LaFleur & Godfrey

LaFleur & Godfrey as of Sept. 30, 2011

Portfolio Holdings for LaFleur & Godfrey

LaFleur & Godfrey holds 54 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Barrick Gold Corp (GOLD) 7.9 $25M 534k 46.65
Gentex Corporation (GNTX) 7.0 $22M 926k 24.05
Newmont Mining Corporation (NEM) 5.7 $18M 287k 62.95
Intuitive Surgical (ISRG) 5.6 $18M 49k 364.28
Perrigo Company 5.5 $18M 180k 97.11
C.H. Robinson Worldwide (CHRW) 5.5 $17M 253k 68.47
Varian Medical Systems 5.2 $17M 319k 52.16
Apache Corporation 4.0 $13M 157k 80.24
Southwestern Energy Company (SWN) 3.5 $11M 329k 33.33
Procter & Gamble Company (PG) 2.6 $8.4M 133k 63.18
3M Company (MMM) 2.5 $7.9M 109k 71.79
CF Industries Holdings (CF) 2.3 $7.2M 58k 123.39
Church & Dwight (CHD) 2.0 $6.4M 145k 44.20
Emerson Electric (EMR) 2.0 $6.4M 154k 41.31
Johnson & Johnson (JNJ) 2.0 $6.2M 98k 63.69
ConocoPhillips (COP) 1.9 $6.2M 97k 63.32
Microsoft Corporation (MSFT) 1.9 $6.1M 245k 24.89
Apple (AAPL) 1.8 $5.6M 15k 381.35
Copart (CPRT) 1.7 $5.3M 136k 39.12
Pepsi (PEP) 1.6 $4.9M 80k 61.90
Ecolab (ECL) 1.5 $4.9M 100k 48.89
Stericycle (SRCL) 1.5 $4.7M 59k 80.72
Woodward Governor Company (WWD) 1.4 $4.6M 168k 27.40
Rayonier (RYN) 1.4 $4.4M 120k 36.79
Chevron Corporation (CVX) 1.4 $4.3M 46k 92.60
Rbc Cad (RY) 1.3 $4.0M 88k 45.72
Commonwealth Bk Aust Sponsored (CMWAY) 1.3 $4.0M 92k 44.09
LKQ Corporation (LKQ) 1.3 $4.0M 165k 24.16
ResMed (RMD) 1.2 $3.8M 132k 28.79
FLIR Systems 1.2 $3.8M 150k 25.05
Monsanto Company 1.2 $3.7M 62k 60.05
Medtronic 1.2 $3.7M 111k 33.24
Paychex (PAYX) 1.1 $3.6M 136k 26.37
Novartis (NVS) 1.1 $3.6M 64k 55.77
BHP Billiton (BHP) 1.1 $3.6M 54k 66.44
SPDR Gold Trust (GLD) 1.1 $3.5M 22k 158.05
DENTSPLY International 1.0 $3.2M 105k 30.69
Johnson Controls 1.0 $3.2M 121k 26.37
Cme (CME) 1.0 $3.1M 13k 246.40
Teva Pharmaceutical Industries (TEVA) 0.9 $2.8M 74k 37.22
Stryker Corporation (SYK) 0.8 $2.4M 51k 47.14
Valmont Industries (VMI) 0.7 $2.2M 29k 77.95
Hologic (HOLX) 0.5 $1.6M 107k 15.21
Canadian Natl Ry (CNI) 0.3 $998k 15k 66.56
Masimo Corporation (MASI) 0.3 $1.0M 47k 21.64
K12 0.3 $858k 34k 25.45
Cisco Systems (CSCO) 0.2 $760k 49k 15.49
Harris Corporation 0.2 $616k 18k 34.17
Gen-Probe Incorporated 0.1 $458k 8.0k 57.26
Exxon Mobil Corporation (XOM) 0.1 $305k 4.2k 72.60
NuVasive 0.1 $269k 16k 17.05
Pfizer (PFE) 0.1 $192k 11k 17.65
R H Donnelley Corp 0.0 $0 12k 0.00
Titan Medical (TMD) 0.0 $15k 10k 1.50