LaFleur & Godfrey
Latest statistics and disclosures from LaFleur & Godfrey's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JPM, MSFT, JNJ, CAT, and represent 23.35% of LaFleur & Godfrey's stock portfolio.
- Added to shares of these 10 stocks: WM, FLOT, NFLX, BXSL, TSN, NEE, MDT, SOLS, XLK, IBM.
- Started 8 new stock positions in TSN, VRTX, AMD, MU, NFLX, SOLS, XLF, MFC.
- Reduced shares in these 10 stocks: FI, CAT, JPM, RTX, AAPL, AVGO, JNJ, PLTR, HOLX, WWD.
- Sold out of its positions in LNT, FI, IWS, IWP, SLB.
- LaFleur & Godfrey was a net seller of stock by $-18M.
- LaFleur & Godfrey has $826M in assets under management (AUM), dropping by 0.14%.
- Central Index Key (CIK): 0001387458
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Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 145 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $58M | -2% | 214k | 271.86 |
|
| JPMorgan Chase & Co. (JPM) | 5.0 | $41M | -3% | 128k | 322.22 |
|
| Microsoft Corporation (MSFT) | 4.7 | $39M | 80k | 483.62 |
|
|
| Johnson & Johnson (JNJ) | 3.4 | $28M | -3% | 135k | 206.95 |
|
| Caterpillar (CAT) | 3.3 | $27M | -6% | 48k | 572.87 |
|
| Broadcom (AVGO) | 3.2 | $26M | -4% | 75k | 346.10 |
|
| Raytheon Technologies Corp (RTX) | 3.1 | $26M | -5% | 141k | 183.40 |
|
| Stryker Corporation (SYK) | 3.0 | $25M | -2% | 71k | 351.47 |
|
| Palantir Technologies Cl A (PLTR) | 2.7 | $22M | -4% | 123k | 177.75 |
|
| Constellation Energy (CEG) | 2.6 | $21M | -2% | 60k | 353.27 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.5 | $21M | +5% | 406k | 50.86 |
|
| Ecolab (ECL) | 2.3 | $19M | -2% | 72k | 262.52 |
|
| Woodward Governor Company (WWD) | 2.2 | $19M | -4% | 61k | 302.32 |
|
| Thermo Fisher Scientific (TMO) | 2.1 | $17M | -2% | 30k | 579.45 |
|
| Abbvie (ABBV) | 2.0 | $16M | -5% | 72k | 228.49 |
|
| Vulcan Materials Company (VMC) | 2.0 | $16M | -3% | 57k | 285.22 |
|
| American Express Company (AXP) | 1.9 | $16M | 43k | 369.95 |
|
|
| Amazon (AMZN) | 1.9 | $16M | -2% | 68k | 230.82 |
|
| Alcon Ord Shs (ALC) | 1.8 | $15M | 184k | 78.81 |
|
|
| Watsco, Incorporated (WSO) | 1.5 | $13M | -3% | 37k | 336.95 |
|
| Paychex (PAYX) | 1.5 | $12M | 108k | 112.18 |
|
|
| Zscaler Incorporated (ZS) | 1.4 | $12M | -3% | 53k | 224.92 |
|
| Exxon Mobil Corporation (XOM) | 1.4 | $12M | -3% | 96k | 120.34 |
|
| Curtiss-Wright (CW) | 1.4 | $12M | 21k | 551.27 |
|
|
| Ge Vernova (GEV) | 1.4 | $11M | -3% | 17k | 653.57 |
|
| Amphenol Corp Cl A (APH) | 1.3 | $11M | -7% | 80k | 135.14 |
|
| Nextera Energy (NEE) | 1.3 | $11M | +6% | 134k | 80.28 |
|
| Abbott Laboratories (ABT) | 1.3 | $10M | 83k | 125.29 |
|
|
| Chevron Corporation (CVX) | 1.2 | $10M | 67k | 152.41 |
|
|
| International Business Machines (IBM) | 1.2 | $10M | +4% | 34k | 296.21 |
|
| Honeywell International (HON) | 1.2 | $10M | -4% | 52k | 195.09 |
|
| Merck & Co (MRK) | 1.2 | $9.7M | 92k | 105.26 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $8.8M | -2% | 28k | 313.80 |
|
| Steris Shs Usd (STE) | 1.0 | $8.6M | -7% | 34k | 253.52 |
|
| Copart (CPRT) | 0.9 | $7.7M | -4% | 197k | 39.15 |
|
| Procter & Gamble Company (PG) | 0.9 | $7.4M | 52k | 143.31 |
|
|
| Wal-Mart Stores (WMT) | 0.9 | $7.4M | 66k | 111.41 |
|
|
| Church & Dwight (CHD) | 0.9 | $7.3M | 87k | 83.85 |
|
|
| Hologic (HOLX) | 0.9 | $7.1M | -12% | 95k | 74.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $7.0M | 22k | 313.00 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.8 | $6.8M | +14% | 257k | 26.33 |
|
| Pepsi (PEP) | 0.8 | $6.7M | -2% | 46k | 143.52 |
|
| Charles Schwab Corporation (SCHW) | 0.8 | $6.3M | -8% | 63k | 99.91 |
|
| Cisco Systems (CSCO) | 0.7 | $6.0M | 78k | 77.03 |
|
|
| Truist Financial Corp equities (TFC) | 0.7 | $5.9M | 120k | 49.21 |
|
|
| IDEXX Laboratories (IDXX) | 0.7 | $5.7M | -4% | 8.5k | 676.53 |
|
| L3harris Technologies (LHX) | 0.6 | $5.0M | -2% | 17k | 293.57 |
|
| Medtronic SHS (MDT) | 0.6 | $5.0M | +12% | 52k | 96.06 |
|
| Applied Materials (AMAT) | 0.5 | $4.3M | -2% | 17k | 256.99 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.2M | 8.4k | 502.65 |
|
|
| Danaher Corporation (DHR) | 0.5 | $4.0M | -6% | 17k | 228.92 |
|
| Hershey Company (HSY) | 0.5 | $3.9M | -2% | 21k | 181.98 |
|
| Amgen (AMGN) | 0.4 | $3.6M | 11k | 327.31 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $3.4M | -3% | 13k | 257.23 |
|
| Home Depot (HD) | 0.4 | $3.3M | 9.6k | 344.11 |
|
|
| Air Products & Chemicals (APD) | 0.4 | $3.3M | 13k | 247.02 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $3.2M | -4% | 10k | 305.63 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $2.6M | -7% | 49k | 52.88 |
|
| Waste Management (WM) | 0.3 | $2.5M | +887% | 11k | 219.71 |
|
| Oneok (OKE) | 0.3 | $2.4M | -9% | 33k | 73.50 |
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| Verizon Communications (VZ) | 0.3 | $2.3M | +3% | 57k | 40.73 |
|
| Gentex Corporation (GNTX) | 0.3 | $2.3M | -13% | 100k | 23.27 |
|
| Coca-Cola Company (KO) | 0.3 | $2.1M | 30k | 69.91 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $2.1M | -17% | 54k | 37.96 |
|
| First Solar (FSLR) | 0.2 | $2.0M | 7.7k | 261.23 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $1.9M | -6% | 35k | 53.94 |
|
| Zoetis Cl A (ZTS) | 0.2 | $1.8M | -24% | 15k | 125.82 |
|
| Evergy (EVRG) | 0.2 | $1.8M | +4% | 25k | 72.49 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.8M | -7% | 5.1k | 349.99 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.8M | +7% | 3.6k | 487.87 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 2.6k | 681.92 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $1.7M | 6.7k | 246.30 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $1.6M | +6% | 19k | 84.21 |
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| State Street Corporation (STT) | 0.2 | $1.6M | +24% | 12k | 129.01 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.6M | 2.6k | 605.01 |
|
|
| Blackrock (BLK) | 0.2 | $1.5M | 1.4k | 1070.34 |
|
|
| Mercantile Bank (MBWM) | 0.2 | $1.4M | -11% | 29k | 48.10 |
|
| Roper Industries (ROP) | 0.2 | $1.3M | +40% | 3.0k | 445.13 |
|
| Waters Corporation (WAT) | 0.2 | $1.3M | -10% | 3.3k | 379.83 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | +5% | 4.5k | 268.30 |
|
| Comerica Incorporated | 0.1 | $1.2M | -18% | 13k | 86.93 |
|
| Nike CL B (NKE) | 0.1 | $1.0M | 16k | 63.71 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $999k | +11% | 5.2k | 190.98 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $975k | +97% | 6.8k | 143.97 |
|
| Netflix (NFLX) | 0.1 | $930k | NEW | 9.9k | 93.76 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $891k | +14% | 11k | 79.84 |
|
| EOG Resources (EOG) | 0.1 | $849k | 8.1k | 105.01 |
|
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| Southern Company (SO) | 0.1 | $814k | -2% | 9.3k | 87.20 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $810k | +12% | 9.8k | 82.34 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $797k | +4% | 5.6k | 143.52 |
|
| Monroe Cap (MRCC) | 0.1 | $780k | +14% | 123k | 6.37 |
|
| Kadant (KAI) | 0.1 | $775k | -24% | 2.7k | 285.02 |
|
| United Parcel Service CL B (UPS) | 0.1 | $763k | 7.7k | 99.19 |
|
|
| Workday Cl A (WDAY) | 0.1 | $753k | +7% | 3.5k | 214.78 |
|
| Marvell Technology (MRVL) | 0.1 | $747k | 8.8k | 84.98 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $730k | +13% | 16k | 46.29 |
|
| Tyson Foods Cl A (TSN) | 0.1 | $659k | NEW | 11k | 58.62 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $601k | +12% | 16k | 38.36 |
|
| SYSCO Corporation (SYY) | 0.1 | $599k | 8.1k | 73.69 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $570k | 4.6k | 123.26 |
|
|
| Northern Trust Corporation (NTRS) | 0.1 | $568k | +5% | 4.2k | 136.59 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $532k | 6.7k | 79.73 |
|
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $517k | +2% | 5.0k | 102.39 |
|
| Fifth Third Ban (FITB) | 0.1 | $501k | -20% | 11k | 46.81 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $494k | NEW | 10k | 48.58 |
|
| Oracle Corporation (ORCL) | 0.1 | $489k | +8% | 2.5k | 194.91 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $488k | 2.6k | 186.50 |
|
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| General Dynamics Corporation (GD) | 0.1 | $468k | 1.4k | 336.66 |
|
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| Novartis Sponsored Adr (NVS) | 0.1 | $460k | 3.3k | 137.87 |
|
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $460k | 4.3k | 106.70 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $437k | +4% | 771.00 | 566.36 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $416k | 1.1k | 396.31 |
|
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| Qualcomm (QCOM) | 0.1 | $415k | 2.4k | 171.06 |
|
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| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $386k | +11% | 16k | 23.67 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $379k | 4.8k | 79.02 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $376k | 12k | 32.62 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $374k | -22% | 3.7k | 100.89 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $365k | -35% | 13k | 28.01 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $342k | -3% | 1.6k | 210.34 |
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| Walt Disney Company (DIS) | 0.0 | $341k | 3.0k | 113.77 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $339k | 1.1k | 303.89 |
|
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $335k | +7% | 4.3k | 77.88 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $325k | 2.3k | 141.16 |
|
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $323k | +12% | 1.1k | 302.11 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $316k | -3% | 668.00 | 473.30 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $313k | 1.5k | 212.07 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $312k | +14% | 5.0k | 62.15 |
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| Costco Wholesale Corporation (COST) | 0.0 | $300k | 348.00 | 863.28 |
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| Advanced Micro Devices (AMD) | 0.0 | $275k | NEW | 1.3k | 214.16 |
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| Intel Corporation (INTC) | 0.0 | $272k | 7.4k | 36.90 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $265k | -29% | 3.1k | 85.77 |
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| T. Rowe Price (TROW) | 0.0 | $264k | 2.6k | 102.38 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $258k | +9% | 4.9k | 52.62 |
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| Manulife Finl Corp (MFC) | 0.0 | $258k | NEW | 7.1k | 36.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $248k | 362.00 | 684.94 |
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| Murphy Usa (MUSA) | 0.0 | $242k | 600.00 | 403.52 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $241k | +9% | 14k | 17.35 |
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| Entergy Corporation (ETR) | 0.0 | $233k | -4% | 2.5k | 92.43 |
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| Union Pacific Corporation (UNP) | 0.0 | $231k | 1.0k | 231.32 |
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| Micron Technology (MU) | 0.0 | $228k | NEW | 799.00 | 285.41 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $222k | 2.3k | 96.88 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $219k | NEW | 482.00 | 453.36 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $201k | 346.00 | 580.71 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $201k | NEW | 3.7k | 54.77 |
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| Transocean Registered Shs (RIG) | 0.0 | $51k | 12k | 4.13 |
|
Past Filings by LaFleur & Godfrey
SEC 13F filings are viewable for LaFleur & Godfrey going back to 2010
- LaFleur & Godfrey 2025 Q4 filed Feb. 3, 2026
- LaFleur & Godfrey 2025 Q3 filed Nov. 10, 2025
- LaFleur & Godfrey 2025 Q2 filed July 14, 2025
- LaFleur & Godfrey 2025 Q1 filed April 23, 2025
- LaFleur & Godfrey 2024 Q4 restated filed Feb. 6, 2025
- LaFleur & Godfrey 2024 Q4 filed Jan. 16, 2025
- LaFleur & Godfrey 2024 Q3 filed Oct. 16, 2024
- LaFleur & Godfrey 2024 Q2 filed July 23, 2024
- LaFleur & Godfrey 2024 Q1 filed April 23, 2024
- LaFleur & Godfrey 2023 Q4 filed Jan. 18, 2024
- LaFleur & Godfrey 2023 Q3 filed Oct. 18, 2023
- LaFleur & Godfrey 2023 Q2 filed July 20, 2023
- LaFleur & Godfrey 2023 Q1 filed April 18, 2023
- LaFleur & Godfrey 2022 Q4 filed Jan. 12, 2023
- LaFleur & Godfrey 2022 Q3 filed Oct. 17, 2022
- LaFleur & Godfrey 2022 Q2 filed July 26, 2022