LaFleur & Godfrey

LaFleur & Godfrey as of Dec. 31, 2024

Portfolio Holdings for LaFleur & Godfrey

LaFleur & Godfrey holds 150 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple (AAPL) 7.6 $55M 221k 250.42
Microsoft Corporation (MSFT) 5.1 $37M 89k 421.50
JPMorgan Chase & Co. (JPM) 4.6 $33M 139k 239.71
Palantir Technologies Cl A (PLTR) 3.8 $28M 371k 75.63
Stryker Corporation (SYK) 3.8 $27M 76k 360.05
Raytheon Technologies Corp (RTX) 2.8 $21M 178k 115.72
Johnson & Johnson (JNJ) 2.6 $19M 130k 144.62
Caterpillar (CAT) 2.5 $18M 51k 362.76
Watsco, Incorporated (WSO) 2.5 $18M 39k 473.89
Broadcom (AVGO) 2.5 $18M 78k 231.84
Ecolab (ECL) 2.5 $18M 77k 234.32
Paychex (PAYX) 2.2 $16M 115k 140.22
Alcon Ord Shs (ALC) 2.1 $16M 183k 84.89
Thermo Fisher Scientific (TMO) 2.1 $16M 30k 520.23
Vulcan Materials Company (VMC) 2.0 $15M 58k 257.23
Abbvie (ABBV) 1.9 $14M 79k 177.70
Copart (CPRT) 1.7 $13M 218k 57.39
Woodward Governor Company (WWD) 1.7 $12M 73k 166.42
Steris Shs Usd (STE) 1.5 $11M 55k 205.56
Zscaler Incorporated (ZS) 1.5 $11M 62k 180.41
Amazon (AMZN) 1.5 $11M 49k 219.39
Generac Holdings (GNRC) 1.4 $10M 67k 155.05
Merck & Co (MRK) 1.4 $10M 103k 99.48
Exxon Mobil Corporation (XOM) 1.4 $10M 94k 107.57
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.4 $10M 197k 50.88
Chevron Corporation (CVX) 1.3 $9.7M 67k 144.84
Honeywell International (HON) 1.3 $9.5M 42k 225.89
Hologic (HOLX) 1.3 $9.4M 130k 72.09
Abbott Laboratories (ABT) 1.3 $9.3M 82k 113.11
Church & Dwight (CHD) 1.2 $8.5M 82k 104.71
Procter & Gamble Company (PG) 1.1 $8.3M 50k 167.65
Pepsi (PEP) 1.1 $8.0M 53k 152.06
Hershey Company (HSY) 1.1 $7.9M 47k 169.35
Constellation Energy (CEG) 0.9 $6.9M 31k 223.71
Danaher Corporation (DHR) 0.9 $6.9M 30k 229.55
International Business Machines (IBM) 0.9 $6.5M 30k 219.83
Charles Schwab Corporation (SCHW) 0.9 $6.4M 87k 74.01
Wal-Mart Stores (WMT) 0.9 $6.3M 70k 90.35
Alphabet Cap Stk Cl C (GOOG) 0.8 $6.1M 32k 190.44
American Express Company (AXP) 0.8 $5.9M 20k 296.79
Zoetis Cl A (ZTS) 0.8 $5.8M 36k 162.93
L3harris Technologies (LHX) 0.8 $5.6M 27k 210.28
Cisco Systems (CSCO) 0.7 $5.1M 86k 59.20
McDonald's Corporation (MCD) 0.6 $4.7M 16k 289.89
Truist Financial Corp equities (TFC) 0.6 $4.7M 108k 43.38
Gentex Corporation (GNTX) 0.6 $4.3M 148k 28.73
Valmont Industries (VMI) 0.6 $4.3M 14k 306.67
Blackstone Secd Lending Common Stock (BXSL) 0.6 $4.2M 131k 32.31
Automatic Data Processing (ADP) 0.6 $4.1M 14k 292.73
IDEXX Laboratories (IDXX) 0.6 $4.1M 9.8k 413.44
Amphenol Corp Cl A (APH) 0.5 $3.9M 57k 69.45
Home Depot (HD) 0.5 $3.9M 10k 389.00
Air Products & Chemicals (APD) 0.5 $3.9M 13k 290.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.8M 8.4k 453.28
Comerica Incorporated (CMA) 0.5 $3.8M 61k 61.85
Fiserv (FI) 0.5 $3.7M 18k 205.42
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.3M 17k 189.30
Medtronic SHS (MDT) 0.4 $3.2M 40k 79.88
Amgen (AMGN) 0.4 $2.9M 11k 260.64
Applied Materials (AMAT) 0.4 $2.8M 17k 162.63
Nike CL B (NKE) 0.4 $2.6M 34k 75.67
Bristol Myers Squibb (BMY) 0.3 $2.5M 44k 56.56
Coca-Cola Company (KO) 0.3 $2.1M 33k 62.26
Marvell Technology (MRVL) 0.3 $2.1M 19k 110.45
Illinois Tool Works (ITW) 0.3 $1.9M 7.4k 253.56
Verizon Communications (VZ) 0.2 $1.8M 45k 39.99
Kenvue (KVUE) 0.2 $1.7M 81k 21.35
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.7M 22k 78.01
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.7M 2.8k 586.08
Mercantile Bank (MBWM) 0.2 $1.6M 35k 44.49
Waters Corporation (WAT) 0.2 $1.5M 4.1k 370.98
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.5M 3.7k 410.44
Blackrock (BLK) 0.2 $1.5M 1.5k 1025.11
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.5M 4.3k 351.79
First Solar (FSLR) 0.2 $1.5M 8.4k 176.24
EOG Resources (EOG) 0.2 $1.2M 9.8k 122.58
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.3k 916.55
Kadant (KAI) 0.2 $1.1M 3.2k 344.99
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.1M 2.5k 434.93
Workday Cl A (WDAY) 0.1 $1.1M 4.1k 258.03
Schlumberger Com Stk (SLB) 0.1 $1.0M 27k 38.34
Intuitive Surgical Com New (ISRG) 0.1 $1.0M 2.0k 521.96
Evergy (EVRG) 0.1 $1.0M 17k 61.55
Kimberly-Clark Corporation (KMB) 0.1 $962k 7.3k 131.03
Oneok (OKE) 0.1 $931k 9.3k 100.40
Southern Company (SO) 0.1 $911k 11k 82.32
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $859k 17k 51.70
Vanguard Index Fds Value Etf (VTV) 0.1 $849k 5.0k 169.31
Keurig Dr Pepper (KDP) 0.1 $806k 25k 32.12
Select Sector Spdr Tr Technology (XLK) 0.1 $796k 3.4k 232.52
United Parcel Service CL B (UPS) 0.1 $785k 6.2k 126.10
UnitedHealth (UNH) 0.1 $737k 1.5k 505.86
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $719k 9.5k 75.53
Mastercard Incorporated Cl A (MA) 0.1 $658k 1.3k 526.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $658k 5.2k 127.59
SYSCO Corporation (SYY) 0.1 $654k 8.6k 76.46
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $615k 8.3k 74.26
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $590k 13k 45.62
Fifth Third Ban (FITB) 0.1 $562k 13k 42.28
Lockheed Martin Corporation (LMT) 0.1 $562k 1.2k 486.07
Monroe Cap (MRCC) 0.1 $551k 65k 8.50
Roper Industries (ROP) 0.1 $541k 1.0k 519.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $517k 5.1k 101.53
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $492k 4.9k 100.60
Qualcomm (QCOM) 0.1 $480k 3.1k 153.63
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $447k 4.2k 105.48
Colgate-Palmolive Company (CL) 0.1 $436k 4.8k 90.91
Walt Disney Company (DIS) 0.1 $398k 3.6k 111.35
Oracle Corporation (ORCL) 0.1 $387k 2.3k 166.64
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $382k 13k 29.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $378k 14k 27.87
General Dynamics Corporation (GD) 0.1 $366k 1.4k 263.49
NVIDIA Corporation (NVDA) 0.1 $366k 2.7k 134.29
Dynatrace Com New (DT) 0.0 $352k 6.5k 54.35
Novartis Sponsored Adr (NVS) 0.0 $340k 3.5k 97.31
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $334k 5.7k 58.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $329k 1.8k 185.13
Nextera Energy (NEE) 0.0 $323k 4.5k 71.69
Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $316k 13k 23.47
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $311k 2.3k 135.37
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $311k 4.2k 74.73
Murphy Usa (MUSA) 0.0 $301k 600.00 501.75
T. Rowe Price (TROW) 0.0 $292k 2.6k 113.09
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $289k 1.5k 190.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $289k 720.00 401.58
Micron Technology (MU) 0.0 $268k 3.2k 84.16
Chubb (CB) 0.0 $268k 968.00 276.30
Dex (DXCM) 0.0 $262k 3.4k 77.77
Stanley Black & Decker (SWK) 0.0 $261k 3.3k 80.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $254k 908.00 280.06
Spdr Gold Tr Gold Shs (GLD) 0.0 $254k 1.1k 242.13
Curtiss-Wright (CW) 0.0 $243k 685.00 354.87
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $239k 7.0k 33.91
Waste Management (WM) 0.0 $233k 1.2k 201.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $232k 430.00 538.81
Union Pacific Corporation (UNP) 0.0 $228k 1.0k 228.04
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $223k 2.5k 90.93
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $222k 3.8k 58.35
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $221k 1.1k 197.49
Zimmer Holdings (ZBH) 0.0 $221k 2.1k 105.63
Huntington Bancshares Incorporated (HBAN) 0.0 $219k 13k 16.27
CVS Caremark Corporation (CVS) 0.0 $217k 4.8k 44.89
Entergy Corporation (ETR) 0.0 $217k 2.9k 75.82
Ishares Tr Core S&p500 Etf (IVV) 0.0 $214k 364.00 588.68
American Tower Reit (AMT) 0.0 $211k 1.1k 183.41
Intel Corporation (INTC) 0.0 $206k 10k 20.05
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $206k 1.6k 129.34
Alliant Energy Corporation (LNT) 0.0 $205k 3.5k 59.14
Royce Value Trust (RVT) 0.0 $162k 10k 15.80
Transocean Registered Shs (RIG) 0.0 $46k 12k 3.75