StockDriftsStockDriftsTop 50 Norris Perne & French LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT | 3.88% | 177.5K | $66.2M | -1.09%(-1.95K) | $90.63(+436.35%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC COM | 3.53% | 83.3K | $60.2M | -26.80%(-30.50K) | $80.12(+563.79%) | 2026-06-30 | |
| GOOGL | ALPHABET INC. | 3.15% | 150.5K | $53.8M | -1.32%(-2.01K) | $52.54(+556.15%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2.52% | 90.0K | $43.0M | -0.53%(-476) | $199.87(+113.58%) | 2026-06-30 | |
| IVV | ISHARES S&P 500 INDEX | 2.51% | 57.2K | $42.8M | -2.14%(-1.25K) | $184.06(+323.20%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 1.95% | 139.6K | $33.3M | -2.10%(-3.00K) | $146.68(+78.99%) | 2026-06-30 | |
| COHR | COHERENT CORP | 1.9% | 82.2K | $32.4M | -48.27%(-76.71K) | $47.79(+634.88%) | 2026-06-30 | |
| BALL | BALL CORP COM | 1.9% | 518.5K | $32.4M | +1.42%(+7.27K) | $52.98(+16.67%) | 2026-06-30 | |
| DHR | DANAHER CORP | 1.69% | 151.0K | $28.8M | +61.69%(+57.63K) | $176.95(+14.41%) | 2026-06-30 | |
| V | VISA INC | 1.61% | 79.9K | $27.4M | +3.25%(+2.52K) | $127.96(+182.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.78% | +76.18% | +13.60% | +89.15% |
| Top 20 Holdings Unweighted | +21.10% | +77.58% | +13.77% | +90.58% |
Norris Perne & French LLP reports $1.71B in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (3.9%), AMAT (3.5%) and GOOGL (3.1%). The top 20 holdings account for 37.91% of reported assets. Its disclosed equity book has returned +76.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Norris Perne & French LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1092290). View Norris Perne & French LLP’s 13F filings on SEC