NORRIS PERNE & FRENCH LLP/MI

CIK
1092290
City
GRAND RAPIDS
State / Country
MI

Top Portfolio Positions

103 positions · $772,696,311 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
MSFT
Microsoft Corp
Technology
179,412 $66,412,940 8.59%
GOOGL
Alphabet Inc.
Communication Services
152,517 $43,857,788 5.68%
AMAT
Applied Materials Inc /De
Technology
113,796 $38,894,334 5.03%
COHR
Coherent Corp.
Technology
158,900 $37,851,569 4.90%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
90,468 $30,573,660 3.96%
BALL
BALL Corp
Consumer Cyclical
511,214 $30,217,859 3.91%
AMZN
Amazon Com Inc
Consumer Cyclical
142,619 $29,703,259 3.84%
ALSN
Allison Transmission Holdings Inc
Consumer Cyclical
209,667 $24,543,619 3.18%
V
Visa Inc.
Financial Services
77,386 $23,389,144 3.03%
UNP
Union Pacific Corp
Industrials
92,305 $22,395,039 2.90%

Portfolio Trend

25 quarters · across all stocks

Holdings in BALL

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $30,217,859 511,214
2025-12-31 $38,382,697 724,612
2025-09-30 $24,678,573 489,460
2025-06-30 $30,443,240 542,757
2025-03-31 $21,156,769 406,314
2024-12-31 $15,388,657 279,134
2024-09-30 $19,419,883 285,965
2024-06-30 $17,200,531 286,580
2024-03-31 $19,292,712 286,412
2023-12-31 $16,623,337 289,001
2023-09-30 $21,494,605 431,792
2023-06-30 $24,927,442 428,233
2023-03-31 $23,145,924 419,995
2022-12-31 $17,802,652 348,116
2022-09-30 $16,728,770 346,208
2022-06-30 $23,189,175 337,199
2022-03-31 $23,508,810 261,209
2021-12-31 $25,378,889 263,622
2021-09-30 $23,340,197 259,422
2021-06-30 $20,535,491 253,462
2021-03-31 $21,021,028 248,065
2020-12-31 $22,430,010 240,717
2020-09-30 $24,763,442 297,924
2020-06-30 $23,050,249 331,706
2020-03-31 $20,941,110 323,865