LaFleur & Godfrey as of June 30, 2025
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 146 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $46M | 222k | 205.17 | |
| Microsoft Corporation (MSFT) | 5.5 | $44M | 88k | 497.41 | |
| JPMorgan Chase & Co. (JPM) | 5.0 | $40M | 139k | 289.91 | |
| Stryker Corporation (SYK) | 3.7 | $30M | 75k | 395.63 | |
| Broadcom (AVGO) | 3.0 | $24M | 88k | 275.65 | |
| Raytheon Technologies Corp (RTX) | 2.9 | $23M | 158k | 146.02 | |
| Johnson & Johnson (JNJ) | 2.7 | $22M | 144k | 152.75 | |
| Palantir Technologies Cl A (PLTR) | 2.7 | $22M | 159k | 136.32 | |
| Caterpillar (CAT) | 2.6 | $21M | 54k | 388.21 | |
| Ecolab (ECL) | 2.6 | $21M | 77k | 269.44 | |
| Zscaler Incorporated (ZS) | 2.3 | $19M | 60k | 313.94 | |
| Constellation Energy (CEG) | 2.3 | $18M | 56k | 322.76 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.2 | $18M | 347k | 51.02 | |
| Watsco, Incorporated (WSO) | 2.2 | $17M | 39k | 441.62 | |
| Woodward Governor Company (WWD) | 2.1 | $17M | 70k | 245.09 | |
| Alcon Ord Shs (ALC) | 2.1 | $17M | 187k | 88.28 | |
| Paychex (PAYX) | 2.0 | $16M | 111k | 145.46 | |
| Vulcan Materials Company (VMC) | 2.0 | $16M | 61k | 260.82 | |
| Abbvie (ABBV) | 1.8 | $15M | 79k | 185.62 | |
| Amazon (AMZN) | 1.7 | $13M | 61k | 219.39 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $13M | 31k | 405.46 | |
| Honeywell International (HON) | 1.6 | $12M | 53k | 232.88 | |
| Abbott Laboratories (ABT) | 1.5 | $12M | 90k | 136.01 | |
| American Express Company (AXP) | 1.4 | $12M | 36k | 318.98 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $11M | 102k | 107.80 | |
| Curtiss-Wright (CW) | 1.4 | $11M | 22k | 488.55 | |
| Ge Vernova (GEV) | 1.4 | $11M | 21k | 529.15 | |
| Copart (CPRT) | 1.3 | $10M | 213k | 49.07 | |
| Steris Shs Usd (STE) | 1.3 | $10M | 42k | 240.22 | |
| Chevron Corporation (CVX) | 1.2 | $9.8M | 69k | 143.19 | |
| Amphenol Corp Cl A (APH) | 1.2 | $9.3M | 94k | 98.75 | |
| International Business Machines (IBM) | 1.0 | $8.3M | 28k | 294.78 | |
| Procter & Gamble Company (PG) | 1.0 | $7.9M | 50k | 159.32 | |
| Church & Dwight (CHD) | 1.0 | $7.8M | 81k | 96.11 | |
| Merck & Co (MRK) | 1.0 | $7.7M | 97k | 79.16 | |
| Hologic (HOLX) | 0.9 | $7.5M | 116k | 65.16 | |
| Hershey Company (HSY) | 0.8 | $6.8M | 41k | 165.95 | |
| Nextera Energy (NEE) | 0.8 | $6.8M | 98k | 69.42 | |
| Pepsi (PEP) | 0.8 | $6.7M | 51k | 132.04 | |
| Wal-Mart Stores (WMT) | 0.8 | $6.7M | 69k | 97.78 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $6.6M | 73k | 91.24 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.7 | $5.8M | 189k | 30.75 | |
| Cisco Systems (CSCO) | 0.7 | $5.6M | 81k | 69.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.5M | 31k | 177.39 | |
| IDEXX Laboratories (IDXX) | 0.7 | $5.3M | 9.8k | 536.34 | |
| Danaher Corporation (DHR) | 0.6 | $5.2M | 26k | 197.54 | |
| Truist Financial Corp equities (TFC) | 0.6 | $5.1M | 119k | 42.99 | |
| The Trade Desk Com Cl A (TTD) | 0.6 | $5.0M | 70k | 71.99 | |
| L3harris Technologies (LHX) | 0.6 | $4.5M | 18k | 250.84 | |
| Automatic Data Processing (ADP) | 0.5 | $4.2M | 14k | 308.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.1M | 8.5k | 485.77 | |
| Air Products & Chemicals (APD) | 0.5 | $3.8M | 13k | 282.06 | |
| Fiserv (FI) | 0.5 | $3.6M | 21k | 172.41 | |
| Home Depot (HD) | 0.4 | $3.5M | 9.6k | 366.65 | |
| Medtronic SHS (MDT) | 0.4 | $3.5M | 40k | 87.17 | |
| Kenvue (KVUE) | 0.4 | $3.5M | 166k | 20.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.3M | 19k | 176.23 | |
| Applied Materials (AMAT) | 0.4 | $3.3M | 18k | 183.07 | |
| McDonald's Corporation (MCD) | 0.4 | $3.2M | 11k | 292.17 | |
| Amgen (AMGN) | 0.4 | $3.0M | 11k | 279.21 | |
| Gentex Corporation (GNTX) | 0.4 | $3.0M | 136k | 21.99 | |
| Oneok (OKE) | 0.4 | $2.9M | 36k | 81.63 | |
| Zoetis Cl A (ZTS) | 0.3 | $2.7M | 17k | 155.95 | |
| Coca-Cola Company (KO) | 0.3 | $2.1M | 30k | 70.75 | |
| Verizon Communications (VZ) | 0.2 | $2.0M | 46k | 43.27 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.9M | 41k | 46.29 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 2.9k | 617.85 | |
| Illinois Tool Works (ITW) | 0.2 | $1.7M | 7.1k | 247.25 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.6M | 3.8k | 438.44 | |
| Evergy (EVRG) | 0.2 | $1.6M | 24k | 68.93 | |
| Mercantile Bank (MBWM) | 0.2 | $1.6M | 35k | 46.41 | |
| Blackrock (BLK) | 0.2 | $1.5M | 1.5k | 1049.25 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.5M | 16k | 91.63 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.5M | 3.8k | 386.88 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.4M | 27k | 52.76 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.4M | 4.6k | 298.89 | |
| First Solar (FSLR) | 0.2 | $1.4M | 8.2k | 165.54 | |
| Waters Corporation (WAT) | 0.2 | $1.3M | 3.8k | 349.04 | |
| Keurig Dr Pepper (KDP) | 0.2 | $1.3M | 38k | 33.06 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.2k | 990.25 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.2M | 2.6k | 467.82 | |
| Nike CL B (NKE) | 0.1 | $1.2M | 16k | 71.04 | |
| EOG Resources (EOG) | 0.1 | $1.1M | 9.0k | 119.61 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.0M | 1.9k | 543.41 | |
| Kadant (KAI) | 0.1 | $1.0M | 3.2k | 317.45 | |
| Workday Cl A (WDAY) | 0.1 | $987k | 4.1k | 240.00 | |
| Comerica Incorporated (CMA) | 0.1 | $934k | 16k | 59.65 | |
| Southern Company (SO) | 0.1 | $875k | 9.5k | 91.83 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $867k | 3.4k | 253.23 | |
| United Parcel Service CL B (UPS) | 0.1 | $854k | 8.5k | 100.94 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $852k | 4.8k | 176.75 | |
| Schlumberger Com Stk (SLB) | 0.1 | $790k | 23k | 33.80 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $775k | 9.7k | 80.23 | |
| Roper Industries (ROP) | 0.1 | $708k | 1.2k | 566.84 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $704k | 5.3k | 133.31 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $702k | 1.3k | 561.94 | |
| Marvell Technology (MRVL) | 0.1 | $695k | 9.0k | 77.40 | |
| Monroe Cap (MRCC) | 0.1 | $680k | 107k | 6.36 | |
| SYSCO Corporation (SYY) | 0.1 | $648k | 8.6k | 75.74 | |
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $643k | 8.5k | 75.98 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $635k | 4.9k | 128.93 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $606k | 7.6k | 79.50 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $590k | 13k | 46.32 | |
| Fifth Third Ban (FITB) | 0.1 | $553k | 13k | 41.13 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $516k | 4.7k | 110.10 | |
| Oracle Corporation (ORCL) | 0.1 | $508k | 2.3k | 218.63 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $492k | 4.8k | 102.91 | |
| NVIDIA Corporation (NVDA) | 0.1 | $474k | 3.0k | 157.99 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $458k | 4.3k | 106.34 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $440k | 13k | 34.18 | |
| Colgate-Palmolive Company (CL) | 0.1 | $436k | 4.8k | 90.90 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $423k | 3.5k | 121.01 | |
| General Dynamics Corporation (GD) | 0.1 | $405k | 1.4k | 291.66 | |
| Walt Disney Company (DIS) | 0.0 | $393k | 3.2k | 124.01 | |
| Qualcomm (QCOM) | 0.0 | $386k | 2.4k | 159.27 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $367k | 13k | 29.21 | |
| Dynatrace Com New (DT) | 0.0 | $358k | 6.5k | 55.21 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $346k | 1.8k | 194.23 | |
| Northern Trust Corporation (NTRS) | 0.0 | $344k | 2.7k | 126.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $320k | 1.1k | 304.83 | |
| Spdr Series Trust Portfli High Yld (SPHY) | 0.0 | $319k | 13k | 23.80 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $306k | 2.3k | 133.04 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $306k | 720.00 | 424.58 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $293k | 3.8k | 77.34 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $288k | 1.5k | 195.42 | |
| Waste Management (WM) | 0.0 | $264k | 1.2k | 228.82 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $261k | 340.00 | 767.34 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $258k | 933.00 | 276.94 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $254k | 4.1k | 62.64 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $253k | 1.1k | 226.49 | |
| Chubb (CB) | 0.0 | $252k | 868.00 | 289.72 | |
| T. Rowe Price (TROW) | 0.0 | $249k | 2.6k | 96.50 | |
| Murphy Usa (MUSA) | 0.0 | $244k | 600.00 | 406.80 | |
| American Tower Reit (AMT) | 0.0 | $241k | 1.1k | 221.02 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $234k | 4.0k | 58.78 | |
| Union Pacific Corporation (UNP) | 0.0 | $230k | 1.0k | 230.08 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $229k | 4.4k | 52.07 | |
| Entergy Corporation (ETR) | 0.0 | $228k | 2.7k | 83.12 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $225k | 363.00 | 620.90 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $225k | 13k | 16.76 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $214k | 1.5k | 138.68 | |
| Alliant Energy Corporation (LNT) | 0.0 | $210k | 3.5k | 60.47 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $208k | 2.3k | 90.98 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $206k | 1.6k | 132.14 | |
| Royce Value Trust (RVT) | 0.0 | $154k | 10k | 15.05 | |
| Transocean Registered Shs (RIG) | 0.0 | $32k | 12k | 2.59 |
