LaFleur & Godfrey as of Sept. 30, 2025
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 142 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $56M | 219k | 254.63 | |
| Microsoft Corporation (MSFT) | 5.1 | $42M | 81k | 517.95 | |
| JPMorgan Chase & Co. (JPM) | 5.1 | $42M | 132k | 315.43 | |
| Stryker Corporation (SYK) | 3.3 | $27M | 73k | 369.67 | |
| Johnson & Johnson (JNJ) | 3.2 | $26M | 140k | 185.42 | |
| Broadcom (AVGO) | 3.1 | $26M | 79k | 329.91 | |
| Raytheon Technologies Corp (RTX) | 3.0 | $25M | 149k | 167.33 | |
| Caterpillar (CAT) | 2.9 | $24M | 51k | 477.15 | |
| Palantir Technologies Cl A (PLTR) | 2.9 | $24M | 129k | 182.42 | |
| Constellation Energy (CEG) | 2.5 | $20M | 62k | 329.07 | |
| Ecolab (ECL) | 2.5 | $20M | 74k | 273.86 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.4 | $20M | 386k | 51.09 | |
| Vulcan Materials Company (VMC) | 2.2 | $18M | 59k | 307.62 | |
| Abbvie (ABBV) | 2.1 | $18M | 76k | 231.54 | |
| Zscaler Incorporated (ZS) | 2.0 | $16M | 55k | 299.66 | |
| Woodward Governor Company (WWD) | 2.0 | $16M | 64k | 252.71 | |
| Watsco, Incorporated (WSO) | 1.9 | $16M | 38k | 404.30 | |
| Amazon (AMZN) | 1.8 | $15M | 69k | 219.57 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $15M | 31k | 485.02 | |
| American Express Company (AXP) | 1.7 | $14M | 42k | 332.16 | |
| Paychex (PAYX) | 1.7 | $14M | 110k | 126.76 | |
| Alcon Ord Shs (ALC) | 1.7 | $14M | 187k | 74.51 | |
| Honeywell International (HON) | 1.4 | $11M | 54k | 210.50 | |
| Curtiss-Wright (CW) | 1.4 | $11M | 21k | 542.94 | |
| Abbott Laboratories (ABT) | 1.4 | $11M | 85k | 133.94 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $11M | 100k | 112.75 | |
| Ge Vernova (GEV) | 1.3 | $11M | 18k | 614.90 | |
| Amphenol Corp Cl A (APH) | 1.3 | $11M | 86k | 123.75 | |
| Chevron Corporation (CVX) | 1.3 | $10M | 67k | 155.29 | |
| Nextera Energy (NEE) | 1.2 | $9.5M | 126k | 75.49 | |
| Copart (CPRT) | 1.1 | $9.3M | 207k | 44.97 | |
| International Business Machines (IBM) | 1.1 | $9.3M | 33k | 282.16 | |
| Steris Shs Usd (STE) | 1.1 | $9.1M | 37k | 247.44 | |
| Procter & Gamble Company (PG) | 1.0 | $7.9M | 52k | 153.65 | |
| Merck & Co (MRK) | 0.9 | $7.8M | 93k | 83.93 | |
| Church & Dwight (CHD) | 0.9 | $7.5M | 86k | 87.63 | |
| Hologic (HOLX) | 0.9 | $7.4M | 109k | 67.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $7.0M | 29k | 243.55 | |
| Wal-Mart Stores (WMT) | 0.8 | $6.9M | 67k | 103.06 | |
| Pepsi (PEP) | 0.8 | $6.7M | 48k | 140.44 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $6.6M | 69k | 95.47 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.7 | $5.9M | 225k | 26.07 | |
| IDEXX Laboratories (IDXX) | 0.7 | $5.7M | 8.9k | 638.89 | |
| Truist Financial Corp equities (TFC) | 0.7 | $5.4M | 118k | 45.72 | |
| L3harris Technologies (LHX) | 0.7 | $5.4M | 18k | 305.41 | |
| Cisco Systems (CSCO) | 0.6 | $5.3M | 78k | 68.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.3M | 22k | 243.10 | |
| Medtronic SHS (MDT) | 0.5 | $4.4M | 46k | 95.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.1M | 8.2k | 502.74 | |
| Hershey Company (HSY) | 0.5 | $4.1M | 22k | 187.05 | |
| Automatic Data Processing (ADP) | 0.5 | $4.0M | 14k | 293.50 | |
| Home Depot (HD) | 0.5 | $3.9M | 9.5k | 405.21 | |
| Danaher Corporation (DHR) | 0.4 | $3.7M | 19k | 198.26 | |
| Applied Materials (AMAT) | 0.4 | $3.5M | 17k | 204.74 | |
| Air Products & Chemicals (APD) | 0.4 | $3.5M | 13k | 272.72 | |
| McDonald's Corporation (MCD) | 0.4 | $3.3M | 11k | 303.89 | |
| Gentex Corporation (GNTX) | 0.4 | $3.3M | 115k | 28.30 | |
| The Trade Desk Com Cl A (TTD) | 0.4 | $3.2M | 66k | 49.01 | |
| Amgen (AMGN) | 0.4 | $3.1M | 11k | 282.20 | |
| Zoetis Cl A (ZTS) | 0.3 | $2.9M | 20k | 146.32 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $2.8M | 53k | 53.03 | |
| Fiserv (FI) | 0.3 | $2.8M | 22k | 128.93 | |
| Oneok (OKE) | 0.3 | $2.6M | 36k | 72.97 | |
| Verizon Communications (VZ) | 0.3 | $2.4M | 56k | 43.95 | |
| Coca-Cola Company (KO) | 0.2 | $2.0M | 30k | 66.32 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.0M | 5.6k | 352.75 | |
| Evergy (EVRG) | 0.2 | $1.9M | 24k | 76.02 | |
| Illinois Tool Works (ITW) | 0.2 | $1.8M | 6.7k | 260.76 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 2.6k | 666.18 | |
| First Solar (FSLR) | 0.2 | $1.7M | 7.8k | 220.53 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.7M | 37k | 45.10 | |
| Blackrock (BLK) | 0.2 | $1.7M | 1.4k | 1165.87 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.6M | 3.4k | 479.55 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.5M | 18k | 84.60 | |
| Mercantile Bank (MBWM) | 0.2 | $1.5M | 33k | 45.00 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.4M | 2.6k | 546.75 | |
| State Street Corporation (STT) | 0.1 | $1.2M | 10k | 116.01 | |
| Nike CL B (NKE) | 0.1 | $1.1M | 16k | 69.73 | |
| Waters Corporation (WAT) | 0.1 | $1.1M | 3.7k | 299.81 | |
| Comerica Incorporated (CMA) | 0.1 | $1.1M | 16k | 68.52 | |
| Kadant (KAI) | 0.1 | $1.1M | 3.6k | 297.58 | |
| Roper Industries (ROP) | 0.1 | $1.1M | 2.1k | 498.69 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | 4.3k | 246.60 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $965k | 3.4k | 281.86 | |
| Southern Company (SO) | 0.1 | $904k | 9.5k | 94.77 | |
| EOG Resources (EOG) | 0.1 | $891k | 7.9k | 112.12 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $878k | 4.7k | 186.51 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $805k | 9.7k | 82.73 | |
| Workday Cl A (WDAY) | 0.1 | $789k | 3.3k | 240.73 | |
| Marvell Technology (MRVL) | 0.1 | $753k | 9.0k | 84.07 | |
| Monroe Cap (MRCC) | 0.1 | $751k | 107k | 7.02 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $750k | 5.3k | 140.95 | |
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $705k | 8.8k | 80.35 | |
| SYSCO Corporation (SYY) | 0.1 | $669k | 8.1k | 82.34 | |
| Oracle Corporation (ORCL) | 0.1 | $654k | 2.3k | 281.24 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $644k | 14k | 46.41 | |
| United Parcel Service CL B (UPS) | 0.1 | $642k | 7.7k | 83.53 | |
| Fifth Third Ban (FITB) | 0.1 | $602k | 14k | 44.55 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $598k | 4.8k | 124.33 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $558k | 4.6k | 120.72 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $534k | 6.7k | 79.93 | |
| Northern Trust Corporation (NTRS) | 0.1 | $531k | 3.9k | 134.60 | |
| Keurig Dr Pepper (KDP) | 0.1 | $517k | 20k | 25.51 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $508k | 4.9k | 103.36 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $505k | 14k | 36.33 | |
| Schlumberger Com Stk (SLB) | 0.1 | $495k | 14k | 34.37 | |
| NVIDIA Corporation (NVDA) | 0.1 | $488k | 2.6k | 186.58 | |
| General Dynamics Corporation (GD) | 0.1 | $474k | 1.4k | 341.00 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $460k | 4.3k | 106.78 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $428k | 3.3k | 128.24 | |
| Qualcomm (QCOM) | 0.0 | $404k | 2.4k | 166.37 | |
| Colgate-Palmolive Company (CL) | 0.0 | $384k | 4.8k | 79.94 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $373k | 1.1k | 355.47 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $373k | 12k | 31.91 | |
| Spdr Series Trust Portfli High Yld (SPHY) | 0.0 | $349k | 15k | 23.94 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $344k | 1.7k | 203.59 | |
| Walt Disney Company (DIS) | 0.0 | $344k | 3.0k | 114.50 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $336k | 4.4k | 76.41 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $329k | 736.00 | 447.23 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $326k | 2.3k | 141.50 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $323k | 690.00 | 468.41 | |
| Costco Wholesale Corporation (COST) | 0.0 | $323k | 348.00 | 926.64 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $313k | 4.0k | 78.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $312k | 1.1k | 279.29 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $305k | 1.5k | 206.51 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $283k | 952.00 | 297.62 | |
| T. Rowe Price (TROW) | 0.0 | $265k | 2.6k | 102.64 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $263k | 4.4k | 60.08 | |
| Waste Management (WM) | 0.0 | $254k | 1.2k | 220.83 | |
| Intel Corporation (INTC) | 0.0 | $248k | 7.4k | 33.55 | |
| Entergy Corporation (ETR) | 0.0 | $246k | 2.6k | 93.19 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $242k | 362.00 | 669.30 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $242k | 346.00 | 698.00 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $237k | 4.5k | 52.82 | |
| Union Pacific Corporation (UNP) | 0.0 | $236k | 1.0k | 236.37 | |
| Alliant Energy Corporation (LNT) | 0.0 | $234k | 3.5k | 67.41 | |
| Murphy Usa (MUSA) | 0.0 | $233k | 600.00 | 388.26 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $219k | 2.3k | 95.89 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $219k | 13k | 17.27 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $206k | 1.4k | 142.41 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $204k | 1.5k | 139.67 | |
| Transocean Registered Shs (RIG) | 0.0 | $38k | 12k | 3.12 |
