NORRIS PERNE & FRENCH LLP/MI Q2 2024 Filing

Filed July 24, 2024

Portfolio Value

$1.4B

Holdings

144

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT
229,846$102.7T7429936.27%
2
GOOGLALPHABET INC.
414,001$75.4T5454053.35%
3
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
134,725$54.8T3963853.25%
4
AMATAPPLIED MATLS INC COM
196,269$46.3T3349910.93%
5
AMZNAMAZON.COM INC
201,611$39.0T2817878.32%
6
LINLINDE PLC SHS
83,249$36.5T2642065.55%
7
LNGCHENIERE ENERGY INC COM NEW
204,884$35.8T2590675.35%
8
IVVISHARES S&P 500 INDEX
64,012$35.0T2533501.90%
9
VVISA INC
123,704$32.5T2348292.30%
10
ECLECOLAB INC COM
134,568$32.0T2316370.34%
11
SOSOUTHERN CO COM
392,215$30.4T2200425.42%
12
COHRCOHERENT CORP
418,891$30.4T2195270.52%
13
CRLCHARLES RIVER LABS HLDG
130,537$27.0T1950335.70%
14
MRKMERCK & CO INC
203,029$25.1T1817887.14%
15
ADBEADOBE SYS INC
45,048$25.0T1810001.76%
16
ALSNALLISON TRANSMISSION HLDGS INC COM
318,687$24.2T1749421.22%
17
ABTABBOTT LABS COM
228,760$23.8T1719199.19%
18
PWRQUANTA SVCS INC COM
92,858$23.6T1706458.05%
19
JNJJOHNSON & JOHNSON COM
154,204$22.5T1630093.44%
20
MCOMOODYS CORP
53,013$22.3T1613915.92%
21
LHXL3HARRIS TECHNOLOGIES INC COM
97,419$21.9T1582352.55%
22
MSIMOTOROLA SOLUTIONS INC COM NEW
54,743$21.1T1528480.30%
23
UNPUNION PAC CORP COM
92,264$20.9T1509838.52%
24
TXNTEXAS INSTRS INC COM
107,132$20.8T1507278.43%
25
DHRDANAHER CORP
81,086$20.3T1465259.75%
26
HUBSHUBSPOT INC COM
34,151$20.1T1456765.03%
27
TMOTHERMO FISHER SCIENTIFIC INC COM
36,055$19.9T1442047.75%
28
VRSKVERISK ANALYTICS INCCL A
70,703$19.1T1378372.57%
29
FASTFASTENAL CO
295,280$18.6T1342018.39%
30
HDHOME DEPOT
53,578$18.4T1333942.29%
31
KLACKLA CORPORATION
21,890$18.0T1305332.09%
32
AAPLAPPLE INC
85,037$17.9T1295379.51%
33
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
353,581$17.7T1276590.63%
34
SSNCSS&C TECHNOLOGIES HLDGS INC COM
281,347$17.6T1275236.77%
35
BALLBALL CORP COM
286,580$17.2T1244030.18%
36
CTLTEURCATALENT INC COM
305,154$17.2T1241012.71%
37
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
51,163$15.8T1143145.14%
38
QLYSQUALYS INC COM
109,956$15.7T1134036.81%
39
IJHISHARES CORE S&P MID CAP ETF
260,298$15.2T1101700.65%
40
ITWILLINOIS TOOL WKS INC COM
61,784$14.6T1058854.50%
41
DLTRDOLLAR TREE STORES INC
136,278$14.6T1052355.66%
42
TRMBTRIMBLE INC COM
259,488$14.5T1049479.08%
43
TJXTJX COS INC NEW COM
131,552$14.5T1047547.86%
44
NDSNNORDSON CORP COM
59,842$13.9T1003850.08%
45
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
250,564$12.4T895590.27%
46
IJRISHARES S&P SMALLCAP 600 ETF
114,476$12.2T883092.72%
47
CDWCDW CORP COM
54,280$12.1T878746.78%
48
TYLTYLER TECHNOLOGIES INC COM
21,402$10.8T778253.45%
49
AVTRAVANTOR INC COM
488,820$10.4T749502.73%
50
KVUEKENVUE INC COM
554,009$10.1T728448.98%
51
EPAMEPAM SYSTEMS INC
52,564$9.9T715136.55%
52
PCARPACCAR INC COM
94,959$9.8T706982.98%
53
SHWSHERWIN WILLIAMS CO COM
32,317$9.6T697528.87%
54
FUODOLBY LABORATORIES INC
108,638$8.6T622532.50%
55
NKENIKE INC CLASS B
107,235$8.1T584553.61%
56
MKTXMARKETAXESS HLDGS INC COM
36,266$7.3T525981.25%
57
IWVISHARES RUSSELL 3000 ETF
22,870$7.1T510562.93%
58
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L
5,355$6.4T460470.89%
59
VWOVANGUARD FTSE EMERGING MARKETS ETF
132,844$5.8T420442.89%
60
COSTCOSTCO WHOLESALE CORP
6,661$5.7T409515.44%
61
GOOGALPHABET INC CAP STK CL C
29,116$5.3T386246.53%
62
VUGVANGUARD GROWTH ETF
13,578$5.1T367301.92%
63
IWDISHARES RUSSELL 1000 VALUE ETF
26,365$4.6T332688.10%
64
EFGISHARES MSCI EAFE GROWTH INDEX ETF
40,435$4.1T299171.01%
65
CCCCCC INTELLIGENT SOLUTIONS HLD COM
309,417$3.4T248626.22%
66
WMWASTE MANAGEMENT INC
11,981$2.6T184870.98%
67
IWFISHARES RUSSELL 1000 GROWTH ETF
6,416$2.3T169146.28%
68
JPMJPMORGAN CHASE & CO. COM
11,047$2.2T161600.61%
69
ITOTISHARES TR S&P 1500 INDEX FD
17,123$2.0T147099.73%
70
NVDANVIDIA CORP
15,484$1.9T138349.34%
71
CPRTCOPART INC
31,166$1.7T122081.12%
72
VEUVANGUARD FTSE ALL-WORLD EX-US
17,582$1.0T74567.70%
73
FBNDFIDELITY TOTAL BOND ETF
22,752$1.0T73933.48%
74
PEPPEPSICO INC COM
5,555$916.2B66263.19%
75
SYKSTRYKER CORP
2,689$914.9B66172.49%
76
FFORD MOTOR COMPANY
64,540$809.3B58535.33%
77
IAU*ISHARES GOLD TRUST ETF
18,302$804.0B58149.84%
78
ORCLORACLE CORPORATION
5,665$799.9B57852.66%
79
CHDCHURCH & DWIGHT INC
7,600$788.0B56989.82%
80
KOCOCA COLA CO COM
11,334$721.4B52177.53%
81
XOMEXXON MOBIL CORP COM
6,220$716.1B51790.66%
82
GNTXGENTEX CORP
21,034$709.1B51282.50%
83
WMTWALMART INC COM
10,167$688.4B49789.14%
84
ISRGINTUITIVE SURGICAL, INC.
1,492$663.7B48003.29%
85
NFLXNETFLIX COM INC
975$658.0B47590.46%
86
PAYXPAYCHEX INC
5,455$646.7B46775.86%
87
SPYSPDR S&P 500 ETF TRUST
1,188$646.5B46760.53%
88
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$612.2B44280.36%
89
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
2,800$600.7B43442.47%
90
NSCNORFOLK SOUTHERN CRP
2,590$556.0B40216.12%
91
IBMINTL BUSINESS MACHINES
3,186$551.0B39852.47%
92
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD L IG
428$512.0B37027.24%
93
FLTBFIDELITY LIMITED TERM BOND ETF
10,249$502.9B36374.29%
94
COPCONOCOPHILLIPS COM
4,364$499.2B36101.33%
95
PGPROCTER AND GAMBLE CO COM
2,985$492.3B35604.60%
96
LECOLINCOLN ELEC HLDGS INC COM
2,580$486.7B35199.95%
97
APHAMPHENOL CORP CL A
6,924$466.5B33737.46%
98
ABBVABBVIE INC COM
2,687$460.9B33332.73%
99
RTXRTX CORPORATION COM
4,533$455.1B32912.81%
100
MAMASTERCARD INC
1,025$452.2B32704.59%
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