LaFleur & Godfrey
Latest statistics and disclosures from LaFleur & Godfrey's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JPM, CAT, JNJ, MSFT, and represent 22.92% of LaFleur & Godfrey's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$9.7M), FLOT, TSN, FITB, NEE, IGSB, CEG, IBM, BXSL, MSFT.
- Started 2 new stock positions in IWS, LNT.
- Reduced shares in these 10 stocks: Hologic (-$7.1M), AAPL, Comerica Incorporated, CAT, WMT, RTX, DHR, JNJ, JPM, WWD.
- Sold out of its positions in Comerica Incorporated, Hologic, NTRS, ORCL, XLF, SPOT.
- LaFleur & Godfrey was a net seller of stock by $-6.7M.
- LaFleur & Godfrey has $803M in assets under management (AUM), dropping by -2.74%.
- Central Index Key (CIK): 0001387458
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Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 141 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $52M | -3% | 206k | 253.79 |
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| JPMorgan Chase & Co. (JPM) | 4.6 | $37M | 125k | 294.16 |
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| Caterpillar (CAT) | 4.1 | $33M | -3% | 46k | 708.46 |
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| Johnson & Johnson (JNJ) | 4.0 | $32M | -2% | 132k | 244.44 |
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| Microsoft Corporation (MSFT) | 3.7 | $30M | 81k | 370.17 |
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| Raytheon Technologies Corp (RTX) | 3.3 | $26M | -3% | 137k | 192.90 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 3.0 | $24M | +14% | 466k | 50.95 |
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| Stryker Corporation (SYK) | 3.0 | $24M | 72k | 328.59 |
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| Broadcom (AVGO) | 2.8 | $23M | -2% | 74k | 309.51 |
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| Woodward Governor Company (WWD) | 2.6 | $21M | -3% | 59k | 357.92 |
|
| Ecolab (ECL) | 2.4 | $19M | 71k | 266.02 |
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| Palantir Technologies Cl A (PLTR) | 2.2 | $18M | -2% | 120k | 146.28 |
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| Constellation Energy (CEG) | 2.2 | $18M | +3% | 63k | 279.25 |
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| Exxon Mobil Corporation (XOM) | 2.0 | $16M | -2% | 94k | 169.66 |
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| Abbvie (ABBV) | 1.9 | $16M | 71k | 217.49 |
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| Vulcan Materials Company (VMC) | 1.9 | $15M | 57k | 272.30 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $15M | +2% | 31k | 491.53 |
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| Ge Vernova (GEV) | 1.8 | $15M | -2% | 17k | 872.90 |
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| Amazon (AMZN) | 1.8 | $14M | +2% | 69k | 208.27 |
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| Chevron Corporation (CVX) | 1.7 | $14M | 67k | 206.90 |
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| Curtiss-Wright (CW) | 1.7 | $14M | -2% | 20k | 681.12 |
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| Alcon Ord Shs (ALC) | 1.7 | $14M | 180k | 75.35 |
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| Watsco, Incorporated (WSO) | 1.7 | $14M | 37k | 363.79 |
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| Nextera Energy (NEE) | 1.6 | $13M | +5% | 141k | 92.88 |
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| American Express Company (AXP) | 1.6 | $13M | 43k | 302.48 |
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| Honeywell International (HON) | 1.4 | $11M | -2% | 51k | 226.03 |
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| Netflix (NFLX) | 1.3 | $11M | +1021% | 111k | 96.15 |
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| Merck & Co (MRK) | 1.3 | $11M | -4% | 88k | 120.29 |
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| Amphenol Corp Cl A (APH) | 1.2 | $10M | 79k | 126.35 |
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| Paychex (PAYX) | 1.2 | $10M | 109k | 92.12 |
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| International Business Machines (IBM) | 1.1 | $8.9M | +6% | 37k | 242.39 |
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| Church & Dwight (CHD) | 1.0 | $8.2M | 88k | 93.32 |
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| Abbott Laboratories (ABT) | 1.0 | $8.1M | -5% | 78k | 102.67 |
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| Procter & Gamble Company (PG) | 0.9 | $7.5M | 52k | 144.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $7.4M | -7% | 26k | 286.86 |
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| Wal-Mart Stores (WMT) | 0.9 | $7.2M | -12% | 58k | 124.28 |
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| Zscaler Incorporated (ZS) | 0.9 | $7.2M | -3% | 51k | 140.29 |
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| Pepsi (PEP) | 0.9 | $7.1M | -2% | 45k | 155.29 |
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| Steris Shs Usd (STE) | 0.9 | $7.0M | -6% | 32k | 221.13 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.8 | $6.6M | +8% | 279k | 23.69 |
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| Copart (CPRT) | 0.8 | $6.5M | 196k | 33.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $6.4M | 22k | 287.56 |
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| Charles Schwab Corporation (SCHW) | 0.8 | $6.4M | +7% | 68k | 93.98 |
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| Cisco Systems (CSCO) | 0.7 | $5.9M | -2% | 76k | 77.59 |
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| L3harris Technologies (LHX) | 0.7 | $5.5M | -6% | 16k | 345.15 |
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| Truist Financial Corp equities (TFC) | 0.7 | $5.4M | 118k | 45.97 |
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| Applied Materials (AMAT) | 0.6 | $5.1M | -10% | 15k | 341.79 |
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| IDEXX Laboratories (IDXX) | 0.6 | $4.7M | 8.4k | 561.89 |
|
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| Medtronic SHS (MDT) | 0.5 | $4.4M | 51k | 86.65 |
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| Hershey Company (HSY) | 0.5 | $4.4M | 21k | 207.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.0M | 8.3k | 479.20 |
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| Air Products & Chemicals (APD) | 0.5 | $3.8M | 13k | 290.49 |
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| Amgen (AMGN) | 0.4 | $3.5M | -7% | 10k | 351.85 |
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| Verizon Communications (VZ) | 0.4 | $3.2M | +12% | 65k | 50.20 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $3.2M | +25% | 62k | 52.56 |
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| Home Depot (HD) | 0.4 | $3.1M | 9.5k | 328.90 |
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| Oneok (OKE) | 0.4 | $2.9M | -2% | 32k | 90.39 |
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| McDonald's Corporation (MCD) | 0.3 | $2.8M | -13% | 9.0k | 310.80 |
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| Waste Management (WM) | 0.3 | $2.6M | 11k | 229.79 |
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| Danaher Corporation (DHR) | 0.3 | $2.6M | -22% | 14k | 189.60 |
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| Automatic Data Processing (ADP) | 0.3 | $2.4M | -11% | 12k | 203.18 |
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| Bristol Myers Squibb (BMY) | 0.3 | $2.2M | +4% | 37k | 60.65 |
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| Evergy (EVRG) | 0.3 | $2.1M | 26k | 81.92 |
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| Starbucks Corporation (SBUX) | 0.2 | $2.0M | +16% | 22k | 89.59 |
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| Tyson Foods Cl A (TSN) | 0.2 | $1.9M | +170% | 30k | 64.07 |
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| Coca-Cola Company (KO) | 0.2 | $1.8M | -22% | 23k | 76.05 |
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| Illinois Tool Works (ITW) | 0.2 | $1.7M | -3% | 6.5k | 260.29 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.6M | -5% | 14k | 118.21 |
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| State Street Corporation (STT) | 0.2 | $1.6M | +3% | 13k | 126.56 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.6M | 3.7k | 436.83 |
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| Mercantile Bank (MBWM) | 0.2 | $1.6M | +7% | 32k | 50.50 |
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| Gentex Corporation (GNTX) | 0.2 | $1.6M | -27% | 72k | 21.85 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $1.5M | +25% | 68k | 22.69 |
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| First Solar (FSLR) | 0.2 | $1.5M | 7.7k | 197.26 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.3M | -20% | 2.1k | 650.34 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.3M | 2.5k | 522.71 |
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| Blackrock (BLK) | 0.2 | $1.3M | -8% | 1.3k | 961.71 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 5.1k | 243.08 |
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| Fifth Third Ban (FITB) | 0.1 | $1.2M | +142% | 26k | 46.46 |
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| EOG Resources (EOG) | 0.1 | $1.2M | +2% | 8.3k | 144.57 |
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| Roper Industries (ROP) | 0.1 | $1.0M | -3% | 2.9k | 353.86 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.0M | 5.2k | 196.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $966k | +7% | 4.9k | 198.29 |
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| Waters Corporation (WAT) | 0.1 | $900k | -9% | 3.0k | 297.80 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $887k | 11k | 78.77 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $854k | +12% | 8.7k | 98.38 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $831k | -7% | 6.3k | 132.90 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $830k | 9.8k | 84.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $827k | 5.6k | 148.10 |
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| Nike CL B (NKE) | 0.1 | $788k | -8% | 15k | 52.82 |
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| Kadant (KAI) | 0.1 | $777k | -2% | 2.7k | 292.35 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $773k | +6% | 17k | 46.07 |
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| Southern Company (SO) | 0.1 | $681k | -24% | 7.1k | 96.52 |
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| Marvell Technology (MRVL) | 0.1 | $661k | -24% | 6.7k | 99.05 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $629k | 15k | 40.81 |
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| SYSCO Corporation (SYY) | 0.1 | $576k | 8.1k | 71.33 |
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| Monroe Cap (MRCC) | 0.1 | $563k | 123k | 4.60 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $533k | +2% | 5.2k | 103.43 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $529k | 6.7k | 79.27 |
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| NVIDIA Corporation (NVDA) | 0.1 | $526k | +15% | 3.0k | 174.40 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $515k | +12% | 4.8k | 106.50 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $510k | 3.3k | 152.75 |
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| General Dynamics Corporation (GD) | 0.1 | $489k | +2% | 1.4k | 343.22 |
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| Workday Cl A (WDAY) | 0.1 | $478k | +4% | 3.7k | 129.92 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $453k | -13% | 4.0k | 113.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $452k | 1.1k | 430.29 |
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| Colgate-Palmolive Company (CL) | 0.1 | $422k | +3% | 5.0k | 85.23 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $394k | +3% | 17k | 23.32 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $382k | -50% | 5.0k | 76.16 |
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| Costco Wholesale Corporation (COST) | 0.0 | $377k | +8% | 378.00 | 996.11 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $367k | +10% | 4.8k | 77.18 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $355k | 771.00 | 460.99 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $349k | -2% | 3.6k | 96.48 |
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| Keurig Dr Pepper (KDP) | 0.0 | $343k | 13k | 26.33 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $333k | 2.3k | 144.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $333k | -4% | 1.6k | 213.67 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $332k | +54% | 744.00 | 446.54 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $328k | -2% | 11k | 29.13 |
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| Micron Technology (MU) | 0.0 | $326k | +20% | 964.00 | 337.84 |
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| Intel Corporation (INTC) | 0.0 | $319k | -2% | 7.2k | 44.13 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $318k | 1.1k | 302.25 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $311k | 1.5k | 211.15 |
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| Murphy Usa (MUSA) | 0.0 | $296k | 600.00 | 493.97 |
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| Advanced Micro Devices (AMD) | 0.0 | $292k | +11% | 1.4k | 203.43 |
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| Walt Disney Company (DIS) | 0.0 | $289k | 3.0k | 96.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $285k | 668.00 | 426.40 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $282k | 4.9k | 57.20 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $277k | +3% | 5.2k | 53.35 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $248k | -12% | 2.7k | 91.77 |
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| Entergy Corporation (ETR) | 0.0 | $247k | -12% | 2.2k | 112.36 |
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| Manulife Finl Corp (MFC) | 0.0 | $245k | 7.1k | 34.44 |
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| Union Pacific Corporation (UNP) | 0.0 | $243k | 1.0k | 242.62 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $237k | 362.00 | 653.21 |
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| T. Rowe Price (TROW) | 0.0 | $235k | 2.6k | 90.14 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $230k | 2.3k | 100.62 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $225k | -40% | 667.00 | 337.95 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $218k | 14k | 15.65 |
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| Qualcomm (QCOM) | 0.0 | $206k | -34% | 1.6k | 128.79 |
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| Alliant Energy Corporation (LNT) | 0.0 | $205k | NEW | 2.9k | 71.76 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $204k | NEW | 1.4k | 145.74 |
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| Transocean Registered Shs (RIG) | 0.0 | $82k | 12k | 6.63 |
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Past Filings by LaFleur & Godfrey
SEC 13F filings are viewable for LaFleur & Godfrey going back to 2010
- 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
- LaFleur & Godfrey 2022 Q3 filed Oct. 17, 2022