NORRIS PERNE & FRENCH LLP/MI Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$1.5B

Holdings

163

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
MSFTMICROSOFT
$110.0M
GOOGLALPHABET INC.
$81.4M
COHRCOHERENT CORP
$57.3M
AMZNAMAZON.COM INC
$51.1M
AMATAPPLIED MATLS INC COM
$47.0M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$46.3M
VVISA INC
$46.3M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$45.9M
IVVISHARES S&P 500 INDEX
$41.9M
JNJJOHNSON & JOHNSON COM
$38.6M
BALLBALL CORP COM
$38.4M
UNPUNION PAC CORP COM
$35.5M
PCARPACCAR INC COM
$34.9M
LINLINDE PLC SHS
$34.6M
VRSKVERISK ANALYTICS INCCL A
$29.4M
MCOMOODYS CORP
$28.2M
ECLECOLAB INC COM
$27.2M
SHWSHERWIN WILLIAMS CO COM
$26.8M
LNGCHENIERE ENERGY INC COM NEW
$26.6M
MRKMERCK & CO INC
$26.5M
ABTABBOTT LABS COM
$26.2M
TRMBTRIMBLE INC COM
$25.3M
ALSNALLISON TRANSMISSION HLDGS INC COM
$24.6M
EPAMEPAM SYSTEMS INC
$24.6M
AAPLAPPLE INC
$23.6M
KNXKNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
$23.2M
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$22.1M
ADBEADOBE SYS INC
$20.4M
DHRDANAHER CORP
$19.6M
KLACKLA CORPORATION
$18.8M
TJXTJX COS INC NEW COM
$17.6M
HDHOME DEPOT
$17.4M
IJHISHARES CORE S&P MID CAP ETF
$17.1M
PWRQUANTA SVCS INC COM
$17.0M
FASTFASTENAL CO
$16.5M
SYKSTRYKER CORP
$16.1M
MSIMOTOROLA SOLUTIONS INC COM NEW
$15.0M
TMOTHERMO FISHER SCIENTIFIC INC COM
$15.0M
QLYSQUALYS INC COM
$15.0M
IJRISHARES S&P SMALLCAP 600 ETF
$14.3M
NDSNNORDSON CORP COM
$13.8M
MAMASTERCARD INC
$13.7M
HUBSHUBSPOT INC COM
$13.5M
ZBRAZEBRA TECHNOLOGIES CORPORATION CL A
$13.5M
NVDANVIDIA CORP
$12.2M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$10.8M
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$9.4M
IWVISHARES RUSSELL 3000 ETF
$8.9M
TYLTYLER TECHNOLOGIES INC COM
$8.5M
ZTSZOETIS INC COM CL A
$7.9M
ETNEATON CORP PLC SHS
$7.9M
ITWILLINOIS TOOL WKS INC COM
$7.7M
LHXL3HARRIS TECHNOLOGIES INC COM
$7.4M
GOOGALPHABET INC CAP STK CL C
$6.6M
JPMJPMORGAN CHASE & CO. COM
$6.1M
METAMETA PLATFORMS INC CL A
$6.0M
EFGISHARES MSCI EAFE GROWTH INDEX ETF
$5.9M
ANETARISTA NETWORKS INC COM SHS
$5.6M
VERXVERTEX INC CL A
$5.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$5.1M
WFC 7.5 PERP LWELLS FARGO & CO 7.5 PFD L
$4.6M
COSTCOSTCO WHOLESALE CORP
$3.6M
IEMGISHARES CORE MSCI EMERGING MKTS
$3.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$2.9M
VUGVANGUARD GROWTH ETF
$2.8M
FBNDFIDELITY TOTAL BOND ETF
$2.8M
WMWASTE MANAGEMENT INC
$2.3M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$2.3M
IWFISHARES RUSSELL 1000 GROWTH ETF
$1.9M
WF2WINTRUST FINL CORP COM
$1.5M
PGPROCTER & GAMBLE CO COM
$1.5M
ORCLORACLE CORPORATION
$1.3M
VBVANGUARD SMALL CAP ETF
$1.3M
VEUVANGUARD FTSE ALL-WORLD EX-US
$1.3M
VOOVANGUARD S&P 500 ETF
$1.3M
ISRGINTUITIVE SURGICAL, INC.
$1.3M
GNTXGENTEX CORP
$1.2M
WMTWALMART INC COM
$1.1M
IWDISHARES RUSSELL 1000 VALUE ETF
$1.1M
CRLCHARLES RIVER LABS HLDG
$1.1M
SOSOUTHERN CO COM
$982K
XOMEXXON MOBIL CORP COM
$970K
FFORD MOTOR COMPANY
$943K
NFLXNETFLIX COM INC
$926K
RTXRTX CORPORATION COM
$892K
PEPPEPSICO INC COM
$892K
LLYELI LILLY & CO COM
$882K
CPRTCOPART INC
$880K
NKENIKE INC CLASS B
$880K
ABBVABBVIE INC COM
$797K
APHAMPHENOL CORP CL A
$793K
IWYISHARES TRUST RUSSELL 200 GROWTH INDEX FD
$775K
FLTBFIDELITY LIMITED TERM BOND ETF
$764K
IBMINTL BUSINESS MACHINES
$733K
KOCOCA COLA CO COM
$727K
CSCOCISCO SYS INC
$700K
SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
$620K
LECOLINCOLN ELEC HLDGS INC COM
$618K
CHDCHURCH & DWIGHT INC
$609K
PAYXPAYCHEX INC
$602K
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