NORRIS PERNE & FRENCH LLP/MI Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$1.4B

Holdings

153

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (153 positions)

StockValue
MSFTMICROSOFT
$113.2M
AMZNAMAZON.COM INC
$50.1M
GOOGLALPHABET INC.
$47.7M
VVISA INC
$47.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$45.2M
LINLINDE PLC SHS
$38.5M
IVVISHARES S&P 500 INDEX
$37.3M
AMATAPPLIED MATLS INC COM
$34.5M
LNGCHENIERE ENERGY INC COM NEW
$32.9M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$31.9M
BALLBALL CORP COM
$30.4M
UNPUNION PAC CORP COM
$30.2M
ABTABBOTT LABS COM
$30.0M
SHWSHERWIN WILLIAMS CO COM
$29.7M
COHRCOHERENT CORP
$29.7M
JNJJOHNSON & JOHNSON COM
$29.3M
MCOMOODYS CORP
$28.6M
ECLECOLAB INC COM
$28.4M
ALSNALLISON TRANSMISSION HLDGS INC COM
$28.3M
PWRQUANTA SVCS INC COM
$28.3M
PCARPACCAR INC COM
$26.6M
ADBEADOBE SYS INC
$26.5M
TRMBTRIMBLE INC COM
$25.8M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$21.9M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$21.0M
EPAMEPAM SYSTEMS INC
$20.7M
MRKMERCK & CO INC
$20.6M
HDHOME DEPOT
$19.3M
VRSKVERISK ANALYTICS INCCL A
$19.2M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$18.8M
HUBSHUBSPOT INC COM
$18.7M
KLACKLA CORPORATION
$18.5M
CRLCHARLES RIVER LABS HLDG
$18.3M
FASTFASTENAL CO
$17.9M
LHXL3HARRIS TECHNOLOGIES INC COM
$17.4M
DHRDANAHER CORP
$17.2M
QLYSQUALYS INC COM
$17.0M
ITWILLINOIS TOOL WKS INC COM
$15.2M
IJHISHARES CORE S&P MID CAP ETF
$15.1M
TJXTJX COS INC NEW COM
$15.1M
KVUEKENVUE INC COM
$14.9M
AAPLAPPLE INC
$14.8M
NDSNNORDSON CORP COM
$13.3M
MSIMOTOROLA SOLUTIONS INC COM NEW
$12.5M
IJRISHARES S&P SMALLCAP 600 ETF
$12.3M
AVTRAVANTOR INC COM
$12.3M
TYLTYLER TECHNOLOGIES INC COM
$11.6M
ZTSZOETIS INC COM CL A
$11.1M
TMOTHERMO FISHER SCIENTIFIC INC COM
$10.7M
CDWCDW CORP COM
$9.5M
VERXVERTEX INC CL A
$8.9M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$8.4M
MKTXMARKETAXESS HLDGS INC COM
$8.3M
IWVISHARES RUSSELL 3000 ETF
$8.0M
SYKSTRYKER CORP
$6.9M
ANETARISTA NETWORKS INC COM SHS
$6.4M
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$6.4M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$6.4M
METAMETA PLATFORMS INC CL A
$6.3M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$5.5M
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L
$5.0M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$4.6M
COSTCOSTCO WHOLESALE CORP
$4.1M
CCCCCC INTELLIGENT SOLUTIONS HLD COM
$4.1M
GOOGALPHABET INC CAP STK CL C
$3.7M
JPMJPMORGAN CHASE & CO. COM
$3.2M
NVDANVIDIA CORP
$2.7M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$2.6M
IEMGISHARES CORE MSCI EMERGING MKTS
$2.6M
FBNDFIDELITY TOTAL BOND ETF
$2.4M
WMWASTE MANAGEMENT INC
$2.3M
IWFISHARES RUSSELL 1000 GROWTH ETF
$2.2M
VUGVANGUARD GROWTH ETF
$2.1M
NFLXNETFLIX COM INC
$1.3M
WF2WINTRUST FINL CORP COM
$1.3M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.2M
ORCLORACLE CORPORATION
$1.1M
CPRTCOPART INC
$1.1M
SOSOUTHERN CO COM
$1.0M
ISRGINTUITIVE SURGICAL, INC.
$1.0M
IWDISHARES RUSSELL 1000 VALUE ETF
$1.0M
NKENIKE INC CLASS B
$983K
WMTWALMART INC COM
$966K
PGPROCTER AND GAMBLE CO COM
$931K
PEPPEPSICO INC COM
$844K
PAYXPAYCHEX INC
$793K
FFORD MOTOR COMPANY
$767K
KOCOCA COLA CO COM
$746K
CHDCHURCH & DWIGHT INC
$730K
FLTBFIDELITY LIMITED TERM BOND ETF
$724K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$690K
RTXRTX CORPORATION COM
$639K
IBMINTL BUSINESS MACHINES
$604K
NSCNORFOLK SOUTHERN CRP
$586K
APHAMPHENOL CORP CL A
$585K
ABBVABBVIE INC COM
$559K
MAMASTERCARD INC
$554K
LECOLINCOLN ELEC HLDGS INC COM
$535K
XOMEXXON MOBIL CORP COM
$525K
VBVANGUARD SMALL CAP ETF
$488K
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