LaFleur & Godfrey as of Dec. 31, 2011
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 55 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Gentex Corporation (GNTX) | 8.2 | $28M | 952k | 29.59 | |
| Intuitive Surgical (ISRG) | 7.3 | $25M | 54k | 463.01 | |
| Barrick Gold Corp (GOLD) | 6.9 | $24M | 523k | 45.25 | |
| Varian Medical Systems | 6.8 | $23M | 344k | 67.13 | |
| Perrigo Company | 6.5 | $22M | 229k | 97.30 | |
| Newmont Mining Corporation (NEM) | 5.1 | $17M | 289k | 60.01 | |
| Apple (AAPL) | 5.0 | $17M | 42k | 404.99 | |
| ConocoPhillips (COP) | 4.9 | $17M | 229k | 72.87 | |
| Apache Corporation | 3.9 | $13M | 145k | 90.58 | |
| Procter & Gamble Company (PG) | 2.6 | $9.0M | 135k | 66.71 | |
| Microsoft Corporation (MSFT) | 2.5 | $8.6M | 330k | 25.96 | |
| Church & Dwight (CHD) | 1.9 | $6.6M | 143k | 45.76 | |
| Johnson & Johnson (JNJ) | 1.9 | $6.5M | 99k | 65.58 | |
| Copart (CPRT) | 1.9 | $6.4M | 134k | 47.89 | |
| Woodward Governor Company (WWD) | 1.9 | $6.4M | 156k | 40.93 | |
| Rayonier (RYN) | 1.9 | $6.3M | 141k | 44.63 | |
| Paychex (PAYX) | 1.8 | $6.2M | 205k | 30.11 | |
| 3M Company (MMM) | 1.7 | $5.8M | 71k | 81.73 | |
| Ecolab (ECL) | 1.6 | $5.5M | 96k | 57.81 | |
| Pepsi (PEP) | 1.6 | $5.5M | 84k | 66.35 | |
| Chevron Corporation (CVX) | 1.5 | $5.2M | 49k | 106.40 | |
| LKQ Corporation (LKQ) | 1.4 | $4.9M | 162k | 30.08 | |
| Stericycle (SRCL) | 1.3 | $4.5M | 58k | 77.92 | |
| Cme (CME) | 1.3 | $4.4M | 18k | 243.67 | |
| C.H. Robinson Worldwide (CHRW) | 1.3 | $4.3M | 62k | 69.79 | |
| Emerson Electric (EMR) | 1.2 | $4.3M | 92k | 46.59 | |
| Monsanto Company | 1.2 | $4.2M | 60k | 70.07 | |
| Novartis (NVS) | 1.1 | $3.9M | 69k | 57.18 | |
| Commonwealth Bk Aust Sponsored (CMWAY) | 1.1 | $3.9M | 77k | 50.50 | |
| Johnson Controls | 1.1 | $3.7M | 119k | 31.26 | |
| DENTSPLY International | 1.0 | $3.5M | 100k | 34.99 | |
| Medtronic | 1.0 | $3.4M | 88k | 38.25 | |
| ResMed (RMD) | 1.0 | $3.3M | 131k | 25.40 | |
| Teva Pharmaceutical Industries (TEVA) | 0.9 | $3.0M | 74k | 40.36 | |
| BHP Billiton (BHP) | 0.8 | $2.7M | 38k | 70.64 | |
| Southwestern Energy Company | 0.8 | $2.6M | 83k | 31.93 | |
| Valmont Industries (VMI) | 0.8 | $2.6M | 29k | 90.78 | |
| FLIR Systems | 0.7 | $2.3M | 93k | 25.07 | |
| Cisco Systems (CSCO) | 0.6 | $2.2M | 120k | 18.08 | |
| Rbc Cad (RY) | 0.6 | $2.2M | 43k | 50.95 | |
| Stryker Corporation (SYK) | 0.6 | $2.1M | 43k | 49.71 | |
| Hologic (HOLX) | 0.6 | $2.0M | 112k | 17.51 | |
| SPDR Gold Trust (GLD) | 0.5 | $1.7M | 11k | 152.01 | |
| Masimo Corporation (MASI) | 0.4 | $1.3M | 67k | 18.68 | |
| Canadian Natl Ry (CNI) | 0.2 | $861k | 11k | 78.59 | |
| Gen-Probe Incorporated | 0.2 | $811k | 14k | 59.09 | |
| Harris Corporation | 0.2 | $650k | 18k | 36.06 | |
| CF Industries Holdings (CF) | 0.2 | $627k | 4.3k | 144.97 | |
| K12 | 0.1 | $446k | 25k | 17.92 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $336k | 4.0k | 84.83 | |
| St. Jude Medical | 0.1 | $338k | 9.9k | 34.31 | |
| Caterpillar (CAT) | 0.1 | $245k | 2.7k | 90.74 | |
| Majesco Entertainment | 0.0 | $24k | 10k | 2.40 | |
| R H Donnelley Corp | 0.0 | $0 | 12k | 0.00 | |
| Titan Medical (TMD) | 0.0 | $13k | 10k | 1.30 |
