LaFleur & Godfrey

LaFleur & Godfrey as of March 31, 2020

Portfolio Holdings for LaFleur & Godfrey

LaFleur & Godfrey holds 69 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Intel Corporation (INTC) 6.4 $22M 399k 54.12
Apple (AAPL) 6.0 $20M 80k 254.28
Stryker Corporation (SYK) 4.2 $14M 85k 166.49
Johnson & Johnson (JNJ) 3.8 $13M 98k 131.13
Ecolab (ECL) 3.8 $13M 82k 155.83
Merck & Co (MRK) 3.7 $12M 161k 76.94
Raytheon Company 3.7 $12M 94k 131.15
JPMorgan Chase & Co. (JPM) 3.6 $12M 135k 90.03
Thermo Fisher Scientific (TMO) 3.4 $12M 41k 283.60
Microsoft Corporation (MSFT) 3.0 $10M 65k 157.71
Alcon (ALC) 3.0 $10M 201k 50.82
Paychex (PAYX) 2.9 $9.9M 157k 62.92
Varian Medical Systems 2.7 $9.2M 89k 102.66
Novartis (NVS) 2.4 $8.2M 99k 82.45
Steris Plc Ord equities (STE) 2.4 $8.1M 58k 139.98
Abbvie (ABBV) 2.4 $8.1M 107k 76.19
Cisco Systems (CSCO) 2.4 $8.1M 205k 39.31
Copart (CPRT) 2.3 $7.7M 112k 68.52
Church & Dwight (CHD) 2.0 $6.9M 107k 64.18
Watsco, Incorporated (WSO) 1.9 $6.4M 40k 158.03
Gentex Corporation (GNTX) 1.8 $6.0M 270k 22.16
Vulcan Materials Company (VMC) 1.8 $5.9M 55k 108.07
Woodward Governor Company (WWD) 1.7 $5.8M 97k 59.45
VMware 1.7 $5.7M 48k 121.10
Pepsi (PEP) 1.6 $5.4M 45k 120.09
ResMed (RMD) 1.6 $5.4M 37k 147.30
Truist Financial Corp equities (TFC) 1.5 $5.1M 164k 30.84
iShares Barclays TIPS Bond Fund (TIP) 1.5 $4.9M 42k 117.93
Hologic (HOLX) 1.4 $4.8M 136k 35.10
Nutanix Inc cl a (NTNX) 1.2 $4.1M 258k 15.80
Ishares Tr fltg rate nt (FLOT) 1.2 $4.0M 81k 48.74
Zimmer Holdings (ZBH) 1.1 $3.8M 37k 101.09
Goldman Sachs (GS) 1.0 $3.5M 23k 154.57
Lockheed Martin Corporation (LMT) 1.0 $3.4M 10k 338.90
Martin Marietta Materials (MLM) 1.0 $3.4M 18k 189.25
U.S. Bancorp (USB) 1.0 $3.3M 96k 34.45
Danaher Corporation (DHR) 1.0 $3.2M 23k 138.42
Chevron Corporation (CVX) 0.9 $3.0M 42k 72.47
Walt Disney Company (DIS) 0.9 $3.0M 32k 96.61
Procter & Gamble Company (PG) 0.9 $2.9M 26k 109.99
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.8 $2.7M 51k 52.37
LKQ Corporation (LKQ) 0.8 $2.6M 127k 20.51
At&t (T) 0.6 $2.1M 71k 29.15
Ciena Corporation (CIEN) 0.5 $1.7M 44k 39.82
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.4 $1.5M 14k 106.30
Dentsply Sirona (XRAY) 0.4 $1.4M 35k 38.83
Boeing Company (BA) 0.4 $1.3M 8.9k 149.13
Mercantile Bank (MBWM) 0.4 $1.3M 62k 21.16
3M Company (MMM) 0.4 $1.2M 8.7k 136.46
ConocoPhillips (COP) 0.3 $1.2M 38k 30.81
Exxon Mobil Corporation (XOM) 0.3 $1.0M 27k 37.97
Curtiss-Wright (CW) 0.3 $921k 10k 92.38
Occidental Petroleum Corporation (OXY) 0.3 $861k 74k 11.58
FLIR Systems 0.3 $842k 26k 31.88
Intuitive Surgical (ISRG) 0.2 $824k 1.7k 495.49
Roper Industries (ROP) 0.2 $740k 2.4k 311.97
Constellation Brands (STZ) 0.2 $613k 4.3k 143.49
United Technologies Corporation 0.2 $605k 6.4k 94.37
Medtronic (MDT) 0.2 $565k 6.3k 90.24
IDEXX Laboratories (IDXX) 0.1 $331k 1.4k 242.49
Ishares Tr cmn (STIP) 0.1 $329k 3.3k 99.85
Docusign (DOCU) 0.1 $292k 3.2k 92.26
Wells Fargo & Company (WFC) 0.1 $281k 9.8k 28.69
Canopy Gro 0.1 $280k 19k 14.43
RPM International (RPM) 0.1 $210k 3.5k 59.57
Monroe Cap (MRCC) 0.0 $155k 22k 7.11
Royce Value Trust (RVT) 0.0 $116k 12k 9.63
Southwestern Energy Company 0.0 $41k 24k 1.71
Us Silica Hldgs (SLCA) 0.0 $18k 10k 1.80