NORRIS PERNE & FRENCH LLP/MI Q4 2024 Filing

Filed January 23, 2025

Portfolio Value

$1.4B

Holdings

142

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (142 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT
225,801$95.2T6862971.59%
2
GOOGLALPHABET INC.
414,506$78.5T5658092.78%
3
AMZNAMAZON.COM INC
230,748$50.6T3650423.86%
4
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
95,985$43.5T3137315.83%
5
LNGCHENIERE ENERGY INC COM NEW
199,874$42.9T3096857.78%
6
VVISA INC
134,807$42.6T3072148.74%
7
IVVISHARES S&P 500 INDEX
59,714$35.2T2534782.87%
8
LINLINDE PLC SHS
82,344$34.5T2485957.38%
9
ALSNALLISON TRANSMISSION HLDGS INC COM
308,134$33.3T2401004.98%
10
AMATAPPLIED MATLS INC COM
189,283$30.8T2219732.59%
11
TRMBTRIMBLE INC COM
424,730$30.0T2164091.66%
12
ECLECOLAB INC COM
127,978$30.0T2162379.07%
13
DHRDANAHER CORP
130,356$29.9T2157728.05%
14
UNPUNION PAC CORP COM
130,292$29.7T2142478.11%
15
JNJJOHNSON & JOHNSON COM
187,343$27.1T1953683.32%
16
EPAMEPAM SYSTEMS INC
113,735$26.6T1917628.45%
17
COHRCOHERENT CORP
273,434$25.9T1867793.01%
18
ABTABBOTT LABS COM
226,308$25.6T1845823.45%
19
MRKMERCK & CO INC
255,796$25.4T1834927.23%
20
MCOMOODYS CORP
51,844$24.5T1769647.00%
21
PWRQUANTA SVCS INC COM
76,472$24.2T1742798.42%
22
HUBSHUBSPOT INC COM
34,385$24.0T1727615.68%
23
CRLCHARLES RIVER LABS HLDG
126,054$23.3T1677937.35%
24
SHWSHERWIN WILLIAMS CO COM
68,105$23.2T1669393.18%
25
PCARPACCAR INC COM
219,302$22.8T1644933.27%
26
MSIMOTOROLA SOLUTIONS INC COM NEW
46,082$21.3T1535942.02%
27
SSNCSS&C TECHNOLOGIES HLDGS INC COM
271,744$20.6T1484919.44%
28
LHXL3HARRIS TECHNOLOGIES INC COM
96,722$20.3T1466607.03%
29
HDHOME DEPOT
52,171$20.3T1463379.58%
30
ADBEADOBE SYS INC
45,514$20.2T1459421.53%
31
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
49,682$19.2T1383626.96%
32
AAPLAPPLE INC
76,253$19.1T1376942.04%
33
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
358,428$19.0T1370862.18%
34
SOSOUTHERN CO COM
228,378$18.8T1355650.23%
35
TMOTHERMO FISHER SCIENTIFIC INC COM
35,815$18.6T1343543.88%
36
VRSKVERISK ANALYTICS INCCL A
61,889$17.0T1229183.25%
37
QLYSQUALYS INC COM
114,700$16.1T1159743.78%
38
TJXTJX COS INC NEW COM
128,744$15.6T1121551.54%
39
KVUEKENVUE INC COM
727,432$15.5T1119899.16%
40
BALLBALL CORP COM
279,134$15.4T1109659.85%
41
ITWILLINOIS TOOL WKS INC COM
60,501$15.3T1106194.58%
42
FASTFASTENAL CO
212,031$15.2T1099453.70%
43
IJHISHARES CORE S&P MID CAP ETF
243,710$15.2T1095012.16%
44
KLACKLA CORPORATION
20,926$13.2T950830.48%
45
IJRISHARES S&P SMALLCAP 600 ETF
109,471$12.6T909523.13%
46
NDSNNORDSON CORP COM
59,004$12.3T890252.97%
47
TYLTYLER TECHNOLOGIES INC COM
20,270$11.7T842843.99%
48
AVTRAVANTOR INC COM
500,662$10.5T760672.26%
49
CDWCDW CORP COM
54,748$9.5T687072.39%
50
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
192,653$9.2T664313.90%
51
MKTXMARKETAXESS HLDGS INC COM
35,930$8.1T585641.11%
52
NKENIKE INC CLASS B
102,296$7.7T558175.20%
53
IWVISHARES RUSSELL 3000 ETF
22,870$7.6T551221.67%
54
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L
4,776$5.7T411208.96%
55
VUGVANGUARD GROWTH ETF
13,324$5.5T394339.81%
56
VWOVANGUARD FTSE EMERGING MARKETS ETF
117,709$5.2T373804.36%
57
COSTCOSTCO WHOLESALE CORP
4,910$4.5T324438.27%
58
GOOGALPHABET INC CAP STK CL C
23,425$4.5T321679.46%
59
CCCCCC INTELLIGENT SOLUTIONS HLD COM
378,769$4.4T320376.81%
60
EFGISHARES MSCI EAFE GROWTH INDEX ETF
41,388$4.0T288981.04%
61
JPMJPMORGAN CHASE & CO. COM
12,946$3.1T223774.44%
62
IWFISHARES RUSSELL 1000 GROWTH ETF
6,416$2.6T185791.16%
63
WMWASTE MANAGEMENT INC
11,631$2.3T169246.79%
64
NVDANVIDIA CORP
14,915$2.0T144428.65%
65
CPRTCOPART INC
26,366$1.5T109111.17%
66
FBNDFIDELITY TOTAL BOND ETF
33,564$1.5T108597.25%
67
WF2WINTRUST FINL CORP COM
10,405$1.3T93569.04%
68
VEUVANGUARD FTSE ALL-WORLD EX-US
17,582$1.0T72785.46%
69
SYKSTRYKER CORP
2,789$1.0T72410.21%
70
IWDISHARES RUSSELL 1000 VALUE ETF
5,244$970.8B70004.87%
71
PEPPEPSICO INC COM
6,360$967.1B69736.63%
72
WMTWALMART INC COM
10,167$918.6B66238.34%
73
ORCLORACLE CORPORATION
5,391$898.4B64779.43%
74
NFLXNETFLIX COM INC
975$869.0B62665.27%
75
CHDCHURCH & DWIGHT INC
7,600$795.8B57383.95%
76
ISRGINTUITIVE SURGICAL, INC.
1,492$778.8B56155.79%
77
PAYXPAYCHEX INC
5,455$764.9B55156.07%
78
TXNTEXAS INSTRS INC COM
3,948$740.4B53386.09%
79
SPYSPDR S&P 500 ETF TRUST
1,212$710.6B51238.25%
80
KOCOCA COLA CO COM
11,182$696.2B50199.53%
81
IBMINTL BUSINESS MACHINES
3,136$689.4B49710.92%
82
PGPROCTER AND GAMBLE CO COM
4,069$682.2B49190.36%
83
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$680.9B49100.37%
84
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
2,800$658.8B47502.15%
85
FFORD MOTOR COMPANY
65,827$651.7B46992.41%
86
NSCNORFOLK SOUTHERN CRP
2,590$607.9B43833.03%
87
FLTBFIDELITY LIMITED TERM BOND ETF
11,692$580.3B41843.84%
88
GNTXGENTEX CORP
19,710$566.3B40832.94%
89
XOMEXXON MOBIL CORP COM
5,241$563.8B40655.56%
90
ITOTISHARES TR S&P 1500 INDEX FD
4,170$536.3B38675.23%
91
MAMASTERCARD INC
1,014$533.9B38501.95%
92
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD L IG
428$521.8B37629.22%
93
RTXRTX CORPORATION COM
4,456$515.6B37182.79%
94
ABBVABBVIE INC COM
2,747$488.1B35199.37%
95
LECOLINCOLN ELEC HLDGS INC COM
2,580$483.7B34877.11%
96
VBVANGUARD SMALL CAP ETF
1,990$478.2B34479.36%
97
PHPARKER-HANNIFIN CORP COM
685$435.7B31416.46%
98
LMTLOCKHEED MARTIN CORP
893$433.9B31291.21%
99
COPCONOCOPHILLIPS COM
4,364$432.8B31207.13%
100
FCORFIDELITY CORPORATE BOND ETF
9,056$420.0B30286.95%
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