NORRIS PERNE & FRENCH LLP/MI Q4 2023 Filing

Filed January 22, 2024

Portfolio Value

$1.3B

Holdings

136

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (136 positions)

StockValue
MSFTMICROSOFT
$89.0M
GOOGLALPHABET INC.
$60.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$49.5M
LINLINDE PLC SHS
$34.9M
LNGCHENIERE ENERGY INC COM NEW
$34.5M
AMATAPPLIED MATLS INC COM
$34.5M
PWRQUANTA SVCS INC COM
$33.7M
VVISA INC
$32.0M
IVVISHARES S&P 500 INDEX
$31.3M
CRLCHARLES RIVER LABS HLDG
$31.2M
ALSNALLISON TRANSMISSION HLDGS INC COM
$29.4M
QLYSQUALYS INC COM
$27.7M
ECLECOLAB INC COM
$27.7M
AMZNAMAZON.COM INC
$27.2M
SOSOUTHERN CO COM
$26.9M
ADBEADOBE SYS INC
$26.8M
COSTCOSTCO WHOLESALE CORP
$24.3M
UNPUNION PAC CORP COM
$22.2M
MRKMERCK & CO INC
$22.1M
MCOMOODYS CORP
$20.6M
HUBSHUBSPOT INC COM
$20.4M
LHXL3HARRIS TECHNOLOGIES INC COM
$20.2M
VRSKVERISK ANALYTICS INCCL A
$19.7M
TMOTHERMO FISHER SCIENTIFIC INC COM
$19.5M
COHRCOHERENT CORP
$19.4M
FASTFASTENAL CO
$19.3M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$19.2M
DLTRDOLLAR TREE STORES INC
$18.9M
HDHOME DEPOT
$18.2M
TXNTEXAS INSTRS INC COM
$18.2M
AAPLAPPLE INC
$17.9M
DHRDANAHER CORP
$17.8M
FUODOLBY LABORATORIES INC
$17.5M
MSIMOTOROLA SOLUTIONS INC COM NEW
$17.1M
BALLBALL CORP COM
$16.6M
JNJJOHNSON & JOHNSON COM
$16.2M
KVUEKENVUE INC COM
$15.9M
ITWILLINOIS TOOL WKS INC COM
$15.9M
ABTABBOTT LABS COM
$15.7M
NDSNNORDSON CORP COM
$15.4M
IJHISHARES CORE S&P MID CAP ETF
$13.9M
KLACKLA CORPORATION
$13.8M
CTLTEURCATALENT INC COM
$13.7M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$13.7M
TRMBTRIMBLE INC COM
$13.1M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$12.9M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$12.5M
CDWCDW CORP COM
$12.3M
TJXTJX COS INC NEW COM
$12.1M
EPAMEPAM SYSTEMS INC
$12.0M
IJRISHARES S&P SMALLCAP 600 ETF
$11.6M
NKENIKE INC CLASS B
$11.1M
AVTRAVANTOR INC COM
$10.7M
MKTXMARKETAXESS HLDGS INC COM
$9.7M
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L
$6.7M
IWVISHARES RUSSELL 3000 ETF
$6.3M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$5.5M
IWDISHARES RUSSELL 1000 VALUE ETF
$4.9M
GOOGALPHABET INC CAP STK CL C
$4.5M
VUGVANGUARD GROWTH ETF
$4.3M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$3.9M
FLTBFIDELITY LIMITED TERM BOND ETF
$3.8M
IWFISHARES RUSSELL 1000 GROWTH ETF
$1.9M
JPMJPMORGAN CHASE & CO COM
$1.9M
CPRTCOPART INC
$1.5M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.0M
IAU*ISHARES GOLD TRUST ETF
$970K
PEPPEPSICO INC COM
$969K
NVDANVIDIA CORP
$852K
FFORD MOTOR COMPANY
$823K
FBNDFIDELITY TOTAL BOND ETF
$783K
SYKSTRYKER CORP
$777K
WMWASTE MANAGEMENT INC
$754K
CHDCHURCH & DWIGHT INC
$719K
GNTXGENTEX CORP
$718K
PAYXPAYCHEX INC
$650K
KOCOCA COLA CO COM
$639K
NSCNORFOLK SOUTHERN CRP
$636K
SPYSPDR S&P 500 ETF TRUST
$580K
IBMINTL BUSINESS MACHINES
$562K
LECOLINCOLN ELEC HLDGS INC COM
$561K
ORCLORACLE CORPORATION
$553K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$543K
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD L IG
$516K
COPCONOCOPHILLIPS COM
$507K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$491K
WMTWALMART INC COM
$476K
NFLXNETFLIX COM INC
$475K
ISRGINTUITIVE SURGICAL, INC.
$467K
ABBVABBVIE INC COM
$449K
ITOTISHARES TR S&P 1500 INDEX FD
$449K
VBVANGUARD SMALL CAP ETF
$425K
VNQVANGUARD REIT INDEX ETF
$415K
XOMEXXON MOBIL CORP COM
$411K
LMTLOCKHEED MARTIN CORP
$410K
LKQ1LKQ CORP COM
$401K
DUKDUKE ENERGY CORP NEW COM NEW
$397K
MAMASTERCARD INC
$395K
SBUXSTARBUCKS CORP
$395K
BACVERIZON COMMUNICATIONS
$381K
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