NORRIS PERNE & FRENCH LLP/MI Q4 2020 Filing

Filed January 27, 2021

Portfolio Value

$1.1T

Holdings

158

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT
260,576$58.0B5.46%
2
GOOGLALPHABET INC.
21,697$38.0B3.58%
3
AAPLAPPLE INC
255,290$33.9B3.19%
4
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
125,188$29.0B2.74%
5
CRLCHARLES RIVER LABS HLDG
107,587$26.9B2.53%
6
JNJJOHNSON & JOHNSON COM
161,748$25.5B2.40%
7
VVISA INC
115,611$25.3B2.38%
8
TXNTEXAS INSTRS INC COM
152,091$25.0B2.35%
9
SOSOUTHERN CO COM
391,831$24.1B2.27%
10
ECLECOLAB INC COM
110,114$23.8B2.25%
11
IVVISHARES S&P 500 INDEX
63,147$23.7B2.23%
12
BALLBALL CORP COM
240,717$22.4B2.11%
13
MRKMERCK & CO INC
272,787$22.3B2.10%
14
COSTCOSTCO WHOLESALE CORP
56,022$21.1B1.99%
15
UNPUNION PAC CORP COM
99,982$20.8B1.96%
16
CSCOCISCO SYS INC
439,219$19.7B1.85%
17
ATVIEURACTIVISION INC
208,070$19.3B1.82%
18
AMATAPPLIED MATLS INC COM
222,650$19.2B1.81%
19
NVSNNOVARTIS AG ADR
202,945$19.2B1.81%
20
TMOTHERMO FISHER SCIENTIFIC INC COM
39,984$18.6B1.76%
21
MIDDMIDDLEBY CORP
143,690$18.5B1.75%
22
LINLINDE PLC SHS
68,376$18.0B1.70%
23
CTLTEURCATALENT INC COM
164,331$17.1B1.61%
24
JPMJPMORGAN CHASE & CO COM
133,355$16.9B1.60%
25
ANETEURARISTA NETWORKS INC COM
57,548$16.7B1.58%
26
LHXL3HARRIS TECHNOLOGIES INC COM
87,970$16.6B1.57%
27
HDHOME DEPOT
60,313$16.0B1.51%
28
ITWILLINOIS TOOL WKS INC COM
77,881$15.9B1.50%
29
DLTRDOLLAR TREE STORES INC
140,252$15.2B1.43%
30
BMYBRISTOL-MYERS SQUIBB CO COM
236,592$14.7B1.38%
31
DHRDANAHER CORP
64,105$14.2B1.34%
32
NEONEOGENOMICS INC COM NEW
261,681$14.1B1.33%
33
MCOMOODYS CORP
48,014$13.9B1.31%
34
TYLTYLER TECHNOLOGIES INC COM
31,858$13.9B1.31%
35
NKENIKE INC CLASS B
98,278$13.9B1.31%
36
ADBEADOBE SYS INC
26,922$13.5B1.27%
37
KNXKNIGHT TRANSPORTATION INC
312,951$13.1B1.23%
38
FLIRFLIR SYSTEMS INC
286,362$12.6B1.18%
39
QLYSQUALYS INC COM
99,993$12.2B1.15%
40
MCDMCDONALDS CORP COM
56,009$12.0B1.13%
41
ABTABBOTT LABS COM
108,700$11.9B1.12%
42
MARMARRIOTT INTL INC
89,498$11.8B1.11%
43
AVTRAVANTOR INC COM
412,795$11.6B1.10%
44
AKAMAKAMAI TECH
108,292$11.4B1.07%
45
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
29,397$11.3B1.06%
46
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
233,732$11.0B1.04%
47
IJHISHARES CORE S&P MID CAP ETF
47,284$10.9B1.02%
48
IJRISHARES S&P SMALLCAP 600 ETF
116,225$10.7B1.01%
49
TRMBTRIMBLE INC COM
154,047$10.3B0.97%
50
CGNXCOGNEX CORP
117,258$9.4B0.89%
51
FASTFASTENAL CO
184,652$9.0B0.85%
52
VWOVANGUARD FTSE EMERGING MARKETS ETF
172,273$8.6B0.81%
53
DISDISNEY WALT CO COM
45,230$8.2B0.77%
54
SSNCSS&C TECHNOLOGIES HLDGS INC COM
111,375$8.1B0.76%
55
MSAMSA SAFETY INC COM
47,764$7.1B0.67%
56
TJXTJX COS INC NEW COM
97,673$6.7B0.63%
57
CDWCDW CORP COM
50,489$6.7B0.63%
58
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
22,488$6.5B0.61%
59
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
18$6.3B0.59%
60
GOOGALPHABET INC CAP STK CL C
1,979$3.5B0.33%
61
IWFISHARES RUSSELL 1000 GROWTH ETF
13,825$3.3B0.31%
62
ABBVABBVIE INC COM
28,594$3.1B0.29%
63
AMZNAMAZON.COM INC
764$2.5B0.23%
64
SYKSTRYKER CORP
9,340$2.3B0.22%
65
MAMASTERCARD INC
5,308$1.9B0.18%
66
PEPPEPSICO INC COM
12,323$1.8B0.17%
67
CPRTCOPART INC
13,800$1.8B0.17%
68
SBUXSTARBUCKS CORP
14,913$1.6B0.15%
69
NFLXNETFLIX COM INC
2,673$1.4B0.14%
70
XOMEXXON MOBIL CORP COM
34,779$1.4B0.14%
71
IWVISHARES RUSSELL 3000 ETF
6,150$1.4B0.13%
72
WFCWELLS FARGO CO NEW COM
43,234$1.3B0.12%
73
PGPROCTER AND GAMBLE CO COM
8,976$1.2B0.12%
74
NVONOVO-NORDISK A/S ADR ADR CMN
17,379$1.2B0.11%
75
CMCSACOMCAST CORP NEW CL A
22,720$1.2B0.11%
76
CHDCHURCH & DWIGHT INC
12,600$1.1B0.10%
77
NTESNETEASE INC SPONSORED ADS
10,885$1.0B0.10%
78
BLKCHFBLACKROCK INC
1,420$1.0B0.10%
79
VEUVANGUARD FTSE ALL-WORLD EX-US
17,076$997.0M0.09%
80
NOCNORTHROP GRUMMAN CORP COM
3,099$944.0M0.09%
81
TAT&T INC COM
32,410$932.0M0.09%
82
WMWASTE MANAGEMENT INC
7,010$827.0M0.08%
83
SPYSPDR S&P 500 ETF
2,170$811.0M0.08%
84
ISRGINTUITIVE SURGICAL, INC.
931$762.0M0.07%
85
HBANHUNTINGTON BANCSHARES INC COM
60,332$762.0M0.07%
86
PFEPFIZER INC COM
20,662$761.0M0.07%
87
ZZILLOW GROUP INC CL C CAP STK
5,600$727.0M0.07%
88
AMGNAMGEN INC
3,154$725.0M0.07%
89
BACVERIZON COMMUNICATIONS
12,156$714.0M0.07%
90
NSCNORFOLK SOUTHERN CRP
2,872$682.0M0.06%
91
MOALTRIA GROUP INC COM
16,511$677.0M0.06%
92
IAUUSDISHARES GOLD TRUST ETF
37,057$672.0M0.06%
93
GNTXGENTEX CORP
19,362$657.0M0.06%
94
ITOTISHARES TR S&P 1500 INDEX FD
7,569$653.0M0.06%
95
IWBISHARES TR RUSSELL 1000 INDEX ETF
3,059$648.0M0.06%
96
ZGZILLOW INC
4,740$644.0M0.06%
97
MMM3M CO COM
3,564$623.0M0.06%
98
RTXRAYTHEON TECHNOLOGIES CORP COM
8,369$598.0M0.06%
99
FITBFIFTH THIRD BANCORP
21,292$587.0M0.06%
100
FRMEFIRST MERCHANTS CORP
14,732$551.0M0.05%
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