NORRIS PERNE & FRENCH LLP/MI Diversified Active

Location: Grand Rapids, MI

CIK: 0001092290 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 22, 2026

Total Value: $1.495B (100.0% shares, 0.0% debt)

Holdings (139)

NPFE NPF CORE EQUITY ETF 37.2%
Value $556M Shares 22,964,694 Est. Cost $24.21 Unrealized
MSFT MICROSOFT 4.4%
Value $66.41M Shares 179,412 Est. Cost $85.15 Unrealized +410.4%
GOOGL ALPHABET INC. 2.9%
Value $43.86M Shares 152,517 Est. Cost $103.91 Unrealized +211.1%
AMAT APPLIED MATLS INC COM 2.6%
Value $38.89M Shares 113,796 Est. Cost $67.27 Unrealized +385.4%
IVV ISHARES S&P 500 INDEX 2.6%
Value $38.16M Shares 58,418 Est. Cost $265.40 Unrealized
COHR COHERENT CORP 2.5%
Value $37.85M Shares 158,900 Est. Cost $51.33 Unrealized +315.7%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 2.0%
Value $30.57M Shares 90,468 Est. Cost $230.02 Unrealized
BALL BALL CORP COM 2.0%
Value $30.22M Shares 511,214 Est. Cost $50.26 Unrealized +19.9%
AMZN AMAZON.COM INC 2.0%
Value $29.7M Shares 142,619 Est. Cost $132.15 Unrealized +71.6%
ALSN ALLISON TRANSMISSION HLDGS INC COM 1.6%
Value $24.54M Shares 209,667 Est. Cost $38.10 Unrealized +192.0%
V VISA INC 1.6%
Value $23.39M Shares 77,386 Est. Cost $135.40 Unrealized +143.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value $22.59M Shares 47,148 Est. Cost $157.72 Unrealized +212.9%
UNP UNION PAC CORP COM 1.5%
Value $22.39M Shares 92,305 Est. Cost $157.82 Unrealized +54.2%
LIN LINDE PLC SHS 1.5%
Value $22.28M Shares 44,941 Est. Cost $322.30 Unrealized +42.7%
MRK MERCK & CO INC 1.4%
Value $20.91M Shares 173,852 Est. Cost $72.38 Unrealized +57.9%
ECL ECOLAB INC COM 1.2%
Value $17.92M Shares 67,379 Est. Cost $134.43 Unrealized +112.9%
DHR DANAHER CORP 1.2%
Value $17.71M Shares 93,420 Est. Cost $170.94 Unrealized +31.4%
KNX KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 1.2%
Value $17.31M Shares 300,641 Est. Cost $40.65 Unrealized +42.3%
IJH ISHARES CORE S&P MID CAP ETF 1.2%
Value $17.3M Shares 256,149 Est. Cost $82.84 Unrealized
WM WASTE MANAGEMENT INC 1.2%
Value $17.29M Shares 75,250 Est. Cost $216.26 Unrealized +4.5%
ABT ABBOTT LABORATORIES COM 1.2%
Value $17.26M Shares 168,080 Est. Cost $76.28 Unrealized +51.3%
VRSK VERISK ANALYTICS INCCL A 1.0%
Value $15.05M Shares 79,309 Est. Cost $213.70 Unrealized -4.7%
JNJ JOHNSON & JOHNSON COM 1.0%
Value $14.99M Shares 61,339 Est. Cost $123.85 Unrealized +84.0%
AAPL APPLE INC 1.0%
Value $14.56M Shares 57,382 Est. Cost $105.48 Unrealized +149.2%
NVDA NVIDIA CORP 1.0%
Value $14.48M Shares 83,043 Est. Cost $168.71 Unrealized +10.6%
IJR ISHARES S&P SMALLCAP 600 ETF 0.9%
Value $14.13M Shares 113,675 Est. Cost $87.78 Unrealized
TRMB TRIMBLE INC COM 0.9%
Value $13.73M Shares 210,486 Est. Cost $55.35 Unrealized +28.3%
KLAC KLA CORPORATION 0.9%
Value $13.65M Shares 9,273 Est. Cost $337.97 Unrealized +332.6%
MCO MOODYS CORP 0.9%
Value $13.42M Shares 30,768 Est. Cost $246.36 Unrealized +98.7%
SHW SHERWIN WILLIAMS CO COM 0.8%
Value $12.63M Shares 39,411 Est. Cost $330.72 Unrealized +7.4%
EPAM EPAM SYSTEMS INC 0.8%
Value $12.02M Shares 88,752 Est. Cost $218.17 Unrealized -12.6%
TMO THERMO FISHER SCIENTIFIC INC COM 0.8%
Value $11.92M Shares 24,246 Est. Cost $264.01 Unrealized +117.7%
TJX TJX COS INC NEW COM 0.8%
Value $11.69M Shares 73,170 Est. Cost $59.01 Unrealized +161.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.8%
Value $11.61M Shares 60,468 Est. Cost $178.37 Unrealized
SSNC SS&C TECH HLDGS COM 0.8%
Value $11.53M Shares 170,585 Est. Cost $64.46 Unrealized +24.1%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.8%
Value $11.27M Shares 25,964 Est. Cost $258.36 Unrealized +61.0%
HD HOME DEPOT 0.7%
Value $11.05M Shares 33,587 Est. Cost $174.35 Unrealized +116.2%
SYK STRYKER CORP 0.7%
Value $10.36M Shares 31,544 Est. Cost $365.06 Unrealized -0.1%
ADBE ADOBE SYS INC 0.7%
Value $10.02M Shares 41,228 Est. Cost $348.52 Unrealized -16.8%
IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 0.7%
Value $9.95M Shares 119,062 Est. Cost $72.96 Unrealized
NDSN NORDSON CORP COM 0.7%
Value $9.947M Shares 37,387 Est. Cost $200.30 Unrealized +38.4%
IWV ISHARES RUSSELL 3000 ETF 0.6%
Value $8.481M Shares 22,880 Est. Cost $205.27 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.6%
Value $8.288M Shares 39,640 Est. Cost $317.05 Unrealized -21.5%
MA MASTERCARD INC 0.5%
Value $6.94M Shares 13,889 Est. Cost $561.87 Unrealized -4.1%
ETN EATON CORP PLC SHS 0.4%
Value $6.354M Shares 17,766 Est. Cost $354.39 Unrealized -0.2%
TYL TYLER TECHNOLOGIES INC COM 0.4%
Value $6.242M Shares 18,230 Est. Cost $428.57 Unrealized -10.2%
EFG ISHARES MSCI EAFE GROWTH INDEX ETF 0.4%
Value $6.232M Shares 55,961 Est. Cost $102.12 Unrealized
HUBS HUBSPOT INC COM 0.4%
Value $5.658M Shares 23,179 Est. Cost $327.58 Unrealized -11.0%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.3%
Value $4.853M Shares 75,728 Est. Cost $40.73 Unrealized
WELLS FARGO & CO 7.5 PFD L 0.3%
Value $4.066M Shares 3,520 Est. Cost $1452.98 Unrealized
PWR QUANTA SVCS INC COM 0.2%
Value $3.615M Shares 6,584 Est. Cost $112.74 Unrealized +331.3%
META META PLATFORMS INC CL A 0.2%
Value $3.599M Shares 6,291 Est. Cost $619.99 Unrealized +5.7%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value $3.566M Shares 12,431 Est. Cost $109.66 Unrealized +195.2%
IEMG ISHARES CORE MSCI EMERGING MKTS 0.2%
Value $3.51M Shares 50,316 Est. Cost $56.20 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.2%
Value $3.03M Shares 66,418 Est. Cost $46.22 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value $2.9M Shares 9,859 Est. Cost $179.21 Unrealized +73.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value $2.763M Shares 51,124 Est. Cost $43.21 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.2%
Value $2.687M Shares 21,887 Est. Cost $87.37 Unrealized +54.6%
LNG CHENIERE ENERGY INC COM NEW 0.2%
Value $2.668M Shares 9,402 Est. Cost $84.97 Unrealized +146.9%
PCAR PACCAR INC COM 0.2%
Value $2.589M Shares 22,419 Est. Cost $101.13 Unrealized +21.6%
VUG VANGUARD GROWTH ETF 0.2%
Value $2.293M Shares 5,250 Est. Cost $331.77 Unrealized
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 0.2%
Value $2.281M Shares 22,658 Est. Cost $100.68 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value $1.964M Shares 1,971 Est. Cost $106.17 Unrealized +807.8%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value $1.672M Shares 4,844 Est. Cost $176.96 Unrealized +93.9%
VOO VANGUARD S&P 500 ETF 0.1%
Value $1.608M Shares 2,692 Est. Cost $617.94 Unrealized
PG PROCTER & GAMBLE CO COM 0.1%
Value $1.458M Shares 10,092 Est. Cost $143.53 Unrealized +5.7%
WTFC WINTRUST FINL CORP COM 0.1%
Value $1.413M Shares 10,169 Est. Cost $105.42 Unrealized +42.3%
VB VANGUARD SMALL CAP ETF 0.1%
Value $1.341M Shares 5,121 Est. Cost $218.08 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value $1.323M Shares 17,621 Est. Cost $55.39 Unrealized
NFLX NETFLIX COM INC 0.1%
Value $1.271M Shares 13,223 Est. Cost $95.42 Unrealized -12.1%
XOM EXXON MOBIL CORP COM 0.1%
Value $1.161M Shares 6,845 Est. Cost $94.58 Unrealized +46.7%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $1.159M Shares 2,718 Est. Cost $136.61 Unrealized
SHY ISHARES 1-3 YR TREASURY BOND ETF 0.1%
Value $1.042M Shares 12,615 Est. Cost $82.65 Unrealized
SO SOUTHERN CO COM 0.1%
Value $929K Shares 9,626 Est. Cost $50.19 Unrealized +78.4%
WMT WALMART INC COM 0.1%
Value $919K Shares 7,394 Est. Cost $53.99 Unrealized +126.0%
F FORD MOTOR COMPANY 0.1%
Value $818K Shares 70,878 Est. Cost $10.69 Unrealized +28.5%
FLTB FIDELITY LIMITED TERM BOND ETF 0.1%
Value $759K Shares 15,096 Est. Cost $51.47 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $739K Shares 2,838 Est. Cost $122.43 Unrealized +123.2%
GNTX GENTEX CORP 0.0%
Value $687K Shares 31,464 Est. Cost $24.28 Unrealized -1.1%
FITB FIFTH THIRD BANCORP 0.0%
Value $676K Shares 14,544 Est. Cost $34.17 Unrealized +50.0%
PEP PEPSICO INC COM 0.0%
Value $661K Shares 4,256 Est. Cost $102.32 Unrealized +51.2%
ORCL ORACLE CORPORATION 0.0%
Value $655K Shares 4,452 Est. Cost $124.83 Unrealized +35.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value $647K Shares 3,029 Est. Cost $157.40 Unrealized
CSCO CISCO SYS INC 0.0%
Value $646K Shares 8,324 Est. Cost $47.09 Unrealized +65.5%
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 0.0%
Value $638K Shares 5,783 Est. Cost $110.49 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $562K Shares 2,630 Est. Cost $155.36 Unrealized +45.4%
ASML ASML HOLDING NV - NY REG SHS 0.0%
Value $536K Shares 406 Est. Cost $917.55 Unrealized
GEV GE VERNOVA INC COM 0.0%
Value $530K Shares 607 Est. Cost $736.93 Unrealized 0.0%
ISRG INTUITIVE SURGICAL, INC. 0.0%
Value $525K Shares 1,139 Est. Cost $374.18 Unrealized +39.2%
ABBV ABBVIE INC COM 0.0%
Value $514K Shares 2,364 Est. Cost $95.92 Unrealized +132.1%
FAST FASTENAL CO 0.0%
Value $508K Shares 10,939 Est. Cost $31.00 Unrealized +42.8%
IBM INTL BUSINESS MACHINES 0.0%
Value $505K Shares 2,085 Est. Cost $145.26 Unrealized +95.5%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value $476K Shares 1,910 Est. Cost $130.94 Unrealized +106.8%
GLD SPDR GOLD SHARES ETF 0.0%
Value $460K Shares 1,068 Est. Cost $247.51 Unrealized
ITOT ISHARES TR S&P 1500 INDEX FD 0.0%
Value $459K Shares 3,224 Est. Cost $105.62 Unrealized
ALL ALLSTATE CORP 0.0%
Value $445K Shares 2,147 Est. Cost $202.93 Unrealized 0.0%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $415K Shares 1,387 Est. Cost $254.20 Unrealized
SPY STATE STREET SPDR S&P 500 ETF 0.0%
Value $411K Shares 633 Est. Cost $354.39 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $406K Shares 454 Est. Cost $298.43 Unrealized +220.9%
QCOM QUALCOMM INC COM 0.0%
Value $405K Shares 3,146 Est. Cost $139.10 Unrealized +10.6%
GE GE AEROSPACE COM NEW 0.0%
Value $398K Shares 1,404 Est. Cost $318.19 Unrealized 0.0%
BAC BANK OF AMER CORP COM 0.0%
Value $394K Shares 8,086 Est. Cost $37.17 Unrealized +44.4%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value $394K Shares 3,916 Est. Cost $88.86 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value $382K Shares 2,500 Est. Cost $83.57 Unrealized
T AT&T INC COM 0.0%
Value $365K Shares 12,577 Est. Cost $27.49 Unrealized -6.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.0%
Value $349K Shares 2,359 Est. Cost $148.10 Unrealized
KO COCA COLA CO COM 0.0%
Value $344K Shares 4,524 Est. Cost $44.92 Unrealized +66.4%
SBUX STARBUCKS CORP 0.0%
Value $332K Shares 3,711 Est. Cost $73.26 Unrealized +27.8%
LLY ELI LILLY & CO COM 0.0%
Value $332K Shares 360 Est. Cost $785.26 Unrealized +33.3%
RTX RTX CORPORATION COM 0.0%
Value $324K Shares 1,682 Est. Cost $72.94 Unrealized +169.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $320K Shares 2,444 Est. Cost $77.28 Unrealized +56.4%
WPM SILVER WHEATON CORP 0.0%
Value $320K Shares 2,440 Est. Cost $139.84 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $317K Shares 525 Est. Cost $373.64 Unrealized +60.8%
VZ VERIZON COMMUNICATIONS 0.0%
Value $310K Shares 6,181 Est. Cost $36.06 Unrealized +21.5%
WEC WEC ENERGY GROUP INC COM 0.0%
Value $286K Shares 2,467 Est. Cost $86.47 Unrealized +27.1%
NSC NORFOLK SOUTHERN CRP 0.0%
Value $284K Shares 989 Est. Cost $96.35 Unrealized +209.5%
CPRT COPART INC 0.0%
Value $282K Shares 8,486 Est. Cost $31.71 Unrealized +23.5%
CSX CSX CORP 0.0%
Value $269K Shares 6,550 Est. Cost $33.61 Unrealized +14.6%
SPHQ INVESCO S&P 500 QUALITY ETF 0.0%
Value $264K Shares 3,508 Est. Cost $75.05 Unrealized
DOV DOVER CORP COM 0.0%
Value $255K Shares 1,224 Est. Cost $145.57 Unrealized +47.5%
OGE OGE ENERGY CORP COM 0.0%
Value $253K Shares 5,280 Est. Cost $38.81 Unrealized +14.5%
ED CONSOLIDATED EDISON INC COM 0.0%
Value $253K Shares 2,237 Est. Cost $81.74 Unrealized +28.9%
VTV VANGUARD VALUE ETF 0.0%
Value $244K Shares 1,245 Est. Cost $191.08 Unrealized
ISBA ISABELLA BK CORP COM 0.0%
Value $235K Shares 5,151 Est. Cost $42.11 Unrealized +19.5%
JCI JOHNSON CTLS INC 0.0%
Value $235K Shares 1,795 Est. Cost $91.75 Unrealized +37.4%
CEG CONSTELLATION ENERGY CORP COM 0.0%
Value $229K Shares 821 Est. Cost $269.96 Unrealized +11.6%
ESGV VANGUARD ESG U.S. STOCK ETF 0.0%
Value $225K Shares 2,007 Est. Cost $110.48 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value $223K Shares 4,400 Est. Cost $47.09 Unrealized 0.0%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value $222K Shares 3,243 Est. Cost $67.13 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value $222K Shares 3,358 Est. Cost $63.03 Unrealized 0.0%
VO VANGUARD MID CAP 0.0%
Value $221K Shares 768 Est. Cost $265.99 Unrealized
SHEL ROYAL DUTCH SHELL PLC-ADR 0.0%
Value $218K Shares 2,342 Est. Cost $93.00 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.0%
Value $216K Shares 697 Est. Cost $314.78 Unrealized +6.2%
AXON AXON ENTERPRISE INC COM 0.0%
Value $212K Shares 500 Est. Cost $543.94 Unrealized -3.1%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value $212K Shares 1,220 Est. Cost $152.04 Unrealized +19.3%
CRCL CIRCLE INTERNET GROUP INC COM CL A 0.0%
Value $209K Shares 2,195 Est. Cost $103.35 Unrealized -32.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value $208K Shares 6,794 Est. Cost $30.68 Unrealized
IEFA ISHARES CORE MSCI EAFE 0.0%
Value $203K Shares 2,247 Est. Cost $74.50 Unrealized
TGB TASEKO MINES LTD COM 0.0%
Value $123K Shares 19,000 Est. Cost $7.51 Unrealized 0.0%