LaFleur & Godfrey
Latest statistics and disclosures from LaFleur & Godfrey's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, CAT, JPM, JNJ, MSFT, and represent 24.36% of LaFleur & Godfrey's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$7.2M), NFLX (+$6.4M), HON (+$5.5M), HONA (+$5.5M), TEL, VUG, SYK, MSFT, PAYX, FLOT.
- Started 13 new stock positions in VTI, IJS, MARA, HON, RSP, HONA, NVT, VRT, UBER, CRM. HRZN, TEL, GNRC.
- Reduced shares in these 10 stocks: Honeywell International (-$11M), XOM (-$7.2M), ZS (-$7.0M), CAT (-$6.1M), GEV, AVGO, AMAT, JNJ, WWD, AAPL.
- Sold out of its positions in AMD, Honeywell International, IWS, MRCC, WDAY.
- LaFleur & Godfrey was a net seller of stock by $-16M.
- LaFleur & Godfrey has $842M in assets under management (AUM), dropping by 4.84%.
- Central Index Key (CIK): 0001387458
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Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 149 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $59M | 203k | 289.36 |
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| Caterpillar (CAT) | 5.1 | $43M | -12% | 40k | 1064.89 |
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| JPMorgan Chase & Co. (JPM) | 4.8 | $40M | -2% | 123k | 327.33 |
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| Johnson & Johnson (JNJ) | 3.8 | $32M | -4% | 126k | 253.97 |
|
| Microsoft Corporation (MSFT) | 3.7 | $31M | +3% | 84k | 373.02 |
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| Broadcom (AVGO) | 3.1 | $26M | -6% | 68k | 377.75 |
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| Raytheon Technologies Corp (RTX) | 3.0 | $25M | -3% | 132k | 189.73 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.9 | $25M | +3% | 485k | 51.05 |
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| Woodward Governor Company (WWD) | 2.8 | $24M | -5% | 56k | 425.44 |
|
| Stryker Corporation (SYK) | 2.8 | $24M | +5% | 76k | 314.84 |
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| Ecolab (ECL) | 2.4 | $20M | 72k | 278.61 |
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| Abbvie (ABBV) | 2.2 | $18M | +2% | 73k | 251.64 |
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| Ge Vernova (GEV) | 2.0 | $17M | -13% | 15k | 1174.86 |
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| Vulcan Materials Company (VMC) | 2.0 | $17M | 56k | 295.01 |
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| Amazon (AMZN) | 1.9 | $16M | 69k | 238.34 |
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| Constellation Energy (CEG) | 1.9 | $16M | +3% | 65k | 248.37 |
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| Watsco, Incorporated (WSO) | 1.8 | $15M | 37k | 416.73 |
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| Thermo Fisher Scientific (TMO) | 1.8 | $15M | 30k | 501.36 |
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| Curtiss-Wright (CW) | 1.7 | $15M | -6% | 19k | 757.77 |
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| American Express Company (AXP) | 1.7 | $14M | 43k | 338.25 |
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| Palantir Technologies Cl A (PLTR) | 1.7 | $14M | +2% | 123k | 116.67 |
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| Netflix (NFLX) | 1.7 | $14M | +80% | 201k | 71.40 |
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| Amphenol Corp Cl A (APH) | 1.6 | $13M | -5% | 75k | 176.32 |
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| Nextera Energy (NEE) | 1.5 | $13M | +3% | 146k | 87.77 |
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| Alcon Ord Shs (ALC) | 1.4 | $12M | -2% | 176k | 67.10 |
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| Paychex (PAYX) | 1.4 | $12M | +9% | 118k | 98.33 |
|
| International Business Machines (IBM) | 1.3 | $11M | +7% | 39k | 281.21 |
|
| Merck & Co (MRK) | 1.3 | $11M | -3% | 86k | 128.50 |
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| Chevron Corporation (CVX) | 1.3 | $11M | -3% | 65k | 165.76 |
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| Applied Materials (AMAT) | 1.1 | $9.4M | -13% | 13k | 723.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $9.0M | 26k | 353.34 |
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| Cisco Systems (CSCO) | 1.0 | $8.6M | -3% | 73k | 117.46 |
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| Church & Dwight (CHD) | 1.0 | $8.2M | -3% | 84k | 96.88 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.7M | -3% | 22k | 357.37 |
|
| Procter & Gamble Company (PG) | 0.9 | $7.4M | -2% | 50k | 146.64 |
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| salesforce (CRM) | 0.9 | $7.2M | NEW | 46k | 156.66 |
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| Abbott Laboratories (ABT) | 0.8 | $7.0M | 77k | 90.74 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.8 | $6.6M | 278k | 23.71 |
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| Steris Shs Usd (STE) | 0.8 | $6.3M | -5% | 30k | 210.57 |
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| Wal-Mart Stores (WMT) | 0.8 | $6.3M | -3% | 56k | 113.26 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $6.1M | -2% | 66k | 92.27 |
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| Pepsi (PEP) | 0.7 | $6.1M | 45k | 135.40 |
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| Truist Financial Corp equities (TFC) | 0.7 | $5.7M | -3% | 114k | 49.82 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $5.5M | -56% | 41k | 136.72 |
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| Honeywell International (HON) | 0.7 | $5.5M | NEW | 25k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.6 | $5.5M | NEW | 25k | 221.08 |
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| Copart (CPRT) | 0.6 | $5.1M | -8% | 180k | 28.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.5M | +7% | 8.9k | 500.39 |
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| L3harris Technologies (LHX) | 0.5 | $4.5M | -4% | 15k | 290.59 |
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| IDEXX Laboratories (IDXX) | 0.5 | $4.3M | 8.2k | 526.44 |
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| Air Products & Chemicals (APD) | 0.4 | $3.6M | -5% | 12k | 293.18 |
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| Hershey Company (HSY) | 0.4 | $3.6M | -3% | 21k | 175.45 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $3.6M | +9% | 68k | 52.41 |
|
| Amgen (AMGN) | 0.4 | $3.4M | -6% | 9.4k | 362.12 |
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| Medtronic SHS (MDT) | 0.4 | $3.4M | -15% | 43k | 78.23 |
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| Home Depot (HD) | 0.4 | $3.2M | -4% | 9.0k | 352.69 |
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| Oneok (OKE) | 0.3 | $2.9M | +4% | 33k | 86.94 |
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| Verizon Communications (VZ) | 0.3 | $2.7M | 65k | 42.34 |
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| Automatic Data Processing (ADP) | 0.3 | $2.6M | 12k | 223.95 |
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| Danaher Corporation (DHR) | 0.3 | $2.6M | 14k | 190.48 |
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| McDonald's Corporation (MCD) | 0.3 | $2.5M | 9.1k | 270.32 |
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| Waste Management (WM) | 0.3 | $2.5M | -2% | 11k | 222.88 |
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| Evergy (EVRG) | 0.3 | $2.2M | 26k | 86.43 |
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| Tyson Foods Cl A (TSN) | 0.3 | $2.2M | +26% | 38k | 57.25 |
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| Bristol Myers Squibb (BMY) | 0.3 | $2.1M | 37k | 57.62 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.0M | +541% | 24k | 86.14 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $2.0M | +63% | 112k | 18.08 |
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| Starbucks Corporation (SBUX) | 0.2 | $2.0M | -12% | 20k | 102.19 |
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| Marvell Technology (MRVL) | 0.2 | $2.0M | 6.7k | 297.89 |
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| Te Connectivity Ord Shs (TEL) | 0.2 | $2.0M | NEW | 9.7k | 201.61 |
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| Coca-Cola Company (KO) | 0.2 | $1.9M | 24k | 81.27 |
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| State Street Corporation (STT) | 0.2 | $1.8M | -16% | 11k | 169.60 |
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| First Solar (FSLR) | 0.2 | $1.8M | 7.7k | 235.96 |
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| Illinois Tool Works (ITW) | 0.2 | $1.8M | 6.5k | 270.47 |
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| Mercantile Bank (MBWM) | 0.2 | $1.8M | -2% | 31k | 57.42 |
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| Gentex Corporation (GNTX) | 0.2 | $1.5M | -18% | 59k | 25.27 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.4M | -8% | 1.9k | 746.77 |
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| Blackrock (BLK) | 0.1 | $1.2M | 1.3k | 961.56 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | +5% | 5.5k | 217.93 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $1.2M | +6% | 12k | 98.30 |
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| Micron Technology (MU) | 0.1 | $1.1M | 964.00 | 1154.29 |
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| Waters Corporation (WAT) | 0.1 | $1.1M | -3% | 2.9k | 375.04 |
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| EOG Resources (EOG) | 0.1 | $1.0M | -2% | 8.0k | 129.73 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $1.0M | +10% | 9.6k | 107.50 |
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| Intel Corporation (INTC) | 0.1 | $1.0M | +2% | 7.4k | 139.63 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.0M | -11% | 2.3k | 450.98 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.0M | -15% | 5.3k | 190.52 |
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| Fifth Third Ban (FITB) | 0.1 | $998k | -31% | 18k | 56.37 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $945k | +5% | 10k | 91.38 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $910k | +3% | 5.8k | 158.03 |
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| Roper Industries (ROP) | 0.1 | $877k | -11% | 2.6k | 338.39 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $862k | -17% | 4.2k | 205.02 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $855k | +10% | 19k | 46.05 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $820k | 16k | 52.88 |
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| Kadant (KAI) | 0.1 | $747k | -10% | 2.4k | 314.23 |
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| Southern Company (SO) | 0.1 | $709k | +4% | 7.4k | 95.72 |
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| NVIDIA Corporation (NVDA) | 0.1 | $687k | +13% | 3.4k | 200.09 |
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| SYSCO Corporation (SYY) | 0.1 | $673k | 8.0k | 83.58 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $552k | +7% | 5.2k | 106.47 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $551k | 4.0k | 137.53 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $548k | +4% | 5.4k | 102.16 |
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| Horizon Technology Fin (HRZN) | 0.1 | $542k | NEW | 115k | 4.73 |
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| Zoetis Cl A (ZTS) | 0.1 | $538k | -46% | 7.5k | 71.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $518k | -14% | 4.2k | 124.44 |
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| General Dynamics Corporation (GD) | 0.1 | $512k | 1.4k | 354.24 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $507k | -3% | 6.4k | 79.03 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $479k | -8% | 3.1k | 156.72 |
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| Nike CL B (NKE) | 0.1 | $466k | -23% | 11k | 41.05 |
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| Colgate-Palmolive Company (CL) | 0.1 | $466k | +2% | 5.1k | 91.68 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.1 | $437k | +10% | 19k | 23.44 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $419k | +14% | 5.5k | 76.70 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $411k | 2.3k | 178.60 |
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| Keurig Dr Pepper (KDP) | 0.0 | $409k | -3% | 13k | 32.73 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $405k | +5% | 1.1k | 365.70 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $397k | 3.6k | 109.78 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $382k | 11k | 33.84 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $382k | +3% | 769.00 | 496.73 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $360k | -4% | 1.5k | 242.43 |
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| Costco Wholesale Corporation (COST) | 0.0 | $345k | -2% | 369.00 | 935.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $343k | -11% | 930.00 | 368.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $343k | NEW | 926.00 | 369.86 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $335k | 1.5k | 227.06 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $329k | +5% | 5.2k | 63.04 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $329k | +3% | 689.00 | 477.57 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $324k | +289% | 2.6k | 124.17 |
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| Murphy Usa (MUSA) | 0.0 | $323k | 600.00 | 538.87 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $315k | -29% | 3.6k | 88.60 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $309k | 777.00 | 397.68 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $308k | NEW | 1.4k | 212.77 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $302k | +17% | 6.1k | 49.41 |
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| Walt Disney Company (DIS) | 0.0 | $296k | +2% | 3.1k | 96.25 |
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| Qualcomm (QCOM) | 0.0 | $295k | 1.6k | 184.81 |
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| Manulife Finl Corp (MFC) | 0.0 | $288k | 7.1k | 40.51 |
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| Union Pacific Corporation (UNP) | 0.0 | $283k | +3% | 1.0k | 272.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $271k | 362.00 | 748.89 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $269k | 2.3k | 117.50 |
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| Zscaler Incorporated (ZS) | 0.0 | $266k | -96% | 1.9k | 141.15 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $260k | NEW | 775.00 | 334.82 |
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| T. Rowe Price (TROW) | 0.0 | $248k | -16% | 2.2k | 113.69 |
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| Uber Technologies (UBER) | 0.0 | $239k | NEW | 3.3k | 72.16 |
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| Nvent Elec SHS (NVT) | 0.0 | $234k | NEW | 1.4k | 169.61 |
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| Entergy Corporation (ETR) | 0.0 | $233k | -7% | 2.0k | 114.86 |
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| Marathon Digital Holdings In (MARA) | 0.0 | $233k | NEW | 17k | 13.89 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $229k | -7% | 13k | 17.73 |
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| Generac Holdings (GNRC) | 0.0 | $219k | NEW | 749.00 | 292.81 |
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| Alliant Energy Corporation (LNT) | 0.0 | $218k | 2.9k | 76.29 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $213k | +4% | 2.8k | 75.45 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $208k | NEW | 1.5k | 136.68 |
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| Transocean Registered Shs (RIG) | 0.0 | $60k | 12k | 4.89 |
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Past Filings by LaFleur & Godfrey
SEC 13F filings are viewable for LaFleur & Godfrey going back to 2010
- LaFleur & Godfrey 2026 Q2 filed July 15, 2026
- LaFleur & Godfrey 2026 Q1 filed May 4, 2026
- 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