LaFleur & Godfrey as of March 31, 2023
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 126 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.8 | $48M | 288k | 164.90 | |
| Microsoft Corporation (MSFT) | 4.9 | $30M | 104k | 288.30 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.7 | $29M | 378k | 76.23 | |
| Stryker Corporation (SYK) | 4.1 | $25M | 87k | 285.47 | |
| JPMorgan Chase & Co. (JPM) | 3.7 | $22M | 171k | 130.31 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $17M | 30k | 576.37 | |
| Johnson & Johnson (JNJ) | 2.8 | $17M | 110k | 155.00 | |
| Watsco, Incorporated (WSO) | 2.8 | $17M | 53k | 318.16 | |
| Ecolab (ECL) | 2.7 | $16M | 99k | 165.53 | |
| Raytheon Technologies Corp (RTX) | 2.5 | $15M | 158k | 97.93 | |
| Alcon Ord Shs (ALC) | 2.4 | $15M | 208k | 70.54 | |
| Paychex (PAYX) | 2.3 | $14M | 122k | 114.59 | |
| Abbvie (ABBV) | 2.3 | $14M | 87k | 159.37 | |
| Merck & Co (MRK) | 2.0 | $12M | 115k | 106.39 | |
| Steris Shs Usd (STE) | 2.0 | $12M | 63k | 191.28 | |
| Caterpillar (CAT) | 2.0 | $12M | 52k | 228.84 | |
| Vulcan Materials Company (VMC) | 1.9 | $11M | 66k | 171.56 | |
| Hologic (HOLX) | 1.7 | $10M | 128k | 80.70 | |
| Copart (CPRT) | 1.7 | $10M | 136k | 75.21 | |
| Pepsi (PEP) | 1.6 | $9.8M | 54k | 182.30 | |
| Danaher Corporation (DHR) | 1.5 | $9.4M | 37k | 252.04 | |
| Chevron Corporation (CVX) | 1.4 | $8.8M | 54k | 163.16 | |
| Coca-Cola Company (KO) | 1.4 | $8.7M | 140k | 62.03 | |
| Woodward Governor Company (WWD) | 1.4 | $8.3M | 85k | 97.37 | |
| Procter & Gamble Company (PG) | 1.3 | $8.2M | 55k | 148.69 | |
| Church & Dwight (CHD) | 1.3 | $7.7M | 88k | 88.41 | |
| Bristol Myers Squibb (BMY) | 1.3 | $7.7M | 111k | 69.31 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $7.1M | 65k | 109.66 | |
| ResMed (RMD) | 1.1 | $6.5M | 30k | 218.99 | |
| Medtronic SHS (MDT) | 1.1 | $6.4M | 80k | 80.62 | |
| Cisco Systems (CSCO) | 1.0 | $6.2M | 119k | 52.27 | |
| Generac Holdings (GNRC) | 1.0 | $6.0M | 55k | 108.01 | |
| Zscaler Incorporated (ZS) | 1.0 | $6.0M | 51k | 116.83 | |
| Nike CL B (NKE) | 0.9 | $5.6M | 46k | 122.64 | |
| IDEXX Laboratories (IDXX) | 0.9 | $5.5M | 11k | 500.08 | |
| Gentex Corporation (GNTX) | 0.9 | $5.3M | 191k | 28.03 | |
| Palantir Technologies Cl A (PLTR) | 0.9 | $5.2M | 615k | 8.45 | |
| Automatic Data Processing (ADP) | 0.8 | $5.0M | 23k | 222.63 | |
| Schlumberger Com Stk (SLB) | 0.8 | $5.0M | 101k | 49.10 | |
| Marvell Technology (MRVL) | 0.8 | $4.8M | 110k | 43.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.7M | 45k | 104.00 | |
| Air Products & Chemicals (APD) | 0.8 | $4.6M | 16k | 287.21 | |
| McDonald's Corporation (MCD) | 0.8 | $4.6M | 16k | 279.61 | |
| Illinois Tool Works (ITW) | 0.7 | $4.5M | 19k | 243.45 | |
| Goldman Sachs (GS) | 0.7 | $4.5M | 14k | 327.12 | |
| Micron Technology (MU) | 0.7 | $4.1M | 68k | 60.34 | |
| Abbott Laboratories (ABT) | 0.6 | $3.9M | 39k | 101.26 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $3.9M | 77k | 50.39 | |
| Wal-Mart Stores (WMT) | 0.6 | $3.8M | 26k | 147.45 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.6 | $3.6M | 33k | 110.25 | |
| Home Depot (HD) | 0.6 | $3.5M | 12k | 295.13 | |
| Truist Financial Corp equities (TFC) | 0.6 | $3.4M | 101k | 34.10 | |
| Amazon (AMZN) | 0.5 | $3.3M | 32k | 103.29 | |
| EOG Resources (EOG) | 0.5 | $3.2M | 28k | 114.63 | |
| American Express Company (AXP) | 0.5 | $3.2M | 20k | 164.95 | |
| BlackRock | 0.5 | $3.1M | 4.6k | 669.12 | |
| Intel Corporation (INTC) | 0.5 | $3.1M | 95k | 32.67 | |
| Comerica Incorporated (CMA) | 0.5 | $2.8M | 66k | 43.42 | |
| Amgen (AMGN) | 0.4 | $2.5M | 10k | 241.75 | |
| First Solar (FSLR) | 0.4 | $2.5M | 11k | 217.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $2.4M | 6.0k | 409.41 | |
| L3harris Technologies (LHX) | 0.4 | $2.3M | 12k | 196.23 | |
| Applied Materials (AMAT) | 0.4 | $2.2M | 18k | 122.83 | |
| Fiserv (FI) | 0.4 | $2.1M | 19k | 113.03 | |
| Waters Corporation (WAT) | 0.3 | $2.1M | 6.9k | 309.63 | |
| SYSCO Corporation (SYY) | 0.3 | $2.1M | 28k | 77.23 | |
| CVS Caremark Corporation (CVS) | 0.3 | $1.9M | 25k | 74.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.8M | 5.8k | 308.77 | |
| Verizon Communications (VZ) | 0.3 | $1.6M | 42k | 38.89 | |
| Us Bancorp Del Com New (USB) | 0.3 | $1.6M | 44k | 36.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.5M | 14k | 103.73 | |
| Qualcomm (QCOM) | 0.2 | $1.2M | 9.6k | 127.58 | |
| UnitedHealth (UNH) | 0.2 | $1.2M | 2.5k | 472.59 | |
| Mercantile Bank (MBWM) | 0.2 | $1.2M | 39k | 30.58 | |
| 3M Company (MMM) | 0.2 | $1.1M | 10k | 105.11 | |
| Workday Cl A (WDAY) | 0.2 | $1.1M | 5.1k | 206.54 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $856k | 6.4k | 134.23 | |
| Kraft Heinz (KHC) | 0.1 | $853k | 22k | 38.67 | |
| Southern Company (SO) | 0.1 | $811k | 12k | 69.58 | |
| Stanley Black & Decker (SWK) | 0.1 | $748k | 9.3k | 80.58 | |
| Walt Disney Company (DIS) | 0.1 | $725k | 7.2k | 100.13 | |
| Insulet Corporation (PODD) | 0.1 | $696k | 2.2k | 318.96 | |
| Kadant (KAI) | 0.1 | $685k | 3.3k | 208.52 | |
| At&t (T) | 0.1 | $678k | 35k | 19.25 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $673k | 12k | 58.54 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $659k | 2.6k | 255.47 | |
| Zimmer Holdings (ZBH) | 0.1 | $591k | 4.6k | 129.20 | |
| Roper Industries (ROP) | 0.1 | $531k | 1.2k | 440.69 | |
| Costco Wholesale Corporation (COST) | 0.1 | $523k | 1.1k | 497.05 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $507k | 3.4k | 151.01 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $492k | 1.0k | 472.79 | |
| BP Sponsored Adr (BP) | 0.1 | $463k | 12k | 37.94 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $454k | 1.3k | 363.41 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $439k | 8.7k | 50.54 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $430k | 4.7k | 92.00 | |
| Pfizer (PFE) | 0.1 | $402k | 9.9k | 40.80 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $401k | 2.0k | 204.10 | |
| T. Rowe Price (TROW) | 0.1 | $391k | 3.5k | 112.90 | |
| Colgate-Palmolive Company (CL) | 0.1 | $372k | 4.9k | 75.15 | |
| ConocoPhillips (COP) | 0.1 | $370k | 3.7k | 99.21 | |
| Valmont Industries (VMI) | 0.1 | $351k | 1.1k | 319.28 | |
| Fifth Third Ban (FITB) | 0.1 | $342k | 13k | 26.64 | |
| Dentsply Sirona (XRAY) | 0.1 | $332k | 8.5k | 39.28 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $328k | 3.3k | 99.23 | |
| International Business Machines (IBM) | 0.1 | $324k | 2.5k | 131.09 | |
| Nextera Energy (NEE) | 0.1 | $319k | 4.1k | 77.08 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $315k | 5.3k | 59.96 | |
| Boeing Company (BA) | 0.0 | $287k | 1.4k | 212.43 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $283k | 1.9k | 152.26 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $271k | 5.4k | 50.25 | |
| Docusign (DOCU) | 0.0 | $264k | 4.5k | 58.30 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $257k | 2.3k | 109.61 | |
| Evergy (EVRG) | 0.0 | $245k | 4.0k | 61.12 | |
| Constellation Brands Cl A (STZ) | 0.0 | $244k | 1.1k | 225.89 | |
| American Tower Reit (AMT) | 0.0 | $238k | 1.2k | 204.34 | |
| Clorox Company (CLX) | 0.0 | $237k | 1.5k | 158.24 | |
| General Mills (GIS) | 0.0 | $235k | 2.8k | 85.46 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.0 | $235k | 4.7k | 49.60 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $230k | 560.00 | 411.08 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $225k | 3.5k | 65.16 | |
| Waste Management (WM) | 0.0 | $204k | 1.3k | 163.17 | |
| Union Pacific Corporation (UNP) | 0.0 | $201k | 1.0k | 201.26 | |
| Monroe Cap (MRCC) | 0.0 | $167k | 22k | 7.65 | |
| Royce Value Trust (RVT) | 0.0 | $163k | 12k | 13.57 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $151k | 13k | 11.20 | |
| Transocean Reg Shs (RIG) | 0.0 | $70k | 11k | 6.36 |
