NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 22, 2015

Total Value ($000): $522,820 (100.0% shares, 0.0% debt)

Holdings (159)

AAPL APPLE INC 3.8%
Value ($000) $19,747 Shares 157,443 Est. Cost $18.01 Unrealized +58.5%
CTSH COGNIZANT TECH SOLUTIONS CORP 2.9%
Value ($000) $15,088 Shares 246,974 Est. Cost $36.84 Unrealized +51.1%
SIRONA DENTAL SYSTEMS 2.6%
Value ($000) $13,775 Shares 137,173 Est. Cost $70.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B 2.6%
Value ($000) $13,569 Shares 99,693 Est. Cost $110.43 Unrealized +29.2%
GENERAL ELECTRIC CO COM 2.5%
Value ($000) $13,261 Shares 499,110 Est. Cost $23.67 Unrealized
VARIAN MED SYS INC COM 2.5%
Value ($000) $13,227 Shares 156,853 Est. Cost $68.72 Unrealized
COF CAPITAL ONE FINANCIAL CORP 2.5%
Value ($000) $13,006 Shares 147,842 Est. Cost $60.43 Unrealized +14.6%
AON CORP 2.5%
Value ($000) $12,934 Shares 129,754 Est. Cost $94.73 Unrealized
BA BOEING CO COM 2.4%
Value ($000) $12,377 Shares 89,222 Est. Cost $82.81 Unrealized +55.6%
PH PARKER HANNIFIN CORP COM 2.3%
Value ($000) $12,174 Shares 104,653 Est. Cost $76.23 Unrealized +33.2%
BMY BRISTOL MYERS SQUIBB CO COM 2.3%
Value ($000) $12,105 Shares 181,925 Est. Cost $29.13 Unrealized +57.9%
COP CONOCOPHILLIPS COM 2.2%
Value ($000) $11,555 Shares 188,156 Est. Cost $42.70 Unrealized +8.6%
AL AIR LEASE CORP CL A 2.2%
Value ($000) $11,553 Shares 340,799 Est. Cost $32.32 Unrealized 0.0%
SYNTEL INC 2.2%
Value ($000) $11,526 Shares 242,750 Est. Cost $63.93 Unrealized
EMR EMERSON ELEC CO COM 2.2%
Value ($000) $11,241 Shares 202,791 Est. Cost $41.05 Unrealized +7.7%
GOOGLE INC 2.1%
Value ($000) $11,162 Shares 20,668 Est. Cost $757.80 Unrealized
QCOM QUALCOMM INC 2.1%
Value ($000) $10,975 Shares 175,235 Est. Cost $45.06 Unrealized +11.7%
COST COSTCO WHOLESALE CORP 2.0%
Value ($000) $10,685 Shares 79,112 Est. Cost $90.69 Unrealized +32.6%
PANERA BREAD CO 1.9%
Value ($000) $10,131 Shares 57,970 Est. Cost $178.48 Unrealized
PEP PEPSICO INC COM 1.9%
Value ($000) $10,112 Shares 108,333 Est. Cost $56.19 Unrealized +23.4%
JACOBS ENGR GROUP INC DEL COM 1.9%
Value ($000) $9,721 Shares 239,306 Est. Cost $53.86 Unrealized
WWW WOLVERINE WORLD WIDE INC COM 1.8%
Value ($000) $9,641 Shares 338,506 Est. Cost $21.63 Unrealized +16.8%
EBAY EBAY INC 1.8%
Value ($000) $9,476 Shares 157,310 Est. Cost $20.12 Unrealized +10.3%
PRAXAIR INC 1.8%
Value ($000) $9,158 Shares 76,604 Est. Cost $116.35 Unrealized
PRICELINE.COM INC 1.7%
Value ($000) $8,946 Shares 7,770 Est. Cost $1163.87 Unrealized
SYK STRYKER CORP 1.7%
Value ($000) $8,826 Shares 92,349 Est. Cost $56.92 Unrealized +47.2%
ITC HLDGS CORP 1.6%
Value ($000) $8,411 Shares 261,381 Est. Cost $54.13 Unrealized
NEOG NEOGEN CORP 1.6%
Value ($000) $8,147 Shares 171,736 Est. Cost $14.62 Unrealized +18.5%
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $7,677 Shares 78,775 Est. Cost $59.66 Unrealized +24.9%
E M C CORP 1.4%
Value ($000) $7,228 Shares 273,886 Est. Cost $23.71 Unrealized
HUN HUNTSMAN CORP COM 1.3%
Value ($000) $7,037 Shares 318,839 Est. Cost $18.29 Unrealized +23.7%
INTC INTEL CORP COM 1.3%
Value ($000) $6,646 Shares 218,527 Est. Cost $17.58 Unrealized +42.8%
MSFT MICROSOFT 1.2%
Value ($000) $6,423 Shares 145,476 Est. Cost $27.37 Unrealized +43.6%
KEURIG GREEN MTN INC COM 1.2%
Value ($000) $6,223 Shares 81,209 Est. Cost $107.55 Unrealized
NATIONAL OILWELL VARCO INC 1.2%
Value ($000) $6,096 Shares 126,259 Est. Cost $69.53 Unrealized
XOM EXXON MOBIL CORP COM 1.1%
Value ($000) $5,852 Shares 70,332 Est. Cost $53.88 Unrealized +0.8%
STERICYCLE INC 1.1%
Value ($000) $5,756 Shares 42,985 Est. Cost $111.16 Unrealized
IVV ISHARES S&P 500 INDEX 1.0%
Value ($000) $5,374 Shares 25,932 Est. Cost $197.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.0%
Value ($000) $5,326 Shares 26 Est. Cost $165023.42 Unrealized +30.0%
ABT ABBOTT LABS COM 1.0%
Value ($000) $5,133 Shares 104,580 Est. Cost $30.16 Unrealized +30.4%
NVO NOVO-NORDISK A/S ADR ADR CMN 1.0%
Value ($000) $5,030 Shares 91,861 Est. Cost $63.11 Unrealized
WFC WELLS FARGO & CO NEW COM 0.9%
Value ($000) $4,941 Shares 87,854 Est. Cost $27.63 Unrealized +49.8%
PRGO PERRIGO CO 0.9%
Value ($000) $4,609 Shares 24,935 Est. Cost $155.53 Unrealized +22.6%
OEF ISHARES S&P 100 ETF 0.9%
Value ($000) $4,526 Shares 49,823 Est. Cost $85.09 Unrealized
MRK MERCK & CO INC 0.8%
Value ($000) $4,359 Shares 76,564 Est. Cost $31.36 Unrealized +28.3%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $4,047 Shares 59,719 Est. Cost $37.88 Unrealized +29.7%
KELLOGG CO COM 0.8%
Value ($000) $3,966 Shares 63,260 Est. Cost $38.95 Unrealized +5.6%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $3,879 Shares 97,916 Est. Cost $41.01 Unrealized
GP STRATEGIES CORP COM 0.7%
Value ($000) $3,573 Shares 107,492 Est. Cost $29.35 Unrealized
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $3,487 Shares 43,489 Est. Cost $49.71 Unrealized -2.8%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.7%
Value ($000) $3,433 Shares 70,709 Est. Cost $48.69 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.6%
Value ($000) $3,387 Shares 34,207 Est. Cost $87.15 Unrealized
MDLZ MONDELEZ INTL INC COM 0.6%
Value ($000) $3,310 Shares 80,455 Est. Cost $26.30 Unrealized +17.3%
DNOW NOW INC 0.6%
Value ($000) $3,265 Shares 163,971 Est. Cost $30.15 Unrealized -24.2%
ISRG INTUITIVE SURGICAL, INC. 0.6%
Value ($000) $3,154 Shares 6,510 Est. Cost $55.09 Unrealized +1.6%
IJH ISHARES CORE S&P MID CAP ETF 0.5%
Value ($000) $2,688 Shares 17,920 Est. Cost $138.87 Unrealized
SLB SCHLUMBERGER LTD COM 0.5%
Value ($000) $2,375 Shares 27,552 Est. Cost $52.97 Unrealized +26.0%
NVS NOVARTIS AG ADR 0.4%
Value ($000) $2,271 Shares 23,092 Est. Cost $77.46 Unrealized
WM WASTE MANAGEMENT INC 0.4%
Value ($000) $2,044 Shares 44,091 Est. Cost $30.75 Unrealized +33.0%
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.4%
Value ($000) $1,918 Shares 1,431 Est. Cost $1230.11 Unrealized
IJR ISHARES CORE S&P SMALLCAP ETF 0.4%
Value ($000) $1,866 Shares 15,826 Est. Cost $111.47 Unrealized
NUANCE COMMUNICATIONS INC 0.4%
Value ($000) $1,863 Shares 106,390 Est. Cost $18.15 Unrealized
TALMER BANCORP INC COM 0.3%
Value ($000) $1,779 Shares 106,201 Est. Cost $14.56 Unrealized
ARM HOLDINGS PLC SPONS ADR 1 ADR REPRSTG 3 ORDSEDOL #2230010 0.3%
Value ($000) $1,609 Shares 32,664 Est. Cost $36.21 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,602 Shares 23,841 Est. Cost $27.74 Unrealized +52.6%
GOOGLE INC - CLASS C 0.3%
Value ($000) $1,543 Shares 2,965 Est. Cost $575.25 Unrealized
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $1,495 Shares 19,114 Est. Cost $55.16 Unrealized +8.7%
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.3%
Value ($000) $1,408 Shares 20,154 Est. Cost $70.91 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1,375 Shares 10,596 Est. Cost $79.76 Unrealized +58.3%
T AT&T INC COM 0.3%
Value ($000) $1,358 Shares 38,235 Est. Cost $11.42 Unrealized +7.0%
ITT CORP NEW COM NEW 0.3%
Value ($000) $1,331 Shares 31,811 Est. Cost $29.41 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $1,208 Shares 10,407 Est. Cost $105.22 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.2%
Value ($000) $1,148 Shares 6,772 Est. Cost $155.55 Unrealized
EXPRESS SCRIPTS INC 0.2%
Value ($000) $1,113 Shares 12,512 Est. Cost $61.72 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,075 Shares 23,074 Est. Cost $26.89 Unrealized +5.3%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $1,054 Shares 23,867 Est. Cost $44.68 Unrealized
WHOLE FOODS MARKET INC 0.2%
Value ($000) $1,053 Shares 26,690 Est. Cost $51.62 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.2%
Value ($000) $900 Shares 5,119 Est. Cost $164.25 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $857 Shares 15,990 Est. Cost $32.56 Unrealized +25.7%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $839 Shares 8,701 Est. Cost $71.42 Unrealized -7.0%
KO COCA COLA CO COM 0.2%
Value ($000) $806 Shares 20,533 Est. Cost $27.88 Unrealized +4.1%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.2%
Value ($000) $804 Shares 7,632 Est. Cost $105.39 Unrealized
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $803 Shares 3,902 Est. Cost $188.06 Unrealized
F FORD MOTOR COMPANY 0.1%
Value ($000) $775 Shares 51,601 Est. Cost $8.00 Unrealized +9.4%
TLT ISHARES 20+ YR TREASURY ETF 0.1%
Value ($000) $769 Shares 6,550 Est. Cost $125.95 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $748 Shares 10,140 Est. Cost $68.74 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $699 Shares 4,297 Est. Cost $117.98 Unrealized -12.7%
MMM 3M CO COM 0.1%
Value ($000) $649 Shares 4,204 Est. Cost $63.75 Unrealized +48.7%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $643 Shares 10,130 Est. Cost $67.20 Unrealized
IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK ETF 0.1%
Value ($000) $628 Shares 11,404 Est. Cost $56.26 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $584 Shares 6,179 Est. Cost $86.99 Unrealized
FIRSTMERIT CORP COM 0.1%
Value ($000) $542 Shares 26,009 Est. Cost $20.05 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $532 Shares 8,137 Est. Cost $46.90 Unrealized +13.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $511 Shares 12,900 Est. Cost $39.62 Unrealized
AMZN AMAZON.COM INC 0.1%
Value ($000) $496 Shares 1,143 Est. Cost $14.35 Unrealized +45.7%
IYH ISHARES TR DOW JONES U S HEALTHCARE 0.1%
Value ($000) $484 Shares 3,050 Est. Cost $123.15 Unrealized
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 0.1%
Value ($000) $477 Shares 3,850 Est. Cost $119.53 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $474 Shares 6,306 Est. Cost $74.03 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $468 Shares 7,776 Est. Cost $16.41 Unrealized +40.0%
LQD ISHARES IBOXX CORPORATE BOND ETF 0.1%
Value ($000) $420 Shares 3,628 Est. Cost $119.30 Unrealized
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $417 Shares 36,740 Est. Cost $11.46 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $411 Shares 6,608 Est. Cost $20.11 Unrealized +22.5%
ZG ZILLOW GROUP INC CL A 0.1%
Value ($000) $411 Shares 4,740 Est. Cost $33.04 Unrealized -11.7%
MA MASTERCARD INC 0.1%
Value ($000) $397 Shares 4,250 Est. Cost $70.63 Unrealized +21.9%
PFE PFIZER INC COM 0.1%
Value ($000) $389 Shares 11,590 Est. Cost $16.84 Unrealized +23.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $388 Shares 3,105 Est. Cost $116.83 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $385 Shares 2,720 Est. Cost $81.29 Unrealized +44.4%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $378 Shares 18,141 Est. Cost $11.75 Unrealized +19.3%
D DOMINION RESOURCES INC 0.1%
Value ($000) $364 Shares 5,438 Est. Cost $35.85 Unrealized +24.4%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $355 Shares 2,923 Est. Cost $113.55 Unrealized
HBNC HORIZON BANCORP IND COM 0.1%
Value ($000) $348 Shares 13,925 Est. Cost $9.55 Unrealized +11.5%
AMGN AMGEN INC 0.1%
Value ($000) $345 Shares 2,250 Est. Cost $74.33 Unrealized +58.2%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $336 Shares 4,500 Est. Cost $75.25 Unrealized
CBS CORP CL B 0.1%
Value ($000) $333 Shares 6,000 Est. Cost $48.75 Unrealized
SGI TEMPUR SEALY INTL INC COM 0.1%
Value ($000) $330 Shares 5,000 Est. Cost $11.36 Unrealized +34.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $328 Shares 500 Est. Cost $6.07 Unrealized +38.0%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $323 Shares 5,600 Est. Cost $42.12 Unrealized +22.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $318 Shares 4,289 Est. Cost $58.10 Unrealized +1.2%
IUSV ISHARES CORE US VALUE ETF 0.1%
Value ($000) $313 Shares 2,325 Est. Cost $135.05 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $300 Shares 3,700 Est. Cost $27.25 Unrealized +33.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $297 Shares 3,707 Est. Cost $49.96 Unrealized +35.3%
VIACOM INC CL B 0.1%
Value ($000) $291 Shares 4,500 Est. Cost $68.00 Unrealized
IP INTL PAPER CO COM 0.1%
Value ($000) $286 Shares 6,000 Est. Cost $26.02 Unrealized +21.1%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $282 Shares 2,480 Est. Cost $99.85 Unrealized
CLARCOR INC COM 0.1%
Value ($000) $280 Shares 4,500 Est. Cost $55.81 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $275 Shares 2,475 Est. Cost $56.05 Unrealized +55.4%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.1%
Value ($000) $274 Shares 2,000 Est. Cost $105.95 Unrealized +17.0%
MACATAWA BK CORP COM 0.1%
Value ($000) $270 Shares 50,896 Est. Cost $5.03 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $269 Shares 3,168 Est. Cost $62.71 Unrealized +5.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $268 Shares 2,916 Est. Cost $49.93 Unrealized +48.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $266 Shares 4,106 Est. Cost $38.75 Unrealized +40.1%
SO SOUTHERN CO COM 0.1%
Value ($000) $266 Shares 6,348 Est. Cost $26.80 Unrealized +3.7%
NUVEEN MICH QUALITY INCOME MUN COM 0.1%
Value ($000) $265 Shares 20,000 Est. Cost $13.49 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $265 Shares 9,658 Est. Cost $15.24 Unrealized +35.4%
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $260 Shares 2,490 Est. Cost $94.88 Unrealized
DHIL DIAMOND HILL INVT GP NEW 0.0%
Value ($000) $260 Shares 1,300 Est. Cost $71.68 Unrealized +45.8%
IYW ISHARES DJ US TECHNOLOGY 0.0%
Value ($000) $258 Shares 2,466 Est. Cost $91.03 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.0%
Value ($000) $247 Shares 902 Est. Cost $273.84 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $245 Shares 2,924 Est. Cost $36.65 Unrealized +78.8%
JOHNSON CTLS INC 0.0%
Value ($000) $243 Shares 4,910 Est. Cost $50.27 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $243 Shares 2,777 Est. Cost $58.37 Unrealized +32.7%
MS MORGAN STANLEY 0.0%
Value ($000) $238 Shares 6,128 Est. Cost $21.80 Unrealized +30.2%
AOR ISHARES GROWTH ALLOCATION FUND 0.0%
Value ($000) $235 Shares 5,800 Est. Cost $39.14 Unrealized
DUN & BRADSTREET CORP DEL NEW COM 0.0%
Value ($000) $232 Shares 1,900 Est. Cost $97.14 Unrealized
ONEOK PARTNERS LP 0.0%
Value ($000) $230 Shares 6,756 Est. Cost $49.30 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $226 Shares 4,500 Est. Cost $50.22 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $225 Shares 2,085 Est. Cost $73.12 Unrealized +32.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $222 Shares 5,126 Est. Cost $23.71 Unrealized +26.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF 0.0%
Value ($000) $221 Shares 600 Est. Cost $343.33 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $221 Shares 5,746 Est. Cost $22.76 Unrealized +6.9%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $218 Shares 1,000 Est. Cost $195.32 Unrealized 0.0%
AGL RES INC COM 0.0%
Value ($000) $212 Shares 4,556 Est. Cost $43.45 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $208 Shares 1,822 Est. Cost $61.94 Unrealized +61.4%
ORCL ORACLE CORPORATION 0.0%
Value ($000) $205 Shares 5,075 Est. Cost $28.82 Unrealized +28.4%
FLOT ISHARES MSCI FLOATING RATE NOT E FUNDING ETF 0.0%
Value ($000) $203 Shares 4,000 Est. Cost $50.70 Unrealized
MLKN MILLER HERMAN INC COM 0.0%
Value ($000) $201 Shares 6,946 Est. Cost $19.62 Unrealized +11.9%
GNTX GENTEX CORP 0.0%
Value ($000) $176 Shares 10,702 Est. Cost $11.79 Unrealized +48.3%
F FORD MOTOR COMPANY 0.0%
Value ($000) $135 Shares 9,000 Est. Cost $8.00 Unrealized +9.4%
GALT GALECTIN THERAPEUTICS INC COM 0.0%
Value ($000) $83 Shares 30,500 Est. Cost $6.85 Unrealized -56.0%