CIK 1092290
NORRIS PERNE & FRENCH LLP/MI
Institutional 13F holdings & portfolio
Holdings
163
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–163 of 163
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USMV | ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | 2K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC COM | 2K | $100K–$500K | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 400 | $100K–$500K | SH |
| EMR | EMERSON ELEC CO COM | 2K | $100K–$500K | SH |
| OGE | OGE ENERGY CORP COM | 5K | $100K–$500K | SH |
| ACN | ACCENTURE LTD BERMUDA CL A | 830 | $100K–$500K | SH |
| ACWX | ISHARES MSCI ACWI EX US | 3K | $100K–$500K | SH |
| IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | 2K | $100K–$500K | SH |
| SHY | ISHARES 1-3 YR TREASURY BOND ETF | 3K | $100K–$500K | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 1K | $100K–$500K | SH |
| AFL | AFLAC INC COM | 2K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC | 656 | $100K–$500K | SH |