NORRIS PERNE & FRENCH LLP/MI Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$1.5T

Holdings

163

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
MSFTMICROSOFT
$110.0B
GOOGLALPHABET INC.
$81.4B
COHRCOHERENT CORP
$57.3B
AMZNAMAZON.COM INC
$51.1B
AMATAPPLIED MATLS INC COM
$47.0B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$46.3B
VVISA INC
$46.3B
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$45.9B
IVVISHARES S&P 500 INDEX
$41.9B
JNJJOHNSON & JOHNSON COM
$38.6B
BALLBALL CORP COM
$38.4B
UNPUNION PAC CORP COM
$35.5B
PCARPACCAR INC COM
$34.9B
LINLINDE PLC SHS
$34.6B
VRSKVERISK ANALYTICS INCCL A
$29.4B
MCOMOODYS CORP
$28.2B
ECLECOLAB INC COM
$27.2B
SHWSHERWIN WILLIAMS CO COM
$26.8B
LNGCHENIERE ENERGY INC COM NEW
$26.6B
MRKMERCK & CO INC
$26.5B
ABTABBOTT LABS COM
$26.2B
TRMBTRIMBLE INC COM
$25.3B
ALSNALLISON TRANSMISSION HLDGS INC COM
$24.6B
EPAMEPAM SYSTEMS INC
$24.6B
AAPLAPPLE INC
$23.6B
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$23.2B
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$22.1B
ADBEADOBE SYS INC
$20.4B
DHRDANAHER CORP
$19.6B
KLACKLA CORPORATION
$18.8B
TJXTJX COS INC NEW COM
$17.6B
HDHOME DEPOT
$17.4B
IJHISHARES CORE S&P MID CAP ETF
$17.1B
PWRQUANTA SVCS INC COM
$17.0B
FASTFASTENAL CO
$16.5B
SYKSTRYKER CORP
$16.1B
MSIMOTOROLA SOLUTIONS INC COM NEW
$15.0B
TMOTHERMO FISHER SCIENTIFIC INC COM
$15.0B
QLYSQUALYS INC COM
$15.0B
IJRISHARES S&P SMALLCAP 600 ETF
$14.3B
NDSNNORDSON CORP COM
$13.8B
MAMASTERCARD INC
$13.7B
HUBSHUBSPOT INC COM
$13.5B
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$13.5B
NVDANVIDIA CORP
$12.2B
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$10.8B
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$9.4B
IWVISHARES RUSSELL 3000 ETF
$8.9B
TYLTYLER TECHNOLOGIES INC COM
$8.5B
ZTSZOETIS INC COM CL A
$7.9B
ETNEATON CORP PLC SHS
$7.9B
ITWILLINOIS TOOL WKS INC COM
$7.7B
LHXL3HARRIS TECHNOLOGIES INC COM
$7.4B
GOOGALPHABET INC CAP STK CL C
$6.6B
JPMJPMORGAN CHASE & CO. COM
$6.1B
METAMETA PLATFORMS INC CL A
$6.0B
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$5.9B
ANETARISTA NETWORKS INC COM SHS
$5.6B
VERXVERTEX INC CL A
$5.2B
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$5.1B
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L
$4.6B
COSTCOSTCO WHOLESALE CORP
$3.6B
IEMGISHARES CORE MSCI EMERGING MKTS
$3.0B
VWOVANGUARD FTSE EMERGING MARKETS ETF
$2.9B
VUGVANGUARD GROWTH ETF
$2.8B
FBNDFIDELITY TOTAL BOND ETF
$2.8B
WMWASTE MANAGEMENT INC
$2.3B
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$2.3B
IWFISHARES RUSSELL 1000 GROWTH ETF
$1.9B
WF2WINTRUST FINL CORP COM
$1.5B
PGPROCTER & GAMBLE CO COM
$1.5B
ORCLORACLE CORPORATION
$1.3B
VBVANGUARD SMALL CAP ETF
$1.3B
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.3B
VOOVANGUARD S&P 500 ETF
$1.3B
ISRGINTUITIVE SURGICAL, INC.
$1.3B
GNTXGENTEX CORP
$1.2B
WMTWALMART INC COM
$1.1B
IWDISHARES RUSSELL 1000 VALUE ETF
$1.1B
CRLCHARLES RIVER LABS HLDG
$1.1B
SOSOUTHERN CO COM
$982.0M
XOMEXXON MOBIL CORP COM
$970.0M
FFORD MOTOR COMPANY
$943.0M
NFLXNETFLIX COM INC
$926.0M
RTXRTX CORPORATION COM
$892.0M
PEPPEPSICO INC COM
$892.0M
LLYELI LILLY & CO COM
$882.0M
CPRTCOPART INC
$880.0M
NKENIKE INC CLASS B
$880.0M
ABBVABBVIE INC COM
$797.0M
APHAMPHENOL CORP CL A
$793.0M
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$775.0M
FLTBFIDELITY LIMITED TERM BOND ETF
$764.0M
IBMINTL BUSINESS MACHINES
$733.0M
KOCOCA COLA CO COM
$727.0M
CSCOCISCO SYS INC
$700.0M
SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
$620.0M
LECOLINCOLN ELEC HLDGS INC COM
$618.0M
CHDCHURCH & DWIGHT INC
$609.0M
PAYXPAYCHEX INC
$602.0M
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