Norris Perne & French LLP Portfolio Holdings

Norris Perne & French LLP

  • $1.36 Billion
  • Q3 2024

Norris Perne & French LLP has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $97.2M, Alphabet Inc. with a value of $69.4M, Berkshire Hathaway Inc Class B with a value of $61.5M, Amazon Com Inc with a value of $40.7M, and Applied Materials Inc with a value of $38.7M.

Examining the 13F form we can see an increase of $59.3M in the current position value, from $1.3B to 1.36B.

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 $1.36 Billion
Technology: $378 Million
Industrials: $188 Million
Healthcare: $175 Million
Consumer Cyclical: $141 Million
Financial Services: $137 Million
ETFs: $122 Million
Communication Services: $74.6 Million
Basic Materials: $72.1 Million
Other: $69.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.3M
$5,000 0.0% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $1.36 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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