Arkolith/Funds/Norris Perne & French LLP

Norris Perne & French LLP

CIK 1092290
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Norris Perne & French LLP holds a focused book of 147 stocks worth $1.7B as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Entegris Inc and trimmed NPF Core Equity ETF. Their largest long position is NPF Core Equity ETF at 37% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show NORRIS PERNE & FRENCH LLP/MI's latest
holdings, largest changes, and filing provenance.
Opened
67
new positions
Added to
65
existing
Trimmed
42
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.1%
+12.8%/yr · since Oct '24
Their reported book
+17.0%
held from quarter-end
S&P 500
+30.1%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Norris Perne & French LLP (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.1 points over this window.

Growth of $10,000 cloning Norris Perne & French LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
60%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

53% mapped to company sectors

ETF / fund or unclassified
47%
Information Technology
24%
Industrials
7%
Consumer Discretionary
6%
Health Care
6%
Financials
5%
Materials
3%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

147 positions
#SecurityValueShares% PortLast moveHistory
1NPF Core Equity ETF
ETF
$636.2M22.91M
37.3%
−0.2%
Reduced · −54K sh
2Microsoft
Stock
$66.2M177.5K
3.9%
−1.1%
Reduced · −2K sh
3Applied Matls Inc Com
Stock
$60.2M83.3K
3.5%
−27%
Reduced · −30K sh
4Alphabet Inc.
Stock
$53.8M150.5K
3.2%
−1.3%
Reduced · −2K sh
5Taiwan Semiconductor Manufacturing Co Ltd
ADR
$43.0M90.0K
2.5%
−0.5%
Reduced · −476 sh
6Ishares S&P 500 Index
ETF
$42.8M57.2K
2.5%
−2.1%
Reduced · −1K sh
7Amazon.com Inc
Stock
$33.3M139.6K
2.0%
−2.1%
Reduced · −3K sh
8Coherent Corp
Stock
$32.4M82.2K
1.9%
−48%
Reduced · −77K sh
9Ball Corp Com
Stock
$32.4M518.5K
1.9%
+1.4%
Added · +7K sh
10Danaher Corp
Stock
$28.8M151.0K
1.7%
+62%
Added · +58K sh
11Visa Inc
Stock
$27.4M79.9K
1.6%
+3.2%
Added · +3K sh
12Kla Corporation
Stock
$27.4M90.8K
1.6%
+879%
Added · +81K sh
13Berkshire Hathaway Inc Del CL B New
Stock
$25.0M50.0K
1.5%
+6.1%
Added · +3K sh
14Allison Transmission Hldgs Inc Com
Stock
$24.0M212.7K
1.4%
+1.4%
Added · +3K sh
15Linde PLC SHS
Stock
$23.3M44.9K
1.4%
~0%
Added · +3 sh
16Nvidia Corp
Stock
$23.2M115.9K
1.4%
+40%
Added · +33K sh
17Knight-Swift Transportation Holdings Inc
Stock
$22.6M290.5K
1.3%
−3.4%
Reduced · −10K sh
18Merck & Co Inc
Stock
$22.4M174.3K
1.3%
+0.3%
Added · +491 sh
19Union Pac Corp Com
Stock
$20.0M73.7K
1.2%
−20%
Reduced · −19K sh
20Ishares Core S&P Mid Cap ETF
ETF
$19.4M251.5K
1.1%
−1.8%
Reduced · −5K sh
21Ecolab Inc Com
Stock
$18.6M66.8K
1.1%
−0.8%
Reduced · −567 sh
22Waste Management Inc
Stock
$17.4M77.9K
1.0%
+3.5%
Added · +3K sh
23Mastercard Inc
Stock
$16.8M32.8K
1.0%
+136%
Added · +19K sh
24Ishares S&P Smallcap 600 ETF
ETF
$16.7M112.7K
1.0%
−0.9%
Reduced · −978 sh
25Johnson & Johnson Com
Stock
$15.7M62.0K
0.9%
+1.0%
Added · +631 sh
26Abbott Laboratories Com
Stock
$15.3M168.8K
0.9%
+0.4%
Added · +679 sh
27Verisk Analytics Inccl A
Stock
$14.6M81.1K
0.9%
+2.3%
Added · +2K sh
28Motorola Solutions Inc Com New
Stock
$14.2M34.1K
0.8%
+31%
Added · +8K sh
29Apple Inc
Stock
$14.1M48.8K
0.8%
−15%
Reduced · −9K sh
30Moodys Corp
Stock
$14.0M30.8K
0.8%
+0.3%
Added · +79 sh
31Sherwin Williams Co Com
Stock
$13.5M39.3K
0.8%
−0.2%
Reduced · −80 sh
32Invesco S&P 500 Equal Weight ETF
ETF
$13.5M63.6K
0.8%
+5.2%
Added · +3K sh
33Thermo Fisher Scientific Inc Com
Stock
$12.4M24.8K
0.7%
+2.2%
Added · +526 sh
34Home Depot
Stock
$12.1M34.4K
0.7%
+2.5%
Added · +828 sh
35Eaton Corp PLC SHS
Stock
$11.2M26.2K
0.7%
+48%
Added · +8K sh
36Nordson Corp Com
Stock
$11.1M36.7K
0.6%
−1.9%
Reduced · −721 sh
37TJX Cos Inc New Com
Stock
$10.9M72.0K
0.6%
−1.6%
Reduced · −1K sh
38Trimble Inc Com
Stock
$10.8M212.0K
0.6%
+0.7%
Added · +1K sh
39Ishares Core Msci International Developed Markets ETF
ETF
$10.6M119.6K
0.6%
+0.5%
Added · +577 sh
40SS&C Tech Hldgs Com
Stock
$10.6M171.4K
0.6%
+0.5%
Added · +792 sh
41Zebra Technologies Corporation CL A
Stock
$10.6M40.3K
0.6%
+1.6%
Added · +640 sh
42Stryker Corp
Stock
$10.3M32.7K
0.6%
+3.5%
Added · +1K sh
43Ishares Russell 3000 ETF
ETF
$9.6M22.5K
0.6%
−1.5%
Reduced · −339 sh
44Adobe Sys Inc
Stock
$8.0M39.0K
0.5%
−5.5%
Reduced · −2K sh
45Epam Systems Inc
Stock
$7.2M90.9K
0.4%
+2.4%
Added · +2K sh
46Ishares Msci Eafe Growth Index ETF
ETF
$7.1M56.9K
0.4%
+1.6%
Added · +897 sh
47Entegris Inc Com
Stock
$7.0M39.0K
0.4%
New
New position
48Tyler Technologies Inc Com
Stock
$5.4M18.6K
0.3%
+2.1%
Added · +383 sh
49Vanguard Ftse Developed Markets ETF
ETF
$5.3M74.4K
0.3%
−1.7%
Reduced · −1K sh
50Quanta Svcs Inc Com
Stock
$4.5M6.3K
0.3%
−4.1%
Reduced · −271 sh
Showing 50 of 147 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026147$1.7B13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026139$1.5B13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026163$1.5B13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025164$1.4B13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025153$1.4B13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025143$1.3B13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025142$1.4B13F-HR
Q3 2024Sep 30, 2024Oct 28, 2024146$1.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.