LaFleur & Godfrey as of March 31, 2025
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 145 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.6 | $49M | 220k | 222.13 | |
| JPMorgan Chase & Co. (JPM) | 4.6 | $34M | 139k | 245.30 | |
| Microsoft Corporation (MSFT) | 4.5 | $33M | 89k | 375.39 | |
| Stryker Corporation (SYK) | 3.8 | $28M | 76k | 372.25 | |
| Raytheon Technologies Corp (RTX) | 3.2 | $24M | 179k | 132.46 | |
| Johnson & Johnson (JNJ) | 3.1 | $23M | 139k | 165.84 | |
| Ecolab (ECL) | 2.7 | $20M | 78k | 253.52 | |
| Watsco, Incorporated (WSO) | 2.6 | $19M | 38k | 508.30 | |
| Alcon Ord Shs (ALC) | 2.4 | $18M | 184k | 94.93 | |
| Paychex (PAYX) | 2.4 | $17M | 113k | 154.28 | |
| Caterpillar (CAT) | 2.3 | $17M | 51k | 329.80 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.3 | $17M | 330k | 51.05 | |
| Abbvie (ABBV) | 2.3 | $17M | 79k | 209.52 | |
| Palantir Technologies Cl A (PLTR) | 2.2 | $16M | 193k | 84.40 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $15M | 31k | 497.60 | |
| Broadcom (AVGO) | 2.0 | $15M | 89k | 167.43 | |
| Vulcan Materials Company (VMC) | 1.9 | $14M | 59k | 233.30 | |
| Woodward Governor Company (WWD) | 1.8 | $13M | 73k | 182.49 | |
| Zscaler Incorporated (ZS) | 1.7 | $13M | 64k | 198.42 | |
| Chevron Corporation (CVX) | 1.7 | $13M | 75k | 167.29 | |
| Copart (CPRT) | 1.7 | $12M | 216k | 56.59 | |
| Abbott Laboratories (ABT) | 1.6 | $12M | 91k | 132.65 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $12M | 99k | 118.93 | |
| Honeywell International (HON) | 1.5 | $11M | 52k | 211.75 | |
| Constellation Energy (CEG) | 1.5 | $11M | 53k | 201.63 | |
| Steris Shs Usd (STE) | 1.4 | $11M | 47k | 226.65 | |
| Amazon (AMZN) | 1.4 | $10M | 53k | 190.26 | |
| Merck & Co (MRK) | 1.2 | $9.2M | 102k | 89.76 | |
| Church & Dwight (CHD) | 1.2 | $8.9M | 81k | 110.09 | |
| Procter & Gamble Company (PG) | 1.2 | $8.5M | 50k | 170.42 | |
| Pepsi (PEP) | 1.1 | $7.8M | 52k | 149.94 | |
| Hershey Company (HSY) | 1.0 | $7.6M | 44k | 171.03 | |
| International Business Machines (IBM) | 1.0 | $7.3M | 30k | 248.66 | |
| Hologic (HOLX) | 1.0 | $7.3M | 118k | 61.77 | |
| Wal-Mart Stores (WMT) | 0.8 | $6.1M | 69k | 87.79 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $6.0M | 76k | 78.28 | |
| Danaher Corporation (DHR) | 0.8 | $5.9M | 29k | 205.00 | |
| Ge Vernova (GEV) | 0.8 | $5.6M | 19k | 305.28 | |
| Generac Holdings (GNRC) | 0.7 | $5.5M | 44k | 126.65 | |
| Truist Financial Corp equities (TFC) | 0.7 | $5.3M | 129k | 41.15 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.7 | $5.3M | 164k | 32.36 | |
| American Express Company (AXP) | 0.7 | $5.3M | 20k | 269.05 | |
| Cisco Systems (CSCO) | 0.7 | $5.0M | 81k | 61.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.9M | 31k | 156.23 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.6M | 8.7k | 532.58 | |
| L3harris Technologies (LHX) | 0.6 | $4.5M | 22k | 209.31 | |
| Fiserv (FI) | 0.6 | $4.5M | 20k | 220.83 | |
| Zoetis Cl A (ZTS) | 0.6 | $4.4M | 27k | 164.65 | |
| Amphenol Corp Cl A (APH) | 0.6 | $4.4M | 66k | 65.59 | |
| IDEXX Laboratories (IDXX) | 0.6 | $4.3M | 10k | 419.95 | |
| Automatic Data Processing (ADP) | 0.6 | $4.2M | 14k | 305.53 | |
| Oneok (OKE) | 0.6 | $4.1M | 41k | 99.22 | |
| Comerica Incorporated (CMA) | 0.5 | $4.0M | 68k | 59.06 | |
| Air Products & Chemicals (APD) | 0.5 | $3.9M | 13k | 294.92 | |
| Valmont Industries (VMI) | 0.5 | $3.9M | 14k | 285.37 | |
| Medtronic SHS (MDT) | 0.5 | $3.6M | 41k | 89.86 | |
| Home Depot (HD) | 0.5 | $3.6M | 9.8k | 366.50 | |
| Amgen (AMGN) | 0.5 | $3.6M | 12k | 311.55 | |
| McDonald's Corporation (MCD) | 0.5 | $3.5M | 11k | 312.37 | |
| Gentex Corporation (GNTX) | 0.4 | $3.3M | 141k | 23.30 | |
| Kenvue (KVUE) | 0.4 | $3.2M | 134k | 23.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.9M | 19k | 154.64 | |
| Applied Materials (AMAT) | 0.4 | $2.9M | 20k | 145.12 | |
| Bristol Myers Squibb (BMY) | 0.4 | $2.7M | 44k | 60.99 | |
| Coca-Cola Company (KO) | 0.3 | $2.3M | 32k | 71.62 | |
| Verizon Communications (VZ) | 0.3 | $2.1M | 46k | 45.36 | |
| Illinois Tool Works (ITW) | 0.2 | $1.8M | 7.1k | 248.01 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.6M | 2.9k | 559.39 | |
| Evergy (EVRG) | 0.2 | $1.6M | 23k | 68.95 | |
| Mercantile Bank (MBWM) | 0.2 | $1.5M | 35k | 43.44 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.5M | 4.7k | 312.04 | |
| Waters Corporation (WAT) | 0.2 | $1.5M | 3.9k | 368.57 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.4M | 14k | 98.09 | |
| Blackrock (BLK) | 0.2 | $1.4M | 1.5k | 946.48 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.4M | 3.8k | 370.85 | |
| Keurig Dr Pepper (KDP) | 0.2 | $1.2M | 36k | 34.22 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.2M | 24k | 52.37 | |
| EOG Resources (EOG) | 0.2 | $1.2M | 9.6k | 128.24 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.3k | 946.07 | |
| Schlumberger Com Stk (SLB) | 0.2 | $1.2M | 28k | 41.80 | |
| United Parcel Service CL B (UPS) | 0.2 | $1.1M | 10k | 109.99 | |
| Marvell Technology (MRVL) | 0.1 | $1.1M | 18k | 61.57 | |
| Nike CL B (NKE) | 0.1 | $1.1M | 17k | 63.48 | |
| Kadant (KAI) | 0.1 | $1.1M | 3.2k | 336.91 | |
| First Solar (FSLR) | 0.1 | $1.1M | 8.3k | 126.43 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | 2.7k | 383.53 | |
| Southern Company (SO) | 0.1 | $1.0M | 11k | 91.95 | |
| Workday Cl A (WDAY) | 0.1 | $961k | 4.1k | 233.53 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $960k | 1.9k | 495.27 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $958k | 6.7k | 142.21 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $911k | 2.5k | 366.54 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $861k | 5.0k | 172.75 | |
| Monroe Cap (MRCC) | 0.1 | $850k | 109k | 7.80 | |
| Nextera Energy (NEE) | 0.1 | $725k | 10k | 70.89 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $707k | 3.4k | 206.48 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $688k | 9.6k | 71.43 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $685k | 1.3k | 548.12 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $680k | 5.3k | 128.96 | |
| SYSCO Corporation (SYY) | 0.1 | $642k | 8.6k | 75.04 | |
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $623k | 8.4k | 74.19 | |
| Roper Industries (ROP) | 0.1 | $607k | 1.0k | 589.58 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $595k | 7.5k | 78.94 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $594k | 13k | 46.07 | |
| Fifth Third Ban (FITB) | 0.1 | $524k | 13k | 39.20 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $503k | 4.9k | 103.47 | |
| Qualcomm (QCOM) | 0.1 | $480k | 3.1k | 153.62 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $455k | 4.3k | 105.60 | |
| Colgate-Palmolive Company (CL) | 0.1 | $450k | 4.8k | 93.70 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $449k | 4.8k | 92.83 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $390k | 3.5k | 111.48 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $383k | 13k | 29.54 | |
| General Dynamics Corporation (GD) | 0.1 | $379k | 1.4k | 272.58 | |
| Northern Trust Corporation (NTRS) | 0.0 | $359k | 3.6k | 98.65 | |
| Walt Disney Company (DIS) | 0.0 | $352k | 3.6k | 98.70 | |
| NVIDIA Corporation (NVDA) | 0.0 | $344k | 3.2k | 108.38 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $341k | 14k | 25.04 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $335k | 1.8k | 188.16 | |
| Oracle Corporation (ORCL) | 0.0 | $325k | 2.3k | 139.81 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $320k | 4.2k | 76.57 | |
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.0 | $317k | 14k | 23.42 | |
| Dynatrace Com New (DT) | 0.0 | $306k | 6.5k | 47.15 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $303k | 1.1k | 288.14 | |
| Chubb (CB) | 0.0 | $292k | 968.00 | 301.99 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $286k | 2.3k | 124.50 | |
| Murphy Usa (MUSA) | 0.0 | $282k | 600.00 | 469.81 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $281k | 1.5k | 190.58 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $279k | 4.8k | 58.69 | |
| Waste Management (WM) | 0.0 | $267k | 1.2k | 231.51 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $260k | 720.00 | 361.09 | |
| American Tower Reit (AMT) | 0.0 | $250k | 1.1k | 217.60 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $243k | 4.0k | 60.19 | |
| T. Rowe Price (TROW) | 0.0 | $237k | 2.6k | 91.87 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $237k | 5.1k | 45.97 | |
| Zimmer Holdings (ZBH) | 0.0 | $236k | 2.1k | 113.18 | |
| Union Pacific Corporation (UNP) | 0.0 | $236k | 1.0k | 236.24 | |
| Entergy Corporation (ETR) | 0.0 | $234k | 2.7k | 85.49 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $229k | 909.00 | 251.77 | |
| Alliant Energy Corporation (LNT) | 0.0 | $223k | 3.5k | 64.35 | |
| Curtiss-Wright (CW) | 0.0 | $217k | 685.00 | 317.27 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $207k | 463.00 | 446.25 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $205k | 364.00 | 561.90 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $204k | 2.5k | 83.28 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $202k | 13k | 15.01 | |
| Royce Value Trust (RVT) | 0.0 | $146k | 10k | 14.24 | |
| Transocean Registered Shs (RIG) | 0.0 | $39k | 12k | 3.17 |
