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)

StockValue
MSFTMICROSOFT
$102.0M
GOOGLALPHABET INC.
$75.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$54.0M
AMATAPPLIED MATLS INC COM
$46.0M
AMZNAMAZON.COM INC
$38.0M
LINLINDE PLC SHS
$36.0M
LNGCHENIERE ENERGY INC COM NEW
$35.0M
VVISA INC
$32.0M
ECLECOLAB INC COM
$32.0M
COHRCOHERENT CORP
$30.0M
SOSOUTHERN CO COM
$30.0M
CRLCHARLES RIVER LABS HLDG
$26.0M
MRKMERCK & CO INC
$25.0M
ALSNALLISON TRANSMISSION HLDGS INC COM
$24.0M
ABTABBOTT LABS COM
$23.0M
PWRQUANTA SVCS INC COM
$23.0M
JNJJOHNSON & JOHNSON COM
$22.0M
MCOMOODYS CORP
$22.0M
MSIMOTOROLA SOLUTIONS INC COM NEW
$21.0M
LHXL3HARRIS TECHNOLOGIES INC COM
$21.0M
UNPUNION PAC CORP COM
$20.0M
DHRDANAHER CORP
$20.0M
TXNTEXAS INSTRS INC COM
$20.0M
VRSKVERISK ANALYTICS INCCL A
$19.0M
FASTFASTENAL CO
$18.0M
HDHOME DEPOT
$18.0M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$17.0M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$17.0M
CTLTEURCATALENT INC COM
$17.0M
BALLBALL CORP COM
$17.0M
AAPLAPPLE INC
$17.0M
IJHISHARES CORE S&P MID CAP ETF
$15.0M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$15.0M
QLYSQUALYS INC COM
$15.0M
DLTRDOLLAR TREE STORES INC
$14.0M
TJXTJX COS INC NEW COM
$14.0M
TRMBTRIMBLE INC COM
$14.0M
ITWILLINOIS TOOL WKS INC COM
$14.0M
NDSNNORDSON CORP COM
$13.0M
CDWCDW CORP COM
$12.0M
IJRISHARES S&P SMALLCAP 600 ETF
$12.0M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$12.0M
AVTRAVANTOR INC COM
$10.0M
KVUEKENVUE INC COM
$10.0M
TYLTYLER TECHNOLOGIES INC COM
$10.0M
EPAMEPAM SYSTEMS INC
$9.0M
SHWSHERWIN WILLIAMS CO COM
$9.0M
PCARPACCAR INC COM
$9.0M
FUODOLBY LABORATORIES INC
$8.0M
NKENIKE INC CLASS B
$8.0M
MKTXMARKETAXESS HLDGS INC COM
$7.0M
IWVISHARES RUSSELL 3000 ETF
$7.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$5.0M
GOOGALPHABET INC CAP STK CL C
$5.0M
VUGVANGUARD GROWTH ETF
$5.0M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$4.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$4.0M
CCCCCC INTELLIGENT SOLUTIONS HLD COM
$3.0M
WMWASTE MANAGEMENT INC
$2.0M
IWFISHARES RUSSELL 1000 GROWTH ETF
$2.0M
ITOTISHARES TR S&P 1500 INDEX FD
$2.0M
JPMJPMORGAN CHASE & CO. COM
$2.0M
CPRTCOPART INC
$1.0M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.0M
NVDANVIDIA CORP
$1.0M
FBNDFIDELITY TOTAL BOND ETF
$1.0M
PEPPEPSICO INC COM
$916K
SYKSTRYKER CORP
$915K
FFORD MOTOR COMPANY
$809K
IAU*ISHARES GOLD TRUST ETF
$804K
ORCLORACLE CORPORATION
$800K
CHDCHURCH & DWIGHT INC
$788K
KOCOCA COLA CO COM
$721K
XOMEXXON MOBIL CORP COM
$716K
GNTXGENTEX CORP
$709K
WMTWALMART INC COM
$688K
ISRGINTUITIVE SURGICAL, INC.
$664K
NFLXNETFLIX COM INC
$658K
PAYXPAYCHEX INC
$647K
SPYSPDR S&P 500 ETF TRUST
$647K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$612K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$601K
NSCNORFOLK SOUTHERN CRP
$556K
IBMINTL BUSINESS MACHINES
$551K
BAC 7.25 PERP LBK OF AMERICA CORP 7.25 CNV PFD L IG
$512K
FLTBFIDELITY LIMITED TERM BOND ETF
$503K
COPCONOCOPHILLIPS COM
$499K
PGPROCTER AND GAMBLE CO COM
$492K
LECOLINCOLN ELEC HLDGS INC COM
$487K
APHAMPHENOL CORP CL A
$466K
ABBVABBVIE INC COM
$461K
RTXRTX CORPORATION COM
$455K
MAMASTERCARD INC
$452K
VBVANGUARD SMALL CAP ETF
$434K
LMTLOCKHEED MARTIN CORP
$423K
FCORFIDELITY CORPORATE BOND ETF
$415K
LLYELI LILLY & CO COM
$404K
VNQVANGUARD REIT INDEX ETF
$394K
MRSHMARSH & MCLENNAN COS INC COM
$380K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$376K
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