NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 29, 2016

Total Value ($000): $477,517 (100.0% shares, 0.0% debt)

Holdings (152)

AAPL APPLE INC 3.7%
Value ($000) $17,467 Shares 165,944 Est. Cost $18.47 Unrealized +39.3%
GOOGL ALPHABET INC CAP STK CL A 3.3%
Value ($000) $15,702 Shares 20,182 Est. Cost $36.73 Unrealized 0.0%
GENERAL ELECTRIC CO COM 3.2%
Value ($000) $15,357 Shares 492,999 Est. Cost $23.67 Unrealized
SIRONA DENTAL SYSTEMS INC COM 3.1%
Value ($000) $14,726 Shares 134,398 Est. Cost $70.05 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 3.0%
Value ($000) $14,249 Shares 237,408 Est. Cost $36.84 Unrealized +55.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.8%
Value ($000) $13,368 Shares 101,239 Est. Cost $110.99 Unrealized +20.9%
BA BOEING CO COM 2.8%
Value ($000) $13,229 Shares 91,496 Est. Cost $84.08 Unrealized +53.3%
COST COSTCO WHSL CORP NEW COM 2.6%
Value ($000) $12,544 Shares 77,670 Est. Cost $90.69 Unrealized +46.5%
VARIAN MED SYS INC COM 2.6%
Value ($000) $12,353 Shares 152,888 Est. Cost $68.72 Unrealized
COF CAPITAL ONE FINANCIAL CORP 2.5%
Value ($000) $11,747 Shares 162,748 Est. Cost $60.77 Unrealized +5.0%
SYK STRYKER CORP COM 2.3%
Value ($000) $11,081 Shares 119,222 Est. Cost $63.74 Unrealized +33.7%
SYNTEL INC COM 2.3%
Value ($000) $11,067 Shares 244,575 Est. Cost $63.37 Unrealized
PANERA BREAD CO CL A 2.3%
Value ($000) $10,967 Shares 56,305 Est. Cost $178.65 Unrealized
ITC HLDGS CORP COM 2.3%
Value ($000) $10,825 Shares 275,790 Est. Cost $53.26 Unrealized
PRICELINE GRP INC COM NEW 2.2%
Value ($000) $10,659 Shares 8,360 Est. Cost $1170.77 Unrealized
IVV ISHARES S&P 500 INDEX 2.2%
Value ($000) $10,300 Shares 50,277 Est. Cost $200.45 Unrealized
PEP PEPSICO INC COM 2.2%
Value ($000) $10,298 Shares 103,066 Est. Cost $56.19 Unrealized +30.8%
AON PLC SHS CL A 2.1%
Value ($000) $10,068 Shares 109,184 Est. Cost $94.66 Unrealized
ABT ABBOTT LABS COM 2.0%
Value ($000) $9,551 Shares 212,673 Est. Cost $33.38 Unrealized +9.5%
MSFT MICROSOFT 2.0%
Value ($000) $9,468 Shares 170,661 Est. Cost $29.90 Unrealized +53.6%
AL AIR LEASE CORP CL A 2.0%
Value ($000) $9,360 Shares 279,559 Est. Cost $32.23 Unrealized -11.9%
JNJ JOHNSON & JOHNSON COM 1.6%
Value ($000) $7,797 Shares 75,901 Est. Cost $59.66 Unrealized +27.3%
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $6,882 Shares 88,287 Est. Cost $53.07 Unrealized -3.2%
PRAXAIR INC COM 1.4%
Value ($000) $6,766 Shares 66,078 Est. Cost $116.35 Unrealized
EMR EMERSON ELEC CO COM 1.4%
Value ($000) $6,649 Shares 139,005 Est. Cost $41.05 Unrealized -11.1%
MRK MERCK & CO INC NEW COM 1.4%
Value ($000) $6,629 Shares 125,510 Est. Cost $33.84 Unrealized +8.6%
QCOM QUALCOMM INC COM 1.3%
Value ($000) $6,211 Shares 124,262 Est. Cost $45.06 Unrealized -11.2%
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $5,578 Shares 154,095 Est. Cost $35.20 Unrealized 0.0%
WFC WELLS FARGO & CO NEW COM 1.1%
Value ($000) $5,471 Shares 100,643 Est. Cost $29.58 Unrealized +38.1%
COP CONOCOPHILLIPS COM 1.1%
Value ($000) $5,467 Shares 117,095 Est. Cost $42.70 Unrealized -10.1%
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $5,366 Shares 81,264 Est. Cost $40.94 Unrealized +21.4%
MIDD MIDDLEBY CORP COM 1.1%
Value ($000) $5,355 Shares 49,643 Est. Cost $111.39 Unrealized 0.0%
BDX BECTON DICKINSON & CO COM 1.1%
Value ($000) $5,212 Shares 33,824 Est. Cost $120.37 Unrealized +2.6%
LKQ LKQ CORP COM 1.1%
Value ($000) $5,161 Shares 174,198 Est. Cost $26.07 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.1%
Value ($000) $5,143 Shares 26 Est. Cost $165023.42 Unrealized +22.0%
STERICYCLE INC COM 1.0%
Value ($000) $5,006 Shares 41,505 Est. Cost $111.16 Unrealized
NVS NOVARTIS AG ADR 1.0%
Value ($000) $4,630 Shares 53,807 Est. Cost $82.82 Unrealized
NVO NOVO-NORDISK A S ADR 1.0%
Value ($000) $4,585 Shares 78,943 Est. Cost $63.11 Unrealized
ECL ECOLAB INC COM 1.0%
Value ($000) $4,547 Shares 39,751 Est. Cost $105.21 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.9%
Value ($000) $4,526 Shares 100,932 Est. Cost $28.18 Unrealized +25.9%
KELLOGG CO COM 0.9%
Value ($000) $4,393 Shares 60,788 Est. Cost $38.95 Unrealized +17.3%
VFC V F CORP COM 0.9%
Value ($000) $4,240 Shares 68,105 Est. Cost $62.42 Unrealized 0.0%
EBAY EBAY INC COM 0.8%
Value ($000) $3,782 Shares 137,610 Est. Cost $20.12 Unrealized +22.1%
PRGO PERRIGO CO PLC SHS 0.8%
Value ($000) $3,724 Shares 25,735 Est. Cost $156.39 Unrealized -1.7%
E M C CORP MASS COM 0.8%
Value ($000) $3,677 Shares 143,180 Est. Cost $23.71 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.8%
Value ($000) $3,664 Shares 84,416 Est. Cost $47.33 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $3,662 Shares 36,810 Est. Cost $88.79 Unrealized
WWW WOLVERINE WORLD WIDE INC COM 0.7%
Value ($000) $3,543 Shares 212,032 Est. Cost $21.65 Unrealized -28.1%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $3,475 Shares 39,532 Est. Cost $49.71 Unrealized +5.2%
SLB SCHLUMBERGER LTD COM 0.7%
Value ($000) $3,151 Shares 45,174 Est. Cost $54.27 Unrealized +3.4%
IJH ISHARES S&P MIDCAP FUND 0.6%
Value ($000) $2,753 Shares 19,761 Est. Cost $138.92 Unrealized
CRI CARTER INC COM 0.5%
Value ($000) $2,402 Shares 26,981 Est. Cost $68.43 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,215 Shares 2,919 Est. Cost $35.61 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.5%
Value ($000) $2,189 Shares 20,070 Est. Cost $109.07 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.4%
Value ($000) $2,144 Shares 24,532 Est. Cost $73.78 Unrealized
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $2,122 Shares 15,418 Est. Cost $95.71 Unrealized -8.6%
HUN HUNTSMAN CORP COM 0.4%
Value ($000) $2,094 Shares 184,142 Est. Cost $18.29 Unrealized -35.2%
WHITEWAVE FOODS CO COM 0.4%
Value ($000) $2,035 Shares 52,290 Est. Cost $38.92 Unrealized
WM WASTE MGMT INC DEL COM 0.4%
Value ($000) $1,991 Shares 37,305 Est. Cost $30.75 Unrealized +42.8%
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.4%
Value ($000) $1,953 Shares 1,431 Est. Cost $1230.11 Unrealized
GP STRATEGIES CORP COM 0.4%
Value ($000) $1,927 Shares 76,752 Est. Cost $29.35 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.4%
Value ($000) $1,862 Shares 57,839 Est. Cost $41.01 Unrealized
MCK MCKESSON CORP COM 0.4%
Value ($000) $1,740 Shares 8,821 Est. Cost $174.49 Unrealized 0.0%
JACOBS ENGR GROUP INC DEL COM 0.3%
Value ($000) $1,667 Shares 39,749 Est. Cost $53.86 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $1,655 Shares 60,933 Est. Cost $19.42 Unrealized +3.9%
IJR ISHARES S&P SMALL-CAP FUND 0.3%
Value ($000) $1,629 Shares 14,795 Est. Cost $111.24 Unrealized
TALMER BANCORP INC COM 0.3%
Value ($000) $1,621 Shares 89,535 Est. Cost $14.56 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,587 Shares 26,791 Est. Cost $29.17 Unrealized +30.1%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1,501 Shares 10,581 Est. Cost $79.76 Unrealized +62.4%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $1,482 Shares 18,664 Est. Cost $55.22 Unrealized +4.9%
DNOW NOW INC COM 0.3%
Value ($000) $1,433 Shares 90,597 Est. Cost $29.59 Unrealized -42.3%
ARM HLDGS PLC SPONSORED ADR 0.3%
Value ($000) $1,399 Shares 30,917 Est. Cost $36.21 Unrealized
T AT&T INC COM 0.3%
Value ($000) $1,395 Shares 40,553 Est. Cost $11.46 Unrealized +8.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $1,265 Shares 2,317 Est. Cost $55.09 Unrealized +2.0%
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,120 Shares 24,234 Est. Cost $26.90 Unrealized +0.1%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.2%
Value ($000) $1,066 Shares 6,622 Est. Cost $155.55 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,060 Shares 28,855 Est. Cost $38.02 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,056 Shares 17,590 Est. Cost $34.09 Unrealized +44.9%
ITT CORP NEW COM NEW 0.2%
Value ($000) $1,043 Shares 28,709 Est. Cost $29.41 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.2%
Value ($000) $982 Shares 7,050 Est. Cost $139.29 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $899 Shares 22,706 Est. Cost $44.50 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $853 Shares 19,858 Est. Cost $27.88 Unrealized +10.6%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.2%
Value ($000) $847 Shares 4,869 Est. Cost $164.25 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $781 Shares 8,683 Est. Cost $71.42 Unrealized -18.2%
INTC INTEL CORP COM 0.2%
Value ($000) $774 Shares 22,455 Est. Cost $17.58 Unrealized +51.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $773 Shares 1,143 Est. Cost $14.35 Unrealized +119.7%
EFG ISHARES MSCI EAFE GROWTH ETF 0.2%
Value ($000) $765 Shares 11,398 Est. Cost $70.91 Unrealized
OEF ISHARES S&P 100 ETF 0.2%
Value ($000) $754 Shares 8,275 Est. Cost $85.09 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $752 Shares 6,641 Est. Cost $105.22 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $709 Shares 7,175 Est. Cost $98.82 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $696 Shares 10,140 Est. Cost $68.74 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $665 Shares 11,324 Est. Cost $66.25 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $644 Shares 5,350 Est. Cost $118.54 Unrealized
NEOG NEOGEN CORP COM 0.1%
Value ($000) $599 Shares 10,600 Est. Cost $14.62 Unrealized +39.5%
SPY SPDR S&P 500 TRUST 0.1%
Value ($000) $598 Shares 2,932 Est. Cost $190.32 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $596 Shares 3,959 Est. Cost $63.75 Unrealized +44.5%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.1%
Value ($000) $566 Shares 5,412 Est. Cost $105.39 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $493 Shares 5,310 Est. Cost $87.03 Unrealized
FIRSTMERIT CORP COM 0.1%
Value ($000) $482 Shares 25,825 Est. Cost $20.05 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $455 Shares 3,975 Est. Cost $10.17 Unrealized +12.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $449 Shares 7,951 Est. Cost $16.83 Unrealized +41.2%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $443 Shares 6,650 Est. Cost $47.58 Unrealized +10.4%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $430 Shares 3,820 Est. Cost $115.40 Unrealized
AGL RES INC COM 0.1%
Value ($000) $423 Shares 6,627 Est. Cost $49.80 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $410 Shares 5,452 Est. Cost $74.03 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $393 Shares 7,935 Est. Cost $55.65 Unrealized
MA MASTERCARD INC CL A 0.1%
Value ($000) $385 Shares 3,950 Est. Cost $70.63 Unrealized +30.5%
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $376 Shares 36,740 Est. Cost $11.46 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $374 Shares 11,590 Est. Cost $16.84 Unrealized +21.0%
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $360 Shares 5,318 Est. Cost $35.85 Unrealized +24.4%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $359 Shares 4,500 Est. Cost $75.25 Unrealized
SGI TEMPUR SEALY INTL INC COM 0.1%
Value ($000) $352 Shares 5,000 Est. Cost $11.36 Unrealized +67.3%
HD HOME DEPOT INC COM 0.1%
Value ($000) $337 Shares 2,550 Est. Cost $59.50 Unrealized +68.0%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $330 Shares 16,416 Est. Cost $11.75 Unrealized +18.2%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $328 Shares 4,266 Est. Cost $58.10 Unrealized +0.8%
AFL AFLAC INC COM 0.1%
Value ($000) $324 Shares 5,408 Est. Cost $20.11 Unrealized +22.0%
F FORD MTR CO DEL COM PAR $0.01 0.1%
Value ($000) $324 Shares 23,028 Est. Cost $8.02 Unrealized +4.0%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $321 Shares 5,168 Est. Cost $41.01 Unrealized +21.3%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $314 Shares 3,700 Est. Cost $27.25 Unrealized +37.6%
CLARCOR INC COM 0.1%
Value ($000) $304 Shares 6,116 Est. Cost $54.02 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $301 Shares 2,718 Est. Cost $113.55 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $297 Shares 6,348 Est. Cost $26.80 Unrealized +10.5%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $296 Shares 4,827 Est. Cost $18.91 Unrealized -12.1%
IUSV ISHARES CORE US VALUE ETF 0.1%
Value ($000) $296 Shares 2,325 Est. Cost $135.05 Unrealized
MACATAWA BK CORP COM 0.1%
Value ($000) $290 Shares 47,896 Est. Cost $5.03 Unrealized
DENTSPLY INTL INC NEW COM 0.1%
Value ($000) $287 Shares 4,720 Est. Cost $60.81 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $272 Shares 3,207 Est. Cost $49.96 Unrealized +38.4%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $270 Shares 2,916 Est. Cost $49.93 Unrealized +43.0%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $261 Shares 2,924 Est. Cost $36.65 Unrealized +73.6%
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $254 Shares 2,490 Est. Cost $94.88 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $248 Shares 1,530 Est. Cost $81.70 Unrealized +42.6%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $240 Shares 4,300 Est. Cost $42.12 Unrealized +15.3%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $238 Shares 7,273 Est. Cost $32.72 Unrealized
CBS CORP NEW CL B 0.0%
Value ($000) $236 Shares 5,000 Est. Cost $47.20 Unrealized
NSC NORFOLK SOUTHERN CRP 0.0%
Value ($000) $235 Shares 2,777 Est. Cost $58.37 Unrealized +18.4%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $233 Shares 5,400 Est. Cost $43.15 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $232 Shares 2,005 Est. Cost $99.85 Unrealized
IP INTL PAPER CO COM 0.0%
Value ($000) $226 Shares 6,000 Est. Cost $26.02 Unrealized -4.3%
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $225 Shares 4,500 Est. Cost $50.22 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $220 Shares 2,114 Est. Cost $19.44 Unrealized +0.3%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $218 Shares 9,300 Est. Cost $26.10 Unrealized +1.3%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $214 Shares 1,425 Est. Cost $123.15 Unrealized
JOHNSON CTLS INC COM 0.0%
Value ($000) $212 Shares 5,360 Est. Cost $49.53 Unrealized
NORTHWEST NAT GAS CO COM 0.0%
Value ($000) $212 Shares 4,195 Est. Cost $50.54 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $210 Shares 6,596 Est. Cost $22.19 Unrealized +12.7%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $210 Shares 2,000 Est. Cost $105.95 Unrealized -1.5%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $203 Shares 600 Est. Cost $338.33 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $202 Shares 4,000 Est. Cost $50.70 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $202 Shares 4,726 Est. Cost $29.59 Unrealized 0.0%
GNTX GENTEX CORP COM 0.0%
Value ($000) $197 Shares 12,302 Est. Cost $12.33 Unrealized +31.0%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $127 Shares 9,000 Est. Cost $8.02 Unrealized +4.0%
GALT GALECTIN THERAPEUTICS INC COM 0.0%
Value ($000) $50 Shares 30,500 Est. Cost $6.85 Unrealized -66.6%