NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 24, 2018

Total Value ($000): $686,200 (100.0% shares, 0.0% debt)

Holdings (137)

MSFT MICROSOFT 3.9%
Value ($000) $27,019 Shares 274,000 Est. Cost $43.55 Unrealized +106.1%
V VISA INC 3.7%
Value ($000) $25,162 Shares 189,971 Est. Cost $78.01 Unrealized +56.5%
GOOGL ALPHABET INC. 3.4%
Value ($000) $23,275 Shares 20,612 Est. Cost $37.88 Unrealized +42.5%
AAPL APPLE INC 3.2%
Value ($000) $21,709 Shares 117,278 Est. Cost $18.47 Unrealized +131.5%
IVV ISHARES S&P 500 INDEX 2.6%
Value ($000) $18,028 Shares 66,026 Est. Cost $205.44 Unrealized
COST COSTCO WHOLESALE CORP 2.4%
Value ($000) $16,531 Shares 79,103 Est. Cost $106.17 Unrealized +67.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.4%
Value ($000) $16,284 Shares 87,246 Est. Cost $117.72 Unrealized +65.6%
BA BOEING CO COM 2.2%
Value ($000) $14,910 Shares 44,440 Est. Cost $84.08 Unrealized +292.9%
CBRE CBRE GROUP INC A 2.0%
Value ($000) $13,944 Shares 292,082 Est. Cost $30.15 Unrealized +56.9%
BDX BECTON DICKINSON & CO COM 2.0%
Value ($000) $13,791 Shares 57,570 Est. Cost $131.48 Unrealized +50.9%
ADBE ADOBE SYS INC 2.0%
Value ($000) $13,546 Shares 55,559 Est. Cost $119.07 Unrealized +98.7%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $13,099 Shares 158,334 Est. Cost $54.81 Unrealized +2.4%
ECL ECOLAB INC COM 1.9%
Value ($000) $12,773 Shares 91,019 Est. Cost $108.96 Unrealized +22.0%
NKE NIKE INC CLASS B 1.8%
Value ($000) $12,525 Shares 157,185 Est. Cost $49.83 Unrealized +28.1%
JNJ JOHNSON & JOHNSON COM 1.8%
Value ($000) $12,277 Shares 101,178 Est. Cost $76.26 Unrealized +32.0%
VFC V F CORP COM 1.7%
Value ($000) $11,958 Shares 146,689 Est. Cost $55.30 Unrealized +36.3%
AKAM AKAMAI TECH 1.7%
Value ($000) $11,922 Shares 162,801 Est. Cost $51.55 Unrealized +45.5%
KNX KNIGHT TRANSPORTATION INC 1.7%
Value ($000) $11,896 Shares 311,335 Est. Cost $35.89 Unrealized +6.5%
RITCHIE BROS AUCTIONEERS COM 1.7%
Value ($000) $11,742 Shares 344,133 Est. Cost $29.81 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 1.7%
Value ($000) $11,713 Shares 56,545 Est. Cost $140.75 Unrealized +47.8%
ABT ABBOTT LABS COM 1.6%
Value ($000) $11,147 Shares 182,771 Est. Cost $34.36 Unrealized +54.7%
MAR MARRIOTT INTL INC 1.6%
Value ($000) $11,100 Shares 87,677 Est. Cost $66.29 Unrealized +92.6%
BEACON ROOFING SUPPLY 1.6%
Value ($000) $11,036 Shares 258,947 Est. Cost $48.01 Unrealized
CRL CHARLES RIVER LABS HLDG 1.6%
Value ($000) $10,901 Shares 97,104 Est. Cost $81.15 Unrealized +33.2%
DHR DANAHER CORP 1.6%
Value ($000) $10,793 Shares 109,378 Est. Cost $71.62 Unrealized +20.1%
CSCO CISCO SYS INC 1.6%
Value ($000) $10,666 Shares 247,876 Est. Cost $22.87 Unrealized +51.9%
ACTIVISION INC 1.5%
Value ($000) $10,213 Shares 133,818 Est. Cost $69.92 Unrealized
WFC WELLS FARGO CO NEW COM 1.5%
Value ($000) $10,061 Shares 181,467 Est. Cost $37.72 Unrealized +14.9%
BALL BALL CORP COM 1.4%
Value ($000) $9,915 Shares 278,893 Est. Cost $34.95 Unrealized +0.7%
UNP UNION PAC CORP COM 1.4%
Value ($000) $9,883 Shares 69,754 Est. Cost $78.63 Unrealized +49.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.4%
Value ($000) $9,805 Shares 228,556 Est. Cost $40.19 Unrealized
NVS NOVARTIS AG ADR 1.4%
Value ($000) $9,408 Shares 124,539 Est. Cost $78.19 Unrealized
AMZN AMAZON.COM INC 1.3%
Value ($000) $9,198 Shares 5,411 Est. Cost $34.94 Unrealized +127.1%
PRAXAIR INC 1.3%
Value ($000) $9,177 Shares 58,026 Est. Cost $119.29 Unrealized
NUVASIVE INC COM 1.3%
Value ($000) $9,016 Shares 172,995 Est. Cost $64.70 Unrealized
MRK MERCK & CO INC 1.3%
Value ($000) $8,708 Shares 143,463 Est. Cost $35.64 Unrealized +24.9%
CATALENT INC COM 1.3%
Value ($000) $8,701 Shares 207,715 Est. Cost $26.08 Unrealized
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $8,467 Shares 81,254 Est. Cost $44.61 Unrealized +99.6%
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $8,400 Shares 100,872 Est. Cost $35.66 Unrealized +122.9%
CGNX COGNEX CORP 1.2%
Value ($000) $8,331 Shares 186,743 Est. Cost $44.22 Unrealized 0.0%
BUD ANHEUSER BUSCH 1.2%
Value ($000) $8,266 Shares 82,038 Est. Cost $111.23 Unrealized
SO SOUTHERN CO COM 1.2%
Value ($000) $8,239 Shares 177,909 Est. Cost $34.50 Unrealized -4.8%
IT GARTNER INC COM 1.1%
Value ($000) $7,855 Shares 59,102 Est. Cost $105.20 Unrealized +21.7%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $7,823 Shares 73,642 Est. Cost $84.54 Unrealized -0.9%
TYL TYLER TECHNOLOGIES INC COM 1.1%
Value ($000) $7,660 Shares 34,491 Est. Cost $177.53 Unrealized +26.7%
HUBS HUBSPOT INC COM 1.1%
Value ($000) $7,417 Shares 59,150 Est. Cost $71.94 Unrealized +64.6%
MDLZ MONDELEZ INTL INC CL A 1.1%
Value ($000) $7,220 Shares 176,105 Est. Cost $31.22 Unrealized +6.8%
SLB SCHLUMBERGER LTD COM 1.0%
Value ($000) $7,035 Shares 104,953 Est. Cost $53.47 Unrealized +3.0%
DEO DIAGEO PLC 1.0%
Value ($000) $6,860 Shares 47,639 Est. Cost $114.13 Unrealized
MCO MOODYS CORP 1.0%
Value ($000) $6,657 Shares 39,030 Est. Cost $151.36 Unrealized +4.6%
CRI CARTER'S, INC. 1.0%
Value ($000) $6,532 Shares 60,264 Est. Cost $72.10 Unrealized +18.7%
EMR EMERSON ELEC CO COM 0.9%
Value ($000) $6,071 Shares 87,800 Est. Cost $42.25 Unrealized +38.8%
MIDD MIDDLEBY CORP 0.9%
Value ($000) $6,048 Shares 57,920 Est. Cost $116.95 Unrealized -3.2%
STERICYCLE INC 0.8%
Value ($000) $5,772 Shares 88,400 Est. Cost $89.35 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.8%
Value ($000) $5,641 Shares 20 Est. Cost $249664.17 Unrealized +17.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.8%
Value ($000) $5,155 Shares 35,848 Est. Cost $103.18 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.7%
Value ($000) $4,855 Shares 24,926 Est. Cost $144.87 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.7%
Value ($000) $4,567 Shares 108,218 Est. Cost $40.40 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $4,320 Shares 88,441 Est. Cost $45.16 Unrealized +6.4%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $3,061 Shares 36,672 Est. Cost $88.61 Unrealized
WELLS FARGO & CO PFD L 7.5 0.4%
Value ($000) $3,037 Shares 2,412 Est. Cost $1237.99 Unrealized
SYK STRYKER CORP 0.4%
Value ($000) $2,797 Shares 16,562 Est. Cost $63.74 Unrealized +142.8%
ABBV ABBVIE INC COM 0.4%
Value ($000) $2,751 Shares 29,696 Est. Cost $33.70 Unrealized +109.2%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $2,706 Shares 2,425 Est. Cost $35.61 Unrealized +50.6%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $2,394 Shares 1,181 Est. Cost $1933.58 Unrealized +7.2%
BANK OF AMERICA 7.25 CONV PFD L 0.3%
Value ($000) $2,071 Shares 1,656 Est. Cost $1239.68 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $1,780 Shares 16,351 Est. Cost $61.06 Unrealized +33.8%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.2%
Value ($000) $1,347 Shares 25,990 Est. Cost $48.05 Unrealized
NFLX NETFLIX COM INC 0.2%
Value ($000) $1,341 Shares 3,425 Est. Cost $10.21 Unrealized +233.8%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.2%
Value ($000) $1,239 Shares 26,855 Est. Cost $63.11 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $1,189 Shares 7,325 Est. Cost $130.67 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,087 Shares 13,459 Est. Cost $50.02 Unrealized +13.1%
T AT&T INC COM 0.1%
Value ($000) $1,021 Shares 31,805 Est. Cost $11.91 Unrealized +22.0%
CPRT COPART INC 0.1%
Value ($000) $911 Shares 16,100 Est. Cost $8.01 Unrealized +69.1%
M B T FINANCIAL CORP 0.1%
Value ($000) $911 Shares 85,563 Est. Cost $11.35 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $867 Shares 4,405 Est. Cost $100.89 Unrealized +29.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $817 Shares 10,043 Est. Cost $30.75 Unrealized +136.3%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $718 Shares 13,500 Est. Cost $40.83 Unrealized +8.0%
AON CORP 0.1%
Value ($000) $630 Shares 4,596 Est. Cost $95.63 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.1%
Value ($000) $628 Shares 2,794 Est. Cost $158.08 Unrealized
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $624 Shares 8,000 Est. Cost $56.56 Unrealized +9.3%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $610 Shares 1,275 Est. Cost $106.29 Unrealized +43.5%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $606 Shares 4,797 Est. Cost $72.67 Unrealized +22.7%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value ($000) $588 Shares 3,872 Est. Cost $106.16 Unrealized
PNC PNC FINANCIAL SVCS GROUP INC 0.1%
Value ($000) $542 Shares 4,009 Est. Cost $96.95 Unrealized +15.1%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $536 Shares 10,661 Est. Cost $28.34 Unrealized +13.7%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $485 Shares 9,700 Est. Cost $33.55 Unrealized +11.0%
Z ZILLOW GROUP INC CL C CAP STK 0.1%
Value ($000) $478 Shares 8,100 Est. Cost $26.10 Unrealized +112.3%
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $471 Shares 7,533 Est. Cost $63.13 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $471 Shares 7,029 Est. Cost $64.75 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $471 Shares 6,884 Est. Cost $44.85 Unrealized +14.9%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $467 Shares 3,093 Est. Cost $67.37 Unrealized +86.0%
GNTX GENTEX CORP 0.1%
Value ($000) $453 Shares 19,663 Est. Cost $18.27 Unrealized +29.9%
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $445 Shares 36,981 Est. Cost $11.46 Unrealized
LKQ LKQ CORP COM 0.1%
Value ($000) $414 Shares 12,965 Est. Cost $26.98 Unrealized +11.0%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $410 Shares 3,057 Est. Cost $54.69 Unrealized +97.0%
GLD SPDR GOLD SHARES ETF 0.1%
Value ($000) $400 Shares 3,375 Est. Cost $109.55 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $397 Shares 2,033 Est. Cost $66.12 Unrealized +134.4%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $383 Shares 4,700 Est. Cost $75.27 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $378 Shares 13,157 Est. Cost $12.81 Unrealized +84.6%
IUSV ISHARES CORE S&P US VALUE 0.1%
Value ($000) $374 Shares 6,975 Est. Cost $75.79 Unrealized
ACWX ISHARES MSCI ACWI EX US 0.1%
Value ($000) $373 Shares 7,892 Est. Cost $44.50 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $372 Shares 1,925 Est. Cost $186.49 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $370 Shares 4,056 Est. Cost $41.01 Unrealized +94.1%
CHEMICAL FINANCIAL CORPORATION 0.1%
Value ($000) $368 Shares 6,603 Est. Cost $44.14 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $360 Shares 5,166 Est. Cost $35.27 Unrealized +46.9%
MA MASTERCARD INC 0.1%
Value ($000) $354 Shares 1,800 Est. Cost $70.63 Unrealized +155.3%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $343 Shares 4,200 Est. Cost $43.13 Unrealized +59.8%
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $336 Shares 3,800 Est. Cost $68.97 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $334 Shares 7,622 Est. Cost $28.40 Unrealized +19.8%
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $330 Shares 4,634 Est. Cost $64.21 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $325 Shares 6,547 Est. Cost $21.83 Unrealized +106.3%
IGSB ISHARES 1-3 YR CREDIT BOND ETF 0.0%
Value ($000) $323 Shares 3,117 Est. Cost $105.39 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $323 Shares 8,916 Est. Cost $18.79 Unrealized +29.3%
IP INTL PAPER CO COM 0.0%
Value ($000) $312 Shares 6,000 Est. Cost $26.90 Unrealized +35.1%
XRAY DENTSPLY INTL INC (NEW) 0.0%
Value ($000) $311 Shares 7,104 Est. Cost $59.15 Unrealized -20.6%
ONB OLD NATL BANCORP IND COM 0.0%
Value ($000) $298 Shares 16,000 Est. Cost $17.83 Unrealized 0.0%
DOWDUPONT INC COM 0.0%
Value ($000) $295 Shares 4,469 Est. Cost $69.77 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $290 Shares 6,128 Est. Cost $29.22 Unrealized +41.8%
ZG ZILLOW INC 0.0%
Value ($000) $283 Shares 4,740 Est. Cost $48.23 Unrealized +14.6%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $283 Shares 2,046 Est. Cost $57.69 Unrealized +112.6%
META FACEBOOK INC CL A 0.0%
Value ($000) $275 Shares 1,413 Est. Cost $133.69 Unrealized +34.2%
IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $268 Shares 4,454 Est. Cost $57.29 Unrealized
D DOMINION RESOURCES INC 0.0%
Value ($000) $252 Shares 3,700 Est. Cost $37.18 Unrealized +24.7%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $249 Shares 1,024 Est. Cost $167.74 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $245 Shares 2,500 Est. Cost $80.40 Unrealized
BB&T CORP COM 0.0%
Value ($000) $235 Shares 4,665 Est. Cost $47.18 Unrealized
DUN & BRADSTREET CORP DEL NEW 0.0%
Value ($000) $233 Shares 1,900 Est. Cost $121.58 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $226 Shares 2,308 Est. Cost $74.53 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $221 Shares 7,823 Est. Cost $15.68 Unrealized +58.5%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $220 Shares 1,996 Est. Cost $77.65 Unrealized +12.4%
IWY ISHARES TRUST RUSSELL 200 GROWTH INDEX FD 0.0%
Value ($000) $219 Shares 2,800 Est. Cost $73.21 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $206 Shares 3,900 Est. Cost $48.16 Unrealized
NUVEEN MICH QUALITY INCOME MUN FD INC 0.0%
Value ($000) $164 Shares 12,927 Est. Cost $13.47 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $123 Shares 11,079 Est. Cost $7.55 Unrealized +2.6%
MFA FINL INC COM 0.0%
Value ($000) $86 Shares 11,364 Est. Cost $7.57 Unrealized
AMERICA FIRST MULTIFAMILY INV BEN UNIT CTF 0.0%
Value ($000) $66 Shares 10,399 Est. Cost $6.35 Unrealized