NORRIS PERNE & FRENCH LLP/MI Diversified Active

CIK: 0001092290 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 26, 2020

Total Value ($000): $920,352 (100.0% shares, 0.0% debt)

Holdings (150)

MSFT MICROSOFT 5.9%
Value ($000) $54,292 Shares 258,129 Est. Cost $49.06 Unrealized +309.2%
GOOGL ALPHABET INC. 3.4%
Value ($000) $31,628 Shares 21,581 Est. Cost $42.04 Unrealized +79.9%
AAPL APPLE INC 3.3%
Value ($000) $30,006 Shares 259,093 Est. Cost $80.03 Unrealized +32.4%
V VISA INC 3.0%
Value ($000) $27,195 Shares 135,993 Est. Cost $95.04 Unrealized +102.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.9%
Value ($000) $26,494 Shares 124,419 Est. Cost $140.29 Unrealized +45.8%
BALL BALL CORP COM 2.7%
Value ($000) $24,763 Shares 297,924 Est. Cost $38.32 Unrealized +88.1%
CRL CHARLES RIVER LABS HLDG 2.7%
Value ($000) $24,535 Shares 108,345 Est. Cost $92.39 Unrealized +124.6%
IVV ISHARES S&P 500 INDEX 2.4%
Value ($000) $22,204 Shares 66,069 Est. Cost $201.06 Unrealized
TXN TEXAS INSTRS INC COM 2.3%
Value ($000) $21,621 Shares 151,415 Est. Cost $94.83 Unrealized +23.2%
ECL ECOLAB INC COM 2.3%
Value ($000) $21,611 Shares 108,141 Est. Cost $123.84 Unrealized +52.2%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $20,915 Shares 140,483 Est. Cost $88.73 Unrealized +43.1%
MRK MERCK & CO INC 2.2%
Value ($000) $20,475 Shares 246,839 Est. Cost $47.31 Unrealized +39.4%
COST COSTCO WHOLESALE CORP 2.2%
Value ($000) $19,804 Shares 55,785 Est. Cost $106.17 Unrealized +191.1%
UNP UNION PAC CORP COM 2.1%
Value ($000) $19,282 Shares 97,945 Est. Cost $97.44 Unrealized +69.2%
SO SOUTHERN CO COM 2.1%
Value ($000) $19,246 Shares 354,966 Est. Cost $37.71 Unrealized +15.5%
LINDE PLC SHS 2.0%
Value ($000) $18,083 Shares 75,938 Est. Cost $180.10 Unrealized
CATALENT INC COM 1.9%
Value ($000) $17,847 Shares 208,353 Est. Cost $32.31 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 1.9%
Value ($000) $17,700 Shares 40,088 Est. Cost $140.75 Unrealized +189.5%
ACTIVISION INC 1.8%
Value ($000) $16,489 Shares 203,689 Est. Cost $60.47 Unrealized
HD HOME DEPOT 1.8%
Value ($000) $16,450 Shares 59,236 Est. Cost $162.53 Unrealized +46.2%
DHR DANAHER CORP 1.7%
Value ($000) $15,729 Shares 73,044 Est. Cost $77.97 Unrealized +122.8%
CSCO CISCO SYS INC 1.7%
Value ($000) $15,383 Shares 390,529 Est. Cost $28.93 Unrealized +28.1%
NVS NOVARTIS AG ADR 1.7%
Value ($000) $15,264 Shares 175,534 Est. Cost $80.11 Unrealized
ITW ILLINOIS TOOL WKS INC COM 1.6%
Value ($000) $14,922 Shares 77,232 Est. Cost $111.71 Unrealized +49.8%
LHX L3HARRIS TECHNOLOGIES INC COM 1.6%
Value ($000) $14,680 Shares 86,432 Est. Cost $173.46 Unrealized -9.4%
TYL TYLER TECHNOLOGIES INC COM 1.6%
Value ($000) $14,637 Shares 41,992 Est. Cost $183.82 Unrealized +88.1%
AVTR AVANTOR INC COM 1.6%
Value ($000) $14,325 Shares 636,960 Est. Cost $16.82 Unrealized +23.6%
NEO NEOGENOMICS INC COM NEW 1.5%
Value ($000) $13,839 Shares 375,132 Est. Cost $17.59 Unrealized +111.4%
BMY BRISTOL-MYERS SQUIBB CO COM 1.5%
Value ($000) $13,818 Shares 229,187 Est. Cost $39.30 Unrealized +23.7%
MCO MOODYS CORP 1.5%
Value ($000) $13,662 Shares 47,136 Est. Cost $158.46 Unrealized +72.2%
AMAT APPLIED MATLS INC COM 1.4%
Value ($000) $13,171 Shares 221,547 Est. Cost $58.88 Unrealized 0.0%
ADBE ADOBE SYS INC 1.4%
Value ($000) $12,902 Shares 26,307 Est. Cost $121.18 Unrealized +283.9%
MIDD MIDDLEBY CORP 1.4%
Value ($000) $12,868 Shares 143,441 Est. Cost $111.52 Unrealized -18.8%
DLTR DOLLAR TREE STORES INC 1.4%
Value ($000) $12,477 Shares 136,595 Est. Cost $85.19 Unrealized +10.5%
NKE NIKE INC CLASS B 1.3%
Value ($000) $12,274 Shares 97,769 Est. Cost $51.65 Unrealized +92.9%
MCD MCDONALDS CORP COM 1.3%
Value ($000) $12,173 Shares 55,462 Est. Cost $166.43 Unrealized +9.0%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $12,049 Shares 125,158 Est. Cost $59.63 Unrealized +43.3%
KNX KNIGHT TRANSPORTATION INC 1.3%
Value ($000) $11,977 Shares 294,282 Est. Cost $34.50 Unrealized +20.1%
ARISTA NETWORKS INC COM 1.3%
Value ($000) $11,674 Shares 56,415 Est. Cost $226.94 Unrealized
ABT ABBOTT LABS COM 1.3%
Value ($000) $11,566 Shares 106,273 Est. Cost $43.07 Unrealized +114.4%
AKAM AKAMAI TECH 1.2%
Value ($000) $11,251 Shares 101,785 Est. Cost $104.14 Unrealized +6.6%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $9,554 Shares 233,585 Est. Cost $39.33 Unrealized
MAR MARRIOTT INTL INC 0.9%
Value ($000) $8,204 Shares 88,610 Est. Cost $73.06 Unrealized +24.5%
FAST FASTENAL CO 0.9%
Value ($000) $8,010 Shares 177,638 Est. Cost $20.06 Unrealized 0.0%
IJH ISHARES CORE S&P MID CAP ETF 0.8%
Value ($000) $7,810 Shares 42,146 Est. Cost $157.38 Unrealized
QLYS QUALYS INC COM 0.8%
Value ($000) $7,736 Shares 78,933 Est. Cost $84.69 Unrealized +26.3%
CGNX COGNEX CORP 0.8%
Value ($000) $7,510 Shares 115,361 Est. Cost $44.48 Unrealized +37.0%
FLIR SYSTEMS INC 0.7%
Value ($000) $6,824 Shares 190,351 Est. Cost $35.85 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.7%
Value ($000) $6,777 Shares 96,499 Est. Cost $75.90 Unrealized
MSA MSA SAFETY INC COM 0.7%
Value ($000) $6,296 Shares 46,927 Est. Cost $122.44 Unrealized 0.0%
TRMB TRIMBLE INC COM 0.6%
Value ($000) $5,895 Shares 121,049 Est. Cost $47.78 Unrealized 0.0%
CDW CDW CORP COM 0.6%
Value ($000) $5,796 Shares 48,488 Est. Cost $107.20 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.6%
Value ($000) $5,760 Shares 18 Est. Cost $249664.17 Unrealized +22.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.6%
Value ($000) $5,624 Shares 130,074 Est. Cost $40.43 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.6%
Value ($000) $5,427 Shares 43,741 Est. Cost $130.79 Unrealized -6.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.5%
Value ($000) $4,963 Shares 19,657 Est. Cost $269.17 Unrealized 0.0%
WELLS FARGO & CO 7.5 PFD L 0.5%
Value ($000) $4,615 Shares 3,439 Est. Cost $1262.69 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.4%
Value ($000) $3,237 Shares 14,923 Est. Cost $106.07 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.3%
Value ($000) $2,831 Shares 1,926 Est. Cost $35.61 Unrealized +112.6%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,531 Shares 28,894 Est. Cost $37.72 Unrealized +102.3%
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,368 Shares 752 Est. Cost $37.05 Unrealized +325.5%
BANK OF AMERICA 7.25 CONV PFD L 0.2%
Value ($000) $2,239 Shares 1,505 Est. Cost $1239.68 Unrealized
SYK STRYKER CORP 0.2%
Value ($000) $1,971 Shares 9,460 Est. Cost $65.73 Unrealized +179.4%
MA MASTERCARD INC 0.2%
Value ($000) $1,797 Shares 5,314 Est. Cost $273.92 Unrealized +15.2%
PEP PEPSICO INC COM 0.2%
Value ($000) $1,687 Shares 12,173 Est. Cost $71.29 Unrealized +61.6%
CPRT COPART INC 0.2%
Value ($000) $1,451 Shares 13,800 Est. Cost $8.01 Unrealized +202.5%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $1,340 Shares 9,639 Est. Cost $75.17 Unrealized +54.8%
NFLX NETFLIX COM INC 0.1%
Value ($000) $1,295 Shares 2,589 Est. Cost $10.21 Unrealized +387.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,289 Shares 15,001 Est. Cost $66.40 Unrealized +6.6%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $1,209 Shares 35,205 Est. Cost $51.69 Unrealized -37.5%
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $1,204 Shares 6,150 Est. Cost $134.37 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $1,195 Shares 12,750 Est. Cost $40.83 Unrealized +108.7%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $1,179 Shares 16,984 Est. Cost $63.11 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,051 Shares 22,720 Est. Cost $32.85 Unrealized +14.5%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $1,018 Shares 43,306 Est. Cost $37.43 Unrealized -41.7%
NOC NORTHROP GRUMMAN CORP COM 0.1%
Value ($000) $998 Shares 3,164 Est. Cost $298.50 Unrealized -0.1%
NTES NETEASE INC SPONSORED ADS 0.1%
Value ($000) $990 Shares 2,177 Est. Cost $429.49 Unrealized
T AT&T INC COM 0.1%
Value ($000) $920 Shares 32,274 Est. Cost $12.75 Unrealized +22.0%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $833 Shares 7,359 Est. Cost $41.71 Unrealized +143.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $820 Shares 16,262 Est. Cost $50.35 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $802 Shares 3,154 Est. Cost $192.89 Unrealized +8.6%
BLACKROCK INC 0.1%
Value ($000) $800 Shares 1,420 Est. Cost $545.31 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $779 Shares 2,325 Est. Cost $312.22 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $757 Shares 20,633 Est. Cost $26.10 Unrealized +3.9%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $723 Shares 12,156 Est. Cost $30.54 Unrealized +39.4%
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $661 Shares 36,740 Est. Cost $11.55 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.1%
Value ($000) $638 Shares 8,445 Est. Cost $63.77 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $629 Shares 16,274 Est. Cost $25.26 Unrealized +7.6%
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $615 Shares 2,872 Est. Cost $67.37 Unrealized +167.0%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $600 Shares 845 Est. Cost $106.29 Unrealized +111.3%
MMM 3M CO COM 0.1%
Value ($000) $587 Shares 3,662 Est. Cost $100.98 Unrealized +9.3%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.1%
Value ($000) $571 Shares 3,050 Est. Cost $134.81 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.1%
Value ($000) $569 Shares 5,600 Est. Cost $37.25 Unrealized +109.6%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $553 Shares 60,332 Est. Cost $7.20 Unrealized +1.1%
INTC INTEL CORP COM 0.1%
Value ($000) $536 Shares 10,361 Est. Cost $39.29 Unrealized +18.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $514 Shares 8,940 Est. Cost $54.59 Unrealized -1.6%
ZG ZILLOW INC 0.1%
Value ($000) $481 Shares 4,740 Est. Cost $49.28 Unrealized +58.0%
GNTX GENTEX CORP 0.1%
Value ($000) $476 Shares 18,500 Est. Cost $18.35 Unrealized +44.8%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $471 Shares 7,402 Est. Cost $65.68 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $458 Shares 4,300 Est. Cost $43.87 Unrealized +106.7%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $454 Shares 21,292 Est. Cost $15.60 Unrealized +4.8%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $452 Shares 6,024 Est. Cost $54.89 Unrealized +7.2%
PAYX PAYCHEX INC 0.0%
Value ($000) $451 Shares 5,655 Est. Cost $46.65 Unrealized +38.3%
MBWM MERCANTILE BANK CORP 0.0%
Value ($000) $445 Shares 24,712 Est. Cost $17.10 Unrealized 0.0%
QQQ POWERSHARES QQQ TR 0.0%
Value ($000) $413 Shares 1,485 Est. Cost $247.68 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $403 Shares 5,037 Est. Cost $66.20 Unrealized
PNC PNC FINANCIAL SVCS GROUP INC 0.0%
Value ($000) $391 Shares 3,558 Est. Cost $94.20 Unrealized -5.8%
VNQ VANGUARD REIT INDEX ETF 0.0%
Value ($000) $371 Shares 4,700 Est. Cost $75.27 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $363 Shares 3,856 Est. Cost $44.36 Unrealized +84.3%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $363 Shares 4,094 Est. Cost $67.36 Unrealized -0.9%
LKQ LKQ CORP COM 0.0%
Value ($000) $349 Shares 12,600 Est. Cost $27.02 Unrealized -2.1%
SUI SUN CMNTYS INC 0.0%
Value ($000) $347 Shares 2,468 Est. Cost $83.77 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $342 Shares 3,533 Est. Cost $78.10 Unrealized 0.0%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $341 Shares 14,732 Est. Cost $29.96 Unrealized -31.1%
IWY ISHARES TRUST RUSSELL 200 GROWTH INDEX FD 0.0%
Value ($000) $340 Shares 2,800 Est. Cost $73.21 Unrealized
GLD SPDR GOLD SHARES ETF 0.0%
Value ($000) $337 Shares 1,900 Est. Cost $177.37 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $332 Shares 6,725 Est. Cost $34.22 Unrealized +19.2%
VB VANGUARD SMALL CAP ETF 0.0%
Value ($000) $328 Shares 2,135 Est. Cost $156.62 Unrealized
AON AON CORP 0.0%
Value ($000) $327 Shares 1,586 Est. Cost $182.03 Unrealized +5.4%
TWLO TWILIO INC CL A 0.0%
Value ($000) $320 Shares 1,297 Est. Cost $160.56 Unrealized +53.5%
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.0%
Value ($000) $319 Shares 3,460 Est. Cost $86.02 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $299 Shares 6,178 Est. Cost $29.22 Unrealized +45.6%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $298 Shares 12,359 Est. Cost $20.57 Unrealized +6.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $296 Shares 2,125 Est. Cost $59.75 Unrealized +109.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $294 Shares 3,783 Est. Cost $60.79 Unrealized 0.0%
IXUS ISHARES TRUST CORE MSCI TOTAL INTL STK ETF 0.0%
Value ($000) $293 Shares 5,029 Est. Cost $57.40 Unrealized
XRAY DENTSPLY INTL INC (NEW) 0.0%
Value ($000) $290 Shares 6,634 Est. Cost $59.15 Unrealized -25.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $288 Shares 6,540 Est. Cost $40.68 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $286 Shares 1,195 Est. Cost $158.08 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $275 Shares 2,331 Est. Cost $126.29 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $268 Shares 6,600 Est. Cost $24.94 Unrealized +12.1%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $267 Shares 962 Est. Cost $60.28 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $266 Shares 7,417 Est. Cost $33.55 Unrealized -13.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $266 Shares 1,350 Est. Cost $139.81 Unrealized +34.4%
IT GARTNER INC COM 0.0%
Value ($000) $262 Shares 2,098 Est. Cost $105.65 Unrealized +20.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $260 Shares 1,117 Est. Cost $139.91 Unrealized +61.1%
VFC V F CORP COM 0.0%
Value ($000) $244 Shares 3,473 Est. Cost $55.30 Unrealized +16.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $242 Shares 3,356 Est. Cost $74.32 Unrealized -10.5%
ADC AGREE RLTY CORP 0.0%
Value ($000) $229 Shares 3,600 Est. Cost $48.16 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $227 Shares 3,806 Est. Cost $48.99 Unrealized +7.7%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $213 Shares 4,622 Est. Cost $46.08 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $210 Shares 7,000 Est. Cost $31.47 Unrealized 0.0%
ACN ACCENTURE LTD BERMUDA CL A 0.0%
Value ($000) $206 Shares 912 Est. Cost $212.28 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $205 Shares 200 Est. Cost $69.41 Unrealized +43.2%
D DOMINION RESOURCES INC 0.0%
Value ($000) $200 Shares 2,537 Est. Cost $62.65 Unrealized -1.0%
OPK OPKO HEALTH INC 0.0%
Value ($000) $194 Shares 52,500 Est. Cost $1.83 Unrealized +130.2%
NUVEEN MICH QUALITY INCOME MUN FD INC 0.0%
Value ($000) $170 Shares 12,000 Est. Cost $13.47 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $154 Shares 23,139 Est. Cost $6.20 Unrealized -17.1%
MACATAWA BANK CORP 0.0%
Value ($000) $73 Shares 11,184 Est. Cost $6.53 Unrealized
BRISTOL-MYERS SQUIBB CO RIGHTS 0.0%
Value ($000) $34 Shares 15,250 Est. Cost $3.61 Unrealized