NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 28, 2015

Total Value ($000): $547,636 (100.0% shares, 0.0% debt)

Holdings (163)

AAPL APPLE INC 3.3%
Value ($000) $18,328 Shares 166,045 Est. Cost $17.88 Unrealized +34.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 2.7%
Value ($000) $15,003 Shares 99,918 Est. Cost $110.02 Unrealized +31.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 2.7%
Value ($000) $14,612 Shares 277,476 Est. Cost $36.84 Unrealized +20.2%
VARIAN MED SYS INC 2.6%
Value ($000) $14,147 Shares 163,528 Est. Cost $68.72 Unrealized
QCOM QUALCOMM INC 2.5%
Value ($000) $13,743 Shares 184,889 Est. Cost $45.06 Unrealized +18.4%
PH PARKER HANNIFIN CORP 2.5%
Value ($000) $13,671 Shares 106,018 Est. Cost $75.97 Unrealized +34.3%
PEP PEPSICO INC 2.4%
Value ($000) $13,139 Shares 138,946 Est. Cost $56.19 Unrealized +22.1%
GENERAL ELECTRIC CO 2.3%
Value ($000) $12,847 Shares 508,385 Est. Cost $23.67 Unrealized
COP CONOCOPHILLIPS 2.2%
Value ($000) $12,295 Shares 178,032 Est. Cost $42.51 Unrealized +14.9%
SIRONA DENTAL SYSTEMS INC COM 2.2%
Value ($000) $12,262 Shares 140,351 Est. Cost $69.80 Unrealized
BA BOEING CO 2.2%
Value ($000) $12,152 Shares 93,488 Est. Cost $82.81 Unrealized +33.6%
EMR EMERSON ELECTRIC CO 2.1%
Value ($000) $11,606 Shares 188,015 Est. Cost $40.89 Unrealized +13.5%
COF CAPITAL ONE FINL CORP COM 2.1%
Value ($000) $11,536 Shares 139,747 Est. Cost $60.17 Unrealized +10.6%
COST COSTCO WHOLESALE CORP 2.1%
Value ($000) $11,462 Shares 80,861 Est. Cost $90.69 Unrealized +20.7%
SYNTEL INC 2.0%
Value ($000) $11,121 Shares 247,237 Est. Cost $63.93 Unrealized
BMY BRISTOL MYERS SQUIBB 2.0%
Value ($000) $10,826 Shares 183,392 Est. Cost $29.13 Unrealized +33.6%
AON CORP 1.9%
Value ($000) $10,496 Shares 110,681 Est. Cost $94.49 Unrealized
PRAXAIR INC 1.8%
Value ($000) $9,808 Shares 75,704 Est. Cost $116.31 Unrealized
ITC HLDGS CORP COM 1.8%
Value ($000) $9,750 Shares 241,159 Est. Cost $55.98 Unrealized
NEOG NEOGEN CORP COM 1.8%
Value ($000) $9,626 Shares 194,114 Est. Cost $14.62 Unrealized +12.5%
WWW WOLVERINE WORLD WIDE INC 1.8%
Value ($000) $9,599 Shares 325,730 Est. Cost $21.46 Unrealized +6.1%
SYK STRYKER CORP COM 1.7%
Value ($000) $9,482 Shares 100,515 Est. Cost $56.92 Unrealized +36.8%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $9,478 Shares 90,635 Est. Cost $59.66 Unrealized +29.6%
PANERA BREAD CO CL A 1.7%
Value ($000) $9,413 Shares 53,850 Est. Cost $180.88 Unrealized
EBAY EBAY INC 1.7%
Value ($000) $9,383 Shares 167,190 Est. Cost $20.12 Unrealized +0.4%
E M C CORP 1.7%
Value ($000) $9,358 Shares 314,665 Est. Cost $23.71 Unrealized
JACOBS ENGR GROUP INC 1.6%
Value ($000) $8,842 Shares 197,853 Est. Cost $55.61 Unrealized
INTC INTEL 1.5%
Value ($000) $8,415 Shares 231,888 Est. Cost $17.58 Unrealized +51.5%
NATIONAL OILWELL VARCO INC 1.5%
Value ($000) $8,406 Shares 128,278 Est. Cost $69.75 Unrealized
LINKEDIN CORP COM CL A 1.4%
Value ($000) $7,431 Shares 32,350 Est. Cost $184.94 Unrealized
GOOGLE INC 1.4%
Value ($000) $7,411 Shares 13,966 Est. Cost $854.47 Unrealized
HUN HUNTSMAN CORP COM 1.3%
Value ($000) $7,355 Shares 322,850 Est. Cost $18.29 Unrealized +32.6%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $7,185 Shares 77,720 Est. Cost $53.69 Unrealized +8.0%
DU PONT E I DE NEMOURS & CO 1.3%
Value ($000) $7,008 Shares 94,776 Est. Cost $53.06 Unrealized
STERICYCLE INC 1.3%
Value ($000) $6,898 Shares 52,625 Est. Cost $111.16 Unrealized
MSFT MICROSOFT 1.2%
Value ($000) $6,785 Shares 146,069 Est. Cost $27.24 Unrealized +46.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.2%
Value ($000) $6,554 Shares 29 Est. Cost $165023.42 Unrealized +31.2%
ISRG INTUITIVE SURGICAL INC COM NEW 1.1%
Value ($000) $6,266 Shares 11,847 Est. Cost $55.09 Unrealized +1.1%
ITT CORP NEW COM NEW 0.9%
Value ($000) $4,993 Shares 123,412 Est. Cost $29.41 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $4,879 Shares 124,175 Est. Cost $41.01 Unrealized
WFC WELLS FARGO & CO 0.9%
Value ($000) $4,860 Shares 88,646 Est. Cost $27.63 Unrealized +40.3%
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $4,795 Shares 56,146 Est. Cost $52.97 Unrealized +27.1%
OEF ISHARES S&P 100 ETF 0.9%
Value ($000) $4,690 Shares 51,576 Est. Cost $84.65 Unrealized
GOOGLE INC CL C 0.8%
Value ($000) $4,650 Shares 8,833 Est. Cost $575.25 Unrealized
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $4,393 Shares 97,577 Est. Cost $29.64 Unrealized +19.2%
KELLOGG COMPANY 0.8%
Value ($000) $4,253 Shares 64,990 Est. Cost $38.95 Unrealized +4.4%
RIVERBED TECHNOLOGY INC COM 0.8%
Value ($000) $4,160 Shares 203,814 Est. Cost $15.56 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $4,083 Shares 71,890 Est. Cost $30.78 Unrealized +27.8%
NVO NOVO-NORDISK A S ADR 0.7%
Value ($000) $3,948 Shares 93,286 Est. Cost $63.11 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $3,936 Shares 48,321 Est. Cost $49.71 Unrealized -1.0%
GP STRATEGIES CORP 0.7%
Value ($000) $3,779 Shares 111,382 Est. Cost $29.35 Unrealized
IVV ISHARES S&P 500 INDEX 0.6%
Value ($000) $3,547 Shares 17,145 Est. Cost $191.51 Unrealized
DNOW NOW INC 0.6%
Value ($000) $3,544 Shares 137,750 Est. Cost $31.49 Unrealized -13.1%
JPM JP MORGAN CHASE & CO 0.6%
Value ($000) $3,324 Shares 53,121 Est. Cost $36.97 Unrealized +20.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $3,134 Shares 32,774 Est. Cost $86.76 Unrealized
XYL XYLEM INC COM 0.6%
Value ($000) $3,097 Shares 81,352 Est. Cost $23.44 Unrealized +35.7%
MDLZ MONDELEZ INTL INC COM 0.5%
Value ($000) $2,897 Shares 79,742 Est. Cost $26.25 Unrealized +8.2%
PG PROCTER & GAMBLE CO 0.5%
Value ($000) $2,585 Shares 28,374 Est. Cost $55.08 Unrealized +17.3%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.5%
Value ($000) $2,522 Shares 22,003 Est. Cost $105.22 Unrealized
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.5%
Value ($000) $2,498 Shares 37,955 Est. Cost $70.91 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.5%
Value ($000) $2,470 Shares 17,058 Est. Cost $137.96 Unrealized
WM WASTE MANAGEMENT INC 0.4%
Value ($000) $2,332 Shares 45,444 Est. Cost $30.75 Unrealized +27.0%
NVS NOVARTIS AG ADR 0.4%
Value ($000) $2,116 Shares 22,842 Est. Cost $77.46 Unrealized
SYNGENTA AG SPONSORED ADR 0.4%
Value ($000) $2,070 Shares 32,218 Est. Cost $77.85 Unrealized
ZTS ZOETIS INC COM CL A 0.4%
Value ($000) $2,045 Shares 47,526 Est. Cost $29.28 Unrealized +27.1%
TALMER BANCORP INC COM 0.4%
Value ($000) $2,034 Shares 144,892 Est. Cost $14.56 Unrealized
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.4%
Value ($000) $1,986 Shares 1,493 Est. Cost $1230.11 Unrealized
NUANCE COMMUNICATIONS INC 0.3%
Value ($000) $1,789 Shares 125,365 Est. Cost $18.15 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $1,725 Shares 13,768 Est. Cost $79.76 Unrealized +47.3%
WHOLE FOODS MARKET INC 0.3%
Value ($000) $1,720 Shares 34,106 Est. Cost $51.62 Unrealized
ARM HOLDINGS PLC SPONS ADR 1 ADR REPRSTG 3 ORDSEDOL #2230010 0.3%
Value ($000) $1,658 Shares 35,800 Est. Cost $36.21 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.3%
Value ($000) $1,643 Shares 15,623 Est. Cost $105.39 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,598 Shares 37,848 Est. Cost $27.88 Unrealized +7.8%
CVX CHEVRON CORP 0.3%
Value ($000) $1,562 Shares 13,927 Est. Cost $71.42 Unrealized -1.3%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,447 Shares 22,116 Est. Cost $26.66 Unrealized +51.0%
IJR ISHARES S&P SMALLCAP 600 ETF 0.3%
Value ($000) $1,446 Shares 12,674 Est. Cost $109.85 Unrealized
T AT&T INC COM 0.3%
Value ($000) $1,427 Shares 42,475 Est. Cost $11.42 Unrealized +3.4%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,309 Shares 27,990 Est. Cost $26.89 Unrealized +2.9%
PRGO PERRIGO CO PLC SHS 0.2%
Value ($000) $1,269 Shares 7,590 Est. Cost $144.14 Unrealized +8.5%
EXPRESS SCRIPTS INC 0.2%
Value ($000) $1,132 Shares 13,372 Est. Cost $61.72 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $961 Shares 22,345 Est. Cost $44.69 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $953 Shares 4,634 Est. Cost $188.06 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.2%
Value ($000) $942 Shares 5,294 Est. Cost $164.25 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.2%
Value ($000) $915 Shares 5,733 Est. Cost $152.75 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $853 Shares 10,395 Est. Cost $24.37 Unrealized +28.3%
TLT ISHARES 20+ YR TREASURY ETF 0.2%
Value ($000) $825 Shares 6,550 Est. Cost $125.95 Unrealized
GNTX GENTEX CORP 0.1%
Value ($000) $804 Shares 22,264 Est. Cost $11.79 Unrealized +40.9%
MMM 3M COMPANY 0.1%
Value ($000) $786 Shares 4,784 Est. Cost $63.75 Unrealized +40.7%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $753 Shares 4,694 Est. Cost $118.60 Unrealized -15.3%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $748 Shares 10,140 Est. Cost $68.74 Unrealized
USB US BANCORP 0.1%
Value ($000) $671 Shares 14,926 Est. Cost $23.71 Unrealized +22.8%
F FORD MOTOR COMPANY 0.1%
Value ($000) $657 Shares 42,367 Est. Cost $7.83 Unrealized +4.2%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.1%
Value ($000) $644 Shares 8,595 Est. Cost $44.52 Unrealized +23.1%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $635 Shares 5,690 Est. Cost $99.85 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $620 Shares 10,194 Est. Cost $67.20 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $592 Shares 8,562 Est. Cost $46.90 Unrealized +11.3%
MEDTRONIC INC 0.1%
Value ($000) $561 Shares 7,777 Est. Cost $72.14 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $558 Shares 3,500 Est. Cost $73.34 Unrealized +54.5%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $543 Shares 26,637 Est. Cost $11.75 Unrealized +15.4%
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $534 Shares 5,690 Est. Cost $86.33 Unrealized
ZILLOW INC CL A 0.1%
Value ($000) $523 Shares 4,940 Est. Cost $56.67 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $493 Shares 8,068 Est. Cost $20.11 Unrealized +12.9%
FIRSTMERIT CORP COM 0.1%
Value ($000) $491 Shares 26,009 Est. Cost $20.05 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $485 Shares 12,810 Est. Cost $39.62 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $484 Shares 6,102 Est. Cost $73.53 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $479 Shares 3,440 Est. Cost $81.29 Unrealized +32.7%
IYH ISHARES TR DOW JONES U S HEALTHCARE 0.1%
Value ($000) $472 Shares 3,275 Est. Cost $123.15 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $437 Shares 4,165 Est. Cost $56.05 Unrealized +33.5%
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $435 Shares 7,501 Est. Cost $16.17 Unrealized +31.5%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $410 Shares 3,431 Est. Cost $116.39 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $409 Shares 13,143 Est. Cost $16.84 Unrealized +6.7%
AMZN AMAZON.COM INC 0.1%
Value ($000) $399 Shares 1,285 Est. Cost $14.35 Unrealized +8.6%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.1%
Value ($000) $396 Shares 3,316 Est. Cost $119.42 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $395 Shares 4,590 Est. Cost $70.63 Unrealized +8.0%
CBS CORP CL B 0.1%
Value ($000) $387 Shares 7,000 Est. Cost $48.75 Unrealized
D DOMINION RESOURCES INC 0.1%
Value ($000) $387 Shares 5,038 Est. Cost $35.15 Unrealized +28.2%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $386 Shares 5,600 Est. Cost $42.12 Unrealized +32.8%
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 0.1%
Value ($000) $379 Shares 3,100 Est. Cost $118.47 Unrealized
VIACOM INC CL B 0.1%
Value ($000) $376 Shares 5,000 Est. Cost $68.00 Unrealized
ROP ROPER INDS INC NEW COM 0.1%
Value ($000) $360 Shares 2,300 Est. Cost $113.77 Unrealized +26.0%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $341 Shares 2,923 Est. Cost $113.55 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $336 Shares 3,544 Est. Cost $49.93 Unrealized +40.4%
ISTB ISHARES CORE SHORT-TERM USD BOND ETF 0.1%
Value ($000) $336 Shares 3,355 Est. Cost $100.00 Unrealized
IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK ETF 0.1%
Value ($000) $331 Shares 6,212 Est. Cost $57.04 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $322 Shares 3,857 Est. Cost $49.61 Unrealized +28.0%
HBNC HORIZON BANCORP IND COM 0.1%
Value ($000) $321 Shares 12,270 Est. Cost $9.40 Unrealized +17.7%
IP INTL PAPER CO 0.1%
Value ($000) $321 Shares 6,000 Est. Cost $26.02 Unrealized +17.9%
CSCO CISCO SYS INC 0.1%
Value ($000) $318 Shares 11,433 Est. Cost $15.24 Unrealized +20.1%
ISHARES CORE US VALUE ETF 0.1%
Value ($000) $317 Shares 2,325 Est. Cost $130.32 Unrealized
TIP ISHARES TIPS BOND ETF 0.1%
Value ($000) $306 Shares 2,729 Est. Cost $112.25 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $305 Shares 7,211 Est. Cost $22.45 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $304 Shares 2,777 Est. Cost $58.37 Unrealized +47.0%
WMT WAL-MART STORES INC 0.1%
Value ($000) $303 Shares 3,529 Est. Cost $19.96 Unrealized +9.3%
SO SOUTHERN CO 0.1%
Value ($000) $302 Shares 6,143 Est. Cost $26.78 Unrealized +10.1%
CLARCOR INC 0.1%
Value ($000) $300 Shares 4,500 Est. Cost $55.81 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $292 Shares 3,700 Est. Cost $27.25 Unrealized +16.8%
JOHNSON CTLS INC COM 0.1%
Value ($000) $286 Shares 5,910 Est. Cost $50.27 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $285 Shares 4,056 Est. Cost $38.56 Unrealized +34.0%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $284 Shares 3,524 Est. Cost $36.65 Unrealized +58.6%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $278 Shares 2,662 Est. Cost $91.03 Unrealized
SGI TEMPUR SEALY INTL INC COM 0.1%
Value ($000) $275 Shares 5,000 Est. Cost $11.36 Unrealized +20.1%
DIS WALT DISNEY CO 0.1%
Value ($000) $275 Shares 2,915 Est. Cost $61.94 Unrealized +31.3%
CHUBB CORP 0.0%
Value ($000) $266 Shares 2,570 Est. Cost $103.50 Unrealized
ONEOK PARTNERS LP 0.0%
Value ($000) $264 Shares 6,656 Est. Cost $49.43 Unrealized
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $259 Shares 18,246 Est. Cost $12.79 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $258 Shares 2,490 Est. Cost $94.88 Unrealized
MACATAWA BK CORP COM 0.0%
Value ($000) $258 Shares 47,471 Est. Cost $4.99 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $255 Shares 3,150 Est. Cost $70.48 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $253 Shares 2,768 Est. Cost $62.63 Unrealized +17.1%
MLKN MILLER HERMAN INC 0.0%
Value ($000) $243 Shares 8,246 Est. Cost $19.62 Unrealized +18.5%
AGL RESOURCES INC 0.0%
Value ($000) $242 Shares 4,441 Est. Cost $43.37 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $239 Shares 5,310 Est. Cost $28.49 Unrealized +21.1%
MS MORGAN STANLEY 0.0%
Value ($000) $238 Shares 6,128 Est. Cost $21.80 Unrealized +20.9%
NEE NEXTERA ENERGY INC SHS 0.0%
Value ($000) $238 Shares 2,239 Est. Cost $16.59 Unrealized +13.8%
AOR ISHARES GROWTH ALLOCATION ETF 0.0%
Value ($000) $233 Shares 5,800 Est. Cost $39.14 Unrealized
DUN & BRADSTREET CORP DEL NEW COM 0.0%
Value ($000) $230 Shares 1,900 Est. Cost $97.14 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $228 Shares 3,182 Est. Cost $40.44 Unrealized +21.6%
DHIL DIAMOND HILL INVT GP NEW 0.0%
Value ($000) $221 Shares 1,600 Est. Cost $71.68 Unrealized 0.0%
MCO MOODYS CORP COM 0.0%
Value ($000) $217 Shares 2,260 Est. Cost $73.12 Unrealized +18.4%
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.0%
Value ($000) $202 Shares 4,000 Est. Cost $50.70 Unrealized
NUVEEN MICH QUALITY INCOME MUN COM 0.0%
Value ($000) $198 Shares 14,500 Est. Cost $13.59 Unrealized
GALT GALECTIN THERAPEUTICS INC COM 0.0%
Value ($000) $106 Shares 30,500 Est. Cost $6.85 Unrealized -35.5%
ENDOCYTE INC COM 0.0%
Value ($000) $68 Shares 10,842 Est. Cost $12.97 Unrealized