NORRIS PERNE & FRENCH LLP/MI Q4 2021 Filing

Filed January 26, 2022

Portfolio Value

$1.3T

Holdings

138

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (138 positions)

StockValue
MSFTMICROSOFT
$72.5M
GOOGLALPHABET INC.
$42.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$39.1M
AMATAPPLIED MATLS INC COM
$31.0M
AAPLAPPLE INC
$30.5M
COSTCOSTCO WHOLESALE CORP
$30.1M
IVVISHARES S&P 500 INDEX
$28.3M
CRLCHARLES RIVER LABS HLDG
$27.7M
ECLECOLAB INC COM
$26.8M
BALLBALL CORP COM
$25.4M
LINLINDE PLC SHS
$25.0M
HDHOME DEPOT
$24.8M
ANETEURARISTA NETWORKS INC COM
$24.0M
JNJJOHNSON & JOHNSON COM
$23.5M
SOSOUTHERN CO COM
$23.0M
DHRDANAHER CORP
$21.9M
VVISA INC
$21.5M
LNGCHENIERE ENERGY INC COM NEW
$21.0M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$20.8M
UNPUNION PAC CORP COM
$20.6M
FUODOLBY LABORATORIES INC
$20.5M
VRSKVERISK ANALYTICS INCCL A
$20.5M
LHXL3HARRIS TECHNOLOGIES INC COM
$20.4M
MIDDMIDDLEBY CORP
$20.0M
QCOMQUALCOMM INC COM
$19.5M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$18.9M
ABTABBOTT LABS COM
$18.7M
MRKMERCK & CO INC
$18.7M
MSIMOTOROLA SOLUTIONS INC COM NEW
$18.5M
FLTBFIDELITY LIMITED TERM BOND ETF
$18.3M
JPMJPMORGAN CHASE & CO COM
$18.1M
BMYBRISTOL-MYERS SQUIBB CO COM
$17.5M
AVTRAVANTOR INC COM
$17.3M
DLTRDOLLAR TREE STORES INC
$17.2M
TMOTHERMO FISHER SCIENTIFIC INC COM
$16.6M
NKENIKE INC CLASS B
$16.1M
PWRQUANTA SVCS INC COM
$15.9M
QLYSQUALYS INC COM
$15.7M
ATVIEURACTIVISION INC
$15.6M
ADBEADOBE SYS INC
$15.4M
CTLTEURCATALENT INC COM
$15.2M
ITWILLINOIS TOOL WKS INC COM
$15.1M
NDSNNORDSON CORP COM
$14.6M
OGNORGANON & CO COM
$14.6M
TXNTEXAS INSTRS INC COM
$14.3M
TRMBTRIMBLE INC COM
$13.5M
FASTFASTENAL CO
$13.2M
MCOMOODYS CORP
$12.8M
AKAMAKAMAI TECH
$12.3M
MCDMCDONALDS CORP COM
$12.0M
COHRII-VI INC
$11.7M
IJHISHARES CORE S&P MID CAP ETF
$11.4M
CGNXCOGNEX CORP
$11.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$11.0M
ALSNALLISON TRANSMISSION HLDGS INC COM
$11.0M
TYLTYLER TECHNOLOGIES INC COM
$10.9M
CDWCDW CORP COM
$10.8M
PGRPROGRESSIVE CORP COM
$10.7M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$10.4M
IJRISHARES S&P SMALLCAP 600 ETF
$9.7M
DISDISNEY WALT CO COM
$9.7M
ULTAULTA SALON COSMETICS & FRAGRANCE INC COM
$9.5M
TJXTJX COS INC NEW COM
$9.2M
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L IG
$7.7M
NEONEOGENOMICS INC COM NEW
$7.6M
LYFTLYFT INC CL A COM
$7.3M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$6.1M
GOOGALPHABET INC CAP STK CL C
$4.0M
IWFISHARES RUSSELL 1000 GROWTH ETF
$3.9M
VUGVANGUARD GROWTH ETF
$2.8M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$2.8M
IWVISHARES RUSSELL 3000 ETF
$2.7M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.9M
CPRTCOPART INC
$1.4M
CSCOCISCO SYS INC
$1.2M
PEPPEPSICO INC COM
$1.1M
AMZNAMAZON.COM INC
$950K
SPYSPDR S&P 500 ETF
$819K
PAYXPAYCHEX INC
$745K
NSCNORFOLK SOUTHERN CRP
$736K
CHDCHURCH & DWIGHT INC
$728K
SYKSTRYKER CORP
$728K
GNTXGENTEX CORP
$702K
WMWASTE MANAGEMENT INC
$698K
IAU*ISHARES GOLD TRUST ETF
$657K
VTVANGUARD TOTAL WORLD STOCK INDEX FUND
$596K
ITOTISHARES TR S&P 1500 INDEX FD
$590K
IJKISHARES S&P MIDCAP 400 GROWTH INDEX
$586K
BACVERIZON COMMUNICATIONS
$563K
FITBFIFTH THIRD BANCORP
$554K
VNQVANGUARD REIT INDEX ETF
$545K
NVSNNOVARTIS AG ADR
$521K
ABBVABBVIE INC COM
$508K
LKQ1LKQ CORP COM
$504K
DUKDUKE ENERGY CORP NEW COM NEW
$495K
SBUXSTARBUCKS CORP
$487K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$485K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$451K
VBVANGUARD SMALL CAP ETF
$450K
ACWIISHARES MSCI ACWI INDEX FUND
$437K
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