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Portfolio (Quarterly) Guide ↗

NORRIS PERNE & FRENCH LLP/MI

· CIK 0001092290
13F Portfolio $1.5B AUM 139 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 21 Added 98 Reduced 35 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD VALUE ETF 1,245.0 $244K 0.02% +21.0 +1.7% $196.20 +8.1%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.8%
Consumer Cyclical 14.0%
Industrials 13.0%
Healthcare 12.2%
Basic Materials 6.9%
Communication Services 6.8%
Financial Services 6.6%
Consumer Defensive 0.7%
Energy 0.5%
Utilities 0.4%