NORRIS PERNE & FRENCH LLP/MI
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,705,738
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 65 | 638,786 | 13F-HR/A - NEW HOLDINGS | NORRIS PERNE & FRENCH LLP/MI |
| Q2 2026 | 7/21/2026 | 147 | 1,705,738 | 13F-HR | NORRIS PERNE & FRENCH LLP/MI |
| Q1 2026 | 8/13/2026 | 77 | 556,386 | 13F-HR/A - NEW HOLDINGS | NORRIS PERNE & FRENCH LLP/MI |
| Q1 2026 | 4/22/2026 | 139 | 1,495,291 | 13F-HR | NORRIS PERNE & FRENCH LLP/MI |
| Q4 2025 | 1/23/2026 | 163 | 1,515,139 | 13F-HR | NORRIS PERNE & FRENCH LLP/MI |
| Q3 2025 | 10/17/2025 | 164 | 1,444,051 | 13F-HR | NORRIS PERNE & FRENCH LLP/MI |
| Q2 2025 | 7/17/2025 | 153 | 1,436,019 | 13F-HR | NORRIS PERNE & FRENCH LLP/MI |
| Q2 2014 | 7/25/2014 | 171 | 530,858 | 13F-HR | NORRIS PERNE & FRENCH LLP/MI |
| Q1 2014 | 4/14/2014 | 168 | 509,584 | 13F-HR | NORRIS PERNE & FRENCH LLP/MI |
| Q4 2013 | 1/23/2014 | 196 | 533,202 | 13F-HR | NORRIS PERNE & FRENCH LLP/MI |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 913.8 K | 53.6% | 111.7 K | 0 | 111.7 K |
| ETFs | 792 K | 46.4% | 98.72 K | 0 | 98.72 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
1,705,738
Holdings
147
QoQ value change ($000)
210,447
(14.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.