NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 29, 2019

Total Value ($000): $759,468 (100.0% shares, 0.0% debt)

Holdings (129)

MSFT MICROSOFT 4.7%
Value ($000) $35,835 Shares 303,841 Est. Cost $49.06 Unrealized +108.5%
GOOGL ALPHABET INC. 3.7%
Value ($000) $28,056 Shares 23,839 Est. Cost $40.44 Unrealized +38.6%
V VISA INC 3.2%
Value ($000) $24,018 Shares 153,776 Est. Cost $79.29 Unrealized +73.3%
AAPL APPLE INC 2.9%
Value ($000) $22,063 Shares 116,154 Est. Cost $19.98 Unrealized +102.3%
IVV ISHARES S&P 500 INDEX 2.7%
Value ($000) $20,281 Shares 109,824 Est. Cost $198.28 Unrealized
ABT ABBOTT LABS COM 2.4%
Value ($000) $18,470 Shares 231,055 Est. Cost $42.56 Unrealized +55.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.4%
Value ($000) $18,208 Shares 90,635 Est. Cost $120.48 Unrealized +67.5%
COST COSTCO WHOLESALE CORP 2.3%
Value ($000) $17,616 Shares 72,752 Est. Cost $106.17 Unrealized +86.8%
BA BOEING CO COM 2.2%
Value ($000) $16,750 Shares 43,914 Est. Cost $84.08 Unrealized +346.3%
BALL BALL CORP COM 2.2%
Value ($000) $16,677 Shares 288,228 Est. Cost $35.02 Unrealized +40.8%
BDX BECTON DICKINSON & CO COM 2.1%
Value ($000) $15,760 Shares 63,107 Est. Cost $139.91 Unrealized +52.1%
ECL ECOLAB INC COM 2.0%
Value ($000) $15,520 Shares 87,913 Est. Cost $108.96 Unrealized +38.5%
JNJ JOHNSON & JOHNSON COM 2.0%
Value ($000) $15,369 Shares 109,947 Est. Cost $78.99 Unrealized +39.7%
TMO THERMO FISHER SCIENTIFIC INC COM 2.0%
Value ($000) $15,167 Shares 55,412 Est. Cost $140.75 Unrealized +73.7%
CSCO CISCO SYS INC 1.9%
Value ($000) $14,188 Shares 262,794 Est. Cost $23.67 Unrealized +66.9%
CBRE CBRE GROUP INC A 1.9%
Value ($000) $14,150 Shares 286,151 Est. Cost $30.15 Unrealized +55.7%
SO SOUTHERN CO COM 1.8%
Value ($000) $13,968 Shares 270,283 Est. Cost $35.52 Unrealized +5.3%
CRL CHARLES RIVER LABS HLDG 1.8%
Value ($000) $13,442 Shares 92,544 Est. Cost $81.15 Unrealized +61.9%
KNX KNIGHT TRANSPORTATION INC 1.8%
Value ($000) $13,386 Shares 409,614 Est. Cost $34.57 Unrealized -14.1%
MRK MERCK & CO INC 1.7%
Value ($000) $13,265 Shares 159,487 Est. Cost $37.50 Unrealized +60.8%
NVS NOVARTIS AG ADR 1.7%
Value ($000) $12,994 Shares 135,157 Est. Cost $79.04 Unrealized
UNP UNION PACIFIC CORP COM 1.6%
Value ($000) $12,454 Shares 74,487 Est. Cost $82.02 Unrealized +68.4%
LINDE PLC SHS 1.6%
Value ($000) $11,895 Shares 67,611 Est. Cost $175.93 Unrealized
MIDD MIDDLEBY CORP 1.6%
Value ($000) $11,829 Shares 90,968 Est. Cost $115.69 Unrealized +3.8%
VFC V F CORP COM 1.5%
Value ($000) $11,729 Shares 134,957 Est. Cost $55.30 Unrealized +41.0%
NKE NIKE INC CLASS B 1.5%
Value ($000) $11,538 Shares 137,012 Est. Cost $49.83 Unrealized +51.3%
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $11,338 Shares 140,316 Est. Cost $54.81 Unrealized +1.1%
ITW ILLINOIS TOOL WKS INC COM 1.4%
Value ($000) $10,858 Shares 75,648 Est. Cost $109.35 Unrealized +7.0%
DHR DANAHER CORP 1.4%
Value ($000) $10,780 Shares 81,656 Est. Cost $72.43 Unrealized +37.2%
JPM JPMORGAN CHASE & CO COM 1.4%
Value ($000) $10,579 Shares 104,506 Est. Cost $54.15 Unrealized +57.6%
RITCHIE BROS AUCTIONEERS COM 1.4%
Value ($000) $10,435 Shares 306,910 Est. Cost $29.81 Unrealized
TYL TYLER TECHNOLOGIES INC COM 1.3%
Value ($000) $10,180 Shares 49,806 Est. Cost $183.82 Unrealized +7.8%
MAR MARRIOTT INTL INC 1.3%
Value ($000) $10,115 Shares 80,863 Est. Cost $66.29 Unrealized +68.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.3%
Value ($000) $9,989 Shares 268,558 Est. Cost $39.60 Unrealized
PYPL PAYPAL HLDGS INC COM 1.3%
Value ($000) $9,860 Shares 94,956 Est. Cost $35.66 Unrealized +164.8%
BUD ANHEUSER BUSCH 1.3%
Value ($000) $9,717 Shares 115,719 Est. Cost $100.64 Unrealized
AMZN AMAZON.COM INC 1.3%
Value ($000) $9,627 Shares 5,406 Est. Cost $34.94 Unrealized +138.1%
WFC WELLS FARGO CO NEW COM 1.2%
Value ($000) $9,450 Shares 195,567 Est. Cost $38.12 Unrealized +6.9%
ACTIVISION INC 1.2%
Value ($000) $9,401 Shares 206,469 Est. Cost $60.81 Unrealized
EMR EMERSON ELEC CO COM 1.2%
Value ($000) $9,343 Shares 136,451 Est. Cost $47.51 Unrealized +17.9%
IT GARTNER INC COM 1.2%
Value ($000) $9,078 Shares 59,851 Est. Cost $105.65 Unrealized +31.4%
CGNX COGNEX CORP 1.2%
Value ($000) $8,976 Shares 176,486 Est. Cost $44.30 Unrealized +1.3%
DEO DIAGEO PLC 1.2%
Value ($000) $8,821 Shares 53,914 Est. Cost $118.21 Unrealized
UPS UNITED PARCEL SERVICE INC 1.2%
Value ($000) $8,754 Shares 78,345 Est. Cost $84.47 Unrealized -4.2%
HUBS HUBSPOT INC COM 1.1%
Value ($000) $8,510 Shares 51,200 Est. Cost $71.94 Unrealized +120.2%
ADBE ADOBE SYS INC 1.1%
Value ($000) $8,376 Shares 31,432 Est. Cost $119.07 Unrealized +111.7%
CATALENT INC COM 1.1%
Value ($000) $8,209 Shares 202,250 Est. Cost $26.08 Unrealized
TXN TEXAS INSTRS INC COM 1.1%
Value ($000) $8,156 Shares 76,892 Est. Cost $85.38 Unrealized 0.0%
MCO MOODYS CORP 1.0%
Value ($000) $7,588 Shares 41,900 Est. Cost $152.11 Unrealized +1.9%
HD HOME DEPOT 1.0%
Value ($000) $7,496 Shares 39,063 Est. Cost $146.48 Unrealized +5.6%
NEO NEOGENOMICS INC COM NEW 0.9%
Value ($000) $7,004 Shares 342,629 Est. Cost $13.88 Unrealized +25.2%
NOVT NOVANTA INC COM 0.9%
Value ($000) $6,587 Shares 77,740 Est. Cost $70.11 Unrealized +7.1%
MCD MCDONALDS CORP COM 0.9%
Value ($000) $6,496 Shares 34,205 Est. Cost $154.59 Unrealized 0.0%
MEDP MEDPACE HLDGS INC COM 0.9%
Value ($000) $6,470 Shares 109,719 Est. Cost $59.73 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.8%
Value ($000) $5,723 Shares 19 Est. Cost $249664.17 Unrealized +21.3%
IJH ISHARES CORE S&P MID CAP ETF 0.7%
Value ($000) $5,662 Shares 38,798 Est. Cost $146.08 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $5,595 Shares 36,964 Est. Cost $105.32 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $4,927 Shares 126,589 Est. Cost $40.21 Unrealized
WELLS FARGO & CO 7.5 PFD L 0.6%
Value ($000) $4,377 Shares 3,387 Est. Cost $1254.18 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $3,263 Shares 49,165 Est. Cost $83.10 Unrealized
SYK STRYKER CORP 0.4%
Value ($000) $3,136 Shares 15,876 Est. Cost $63.74 Unrealized +162.2%
GOOG ALPHABET INC CAP STK CL C 0.4%
Value ($000) $2,766 Shares 2,357 Est. Cost $35.61 Unrealized +56.4%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,210 Shares 27,425 Est. Cost $33.70 Unrealized +81.0%
BANK OF AMERICA 7.25 CONV PFD L 0.3%
Value ($000) $2,084 Shares 1,601 Est. Cost $1239.68 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $1,945 Shares 15,868 Est. Cost $61.06 Unrealized +51.4%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,670 Shares 957 Est. Cost $1933.58 Unrealized -9.2%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.2%
Value ($000) $1,281 Shares 24,484 Est. Cost $63.11 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $1,221 Shares 7,325 Est. Cost $130.67 Unrealized
NFLX NETFLIX COM INC 0.1%
Value ($000) $1,096 Shares 3,075 Est. Cost $10.21 Unrealized +239.4%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value ($000) $1,062 Shares 6,753 Est. Cost $130.18 Unrealized
CPRT COPART INC 0.1%
Value ($000) $975 Shares 16,100 Est. Cost $8.01 Unrealized +69.6%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $966 Shares 9,300 Est. Cost $35.44 Unrealized +145.5%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $962 Shares 13,500 Est. Cost $40.83 Unrealized +48.4%
T AT&T INC COM 0.1%
Value ($000) $880 Shares 28,062 Est. Cost $12.08 Unrealized +17.3%
MMM 3M CO COM 0.1%
Value ($000) $782 Shares 3,764 Est. Cost $100.89 Unrealized +29.9%
M B T FINANCIAL CORP 0.1%
Value ($000) $764 Shares 76,291 Est. Cost $11.35 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $732 Shares 8,279 Est. Cost $50.02 Unrealized +12.1%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $682 Shares 6,555 Est. Cost $56.56 Unrealized +45.1%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $670 Shares 1,175 Est. Cost $106.29 Unrealized +67.2%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $640 Shares 10,832 Est. Cost $28.55 Unrealized +36.4%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $578 Shares 3,093 Est. Cost $67.37 Unrealized +123.3%
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $568 Shares 8,820 Est. Cost $63.53 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $534 Shares 8,229 Est. Cost $65.11 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.1%
Value ($000) $523 Shares 2,387 Est. Cost $158.08 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.1%
Value ($000) $518 Shares 5,963 Est. Cost $76.68 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $495 Shares 6,175 Est. Cost $44.85 Unrealized +34.8%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $478 Shares 3,883 Est. Cost $72.67 Unrealized +20.4%
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $455 Shares 36,740 Est. Cost $11.46 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $448 Shares 9,295 Est. Cost $33.55 Unrealized +12.1%
PNC PNC FINANCIAL SVCS GROUP INC 0.1%
Value ($000) $430 Shares 3,508 Est. Cost $96.95 Unrealized -0.2%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $408 Shares 4,700 Est. Cost $75.27 Unrealized
MA MASTERCARD INC 0.1%
Value ($000) $405 Shares 1,720 Est. Cost $75.14 Unrealized +175.8%
GNTX GENTEX CORP 0.1%
Value ($000) $402 Shares 19,431 Est. Cost $18.35 Unrealized +13.9%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $397 Shares 15,745 Est. Cost $14.14 Unrealized +43.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.1%
Value ($000) $392 Shares 2,454 Est. Cost $54.69 Unrealized +129.4%
INTC INTEL CORP COM 0.1%
Value ($000) $388 Shares 7,228 Est. Cost $25.26 Unrealized +73.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $382 Shares 4,056 Est. Cost $41.01 Unrealized +87.5%
IUSV ISHARES CORE S&P US VALUE 0.1%
Value ($000) $382 Shares 6,975 Est. Cost $75.79 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $376 Shares 4,200 Est. Cost $43.13 Unrealized +70.9%
NUE NUCOR CORP COM 0.0%
Value ($000) $370 Shares 6,340 Est. Cost $50.70 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $359 Shares 7,664 Est. Cost $32.94 Unrealized +14.7%
LKQ LKQ CORP COM 0.0%
Value ($000) $358 Shares 12,600 Est. Cost $27.02 Unrealized -10.6%
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $354 Shares 4,903 Est. Cost $65.16 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $348 Shares 1,912 Est. Cost $186.49 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $345 Shares 5,166 Est. Cost $36.08 Unrealized +46.8%
XRAY DENTSPLY INTL INC (NEW) 0.0%
Value ($000) $334 Shares 6,734 Est. Cost $59.15 Unrealized -25.6%
PFE PFIZER INC COM 0.0%
Value ($000) $316 Shares 7,442 Est. Cost $19.28 Unrealized +51.7%
DOWDUPONT INC COM 0.0%
Value ($000) $304 Shares 5,693 Est. Cost $65.40 Unrealized
IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $302 Shares 5,199 Est. Cost $57.40 Unrealized
MBWM MERCANTILE BANK CORP 0.0%
Value ($000) $301 Shares 9,200 Est. Cost $23.28 Unrealized +9.9%
AON CORP 0.0%
Value ($000) $300 Shares 1,760 Est. Cost $95.63 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $296 Shares 2,500 Est. Cost $80.40 Unrealized
IP INTL PAPER CO COM 0.0%
Value ($000) $278 Shares 6,000 Est. Cost $26.90 Unrealized +18.2%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $269 Shares 5,822 Est. Cost $44.50 Unrealized
ADC AGREE RLTY CORP 0.0%
Value ($000) $267 Shares 3,850 Est. Cost $48.16 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $259 Shares 6,128 Est. Cost $29.22 Unrealized +16.4%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $233 Shares 1,866 Est. Cost $80.08 Unrealized 0.0%
IWY ISHARES TRUST RUSSELL 200 GROWTH INDEX FD 0.0%
Value ($000) $230 Shares 2,800 Est. Cost $73.21 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $228 Shares 1,368 Est. Cost $157.93 Unrealized 0.0%
D DOMINION RESOURCES INC 0.0%
Value ($000) $222 Shares 2,900 Est. Cost $37.18 Unrealized +45.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $220 Shares 2,565 Est. Cost $69.09 Unrealized 0.0%
DVY ISHARES DJ SELECT DIVIDEND 0.0%
Value ($000) $219 Shares 2,227 Est. Cost $98.34 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.0%
Value ($000) $218 Shares 2,605 Est. Cost $83.69 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $212 Shares 7,666 Est. Cost $23.89 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $204 Shares 2,744 Est. Cost $45.16 Unrealized +31.2%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $204 Shares 5,101 Est. Cost $29.50 Unrealized +6.9%
BB&T CORP COM 0.0%
Value ($000) $200 Shares 4,300 Est. Cost $46.51 Unrealized
NUVEEN MICH QUALITY INCOME MUN FD INC 0.0%
Value ($000) $159 Shares 12,000 Est. Cost $13.47 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $108 Shares 12,349 Est. Cost $7.30 Unrealized -16.7%