NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 25, 2016

Total Value ($000): $464,046 (100.0% shares, 0.0% debt)

Holdings (137)

AAPL APPLE INC 3.3%
Value ($000) $15,364 Shares 160,706 Est. Cost $18.47 Unrealized +22.5%
GENERAL ELECTRIC CO COM 3.1%
Value ($000) $14,524 Shares 461,384 Est. Cost $23.67 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 3.1%
Value ($000) $14,509 Shares 100,206 Est. Cost $110.99 Unrealized +28.8%
GOOGL GOOGLE INC 3.0%
Value ($000) $13,867 Shares 19,710 Est. Cost $36.73 Unrealized -0.8%
IVV ISHARES CORE S&P 500 ETF 3.0%
Value ($000) $13,850 Shares 65,795 Est. Cost $202.15 Unrealized
SYK STRYKER CORP COM 2.9%
Value ($000) $13,604 Shares 113,526 Est. Cost $63.74 Unrealized +57.4%
XRAY DENTSPLY SIRONA INC COM 2.8%
Value ($000) $13,164 Shares 212,182 Est. Cost $58.93 Unrealized +4.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 2.7%
Value ($000) $12,686 Shares 221,622 Est. Cost $36.84 Unrealized +45.4%
COST COSTCO WHSL CORP NEW COM 2.5%
Value ($000) $11,606 Shares 73,906 Est. Cost $90.69 Unrealized +41.2%
BA BOEING CO COM 2.5%
Value ($000) $11,417 Shares 87,907 Est. Cost $84.08 Unrealized +41.0%
VARIAN MED SYS INC COM 2.3%
Value ($000) $10,446 Shares 127,038 Est. Cost $68.72 Unrealized
PANERA BREAD CO CL A 2.2%
Value ($000) $10,428 Shares 49,201 Est. Cost $178.65 Unrealized
PRICELINE GRP INC COM NEW 2.2%
Value ($000) $10,269 Shares 8,226 Est. Cost $1170.77 Unrealized
JNJ JOHNSON & JOHNSON COM 2.2%
Value ($000) $10,147 Shares 83,651 Est. Cost $62.24 Unrealized +39.9%
ABT ABBOTT LABS COM 2.1%
Value ($000) $9,661 Shares 245,759 Est. Cost $33.35 Unrealized +0.0%
COF CAPITAL ONE FINANCIAL CORP 2.0%
Value ($000) $9,480 Shares 149,262 Est. Cost $60.69 Unrealized -3.3%
PEP PEPSICO INC COM 2.0%
Value ($000) $9,468 Shares 89,371 Est. Cost $56.19 Unrealized +37.2%
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $9,367 Shares 183,050 Est. Cost $31.46 Unrealized +46.2%
AON PLC SHS CL A 2.0%
Value ($000) $9,177 Shares 84,018 Est. Cost $94.66 Unrealized
AL AIR LEASE CORP CL A 1.8%
Value ($000) $8,196 Shares 306,032 Est. Cost $31.48 Unrealized -18.8%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $7,560 Shares 80,650 Est. Cost $53.07 Unrealized +9.0%
BDX BECTON DICKINSON & CO COM 1.6%
Value ($000) $7,383 Shares 43,535 Est. Cost $120.77 Unrealized +14.5%
MRK MERCK & CO INC COM 1.5%
Value ($000) $7,077 Shares 122,835 Est. Cost $33.89 Unrealized +16.5%
MIDD MIDDLEBY CORP COM 1.5%
Value ($000) $6,985 Shares 60,610 Est. Cost $109.17 Unrealized +5.1%
LKQ LKQ CORP COM 1.5%
Value ($000) $6,937 Shares 218,840 Est. Cost $26.09 Unrealized +11.8%
PRAXAIR INC COM 1.5%
Value ($000) $6,864 Shares 61,070 Est. Cost $116.35 Unrealized
ECL ECOLAB INC COM 1.4%
Value ($000) $6,626 Shares 55,868 Est. Cost $102.68 Unrealized +2.2%
STERICYCLE INC 1.4%
Value ($000) $6,474 Shares 62,180 Est. Cost $108.77 Unrealized
PYPL PAYPAL HLDGS INC COM 1.4%
Value ($000) $6,405 Shares 175,435 Est. Cost $35.38 Unrealized +7.8%
EMR EMERSON ELEC CO COM 1.3%
Value ($000) $6,199 Shares 118,839 Est. Cost $41.05 Unrealized +1.2%
CRTO CRITEO S A SPONS ADS 1.3%
Value ($000) $6,118 Shares 133,235 Est. Cost $43.18 Unrealized
VFC V F CORP COM 1.3%
Value ($000) $5,850 Shares 95,131 Est. Cost $61.28 Unrealized -3.5%
SLB SCHLUMBERGER LTD COM 1.2%
Value ($000) $5,673 Shares 71,736 Est. Cost $54.31 Unrealized +7.2%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $5,591 Shares 89,975 Est. Cost $41.50 Unrealized +16.4%
WFC WELLS FARGO & CO NEW COM 1.2%
Value ($000) $5,562 Shares 117,516 Est. Cost $30.73 Unrealized +21.2%
NVS NOVARTIS A G SPONSORED ADR 1.1%
Value ($000) $5,315 Shares 64,416 Est. Cost $81.18 Unrealized
SYNTEL INC COM 1.1%
Value ($000) $4,988 Shares 110,205 Est. Cost $63.37 Unrealized
WHITEWAVE FOODS CO COM 1.0%
Value ($000) $4,837 Shares 103,045 Est. Cost $40.19 Unrealized
MDLZ MONDELEZ INTL INC CL A 1.0%
Value ($000) $4,712 Shares 103,545 Est. Cost $28.54 Unrealized +22.0%
CBRE CBRE GROUP INC CL A 1.0%
Value ($000) $4,646 Shares 175,445 Est. Cost $27.85 Unrealized +5.0%
COP CONOCOPHILLIPS COM 0.9%
Value ($000) $4,278 Shares 98,111 Est. Cost $42.70 Unrealized -23.2%
IBM INTL BUSINESS MACHINES 0.9%
Value ($000) $4,195 Shares 27,639 Est. Cost $91.19 Unrealized +4.3%
KNIGHT TRANSN INC COM 0.9%
Value ($000) $4,014 Shares 151,027 Est. Cost $26.27 Unrealized
NVO NOVO-NORDISK A S ADR 0.9%
Value ($000) $4,009 Shares 74,547 Est. Cost $63.11 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.8%
Value ($000) $3,906 Shares 26,149 Est. Cost $140.31 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $3,711 Shares 36,979 Est. Cost $88.98 Unrealized
DEO DIAGEO PLC 0.8%
Value ($000) $3,570 Shares 31,628 Est. Cost $108.76 Unrealized
E M C CORP MASS COM 0.8%
Value ($000) $3,528 Shares 129,850 Est. Cost $23.71 Unrealized
CRI CARTER INC COM 0.8%
Value ($000) $3,508 Shares 32,948 Est. Cost $69.61 Unrealized +14.4%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $3,440 Shares 33,821 Est. Cost $49.71 Unrealized +23.5%
CRL CHARLES RIV LABS INTL INC COM 0.7%
Value ($000) $3,280 Shares 39,790 Est. Cost $74.95 Unrealized +9.9%
MCK MCKESSON CORP COM 0.6%
Value ($000) $2,916 Shares 15,624 Est. Cost $163.59 Unrealized -0.6%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $2,810 Shares 97,943 Est. Cost $19.22 Unrealized +8.5%
WELLS FARGO & CO NEW PERP PFD CNV A 0.6%
Value ($000) $2,792 Shares 2,149 Est. Cost $1224.13 Unrealized
KHC KRAFT HEINZ CO COM 0.5%
Value ($000) $2,473 Shares 27,955 Est. Cost $48.82 Unrealized +9.8%
PRGO PERRIGO CO PLC SHS 0.5%
Value ($000) $2,271 Shares 25,050 Est. Cost $156.39 Unrealized -33.8%
IJR ISHARES S&P SMALLCAP 600 ETF 0.5%
Value ($000) $2,252 Shares 19,379 Est. Cost $111.62 Unrealized
BALL BALL CORP COM 0.5%
Value ($000) $2,182 Shares 30,191 Est. Cost $30.87 Unrealized +5.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.5%
Value ($000) $2,125 Shares 60,090 Est. Cost $36.85 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.5%
Value ($000) $2,115 Shares 15,419 Est. Cost $135.70 Unrealized
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.4%
Value ($000) $2,046 Shares 1,441 Est. Cost $1232.60 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $2,031 Shares 2,934 Est. Cost $35.61 Unrealized +0.1%
MMM 3M CO COM 0.4%
Value ($000) $1,986 Shares 11,342 Est. Cost $89.29 Unrealized +14.7%
WM WASTE MGMT INC DEL COM 0.4%
Value ($000) $1,966 Shares 29,663 Est. Cost $30.75 Unrealized +64.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1,576 Shares 10,666 Est. Cost $79.76 Unrealized +80.0%
T AT&T INC COM 0.3%
Value ($000) $1,564 Shares 36,190 Est. Cost $11.46 Unrealized +31.8%
PG PROCTER & GAMBLE CO COM 0.3%
Value ($000) $1,502 Shares 17,739 Est. Cost $55.22 Unrealized +14.7%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.3%
Value ($000) $1,497 Shares 34,946 Est. Cost $47.24 Unrealized
TALMER BANCORP INC COM 0.3%
Value ($000) $1,387 Shares 72,331 Est. Cost $14.56 Unrealized
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,308 Shares 21,135 Est. Cost $29.17 Unrealized +40.5%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.2%
Value ($000) $1,110 Shares 6,564 Est. Cost $155.83 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.2%
Value ($000) $1,077 Shares 6,019 Est. Cost $167.74 Unrealized
VZ VERIZON COMMUNICATIONS 0.2%
Value ($000) $1,023 Shares 18,328 Est. Cost $26.90 Unrealized +17.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $990 Shares 17,340 Est. Cost $34.09 Unrealized +36.2%
OMC OMNICOM GROUP INC COM 0.2%
Value ($000) $914 Shares 11,220 Est. Cost $59.65 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.2%
Value ($000) $862 Shares 8,219 Est. Cost $71.42 Unrealized -6.5%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $847 Shares 1,183 Est. Cost $15.01 Unrealized +125.4%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.2%
Value ($000) $807 Shares 20,710 Est. Cost $44.50 Unrealized
OEF ISHARES S&P 100 ETF 0.2%
Value ($000) $760 Shares 8,178 Est. Cost $85.29 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $753 Shares 10,140 Est. Cost $68.74 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.2%
Value ($000) $753 Shares 7,149 Est. Cost $98.82 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $733 Shares 13,129 Est. Cost $64.75 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $724 Shares 20,555 Est. Cost $33.94 Unrealized
EXPRESS SCRIPTS INC 0.2%
Value ($000) $707 Shares 9,332 Est. Cost $73.78 Unrealized
GP STRATEGIES CORP COM 0.2%
Value ($000) $697 Shares 32,137 Est. Cost $29.35 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $687 Shares 15,151 Est. Cost $27.88 Unrealized +19.5%
EFG ISHARES MSCI EAFE GROWTH ETF 0.1%
Value ($000) $682 Shares 10,422 Est. Cost $70.91 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $664 Shares 5,350 Est. Cost $118.54 Unrealized
NEOG NEOGEN CORP COM 0.1%
Value ($000) $632 Shares 11,237 Est. Cost $14.85 Unrealized +25.6%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $616 Shares 5,268 Est. Cost $106.16 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.1%
Value ($000) $569 Shares 5,362 Est. Cost $105.39 Unrealized
SPY SPDR S&P 500 TRUST 0.1%
Value ($000) $561 Shares 2,678 Est. Cost $190.53 Unrealized
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $473 Shares 37,060 Est. Cost $11.46 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $458 Shares 12,997 Est. Cost $17.24 Unrealized +22.1%
MAR MARRIOTT INTL INC NEW CL A 0.1%
Value ($000) $458 Shares 6,890 Est. Cost $61.32 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $435 Shares 3,787 Est. Cost $115.40 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $410 Shares 4,729 Est. Cost $58.63 Unrealized +8.3%
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $409 Shares 4,293 Est. Cost $87.03 Unrealized
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $406 Shares 5,208 Est. Cost $36.11 Unrealized +32.2%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $399 Shares 4,500 Est. Cost $75.25 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $381 Shares 3,700 Est. Cost $27.25 Unrealized +56.2%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $370 Shares 560 Est. Cost $55.09 Unrealized +27.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $362 Shares 5,168 Est. Cost $41.01 Unrealized +31.9%
MACATAWA BK CORP COM 0.1%
Value ($000) $355 Shares 47,896 Est. Cost $5.03 Unrealized
AGL RES INC COM 0.1%
Value ($000) $348 Shares 5,270 Est. Cost $49.80 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $345 Shares 6,428 Est. Cost $26.87 Unrealized +25.1%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $342 Shares 5,241 Est. Cost $16.83 Unrealized +46.9%
NFLX NETFLIX COM INC 0.1%
Value ($000) $336 Shares 3,675 Est. Cost $10.17 Unrealized -5.5%
Z ZILLOW GROUP INC CL C CAP STK 0.1%
Value ($000) $330 Shares 9,100 Est. Cost $26.10 Unrealized +6.3%
KELLOGG CO COM 0.1%
Value ($000) $325 Shares 3,975 Est. Cost $38.95 Unrealized +30.8%
F FORD MTR CO DEL COM PAR $0.01 0.1%
Value ($000) $318 Shares 25,331 Est. Cost $8.01 Unrealized -1.0%
IUSV ISHARES CORE US VALUE ETF 0.1%
Value ($000) $312 Shares 2,325 Est. Cost $135.05 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $304 Shares 3,307 Est. Cost $51.10 Unrealized +40.5%
HD HOME DEPOT INC COM 0.1%
Value ($000) $303 Shares 2,372 Est. Cost $60.89 Unrealized +72.4%
VB VANGUARD SMALL CAP ETF 0.1%
Value ($000) $291 Shares 2,518 Est. Cost $113.55 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.1%
Value ($000) $285 Shares 3,337 Est. Cost $74.03 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $277 Shares 3,150 Est. Cost $70.63 Unrealized +27.8%
SGI TEMPUR SEALY INTL INC COM 0.1%
Value ($000) $277 Shares 5,000 Est. Cost $11.36 Unrealized +29.8%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $275 Shares 15,637 Est. Cost $11.75 Unrealized +8.6%
CBS CORP NEW CL B 0.1%
Value ($000) $272 Shares 5,000 Est. Cost $47.20 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $261 Shares 2,490 Est. Cost $94.88 Unrealized
IP INTL PAPER CO COM 0.1%
Value ($000) $254 Shares 6,000 Est. Cost $26.02 Unrealized +1.0%
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $245 Shares 4,150 Est. Cost $42.32 Unrealized +19.5%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $241 Shares 2,316 Est. Cost $49.93 Unrealized +66.8%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $236 Shares 1,920 Est. Cost $122.92 Unrealized
ADC AGREE REALTY CORP COM 0.1%
Value ($000) $236 Shares 4,900 Est. Cost $48.16 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $236 Shares 2,777 Est. Cost $58.37 Unrealized +19.4%
NORTHWEST NAT GAS CO COM 0.1%
Value ($000) $235 Shares 3,625 Est. Cost $50.54 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $232 Shares 6,753 Est. Cost $40.86 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $232 Shares 7,060 Est. Cost $17.58 Unrealized +42.9%
DUN & BRADSTREET CORP DEL NEW COM 0.0%
Value ($000) $231 Shares 1,900 Est. Cost $121.58 Unrealized
NEAR ISHARES SHORT MATURITY BOND ETF 0.0%
Value ($000) $226 Shares 4,500 Est. Cost $50.22 Unrealized
JOHNSON CTLS INC COM 0.0%
Value ($000) $217 Shares 4,910 Est. Cost $44.20 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $212 Shares 2,907 Est. Cost $18.91 Unrealized +3.2%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $211 Shares 1,425 Est. Cost $123.15 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $202 Shares 4,000 Est. Cost $50.70 Unrealized
GALT GALECTIN THERAPEUTICS INC COM 0.0%
Value ($000) $45 Shares 30,500 Est. Cost $6.85 Unrealized -78.6%