NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 22, 2016

Total Value ($000): $482,675 (100.0% shares, 0.0% debt)

Holdings (143)

AAPL APPLE INC 3.8%
Value ($000) $18,230 Shares 167,267 Est. Cost $18.47 Unrealized +22.1%
GOOGL ALPHABET INC CAP STK CL A 3.2%
Value ($000) $15,508 Shares 20,328 Est. Cost $36.73 Unrealized -0.5%
GENERAL ELECTRIC CO COM 3.2%
Value ($000) $15,440 Shares 485,694 Est. Cost $23.67 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 3.0%
Value ($000) $14,697 Shares 234,398 Est. Cost $36.84 Unrealized +39.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 3.0%
Value ($000) $14,399 Shares 101,485 Est. Cost $110.99 Unrealized +19.4%
XRAY DENTSPLY SIRONA INC COM 2.9%
Value ($000) $14,230 Shares 230,902 Est. Cost $58.93 Unrealized 0.0%
IVV ISHARES S&P 500 INDEX 2.6%
Value ($000) $12,737 Shares 61,634 Est. Cost $201.59 Unrealized
SYK STRYKER CORP COM 2.6%
Value ($000) $12,727 Shares 118,623 Est. Cost $63.74 Unrealized +38.3%
COST COSTCO WHSL CORP NEW COM 2.5%
Value ($000) $11,876 Shares 75,367 Est. Cost $90.69 Unrealized +40.9%
VARIAN MED SYS INC COM 2.4%
Value ($000) $11,554 Shares 144,388 Est. Cost $68.72 Unrealized
BA BOEING CO COM 2.4%
Value ($000) $11,515 Shares 90,716 Est. Cost $84.08 Unrealized +33.1%
COF CAPITAL ONE FINL CORP COM 2.4%
Value ($000) $11,457 Shares 165,305 Est. Cost $60.69 Unrealized -8.8%
SYNTEL INC COM 2.3%
Value ($000) $11,177 Shares 223,855 Est. Cost $63.37 Unrealized
PRICELINE GRP INC COM NEW 2.2%
Value ($000) $10,844 Shares 8,413 Est. Cost $1170.77 Unrealized
MSFT MICROSOFT 2.2%
Value ($000) $10,430 Shares 188,845 Est. Cost $31.46 Unrealized +46.5%
PANERA BREAD CO CL A 2.2%
Value ($000) $10,392 Shares 50,735 Est. Cost $178.65 Unrealized
PEP PEPSICO INC COM 2.1%
Value ($000) $10,331 Shares 100,814 Est. Cost $56.19 Unrealized +30.4%
AON PLC SHS CL A 2.1%
Value ($000) $10,277 Shares 98,390 Est. Cost $94.66 Unrealized
AL AIR LEASE CORP CL A 2.1%
Value ($000) $9,929 Shares 309,125 Est. Cost $31.48 Unrealized -22.7%
ABT ABBOTT LABS COM 2.0%
Value ($000) $9,842 Shares 235,277 Est. Cost $33.35 Unrealized -1.0%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $9,498 Shares 87,778 Est. Cost $62.24 Unrealized +26.5%
PRAXAIR INC COM 1.5%
Value ($000) $7,286 Shares 63,657 Est. Cost $116.35 Unrealized
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $6,987 Shares 83,582 Est. Cost $53.07 Unrealized -2.1%
EMR EMERSON ELEC CO COM 1.4%
Value ($000) $6,786 Shares 124,782 Est. Cost $41.05 Unrealized -8.9%
MRK MERCK & CO INC NEW COM 1.4%
Value ($000) $6,785 Shares 128,229 Est. Cost $33.89 Unrealized +6.3%
LKQ LKQ CORP COM 1.4%
Value ($000) $6,595 Shares 206,560 Est. Cost $25.91 Unrealized -3.4%
BDX BECTON DICKINSON & CO COM 1.4%
Value ($000) $6,563 Shares 43,227 Est. Cost $120.77 Unrealized +1.2%
PYPL PAYPAL HLDGS INC COM 1.3%
Value ($000) $6,512 Shares 168,715 Est. Cost $35.27 Unrealized +2.2%
MIDD MIDDLEBY CORP COM 1.3%
Value ($000) $6,183 Shares 57,910 Est. Cost $108.91 Unrealized -13.7%
ECL ECOLAB INC COM 1.2%
Value ($000) $6,021 Shares 53,986 Est. Cost $102.60 Unrealized -7.1%
WFC WELLS FARGO & CO NEW COM 1.2%
Value ($000) $5,743 Shares 118,765 Est. Cost $30.73 Unrealized +20.8%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $5,619 Shares 94,879 Est. Cost $41.50 Unrealized +8.1%
VFC V F CORP COM 1.2%
Value ($000) $5,618 Shares 86,757 Est. Cost $61.49 Unrealized -5.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 1.1%
Value ($000) $5,550 Shares 26 Est. Cost $165023.42 Unrealized +20.9%
STERICYCLE INC COM 1.1%
Value ($000) $5,189 Shares 41,120 Est. Cost $111.16 Unrealized
SLB SCHLUMBERGER LTD COM 1.0%
Value ($000) $4,810 Shares 65,224 Est. Cost $53.92 Unrealized -1.5%
NVS NOVARTIS A G SPONSORED ADR 1.0%
Value ($000) $4,629 Shares 63,904 Est. Cost $81.18 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.9%
Value ($000) $4,427 Shares 110,353 Est. Cost $28.54 Unrealized +13.6%
NVO NOVO-NORDISK A S ADR 0.9%
Value ($000) $4,222 Shares 77,903 Est. Cost $63.11 Unrealized
COP CONOCOPHILLIPS COM 0.9%
Value ($000) $4,167 Shares 103,485 Est. Cost $42.70 Unrealized -34.2%
CBRE CBRE GROUP INC CL A 0.8%
Value ($000) $4,083 Shares 141,685 Est. Cost $27.51 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $3,951 Shares 26,091 Est. Cost $90.95 Unrealized -7.6%
WHITEWAVE FOODS CO COM 0.8%
Value ($000) $3,905 Shares 96,085 Est. Cost $39.70 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.8%
Value ($000) $3,870 Shares 26,840 Est. Cost $140.31 Unrealized
CRI CARTER INC COM 0.8%
Value ($000) $3,668 Shares 34,812 Est. Cost $69.61 Unrealized +5.9%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $3,629 Shares 36,374 Est. Cost $88.79 Unrealized
E M C CORP MASS COM 0.8%
Value ($000) $3,629 Shares 136,190 Est. Cost $23.71 Unrealized
PM PHILIP MORRIS INTL INC COM 0.7%
Value ($000) $3,562 Shares 36,310 Est. Cost $49.71 Unrealized +12.4%
CRTO CRITEO S A SPONS ADS 0.7%
Value ($000) $3,363 Shares 81,195 Est. Cost $41.42 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.7%
Value ($000) $3,323 Shares 30,805 Est. Cost $108.65 Unrealized
PRGO PERRIGO CO PLC SHS 0.7%
Value ($000) $3,226 Shares 25,220 Est. Cost $156.39 Unrealized -12.6%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $2,917 Shares 102,448 Est. Cost $19.22 Unrealized -1.5%
KNIGHT TRANSN INC COM 0.6%
Value ($000) $2,868 Shares 109,666 Est. Cost $26.15 Unrealized
CRL CHARLES RIV LABS INTL INC COM 0.6%
Value ($000) $2,686 Shares 35,365 Est. Cost $74.02 Unrealized 0.0%
WWW WOLVERINE WORLD WIDE INC COM 0.5%
Value ($000) $2,613 Shares 141,851 Est. Cost $21.65 Unrealized -33.0%
MCK MCKESSON CORP COM 0.5%
Value ($000) $2,466 Shares 15,684 Est. Cost $163.59 Unrealized -8.6%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $2,253 Shares 3,024 Est. Cost $35.61 Unrealized -0.2%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $2,148 Shares 19,079 Est. Cost $111.54 Unrealized
WELLS FARGO & CO NEW PERP PFD CNV A 0.4%
Value ($000) $2,059 Shares 1,709 Est. Cost $1204.80 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.4%
Value ($000) $2,024 Shares 15,266 Est. Cost $135.68 Unrealized
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.4%
Value ($000) $2,002 Shares 1,456 Est. Cost $1232.60 Unrealized
BALL BALL CORP COM 0.4%
Value ($000) $1,987 Shares 27,870 Est. Cost $30.72 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.4%
Value ($000) $1,985 Shares 25,264 Est. Cost $48.31 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.4%
Value ($000) $1,962 Shares 33,246 Est. Cost $30.75 Unrealized +49.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.4%
Value ($000) $1,948 Shares 54,306 Est. Cost $37.01 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,539 Shares 26,941 Est. Cost $29.17 Unrealized +27.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1,498 Shares 10,581 Est. Cost $79.76 Unrealized +63.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.3%
Value ($000) $1,477 Shares 34,238 Est. Cost $47.33 Unrealized
T AT&T INC COM 0.3%
Value ($000) $1,463 Shares 37,340 Est. Cost $11.46 Unrealized +20.7%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $1,448 Shares 17,589 Est. Cost $55.22 Unrealized +11.6%
TALMER BANCORP INC COM 0.3%
Value ($000) $1,417 Shares 78,331 Est. Cost $14.56 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $1,309 Shares 2,178 Est. Cost $55.09 Unrealized +12.5%
ARM HLDGS PLC SPONSORED ADR 0.3%
Value ($000) $1,306 Shares 29,896 Est. Cost $36.21 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $1,247 Shares 23,063 Est. Cost $26.90 Unrealized +11.7%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.2%
Value ($000) $1,196 Shares 6,769 Est. Cost $167.74 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.2%
Value ($000) $1,160 Shares 16,892 Est. Cost $73.78 Unrealized
GP STRATEGIES CORP COM 0.2%
Value ($000) $1,158 Shares 42,252 Est. Cost $29.35 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,059 Shares 17,740 Est. Cost $34.09 Unrealized +39.1%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.2%
Value ($000) $1,045 Shares 6,429 Est. Cost $155.55 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $866 Shares 21,925 Est. Cost $44.50 Unrealized
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $813 Shares 8,519 Est. Cost $71.42 Unrealized -19.6%
KO COCA COLA CO COM 0.2%
Value ($000) $796 Shares 17,158 Est. Cost $27.88 Unrealized +14.2%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $775 Shares 13,559 Est. Cost $64.75 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.2%
Value ($000) $731 Shares 7,176 Est. Cost $98.82 Unrealized
OEF ISHARES S&P 100 ETF 0.2%
Value ($000) $728 Shares 7,965 Est. Cost $85.09 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $719 Shares 10,140 Est. Cost $68.74 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $700 Shares 10,643 Est. Cost $70.91 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $690 Shares 19,958 Est. Cost $33.90 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $679 Shares 1,143 Est. Cost $14.35 Unrealized +97.8%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $647 Shares 5,350 Est. Cost $118.54 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $643 Shares 3,859 Est. Cost $63.75 Unrealized +45.5%
SPY SPDR S&P 500 TRUST 0.1%
Value ($000) $611 Shares 2,972 Est. Cost $190.53 Unrealized
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.1%
Value ($000) $571 Shares 5,412 Est. Cost $105.39 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $553 Shares 4,848 Est. Cost $105.22 Unrealized
NEOG NEOGEN CORP COM 0.1%
Value ($000) $534 Shares 10,600 Est. Cost $14.62 Unrealized +30.3%
KELLOGG CO COM 0.1%
Value ($000) $501 Shares 6,550 Est. Cost $38.95 Unrealized +25.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $470 Shares 6,650 Est. Cost $47.58 Unrealized +11.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.1%
Value ($000) $436 Shares 4,668 Est. Cost $87.03 Unrealized
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $436 Shares 36,740 Est. Cost $11.46 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $429 Shares 5,254 Est. Cost $74.03 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $419 Shares 3,787 Est. Cost $115.40 Unrealized
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $410 Shares 5,458 Est. Cost $36.11 Unrealized +27.7%
AGL RES INC COM 0.1%
Value ($000) $388 Shares 5,961 Est. Cost $49.80 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $377 Shares 4,500 Est. Cost $75.25 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $376 Shares 3,675 Est. Cost $10.17 Unrealized -3.5%
HD HOME DEPOT INC COM 0.1%
Value ($000) $353 Shares 2,645 Est. Cost $60.89 Unrealized +61.5%
PFE PFIZER INC COM 0.1%
Value ($000) $353 Shares 11,920 Est. Cost $16.89 Unrealized +10.6%
CLARCOR INC COM 0.1%
Value ($000) $353 Shares 6,116 Est. Cost $54.02 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $348 Shares 5,168 Est. Cost $41.01 Unrealized +23.2%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $341 Shares 3,700 Est. Cost $27.25 Unrealized +40.8%
SO SOUTHERN CO COM 0.1%
Value ($000) $333 Shares 6,428 Est. Cost $26.87 Unrealized +19.9%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $320 Shares 5,241 Est. Cost $16.83 Unrealized +35.2%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $320 Shares 4,266 Est. Cost $58.10 Unrealized +1.4%
PRONAI THERAPEUTICS INC COM 0.1%
Value ($000) $318 Shares 47,244 Est. Cost $6.73 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.1%
Value ($000) $309 Shares 22,854 Est. Cost $8.02 Unrealized -7.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $307 Shares 3,427 Est. Cost $51.10 Unrealized +32.5%
SGI TEMPUR SEALY INTL INC COM 0.1%
Value ($000) $304 Shares 5,000 Est. Cost $11.36 Unrealized +30.3%
IUSV ISHARES CORE US VALUE ETF 0.1%
Value ($000) $299 Shares 2,325 Est. Cost $135.05 Unrealized
MACATAWA BK CORP COM 0.1%
Value ($000) $299 Shares 47,896 Est. Cost $5.03 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $299 Shares 2,916 Est. Cost $49.93 Unrealized +46.7%
MA MASTERCARD INC 0.1%
Value ($000) $298 Shares 3,150 Est. Cost $70.63 Unrealized +18.1%
VB VANGUARD SMALL-CAP INDEX FUND 0.1%
Value ($000) $281 Shares 2,518 Est. Cost $113.55 Unrealized
CBS CORP NEW CL B 0.1%
Value ($000) $275 Shares 5,000 Est. Cost $47.20 Unrealized
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $274 Shares 16,416 Est. Cost $11.75 Unrealized -1.2%
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $270 Shares 3,938 Est. Cost $18.91 Unrealized -3.2%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $267 Shares 5,900 Est. Cost $43.33 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $255 Shares 2,490 Est. Cost $94.88 Unrealized
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $253 Shares 4,050 Est. Cost $42.12 Unrealized +10.9%
IP INTL PAPER CO COM 0.1%
Value ($000) $246 Shares 6,000 Est. Cost $26.02 Unrealized -12.3%
INTC INTEL CORP COM 0.0%
Value ($000) $234 Shares 7,245 Est. Cost $17.58 Unrealized +38.7%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $232 Shares 2,005 Est. Cost $99.85 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $231 Shares 2,777 Est. Cost $58.37 Unrealized +5.4%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $226 Shares 6,600 Est. Cost $41.01 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $225 Shares 4,500 Est. Cost $50.22 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $221 Shares 9,300 Est. Cost $26.10 Unrealized -19.9%
AFL AFLAC INC COM 0.0%
Value ($000) $220 Shares 3,490 Est. Cost $20.11 Unrealized +17.3%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $217 Shares 2,649 Est. Cost $36.65 Unrealized +66.9%
NORTHWEST NAT GAS CO COM 0.0%
Value ($000) $215 Shares 3,985 Est. Cost $50.54 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $203 Shares 4,960 Est. Cost $31.95 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $202 Shares 4,000 Est. Cost $50.70 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $201 Shares 2,800 Est. Cost $71.79 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $200 Shares 1,425 Est. Cost $123.15 Unrealized
GALT GALECTIN THERAPEUTICS INC COM 0.0%
Value ($000) $44 Shares 30,500 Est. Cost $6.85 Unrealized -80.4%