LaFleur & Godfrey as of March 31, 2012
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 57 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Gentex Corporation (GNTX) | 7.5 | $25M | 1.0M | 24.50 | |
| ConocoPhillips (COP) | 6.6 | $22M | 290k | 76.01 | |
| Intuitive Surgical (ISRG) | 6.2 | $21M | 38k | 541.74 | |
| Barrick Gold Corp (GOLD) | 6.0 | $20M | 466k | 43.48 | |
| Perrigo Company | 5.4 | $18M | 174k | 103.31 | |
| Apple (AAPL) | 5.4 | $18M | 30k | 599.55 | |
| Varian Medical Systems | 5.3 | $18M | 260k | 68.96 | |
| Microsoft Corporation (MSFT) | 4.3 | $14M | 445k | 32.26 | |
| Procter & Gamble Company (PG) | 2.4 | $8.1M | 120k | 67.21 | |
| Intel Corporation (INTC) | 2.3 | $7.7M | 273k | 28.11 | |
| Newmont Mining Corporation (NEM) | 2.1 | $7.1M | 139k | 51.27 | |
| Church & Dwight (CHD) | 2.0 | $6.7M | 137k | 49.19 | |
| Paychex (PAYX) | 1.9 | $6.4M | 207k | 30.99 | |
| Rayonier (RYN) | 1.9 | $6.4M | 146k | 44.09 | |
| Chevron Corporation (CVX) | 1.9 | $6.4M | 60k | 107.21 | |
| 3M Company (MMM) | 1.9 | $6.4M | 71k | 89.21 | |
| Johnson & Johnson (JNJ) | 1.9 | $6.2M | 94k | 65.96 | |
| Apache Corporation | 1.8 | $6.1M | 61k | 100.43 | |
| Copart (CPRT) | 1.7 | $5.8M | 223k | 26.07 | |
| Woodward Governor Company (WWD) | 1.7 | $5.6M | 131k | 42.83 | |
| SPDR Gold Trust (GLD) | 1.6 | $5.5M | 34k | 162.11 | |
| Pepsi (PEP) | 1.6 | $5.4M | 81k | 66.35 | |
| Ecolab (ECL) | 1.5 | $5.2M | 84k | 61.72 | |
| LKQ Corporation (LKQ) | 1.5 | $5.0M | 162k | 31.17 | |
| Stericycle (SRCL) | 1.4 | $4.8M | 58k | 83.64 | |
| Monsanto Company | 1.4 | $4.6M | 58k | 79.76 | |
| Cisco Systems (CSCO) | 1.4 | $4.7M | 220k | 21.15 | |
| Johnson Controls | 1.4 | $4.6M | 142k | 32.48 | |
| C.H. Robinson Worldwide (CHRW) | 1.2 | $4.1M | 63k | 65.49 | |
| DENTSPLY International | 1.2 | $4.0M | 99k | 40.13 | |
| Novartis (NVS) | 1.1 | $3.8M | 69k | 55.41 | |
| ResMed (RMD) | 1.1 | $3.8M | 122k | 30.91 | |
| Emerson Electric (EMR) | 1.1 | $3.8M | 72k | 52.18 | |
| Commonwealth Bk Aust Sponsored (CMWAY) | 1.0 | $3.5M | 66k | 52.20 | |
| Medtronic | 1.0 | $3.4M | 86k | 39.19 | |
| Teva Pharmaceutical Industries (TEVA) | 1.0 | $3.3M | 74k | 45.06 | |
| Valmont Industries (VMI) | 1.0 | $3.3M | 28k | 117.40 | |
| Dr Pepper Snapple | 0.8 | $2.7M | 68k | 40.20 | |
| BHP Billiton (BHP) | 0.8 | $2.7M | 38k | 72.40 | |
| Southwestern Energy Company | 0.8 | $2.5M | 82k | 30.60 | |
| Rbc Cad (RY) | 0.8 | $2.5M | 44k | 58.04 | |
| Hologic (HOLX) | 0.7 | $2.4M | 111k | 21.55 | |
| Stryker Corporation (SYK) | 0.7 | $2.2M | 40k | 55.49 | |
| Gen-Probe Incorporated | 0.6 | $2.0M | 31k | 66.42 | |
| FLIR Systems | 0.6 | $2.0M | 79k | 25.31 | |
| Cme (CME) | 0.5 | $1.8M | 6.2k | 289.32 | |
| Masimo Corporation (MASI) | 0.5 | $1.6M | 67k | 23.38 | |
| Halliburton Company (HAL) | 0.3 | $1.1M | 32k | 33.21 | |
| CF Industries Holdings (CF) | 0.2 | $790k | 4.3k | 182.66 | |
| Canadian Natl Ry (CNI) | 0.2 | $727k | 9.2k | 79.41 | |
| K12 | 0.2 | $593k | 25k | 23.64 | |
| Harris Corporation | 0.1 | $444k | 9.9k | 45.08 | |
| St. Jude Medical | 0.1 | $382k | 8.6k | 44.29 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $344k | 4.0k | 86.85 | |
| Caterpillar (CAT) | 0.1 | $228k | 2.1k | 106.29 | |
| Cummins (CMI) | 0.1 | $240k | 2.0k | 120.00 | |
| R H Donnelley Corp | 0.0 | $0 | 12k | 0.00 |
