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 | 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 |
