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
FITBFIFTH THIRD BANCORP
$566K
PHPARKER-HANNIFIN CORP COM
$566K
NSCNORFOLK SOUTHERN CRP
$547K
QCOMQUALCOMM INC COM
$545K
ITOTISHARES TR S&P 1500 INDEX FD
$487K
VOVANGUARD MID CAP
$473K
LRCXLAM RESEARCH CORP
$462K
COPCONOCOPHILLIPS COM
$445K
CDWCDW CORP COM
$429K
SPYSPDR S&P 500 ETF TRUST
$418K
GQ9SPDR GOLD SHARES ETF
$414K
AQLTISHARES CORE MSCI EAFE
$400K
CEGCONSTELLATION ENERGY CORP COM
$399K
GSGOLDMAN SACHS GROUP INC
$383K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$379K
ASMLASML HOLDING NV - NY REG SHS
$375K
CMACOMERICA INC COM
$375K
DUKDUKE ENERGY CORP NEW COM NEW
$365K
LMTLOCKHEED MARTIN CORP
$348K
NVSNNOVARTIS AG ADR
$347K
CSXCSX CORP
$347K
CVXCHEVRON CORP NEW COM
$345K
SBUXSTARBUCKS CORP
$329K
VVVANGUARD LARGE-CAP ETF
$329K
DOVDOVER CORP COM
$327K
MRSHMARSH COM
$325K
VTVANGUARD TOTAL WORLD STOCK ETF
$309K
BACBANK AMERICA CORP COM
$303K
HUBBHUBBELL INC COM
$294K
WECWEC ENERGY GROUP INC COM
$292K
AVGOAVAGO TECHNOLOGIES LTD
$288K
SPHQINVESCO S&P 500 QUALITY ETF
$285K
AXONAXON ENTERPRISE INC COM
$283K
NDQPOWERSHARES QQQ TR
$281K
SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
$275K
BRBROADRIDGE FIN SOL
$267K
AMDADVANCED MICRO DEVICES INC COM
$260K
TAT&T INC COM
$258K
CCCCCC INTELLIGENT SOLUTIONS HLD COM
$258K
ISBAISABELLA BK CORP COM
$257K
FRMEFIRST MERCHANTS CORP
$256K
ESGVVANGUARD ESG U.S. STOCK ETF
$254K
LKQ1LKQ CORP COM
$253K
AONAON CORP
$252K
CRCLCIRCLE INTERNET GROUP INC COM CL A
$248K
JCIJOHNSON CTLS INC
$246K
MCDMCDONALDS CORP COM
$245K
BACVERIZON COMMUNICATIONS
$237K
TXNTEXAS INSTRS INC COM
$236K
VTVVANGUARD VALUE ETF
$233K
EDCONSOLIDATED EDISON INC COM
$231K
USMVISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD
$231K
IVWISHARES S&P 500 GROWTH ETF
$230K
CATCATERPILLAR INC COM
$229K
OGEOGE ENERGY CORP COM
$225K
EMREMERSON ELEC CO COM
$225K
ACNACCENTURE LTD BERMUDA CL A
$222K
ACWXISHARES MSCI ACWI EX US
$222K
IWRISHARES TR RUSSELL MIDCAP INDEX FD
$219K
SHYISHARES 1-3 YR TREASURY BOND ETF
$216K
VXFVANGUARD EXTENDED MARKET ETF
$209K
AFLAFLAC INC COM
$204K
MARMARRIOTT INTL INC
$203K
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