Norris Perne & French LLP Portfolio Holdings

Norris Perne & French LLP

  • $1.34 Billion
  • Q2 2025

Norris Perne & French LLP has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $113M, Amazon Com Inc with a value of $50.1M, Alphabet Inc. with a value of $47.7M, Visa Inc. with a value of $47M, and Berkshire Hathaway Inc Class B with a value of $45.2M.

Examining the 13F form we can see an increase of $92.7M in the current position value, from $1.25B to 1.34B.

Norris Perne & French LLP is based out at Grand Rapids, MI

Below you can find more details about Norris Perne & French LLP portfolio as well as his latest detailed transactions.

Portfolio value $1.34 Billion
Technology: $417 Million
Industrials: $196 Million
Consumer Cyclical: $148 Million
Healthcare: $146 Million
Financial Services: $136 Million
ETFs: $124 Million
Basic Materials: $70.4 Million
Communication Services: $59.3 Million
Other: $44.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Kenvue Inc Com
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.44%
Wells Fargo & CO 7.5 Pfd L
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 9.03%
Arista Networks Inc Com Shs
-
$0 0.0% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $1.34 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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