUTIONS INC COM NEW
$14.0M
COHRCOHERENT CORP
$14.0M
ABTABBOTT LABS COM
$13.0M
ITWILLINOIS TOOL WKS INC COM
$13.0M
TRMBTRIMBLE INC COM
$13.0M
DLTRDOLLAR TREE STORES INC
$13.0M
CTLTEURCATALENT INC COM
$13.0M
IJHISHARES CORE S&P MID CAP ETF
$12.0M
NDSNNORDSON CORP COM
$12.0M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$11.0M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$11.0M
TJXTJX COS INC NEW COM
$11.0M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$10.0M
EPAMEPAM SYSTEMS INC
$10.0M
CDWCDW CORP COM
$10.0M
KLACKLA CORPORATION
$10.0M
IJRISHARES S&P SMALLCAP 600 ETF
$9.0M
AVTRAVANTOR INC COM
$9.0M
NKENIKE INC CLASS B
$9.0M
IWVISHARES RUSSELL 3000 ETF
$5.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$5.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$4.0M
GOOGALPHABET INC CAP STK CL C
$4.0M
FLTBFIDELITY LIMITED TERM BOND ETF
$3.0M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$3.0M
VUGVANGUARD GROWTH ETF
$3.0M
CPRTCOPART INC
$1.0M
PEPPEPSICO INC COM
$1.0M
JPMJPMORGAN CHASE & CO COM
$1.0M
IWFISHARES RUSSELL 1000 GROWTH ETF
$1.0M
VEUVANGUARD FTSE ALL-WORLD EX-US
$937K
IAU*ISHARES GOLD TRUST ETF
$871K
FFORD MOTOR COMPANY
$787K
NVDANVIDIA CORP
$761K
GNTXGENTEX CORP
$748K
CHDCHURCH & DWIGHT INC
$696K
WMWASTE MANAGEMENT INC
$685K
PAYXPAYCHEX INC
$629K
KOCOCA COLA CO COM
$605K
SYKSTRYKER CORP
$585K
NSCNORFOLK SOUTHERN CRP
$569K
FBNDFIDELITY TOTAL BOND ETF
$567K
ORCLORACLE CORPORATION
$533K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$531K
COPCONOCOPHILLIPS COM
$523K
XOMEXXON MOBIL CORP COM
$496K
WMTWALMART INC COM
$483K
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD L IG
$476K
SPYSPDR S&P 500 ETF TRUST
$475K
IBMINTL BUSINESS MACHINES
$470K
LECOLINCOLN ELEC HLDGS INC COM
$469K
SBUXSTARBUCKS CORP
$455K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$431K
LKQ1LKQ CORP COM
$416K
ABBVABBVIE INC COM
$415K
ITOTISHARES TR S&P 1500 INDEX FD
$409K
PGPROCTER AND GAMBLE CO COM
$392K
DUKDUKE ENERGY CORP NEW COM NEW
$381K
VBVANGUARD SMALL CAP ETF
$376K
CSCOCISCO SYS INC
$373K
AONAON CORP
$370K
NFLXNETFLIX COM INC
$368K
LMTLOCKHEED MARTIN CORP
$360K
VNQVANGUARD REIT INDEX ETF
$356K
CVXCHEVRON CORP NEW COM
$346K
NVSNNOVARTIS AG ADR
$344K
MAMASTERCARD INC
$340K
ISRGINTUITIVE SURGICAL, INC.
$329K
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