$687 Million is the total value of NORRIS PERNE & FRENCH LLP/MI's 148 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 9.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFTstock | $25,725,000 | +8.0% | 281,857 | +1.2% | 3.74% | +8.1% |
V | Buy | VISA INCstock | $23,132,000 | +5.0% | 193,383 | +0.1% | 3.36% | +5.0% |
GOOGL | Sell | ALPHABET INC.stock | $22,125,000 | -8.1% | 21,333 | -6.6% | 3.22% | -8.0% |
AAPL | Sell | APPLE INCstock | $20,598,000 | -14.6% | 122,768 | -13.9% | 3.00% | -14.6% |
IVV | Sell | ISHARES S&P 500 INDEXetf | $17,639,000 | -6.1% | 66,471 | -4.9% | 2.57% | -6.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $17,360,000 | -0.2% | 87,024 | -0.9% | 2.53% | -0.2% |
COST | Sell | COSTCO WHOLESALE CORPstock | $15,536,000 | -1.8% | 82,452 | -3.0% | 2.26% | -1.7% |
BA | Sell | BOEING CO COMstock | $15,242,000 | -34.8% | 46,488 | -41.3% | 2.22% | -34.7% |
KNX | Sell | KNIGHT TRANSPORTATION INCstock | $14,577,000 | +2.2% | 316,822 | -2.9% | 2.12% | +2.3% |
CBRE | Sell | CBRE GROUP INC Astock | $14,242,000 | +8.7% | 301,616 | -0.3% | 2.07% | +8.8% |
ECL | Buy | ECOLAB INC COMstock | $12,848,000 | +10.8% | 93,734 | +8.5% | 1.87% | +10.9% |
ADBE | Sell | ADOBE SYS INCstock | $12,791,000 | +20.3% | 59,194 | -2.5% | 1.86% | +20.4% |
MAR | Sell | MARRIOTT INTL INCstock | $12,586,000 | -2.2% | 92,556 | -2.4% | 1.83% | -2.2% |
AKAM | Sell | AKAMAI TECHstock | $12,236,000 | +6.5% | 172,391 | -2.4% | 1.78% | +6.5% |
BDX | Buy | BECTON DICKINSON & CO COMstock | $12,197,000 | +1.9% | 56,285 | +0.6% | 1.77% | +1.9% |
TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $11,960,000 | +9.1% | 57,927 | +0.3% | 1.74% | +9.2% |
LKQ | Buy | LKQ CORP COMstock | $11,753,000 | -4.3% | 309,699 | +2.5% | 1.71% | -4.3% |
MIDD | Buy | MIDDLEBY CORPstock | $11,459,000 | -5.6% | 92,565 | +2.9% | 1.67% | -5.6% |
VFC | Sell | V F CORP COMstock | $11,368,000 | -1.4% | 153,375 | -1.6% | 1.65% | -1.4% |
NKE | Sell | NIKE INC CLASS Bstock | $10,905,000 | +5.3% | 164,132 | -0.8% | 1.59% | +5.4% |
RBA | Buy | RITCHIE BROS AUCTIONEERS COMstock | $10,764,000 | +6.0% | 342,049 | +0.8% | 1.57% | +6.0% |
CRL | Sell | CHARLES RIVER LABS HLDGstock | $10,625,000 | -3.2% | 99,543 | -0.7% | 1.55% | -3.1% |
ABT | Buy | ABBOTT LABS COMstock | $10,609,000 | +6.2% | 177,056 | +1.1% | 1.54% | +6.2% |
DHR | Sell | DANAHER CORPstock | $10,453,000 | +5.4% | 106,762 | -0.1% | 1.52% | +5.5% |
CSCO | Sell | CISCO SYS INCstock | $10,343,000 | +10.7% | 241,149 | -1.1% | 1.50% | +10.8% |
BKNG | New | BOOKING HOLDINGS INCstock | $10,294,000 | – | 4,948 | +100.0% | 1.50% | – |
JNJ | Buy | JOHNSON & JOHNSON COMstock | $10,121,000 | +6.3% | 78,977 | +15.9% | 1.47% | +6.4% |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $10,086,000 | +1.5% | 227,939 | +2.9% | 1.47% | +1.5% |
NVS | Buy | NOVARTIS AG ADRadr | $9,850,000 | -3.4% | 121,829 | +0.3% | 1.43% | -3.4% |
WFC | Buy | WELLS FARGO CO NEW COMstock | $9,796,000 | +25.6% | 186,906 | +45.4% | 1.42% | +25.7% |
XOM | Buy | EXXON MOBIL CORP COMstock | $9,356,000 | -8.2% | 125,405 | +2.9% | 1.36% | -8.2% |
UNP | Buy | UNION PAC CORP COMstock | $9,291,000 | +3.5% | 69,114 | +3.3% | 1.35% | +3.6% |
NUVA | Buy | NUVASIVE INC COMstock | $9,143,000 | -1.1% | 175,124 | +10.8% | 1.33% | -1.0% |
SBUX | Buy | STARBUCKS CORPstock | $8,973,000 | +10.2% | 154,997 | +9.3% | 1.30% | +10.2% |
CTLT | Sell | CATALENT INC COMstock | $8,778,000 | -0.3% | 213,776 | -0.3% | 1.28% | -0.2% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $8,689,000 | +1.5% | 79,010 | -1.3% | 1.26% | +1.6% |
BUD | Buy | ANHEUSER BUSCHadr | $8,600,000 | +8.2% | 78,228 | +9.8% | 1.25% | +8.2% |
PX | Buy | PRAXAIR INCstock | $8,440,000 | -4.4% | 58,491 | +2.4% | 1.23% | -4.4% |
AON | Buy | AON CORPstock | $8,112,000 | +5.7% | 57,805 | +0.9% | 1.18% | +5.7% |
AMZN | Sell | AMAZON.COM INCstock | $7,908,000 | +20.5% | 5,464 | -2.7% | 1.15% | +20.5% |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $7,871,000 | +1.9% | 103,745 | -1.1% | 1.14% | +2.0% |
SO | Buy | SOUTHERN CO COMstock | $7,769,000 | -5.5% | 173,957 | +1.7% | 1.13% | -5.5% |
MRK | Sell | MERCK & CO INCstock | $7,404,000 | -3.6% | 135,930 | -0.4% | 1.08% | -3.5% |
TYL | Buy | TYLER TECHNOLOGIES INC COMstock | $7,310,000 | +19.6% | 34,650 | +0.4% | 1.06% | +19.6% |
MDLZ | Buy | MONDELEZ INTL INC CL Astock | $7,221,000 | +6.0% | 173,030 | +8.7% | 1.05% | +6.0% |
IT | Buy | GARTNER INC COMstock | $7,123,000 | -3.3% | 60,561 | +1.3% | 1.04% | -3.3% |
BECN | New | BEACON ROOFING SUPPLYstock | $7,087,000 | – | 133,549 | +100.0% | 1.03% | – |
HUBS | Buy | HUBSPOT INC COMstock | $6,698,000 | +23.8% | 61,845 | +1.1% | 0.97% | +23.9% |
BLL | Buy | BALL CORP COMstock | $6,620,000 | +6.1% | 166,703 | +1.1% | 0.96% | +6.2% |
ATVI | New | ACTIVISION INCstock | $6,522,000 | – | 96,684 | +100.0% | 0.95% | – |
SLB | Buy | SCHLUMBERGER LTD COMstock | $6,430,000 | -1.0% | 99,265 | +3.0% | 0.94% | -1.0% |
DEO | Buy | DIAGEO PLCadr | $6,212,000 | -1.1% | 45,871 | +6.7% | 0.90% | -1.0% |
CRI | Buy | CARTER'S, INC.stock | $6,040,000 | -11.0% | 58,016 | +0.4% | 0.88% | -10.9% |
MCO | New | MOODYS CORPstock | $5,978,000 | – | 37,062 | +100.0% | 0.87% | – |
BRKA | Sell | BERKSHIRE HATHAWAY INC DEL CL Astock | $5,982,000 | -4.3% | 20 | -4.8% | 0.87% | -4.3% |
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $5,945,000 | -8.4% | 43,683 | -9.3% | 0.86% | -8.3% |
EMR | Buy | EMERSON ELEC CO COMstock | $5,913,000 | -0.4% | 86,573 | +1.6% | 0.86% | -0.3% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $5,214,000 | +9.7% | 110,988 | +7.2% | 0.76% | +9.8% |
SRCL | Buy | STERICYCLE INCstock | $5,044,000 | -13.9% | 86,170 | +0.0% | 0.73% | -13.8% |
IJH | Sell | ISHARES CORE S&P MID CAP ETFetf | $4,963,000 | -11.3% | 26,460 | -10.3% | 0.72% | -11.3% |
UPS | New | UNITED PARCEL SERVICE INCstock | $3,584,000 | – | 34,249 | +100.0% | 0.52% | – |
WFCPRL | Sell | WELLS FARGO & CO PFD L 7.5convertible preferred | $3,216,000 | -3.2% | 2,493 | -1.7% | 0.47% | -3.1% |
JCI | Buy | JOHNSON CTLS INCstock | $3,191,000 | +7.1% | 90,543 | +15.8% | 0.46% | +7.2% |
SYK | Sell | STRYKER CORPstock | $3,030,000 | +1.8% | 18,827 | -2.0% | 0.44% | +1.8% |
IJR | Buy | ISHARES S&P SMALLCAP 600 ETFetf | $3,015,000 | +2.1% | 39,150 | +1.8% | 0.44% | +2.3% |
ABBV | Sell | ABBVIE INC COMstock | $2,795,000 | -2.5% | 29,531 | -0.4% | 0.41% | -2.4% |
GOOG | Sell | ALPHABET INC CAP STK CL Cstock | $2,513,000 | -6.5% | 2,435 | -5.3% | 0.37% | -6.4% |
BACPRL | Sell | BANK OF AMERICA 7.25 CONV PFD Lconvertible preferred | $2,135,000 | -2.8% | 1,656 | -0.6% | 0.31% | -2.5% |
PEP | Sell | PEPSICO INC COMstock | $1,944,000 | -9.2% | 17,809 | -0.2% | 0.28% | -9.0% |
NVO | NOVO-NORDISK A/S ADR ADR CMNadr | $1,652,000 | -8.2% | 33,545 | 0.0% | 0.24% | -8.4% | |
PM | Sell | PHILIP MORRIS INTL INCstock | $1,545,000 | -13.0% | 15,543 | -7.5% | 0.22% | -12.8% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX-USetf | $1,406,000 | -16.0% | 25,857 | -15.5% | 0.20% | -15.6% |
T | Sell | AT&T INC COMstock | $1,088,000 | -10.7% | 30,508 | -2.7% | 0.16% | -10.7% |
NFLX | NETFLIX COM INCstock | $1,012,000 | +54.0% | 3,425 | 0.0% | 0.15% | +53.1% | |
IWV | Buy | ISHARES RUSSELL 3000 ETFetf | $989,000 | +9.2% | 6,325 | +10.5% | 0.14% | +9.1% |
MBTF | M B T FINANCIAL CORPstock | $920,000 | +1.4% | 85,563 | 0.0% | 0.13% | +1.5% | |
WM | Sell | WASTE MANAGEMENT INCstock | $895,000 | -13.7% | 10,643 | -11.4% | 0.13% | -13.9% |
MMM | Buy | 3M CO COMstock | $888,000 | -4.8% | 4,045 | +2.1% | 0.13% | -5.1% |
CPRT | COPART INCstock | $820,000 | +18.0% | 16,100 | 0.0% | 0.12% | +17.8% | |
IJK | Sell | ISHARES S&P MIDCAP 400 GROWTH INDEXetf | $717,000 | -11.5% | 3,282 | -12.6% | 0.10% | -11.9% |
OEF | ISHARES TR S&P 100 INDEX FUNDetf | $696,000 | -2.2% | 6,000 | 0.0% | 0.10% | -2.9% | |
CHD | CHURCH & DWIGHT INCstock | $680,000 | +0.4% | 13,500 | 0.0% | 0.10% | +1.0% | |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $668,000 | -18.9% | 8,430 | -6.0% | 0.10% | -19.2% |
PNC | Buy | PNC FINANCIAL SVCS GROUP INCstock | $631,000 | +78.2% | 4,171 | +70.2% | 0.09% | +80.4% |
CVX | Sell | CHEVRON CORP NEW COMstock | $601,000 | -14.3% | 5,272 | -5.8% | 0.09% | -14.7% |
IWB | Sell | ISHARES TR RUSSELL 1000 INDEX ETFetf | $569,000 | -5.0% | 3,872 | -3.9% | 0.08% | -4.6% |
EFA | Sell | ISHARES MSCI EAFE ETFetf | $539,000 | -11.2% | 7,729 | -10.4% | 0.08% | -11.4% |
ISRG | Sell | INTUITIVE SURGICAL, INC.stock | $526,000 | +11.0% | 1,275 | -1.9% | 0.08% | +11.6% |
CTSH | Sell | COGNIZANT TECH SOLUTIONS CORPstock | $530,000 | +8.4% | 6,581 | -4.4% | 0.08% | +8.5% |
MA | Sell | MASTERCARD INCstock | $525,000 | +10.1% | 3,000 | -4.8% | 0.08% | +10.1% |
VZ | Sell | VERIZON COMMUNICATIONSstock | $486,000 | -19.8% | 10,167 | -11.2% | 0.07% | -19.3% |
USB | Sell | US BANCORP DEL COM NEWstock | $488,000 | -13.0% | 9,656 | -7.7% | 0.07% | -13.4% |
IAU | Buy | ISHARES GOLD TRUST ETFetf | $471,000 | +1.9% | 36,981 | +0.2% | 0.07% | +3.0% |
DIA | SPDR DOW JONES INDUSTRIAL ETFetf | $464,000 | -2.5% | 1,924 | 0.0% | 0.07% | -1.4% | |
ITOT | Sell | ISHARES TR S&P 1500 INDEX FDetf | $464,000 | -1.3% | 7,669 | -0.3% | 0.07% | 0.0% |
GNTX | Sell | GENTEX CORPstock | $459,000 | +3.8% | 19,950 | -5.4% | 0.07% | +4.7% |
ACWX | Sell | ISHARES MSCI ACWI EX USetf | $445,000 | -12.4% | 8,956 | -11.9% | 0.06% | -12.2% |
Z | Sell | ZILLOW GROUP INC CL C CAP STKstock | $441,000 | +28.2% | 8,200 | -2.4% | 0.06% | +28.0% |
PAYX | Sell | PAYCHEX INCstock | $424,000 | -11.9% | 6,884 | -2.6% | 0.06% | -11.4% |
GLD | SPDR GOLD SHARES ETFetf | $425,000 | +1.9% | 3,375 | 0.0% | 0.06% | +1.6% | |
NSC | NORFOLK SOUTHERN CRPstock | $420,000 | -6.2% | 3,093 | 0.0% | 0.06% | -6.2% | |
FITB | Sell | FIFTH THIRD BANCORPstock | $418,000 | +3.5% | 13,157 | -1.2% | 0.06% | +3.4% |
RTN | RAYTHEON CO COM NEWstock | $415,000 | +14.6% | 1,925 | 0.0% | 0.06% | +13.2% | |
CHFC | CHEMICAL FINANCIAL CORPORATIONstock | $400,000 | +2.3% | 7,319 | 0.0% | 0.06% | +1.8% | |
INTC | Sell | INTEL CORP COMstock | $390,000 | +6.6% | 7,480 | -5.7% | 0.06% | +7.5% |
ALL | ALLSTATE CORPstock | $385,000 | -9.4% | 4,056 | 0.0% | 0.06% | -9.7% | |
NXPI | Sell | NXP SEMICONDUCTORS N V COMstock | $375,000 | -95.4% | 3,205 | -95.4% | 0.06% | -95.3% |
IGSB | Sell | ISHARES 1-3 YR CREDIT BOND ETFetf | $372,000 | -8.4% | 3,588 | -7.7% | 0.05% | -8.5% |
IUSV | ISHARES CORE S&P US VALUEetf | $371,000 | -4.1% | 6,975 | 0.0% | 0.05% | -3.6% | |
ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $364,000 | -4.7% | 3,207 | -1.5% | 0.05% | -5.4% |
KO | Sell | COCA COLA CO COMstock | $363,000 | -25.6% | 8,360 | -21.5% | 0.05% | -25.4% |
HD | Sell | HOME DEPOTstock | $362,000 | -9.3% | 2,033 | -3.4% | 0.05% | -8.6% |
XRAY | Sell | DENTSPLY INTL INC (NEW)stock | $357,000 | -33.0% | 7,104 | -12.3% | 0.05% | -32.5% |
VNQ | Buy | VANGUARD REIT INDEX ETFetf | $355,000 | -4.8% | 4,700 | +4.4% | 0.05% | -3.7% |
ACWI | Buy | ISHARES MSCI ACWI INDEX FUNDetf | $332,000 | +2.5% | 4,634 | +3.1% | 0.05% | +2.1% |
IWS | Sell | ISHARES RUSSELL MIDCAP VALUE INDEXetf | $328,000 | -51.6% | 3,800 | -50.0% | 0.05% | -51.5% |
VAR | VARIAN MED SYS INC COMstock | $330,000 | +10.4% | 2,692 | 0.0% | 0.05% | +11.6% | |
MS | MORGAN STANLEYstock | $331,000 | +2.8% | 6,128 | 0.0% | 0.05% | +2.1% | |
IP | Sell | INTL PAPER CO COMstock | $321,000 | -8.5% | 6,000 | -1.0% | 0.05% | -7.8% |
IXUS | Buy | ISHARES TRUST CORE MSCI TOTAL INTL STK ETFetf | $317,000 | 0.0% | 5,034 | +0.1% | 0.05% | 0.0% |
IYY | Sell | ISHARES TR DOW JONES U S TOTAL MKT INDEXetf | $316,000 | -5.1% | 2,390 | -4.0% | 0.05% | -4.2% |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $316,000 | -6.5% | 2,015 | -0.5% | 0.05% | -6.1% |
CNI | CANADIAN NATIONAL RAILWAY COstock | $307,000 | -11.3% | 4,200 | 0.0% | 0.04% | -10.0% | |
PFE | Sell | PFIZER INC COMstock | $311,000 | -6.3% | 8,761 | -4.5% | 0.04% | -6.2% |
COP | Sell | CONOCOPHILLIPS COMstock | $306,000 | -1.6% | 5,166 | -8.8% | 0.04% | 0.0% |
DVY | Sell | ISHARES DJ SELECT DIVIDENDetf | $299,000 | -4.5% | 3,146 | -0.8% | 0.04% | -6.5% |
SPSM | SPDR PORTFOLIO SMALL CAP ETFetf | $265,000 | -0.7% | 8,850 | 0.0% | 0.04% | 0.0% | |
D | Sell | DOMINION RESOURCES INCstock | $270,000 | -21.1% | 4,000 | -5.3% | 0.04% | -22.0% |
ZG | New | ZILLOW INCstock | $256,000 | – | 4,740 | +100.0% | 0.04% | – |
BAC | Sell | BANK AMER CORP COMstock | $247,000 | -39.0% | 8,223 | -40.1% | 0.04% | -39.0% |
VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $239,000 | -24.4% | 1,845 | -22.4% | 0.04% | -23.9% |
ADC | AGREE RLTY CORPreit | $235,000 | -6.7% | 4,900 | 0.0% | 0.03% | -8.1% | |
SUI | SUN CMNTYS INCreit | $228,000 | -1.7% | 2,500 | 0.0% | 0.03% | -2.9% | |
FB | Sell | FACEBOOK INC CL Astock | $226,000 | -19.0% | 1,413 | -10.7% | 0.03% | -19.5% |
BBT | Sell | BB&T CORP COMstock | $224,000 | +2.8% | 4,300 | -1.9% | 0.03% | +3.1% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $227,000 | -3.8% | 1,497 | -3.1% | 0.03% | -2.9% |
DNB | DUN & BRADSTREET CORP DEL NEWstock | $222,000 | -1.3% | 1,900 | 0.0% | 0.03% | -3.0% | |
SPY | Sell | SPDR S&P 500 ETFetf | $203,000 | -15.1% | 772 | -13.7% | 0.03% | -14.3% |
IBB | ISHARES NASDAQ BIOTECHNOLOGYetf | $208,000 | 0.0% | 1,950 | 0.0% | 0.03% | 0.0% | |
DWDP | Sell | DOWDUPONT INC COMstock | $203,000 | -18.8% | 3,194 | -9.0% | 0.03% | -16.7% |
TXN | Sell | TEXAS INSTRS INC COMstock | $206,000 | -2.8% | 1,979 | -2.5% | 0.03% | -3.2% |
EFG | Sell | ISHARES MSCI EAFE GROWTH INDEX ETFetf | $204,000 | -29.7% | 2,540 | -29.2% | 0.03% | -28.6% |
IWY | ISHARES TRUST RUSSELL 200 GROWTH INDEX FDetf | $207,000 | +1.0% | 2,800 | 0.0% | 0.03% | 0.0% | |
F | Sell | FORD MOTOR COMPANYstock | $186,000 | -70.6% | 16,779 | -66.8% | 0.03% | -70.7% |
GE | Buy | GENERAL ELECTRIC CO COMstock | $143,000 | -21.4% | 10,645 | +1.9% | 0.02% | -19.2% |
NUM | Sell | NUVEEN MICH QUALITY INCOME MUN FD INCcef | $127,000 | -11.2% | 10,000 | -7.1% | 0.02% | -14.3% |
MCBC | MACATAWA BANK CORPstock | $108,000 | +2.9% | 10,500 | 0.0% | 0.02% | +6.7% | |
GALT | Sell | GALECTIN THERAPEUTICS INC COMstock | $50,000 | -51.0% | 10,500 | -65.6% | 0.01% | -53.3% |
GGN | Exit | GAMCO GLOBAL GOLD NAT RES & IN COM SH BEN INTcef | $0 | – | -17,062 | -100.0% | -0.01% | – |
CBS | Exit | CBS CORP NEW CL Bstock | $0 | – | -3,500 | -100.0% | -0.03% | – |
CMCSA | Exit | COMCAST CORP NEW CL Astock | $0 | – | -5,532 | -100.0% | -0.03% | – |
SDY | Exit | SPDR S&P DIVIDEND ETFetf | $0 | – | -2,683 | -100.0% | -0.04% | – |
TPX | Exit | TEMPUR SEALY INTL INC COMstock | $0 | – | -5,000 | -100.0% | -0.05% | – |
KHC | Exit | KRAFT HEINZ CO COMstock | $0 | – | -58,578 | -100.0% | -0.66% | – |
COF | Exit | CAPITAL ONE FINL CORP COMstock | $0 | – | -64,611 | -100.0% | -0.94% | – |
PCLN | Exit | PRICELINE GRP INC COM NEWstock | $0 | – | -6,893 | -100.0% | -1.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT (MSFT) | 42 | Q3 2023 | 6.9% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 4.4% |
APPLE INC COM | 42 | Q3 2023 | 4.1% |
COSTCO WHSL CORP NEW COM | 42 | Q3 2023 | 2.8% |
JOHNSON & JOHNSON (JNJ) | 42 | Q3 2023 | 2.8% |
MERCK & CO INC NEW (MRK) | 42 | Q3 2023 | 2.2% |
ABBOTT LABS COM | 42 | Q3 2023 | 3.2% |
THERMO FISHER SCIENTIFIC(TMO) | 42 | Q3 2023 | 2.1% |
SOUTHERN COMPANY (SO) | 42 | Q3 2023 | 2.6% |
JP MORGAN CHASE & CO (JPM) | 42 | Q3 2023 | 1.9% |
View NORRIS PERNE & FRENCH LLP/MI's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-16 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-19 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-13 |
13F-HR | 2022-08-11 |
13F-HR | 2022-04-26 |
13F-HR | 2022-01-26 |
View NORRIS PERNE & FRENCH LLP/MI's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.