NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 29, 2018

Total Value ($000): $763,957 (100.0% shares, 0.0% debt)

Holdings (141)

MSFT MICROSOFT 4.1%
Value ($000) $31,379 Shares 274,361 Est. Cost $43.55 Unrealized +131.5%
V VISA INC 3.8%
Value ($000) $28,792 Shares 191,834 Est. Cost $78.01 Unrealized +73.2%
GOOGL ALPHABET INC. 3.2%
Value ($000) $24,678 Shares 20,444 Est. Cost $37.88 Unrealized +58.6%
AAPL APPLE INC 3.2%
Value ($000) $24,634 Shares 109,126 Est. Cost $18.47 Unrealized +166.8%
ABT ABBOTT LABS COM 2.7%
Value ($000) $20,608 Shares 280,911 Est. Cost $42.56 Unrealized +35.9%
IVV ISHARES S&P 500 INDEX 2.6%
Value ($000) $19,651 Shares 67,130 Est. Cost $206.88 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.5%
Value ($000) $18,958 Shares 88,545 Est. Cost $119.00 Unrealized +72.4%
COST COSTCO WHOLESALE CORP 2.4%
Value ($000) $18,061 Shares 76,896 Est. Cost $106.17 Unrealized +91.3%
BA BOEING CO COM 2.1%
Value ($000) $16,136 Shares 43,388 Est. Cost $84.08 Unrealized +303.3%
BDX BECTON DICKINSON & CO COM 1.9%
Value ($000) $14,897 Shares 57,076 Est. Cost $131.48 Unrealized +67.6%
ADBE ADOBE SYS INC 1.9%
Value ($000) $14,363 Shares 53,206 Est. Cost $119.07 Unrealized +116.5%
ECL ECOLAB INC COM 1.9%
Value ($000) $14,189 Shares 90,500 Est. Cost $108.96 Unrealized +25.7%
JNJ JOHNSON & JOHNSON COM 1.9%
Value ($000) $14,161 Shares 102,489 Est. Cost $76.67 Unrealized +40.9%
TMO THERMO FISHER SCIENTIFIC INC COM 1.8%
Value ($000) $13,842 Shares 56,709 Est. Cost $140.75 Unrealized +60.3%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $13,595 Shares 159,904 Est. Cost $54.81 Unrealized +6.2%
VFC V F CORP COM 1.7%
Value ($000) $13,139 Shares 140,602 Est. Cost $55.30 Unrealized +54.3%
CRL CHARLES RIVER LABS HLDG 1.7%
Value ($000) $12,909 Shares 95,952 Est. Cost $81.15 Unrealized +52.1%
CBRE CBRE GROUP INC A 1.7%
Value ($000) $12,782 Shares 289,838 Est. Cost $30.15 Unrealized +58.2%
BALL BALL CORP COM 1.7%
Value ($000) $12,606 Shares 286,555 Est. Cost $35.02 Unrealized +7.0%
CSCO CISCO SYS INC 1.6%
Value ($000) $12,475 Shares 256,422 Est. Cost $23.30 Unrealized +54.7%
DHR DANAHER CORP 1.6%
Value ($000) $12,351 Shares 113,665 Est. Cost $72.24 Unrealized +21.9%
NKE NIKE INC CLASS B 1.6%
Value ($000) $12,263 Shares 144,744 Est. Cost $49.83 Unrealized +46.5%
KNX KNIGHT TRANSPORTATION INC 1.6%
Value ($000) $12,164 Shares 352,790 Est. Cost $35.50 Unrealized -8.3%
RITCHIE BROS AUCTIONEERS COM 1.5%
Value ($000) $11,778 Shares 325,999 Est. Cost $29.81 Unrealized
UNP UNION PAC CORP COM 1.5%
Value ($000) $11,629 Shares 71,415 Est. Cost $79.77 Unrealized +60.2%
MAR MARRIOTT INTL INC 1.5%
Value ($000) $11,514 Shares 87,204 Est. Cost $66.29 Unrealized +81.3%
NUVASIVE INC COM 1.5%
Value ($000) $11,471 Shares 161,612 Est. Cost $64.70 Unrealized
NVS NOVARTIS AG ADR 1.5%
Value ($000) $11,172 Shares 129,664 Est. Cost $78.51 Unrealized
ACTIVISION INC 1.5%
Value ($000) $11,165 Shares 134,213 Est. Cost $69.92 Unrealized
MRK MERCK & CO INC 1.4%
Value ($000) $10,856 Shares 153,033 Est. Cost $36.58 Unrealized +38.5%
AMZN AMAZON.COM INC 1.4%
Value ($000) $10,748 Shares 5,366 Est. Cost $34.94 Unrealized +169.1%
AKAM AKAMAI TECH 1.4%
Value ($000) $10,648 Shares 145,567 Est. Cost $51.55 Unrealized +45.7%
CGNX COGNEX CORP 1.4%
Value ($000) $10,648 Shares 190,754 Est. Cost $44.30 Unrealized +8.2%
WFC WELLS FARGO CO NEW COM 1.3%
Value ($000) $9,783 Shares 186,131 Est. Cost $37.94 Unrealized +22.6%
BEACON ROOFING SUPPLY 1.2%
Value ($000) $9,545 Shares 263,744 Est. Cost $47.79 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.2%
Value ($000) $9,508 Shares 219,733 Est. Cost $40.19 Unrealized
CATALENT INC COM 1.2%
Value ($000) $9,415 Shares 206,692 Est. Cost $26.08 Unrealized
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $9,380 Shares 83,128 Est. Cost $45.69 Unrealized +102.7%
IT GARTNER INC COM 1.2%
Value ($000) $9,356 Shares 59,030 Est. Cost $105.20 Unrealized +37.8%
PRAXAIR INC 1.2%
Value ($000) $9,335 Shares 58,080 Est. Cost $119.29 Unrealized
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $8,899 Shares 76,223 Est. Cost $84.67 Unrealized +4.4%
HUBS HUBSPOT INC COM 1.2%
Value ($000) $8,808 Shares 58,351 Est. Cost $71.94 Unrealized +91.1%
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $8,793 Shares 100,100 Est. Cost $35.66 Unrealized +146.3%
TYL TYLER TECHNOLOGIES INC COM 1.1%
Value ($000) $8,367 Shares 34,142 Est. Cost $177.53 Unrealized +34.0%
BUD ANHEUSER BUSCH 1.1%
Value ($000) $8,273 Shares 94,471 Est. Cost $108.12 Unrealized
SLB SCHLUMBERGER LTD COM 1.0%
Value ($000) $7,854 Shares 128,918 Est. Cost $53.21 Unrealized -2.2%
MDLZ MONDELEZ INTL INC CL A 1.0%
Value ($000) $7,712 Shares 179,524 Est. Cost $31.30 Unrealized +13.7%
SO SOUTHERN CO COM 1.0%
Value ($000) $7,710 Shares 176,836 Est. Cost $34.50 Unrealized -0.6%
MIDD MIDDLEBY CORP 0.9%
Value ($000) $7,065 Shares 54,622 Est. Cost $116.95 Unrealized -2.4%
DEO DIAGEO PLC 0.9%
Value ($000) $7,060 Shares 49,837 Est. Cost $115.35 Unrealized
EMR EMERSON ELEC CO COM 0.9%
Value ($000) $6,856 Shares 89,524 Est. Cost $42.63 Unrealized +45.3%
MCO MOODYS CORP 0.9%
Value ($000) $6,744 Shares 40,336 Est. Cost $151.80 Unrealized +8.6%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.8%
Value ($000) $6,080 Shares 19 Est. Cost $249664.17 Unrealized +24.0%
RED HAT INC. 0.8%
Value ($000) $5,861 Shares 43,009 Est. Cost $136.27 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $5,582 Shares 35,788 Est. Cost $103.18 Unrealized
NEO NEOGENOMICS INC COM NEW 0.7%
Value ($000) $5,149 Shares 336,142 Est. Cost $13.82 Unrealized 0.0%
SBUX STARBUCKS CORP 0.7%
Value ($000) $5,090 Shares 89,554 Est. Cost $45.16 Unrealized -0.2%
IJH ISHARES CORE S&P MID CAP ETF 0.7%
Value ($000) $5,087 Shares 25,272 Est. Cost $145.64 Unrealized
STERICYCLE INC 0.7%
Value ($000) $5,053 Shares 86,115 Est. Cost $89.35 Unrealized
NOVT NOVANTA INC COM 0.6%
Value ($000) $4,877 Shares 71,294 Est. Cost $70.10 Unrealized 0.0%
WELLS FARGO & CO PFD L 7.5 0.6%
Value ($000) $4,486 Shares 3,475 Est. Cost $1254.18 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $4,480 Shares 109,263 Est. Cost $40.40 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $3,215 Shares 36,851 Est. Cost $88.61 Unrealized
SYK STRYKER CORP 0.4%
Value ($000) $2,963 Shares 16,676 Est. Cost $63.74 Unrealized +147.2%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $2,849 Shares 2,387 Est. Cost $35.61 Unrealized +67.0%
ABBV ABBVIE INC COM 0.4%
Value ($000) $2,693 Shares 28,469 Est. Cost $33.70 Unrealized +105.3%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $2,315 Shares 1,167 Est. Cost $1933.58 Unrealized +0.2%
BANK OF AMERICA 7.25 CONV PFD L 0.3%
Value ($000) $2,111 Shares 1,631 Est. Cost $1239.68 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $1,814 Shares 16,226 Est. Cost $61.06 Unrealized +47.9%
NFLX NETFLIX COM INC 0.2%
Value ($000) $1,281 Shares 3,425 Est. Cost $10.21 Unrealized +255.4%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.2%
Value ($000) $1,266 Shares 26,855 Est. Cost $63.11 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $1,262 Shares 7,325 Est. Cost $130.67 Unrealized
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value ($000) $1,103 Shares 6,820 Est. Cost $130.18 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,030 Shares 12,634 Est. Cost $50.02 Unrealized +10.9%
T AT&T INC COM 0.1%
Value ($000) $1,006 Shares 29,950 Est. Cost $11.91 Unrealized +21.5%
M B T FINANCIAL CORP 0.1%
Value ($000) $910 Shares 80,563 Est. Cost $11.35 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $862 Shares 4,090 Est. Cost $100.89 Unrealized +31.0%
CPRT COPART INC 0.1%
Value ($000) $830 Shares 16,100 Est. Cost $8.01 Unrealized +86.5%
KO COCA COLA CO COM 0.1%
Value ($000) $828 Shares 17,937 Est. Cost $32.94 Unrealized +10.2%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $801 Shares 13,500 Est. Cost $40.83 Unrealized +26.8%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $769 Shares 8,511 Est. Cost $30.75 Unrealized +154.5%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $732 Shares 1,275 Est. Cost $106.29 Unrealized +67.1%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $660 Shares 7,930 Est. Cost $56.56 Unrealized +19.8%
AON CORP 0.1%
Value ($000) $638 Shares 4,150 Est. Cost $95.63 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $586 Shares 10,982 Est. Cost $28.55 Unrealized +24.8%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.1%
Value ($000) $566 Shares 2,429 Est. Cost $158.08 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $558 Shares 3,093 Est. Cost $67.37 Unrealized +118.4%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $550 Shares 4,494 Est. Cost $72.67 Unrealized +21.0%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $546 Shares 8,036 Est. Cost $65.15 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $539 Shares 8,084 Est. Cost $63.37 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $538 Shares 5,963 Est. Cost $76.68 Unrealized
PNC PNC FINANCIAL SVCS GROUP INC 0.1%
Value ($000) $519 Shares 3,811 Est. Cost $96.95 Unrealized +12.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $507 Shares 6,884 Est. Cost $44.85 Unrealized +29.2%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $494 Shares 9,356 Est. Cost $33.55 Unrealized +16.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $457 Shares 3,032 Est. Cost $54.69 Unrealized +120.9%
HD HOME DEPOT 0.1%
Value ($000) $447 Shares 2,158 Est. Cost $72.02 Unrealized +133.2%
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $421 Shares 36,829 Est. Cost $11.46 Unrealized
LKQ LKQ CORP COM 0.1%
Value ($000) $417 Shares 13,165 Est. Cost $27.02 Unrealized +10.4%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $416 Shares 5,373 Est. Cost $36.08 Unrealized +56.2%
GNTX GENTEX CORP 0.1%
Value ($000) $405 Shares 18,886 Est. Cost $18.27 Unrealized +26.6%
MA MASTERCARD INC 0.1%
Value ($000) $401 Shares 1,800 Est. Cost $70.63 Unrealized +183.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $400 Shares 4,056 Est. Cost $41.01 Unrealized +100.1%
RAYTHEON CO COM NEW 0.1%
Value ($000) $398 Shares 1,925 Est. Cost $186.49 Unrealized
IUSV ISHARES CORE S&P US VALUE 0.1%
Value ($000) $393 Shares 6,975 Est. Cost $75.79 Unrealized
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $381 Shares 3,375 Est. Cost $109.55 Unrealized
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $379 Shares 4,700 Est. Cost $75.27 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $377 Shares 4,200 Est. Cost $43.13 Unrealized +76.2%
INTC INTEL CORP COM 0.0%
Value ($000) $375 Shares 7,925 Est. Cost $25.26 Unrealized +64.4%
PFE PFIZER INC COM 0.0%
Value ($000) $374 Shares 8,477 Est. Cost $18.79 Unrealized +47.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $367 Shares 13,157 Est. Cost $12.81 Unrealized +71.8%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.0%
Value ($000) $361 Shares 6,937 Est. Cost $48.05 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $354 Shares 4,766 Est. Cost $64.49 Unrealized
CHEMICAL FINANCIAL CORPORATION 0.0%
Value ($000) $353 Shares 6,603 Est. Cost $44.14 Unrealized
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $350 Shares 7,337 Est. Cost $44.50 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $307 Shares 2,172 Est. Cost $61.15 Unrealized +92.0%
IP INTL PAPER CO COM 0.0%
Value ($000) $295 Shares 6,000 Est. Cost $26.90 Unrealized +32.4%
DOWDUPONT INC COM 0.0%
Value ($000) $288 Shares 4,475 Est. Cost $69.77 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $285 Shares 6,128 Est. Cost $29.22 Unrealized +33.2%
DUN & BRADSTREET CORP DEL NEW 0.0%
Value ($000) $271 Shares 1,900 Est. Cost $121.58 Unrealized
IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $271 Shares 4,487 Est. Cost $57.29 Unrealized
XRAY DENTSPLY INTL INC (NEW) 0.0%
Value ($000) $268 Shares 7,104 Est. Cost $59.15 Unrealized -29.6%
SUI SUN CMNTYS INC 0.0%
Value ($000) $254 Shares 2,500 Est. Cost $80.40 Unrealized
LGND LIGAND PHARMACEUTICALS INC 0.0%
Value ($000) $249 Shares 907 Est. Cost $150.76 Unrealized 0.0%
Z ZILLOW GROUP INC CL C CAP STK 0.0%
Value ($000) $248 Shares 5,600 Est. Cost $26.10 Unrealized +99.8%
D DOMINION RESOURCES INC 0.0%
Value ($000) $242 Shares 3,450 Est. Cost $37.18 Unrealized +37.2%
META FACEBOOK INC CL A 0.0%
Value ($000) $242 Shares 1,471 Est. Cost $135.50 Unrealized +32.7%
IWY ISHARES TRUST RUSSELL 200 GROWTH INDEX FD 0.0%
Value ($000) $239 Shares 2,800 Est. Cost $73.21 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $235 Shares 7,960 Est. Cost $15.85 Unrealized +60.7%
ONB OLD NATL BANCORP IND COM 0.0%
Value ($000) $232 Shares 12,000 Est. Cost $17.83 Unrealized +10.4%
BB&T CORP COM 0.0%
Value ($000) $232 Shares 4,787 Est. Cost $47.21 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $220 Shares 758 Est. Cost $290.24 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 0.0%
Value ($000) $218 Shares 824 Est. Cost $167.74 Unrealized
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $213 Shares 6,019 Est. Cost $29.34 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $212 Shares 1,979 Est. Cost $77.65 Unrealized +16.2%
ZG ZILLOW INC 0.0%
Value ($000) $210 Shares 4,740 Est. Cost $48.23 Unrealized +8.5%
FIVE FIVE BELOW INC COM 0.0%
Value ($000) $209 Shares 1,608 Est. Cost $111.28 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $208 Shares 780 Est. Cost $266.67 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $207 Shares 3,900 Est. Cost $48.16 Unrealized
OLLI OLLIES BARGAIN OUTLT HLDGS INC COM 0.0%
Value ($000) $203 Shares 2,108 Est. Cost $79.83 Unrealized 0.0%
NUVEEN MICH QUALITY INCOME MUN FD INC 0.0%
Value ($000) $148 Shares 12,000 Est. Cost $13.47 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $114 Shares 12,349 Est. Cost $7.47 Unrealized -8.4%