Fund Holdings — NORRIS PERNE & FRENCH LLP/MI

Total Portfolio Value
$2.02B
Total Bought
$611.54M
Total Sold
$1.30B
Net Transaction
-$691.17M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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NPF CORE EQUITY ETF022,964,694+22,964,6940556,06027.51%+556,060
WASTE MANAGEMENT INC(WM)10,49877,672+67,1742,30717,8480.88%+15,542
WASTE MANAGEMENT INC(WM)10,49875,250+64,7522,30717,2920.86%+14,985
NVIDIA CORP(NVDA)65,228111,985+46,75712,16519,5300.97%+7,365
NVIDIA CORP(NVDA)65,22883,043+17,81512,16514,4830.72%+2,318
BLACKROCK INC(BLK)01,314+1,31401,2640.06%+1,264
ISHARES 0-3 MONTH TREASURY BOND ETF2,24322,658+20,4151,2702,2810.11%+1,010
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
56,16360,468+4,30510,75911,6050.57%+846
ISHARES 1-3 YR TREASURY BOND ETF2,61512,615+10,0002171,0420.05%+825
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
CORE MSCI INTL
113,853119,062+5,2099,3919,9500.49%+559
GE VERNOVA INC COM(GEV)0607+60705300.03%+530
ISHARES CORE MSCI EMERGING MKTS
CORE MSCI EMKT
44,54050,316+5,7762,9943,5100.17%+516
ALLSTATE CORP(ALL)02,147+2,14704450.02%+445
GE AEROSPACE COM NEW(GE)01,404+1,40403980.02%+398
ISHARES MSCI EAFE GROWTH INDEX ETF51,51355,961+4,4485,8686,2320.31%+364
VANGUARD HIGH DIVIDEND YIELD INDEX ETF02,359+2,35903490.02%+349
NETFLIX COM INC(NFLX)9,88013,223+3,3439261,2710.06%+345
VANGUARD S&P 500 ETF2,0382,692+6541,2781,6080.08%+331
SILVER WHEATON CORP(WPM)02,440+2,44003200.02%+320
MCDONALD'S CORP(MCD)8051,712+9072465320.03%+286
FIDELITY TOTAL BOND ETF60,27166,418+6,1472,7753,0300.15%+255
CARRIER GLOBAL CORP(CARR)04,356+4,35602450.01%+245
ISHARES CORE S&P MID CAP ETF258,487256,149-2,33817,06017,2980.86%+238
NUCOR CORP(NUE)01,402+1,40202370.01%+237
FIRSTENERGY CORP COM(FE)04,400+4,40002230.01%+223
ALTRIA GROUP INC COM(MO)03,358+3,35802220.01%+222
ROYAL DUTCH SHELL PLC-ADR(SHEL)02,342+2,34202180.01%+218
SCHWAB US DIVIDEND EQUITY ETF06,794+6,79402080.01%+208
WELLTOWER INC(WELL)01,035+1,03502050.01%+205
EXXON MOBIL CORP COM8,0666,845-1,2219711,1610.06%+191
ASML HOLDING NV - NY REG SHS
N Y REGISTRY SHS
351406+553765360.03%+161
CHEVRON CORP(CVX)2,2692,441+1723465050.02%+159
STARBUCKS CORP(SBUX)3,9105,437+1,5273294870.02%+158
CONOCOPHILLIPS(COP)4,7564,406-3504455820.03%+136
TASEKO MINES LTD COM(TGB)019,000+19,00001230.01%+123
FIFTH THIRD BANCORP(FITB)12,09614,544+2,4485666760.03%+110
AT&T INC COM(T)10,42412,577+2,1532593650.02%+106
LAM RESEARCH CORP(LRCX)2,7002,630-704625620.03%+100
BANK OF AMER CORP COM5,5158,086+2,5713033940.02%+91
VANGUARD LARGE-CAP ETF1,0481,387+3393304150.02%+85
VERIZON COMMUNICATIONS(VZ)5,8336,181+3482383100.02%+73
ABBVIE INC(ABBV)3,4923,994+5027988690.04%+71
BROADCOM INC(AVGO)8331,147+3142883550.02%+67
SPDR GOLD SHARES ETF(GLD)1,0461,068+224154600.02%+45
NOVARTIS AG ADR(NVS)2,5212,500-213483820.02%+34
CATERPILLAR INC(CAT)400370-302292620.01%+33
OGE ENERGY CORP COM(OGE)5,2805,28002252530.01%+28
VANGUARD FTSE ALL-WORLD EX-US17,62117,62101,2961,3230.07%+27
CONSOLIDATED EDISON INC COM(ED)2,3302,237-932312530.01%+22
VANGUARD SMALL CAP ETF5,1215,12101,3211,3410.07%+20
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF5,6335,783+1506206380.03%+18
ISHARES S&P MIDCAP 400 GROWTH INDEX3,9163,91603793940.02%+15
VANGUARD VALUE ETF1,2241,245+212342440.01%+10
FIRST MERCHANTS CORP(FRME)6,8346,846+122562650.01%+9
STARBUCKS CORP(SBUX)3,9103,711-1993293320.02%+3
PROCTER & GAMBLE CO COM(PG)10,15110,092-591,4551,4580.07%+3
ISHARES MSCI ACWI EX US3,3103,243-672222220.01%-0
FIDELITY LIMITED TERM BOND ETF15,08615,096+107647590.04%-5
LKQ CORP(LKQ)8,4008,414+142542470.01%-7
WEC ENERGY GROUP INC COM(WEC)2,7712,467-3042922860.01%-7
STATE STREET SPDR S&P 500 ETF(SPY)614633+194184110.02%-7
JOHNSON CTLS INC
SHS
2,0601,795-2652472350.01%-12
HUBBELL INC(HUBB)664566-982952780.01%-17
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
3,8033,508-2952852640.01%-22
ISABELLA BK CORP COM(ISBA)5,1515,15102582350.01%-22
ISHARES TR S&P 1500 INDEX FD3,2803,224-564884590.02%-29
VANGUARD ESG U.S. STOCK ETF2,1072,007-1002552250.01%-30
LOCKHEED MARTIN CORP(LMT)720525-1953483170.02%-31
CIRCLE INTERNET GROUP INC COM CL A(CRCL)3,1392,195-9442492090.01%-39
DUKE ENERGY CORP NEW COM NEW(DUK)3,1162,444-6723653200.02%-45
GOLDMAN SACHS GROUP INC/THE(GS)437392-453843320.02%-52
SOUTHERN CO COM(SO)11,2669,626-1,6409829290.05%-53
CISCO SYS INC(CSCO)9,0978,324-7737016460.03%-55
ALLISON TRANSMISSION HLDGS INC COM(ALSN)251,281209,667-41,61424,60024,5441.21%-57
AXON ENTERPRISE INC COM(AXON)50050002842120.01%-72
AVAGO TECHNOLOGIES LTD(AVGO)833697-1362882160.01%-72
DOVER CORP COM(DOV)1,6781,224-4543282550.01%-73
CSX CORP(CSX)9,5806,550-3,0303472690.01%-78
CHURCH & DWIGHT CO INC(CHD)7,2665,510-1,7566095140.03%-95
WINTRUST FINL CORP COM(WTFC)10,80810,169-6391,5111,4130.07%-98
CDW CORP/DE(CDW)3,1562,663-4934303220.02%-108
MARSH & MCLENNAN COS INC COM(MRSH)1,7561,220-5363262120.01%-114
VANGUARD FTSE EMERGING MARKETS ETF53,56451,124-2,4402,8802,7630.14%-116
FORD MOTOR COMPANY(F)71,94270,878-1,0649448180.04%-126
QUALCOMM INC COM(QCOM)3,1923,146-465464050.02%-141
LINCOLN ELEC HLDGS INC COM(LECO)2,5801,910-6706184760.02%-143
AMPHENOL CORP5,8755,113-7627946460.03%-148
PARKER-HANNIFIN CORP COM(PH)645454-1915674060.02%-160
CONSTELLATION ENERGY CORP COM(CEG)1,132821-3114002290.01%-171
PAYCHEX INC(PAYX)5,3704,508-8626024150.02%-187
ISHARES S&P SMALLCAP 600 ETF119,199113,675-5,52414,32514,1310.70%-194
ISHARES CORE MSCI EAFE
CORE MSCI EAFE
4,4792,247-2,2324012030.01%-197
COCA-COLA CO/THE(KO)10,4056,952-3,4537275290.03%-199
MARRIOTT INTL INC(MAR)6560-6562030—-203
AFLAC INC COM(AFL)1,8560-1,8562050—-205
WALMART INC COM(WMT)10,0887,394-2,6941,1249190.05%-205
VANGUARD EXTENDED MARKET ETF1,0000-1,0002090—-209
VANGUARD FTSE DEVELOPED MARKETS ETF81,10175,728-5,3735,0664,8530.24%-214
ISHARES TR RUSSELL MIDCAP INDEX FD2,2820-2,2822200—-220
ACCENTURE LTD BERMUDA CL A
SHS CLASS A
8300-8302230—-223
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NORRIS PERNE & FRENCH LLP/MI — 13F Holdings — Q1 2026 | TickerTrail