LaFleur & Godfrey as of Dec. 31, 2025
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 145 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $58M | 214k | 271.86 | |
| JPMorgan Chase & Co. (JPM) | 5.0 | $41M | 128k | 322.22 | |
| Microsoft Corporation (MSFT) | 4.7 | $39M | 80k | 483.62 | |
| Johnson & Johnson (JNJ) | 3.4 | $28M | 135k | 206.95 | |
| Caterpillar (CAT) | 3.3 | $27M | 48k | 572.87 | |
| Broadcom (AVGO) | 3.2 | $26M | 75k | 346.10 | |
| Raytheon Technologies Corp (RTX) | 3.1 | $26M | 141k | 183.40 | |
| Stryker Corporation (SYK) | 3.0 | $25M | 71k | 351.47 | |
| Palantir Technologies Cl A (PLTR) | 2.7 | $22M | 123k | 177.75 | |
| Constellation Energy (CEG) | 2.6 | $21M | 60k | 353.27 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.5 | $21M | 406k | 50.86 | |
| Ecolab (ECL) | 2.3 | $19M | 72k | 262.52 | |
| Woodward Governor Company (WWD) | 2.2 | $19M | 61k | 302.32 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $17M | 30k | 579.45 | |
| Abbvie (ABBV) | 2.0 | $16M | 72k | 228.49 | |
| Vulcan Materials Company (VMC) | 2.0 | $16M | 57k | 285.22 | |
| American Express Company (AXP) | 1.9 | $16M | 43k | 369.95 | |
| Amazon (AMZN) | 1.9 | $16M | 68k | 230.82 | |
| Alcon Ord Shs (ALC) | 1.8 | $15M | 184k | 78.81 | |
| Watsco, Incorporated (WSO) | 1.5 | $13M | 37k | 336.95 | |
| Paychex (PAYX) | 1.5 | $12M | 108k | 112.18 | |
| Zscaler Incorporated (ZS) | 1.4 | $12M | 53k | 224.92 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $12M | 96k | 120.34 | |
| Curtiss-Wright (CW) | 1.4 | $12M | 21k | 551.27 | |
| Ge Vernova (GEV) | 1.4 | $11M | 17k | 653.57 | |
| Amphenol Corp Cl A (APH) | 1.3 | $11M | 80k | 135.14 | |
| Nextera Energy (NEE) | 1.3 | $11M | 134k | 80.28 | |
| Abbott Laboratories (ABT) | 1.3 | $10M | 83k | 125.29 | |
| Chevron Corporation (CVX) | 1.2 | $10M | 67k | 152.41 | |
| International Business Machines (IBM) | 1.2 | $10M | 34k | 296.21 | |
| Honeywell International (HON) | 1.2 | $10M | 52k | 195.09 | |
| Merck & Co (MRK) | 1.2 | $9.7M | 92k | 105.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $8.8M | 28k | 313.80 | |
| Steris Shs Usd (STE) | 1.0 | $8.6M | 34k | 253.52 | |
| Copart (CPRT) | 0.9 | $7.7M | 197k | 39.15 | |
| Procter & Gamble Company (PG) | 0.9 | $7.4M | 52k | 143.31 | |
| Wal-Mart Stores (WMT) | 0.9 | $7.4M | 66k | 111.41 | |
| Church & Dwight (CHD) | 0.9 | $7.3M | 87k | 83.85 | |
| Hologic (HOLX) | 0.9 | $7.1M | 95k | 74.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $7.0M | 22k | 313.00 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.8 | $6.8M | 257k | 26.33 | |
| Pepsi (PEP) | 0.8 | $6.7M | 46k | 143.52 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $6.3M | 63k | 99.91 | |
| Cisco Systems (CSCO) | 0.7 | $6.0M | 78k | 77.03 | |
| Truist Financial Corp equities (TFC) | 0.7 | $5.9M | 120k | 49.21 | |
| IDEXX Laboratories (IDXX) | 0.7 | $5.7M | 8.5k | 676.53 | |
| L3harris Technologies (LHX) | 0.6 | $5.0M | 17k | 293.57 | |
| Medtronic SHS (MDT) | 0.6 | $5.0M | 52k | 96.06 | |
| Applied Materials (AMAT) | 0.5 | $4.3M | 17k | 256.99 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.2M | 8.4k | 502.65 | |
| Danaher Corporation (DHR) | 0.5 | $4.0M | 17k | 228.92 | |
| Hershey Company (HSY) | 0.5 | $3.9M | 21k | 181.98 | |
| Amgen (AMGN) | 0.4 | $3.6M | 11k | 327.31 | |
| Automatic Data Processing (ADP) | 0.4 | $3.4M | 13k | 257.23 | |
| Home Depot (HD) | 0.4 | $3.3M | 9.6k | 344.11 | |
| Air Products & Chemicals (APD) | 0.4 | $3.3M | 13k | 247.02 | |
| McDonald's Corporation (MCD) | 0.4 | $3.2M | 10k | 305.63 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $2.6M | 49k | 52.88 | |
| Waste Management (WM) | 0.3 | $2.5M | 11k | 219.71 | |
| Oneok (OKE) | 0.3 | $2.4M | 33k | 73.50 | |
| Verizon Communications (VZ) | 0.3 | $2.3M | 57k | 40.73 | |
| Gentex Corporation (GNTX) | 0.3 | $2.3M | 100k | 23.27 | |
| Coca-Cola Company (KO) | 0.3 | $2.1M | 30k | 69.91 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $2.1M | 54k | 37.96 | |
| First Solar (FSLR) | 0.2 | $2.0M | 7.7k | 261.23 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.9M | 35k | 53.94 | |
| Zoetis Cl A (ZTS) | 0.2 | $1.8M | 15k | 125.82 | |
| Evergy (EVRG) | 0.2 | $1.8M | 25k | 72.49 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.8M | 5.1k | 349.99 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.8M | 3.6k | 487.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 2.6k | 681.92 | |
| Illinois Tool Works (ITW) | 0.2 | $1.7M | 6.7k | 246.30 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.6M | 19k | 84.21 | |
| State Street Corporation (STT) | 0.2 | $1.6M | 12k | 129.01 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.6M | 2.6k | 605.01 | |
| Blackrock (BLK) | 0.2 | $1.5M | 1.4k | 1070.34 | |
| Mercantile Bank (MBWM) | 0.2 | $1.4M | 29k | 48.10 | |
| Roper Industries (ROP) | 0.2 | $1.3M | 3.0k | 445.13 | |
| Waters Corporation (WAT) | 0.2 | $1.3M | 3.3k | 379.83 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | 4.5k | 268.30 | |
| Comerica Incorporated | 0.1 | $1.2M | 13k | 86.93 | |
| Nike CL B (NKE) | 0.1 | $1.0M | 16k | 63.71 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $999k | 5.2k | 190.98 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $975k | 6.8k | 143.97 | |
| Netflix (NFLX) | 0.1 | $930k | 9.9k | 93.76 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $891k | 11k | 79.84 | |
| EOG Resources (EOG) | 0.1 | $849k | 8.1k | 105.01 | |
| Southern Company (SO) | 0.1 | $814k | 9.3k | 87.20 | |
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $810k | 9.8k | 82.34 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $797k | 5.6k | 143.52 | |
| Monroe Cap (MRCC) | 0.1 | $780k | 123k | 6.37 | |
| Kadant (KAI) | 0.1 | $775k | 2.7k | 285.02 | |
| United Parcel Service CL B (UPS) | 0.1 | $763k | 7.7k | 99.19 | |
| Workday Cl A (WDAY) | 0.1 | $753k | 3.5k | 214.78 | |
| Marvell Technology (MRVL) | 0.1 | $747k | 8.8k | 84.98 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $730k | 16k | 46.29 | |
| Tyson Foods Cl A (TSN) | 0.1 | $659k | 11k | 58.62 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $601k | 16k | 38.36 | |
| SYSCO Corporation (SYY) | 0.1 | $599k | 8.1k | 73.69 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $570k | 4.6k | 123.26 | |
| Northern Trust Corporation (NTRS) | 0.1 | $568k | 4.2k | 136.59 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $532k | 6.7k | 79.73 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $517k | 5.0k | 102.39 | |
| Fifth Third Ban (FITB) | 0.1 | $501k | 11k | 46.81 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $494k | 10k | 48.58 | |
| Oracle Corporation (ORCL) | 0.1 | $489k | 2.5k | 194.91 | |
| NVIDIA Corporation (NVDA) | 0.1 | $488k | 2.6k | 186.50 | |
| General Dynamics Corporation (GD) | 0.1 | $468k | 1.4k | 336.66 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $460k | 3.3k | 137.87 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $460k | 4.3k | 106.70 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $437k | 771.00 | 566.36 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $416k | 1.1k | 396.31 | |
| Qualcomm (QCOM) | 0.1 | $415k | 2.4k | 171.06 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $386k | 16k | 23.67 | |
| Colgate-Palmolive Company (CL) | 0.0 | $379k | 4.8k | 79.02 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $376k | 12k | 32.62 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $374k | 3.7k | 100.89 | |
| Keurig Dr Pepper (KDP) | 0.0 | $365k | 13k | 28.01 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $342k | 1.6k | 210.34 | |
| Walt Disney Company (DIS) | 0.0 | $341k | 3.0k | 113.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $339k | 1.1k | 303.89 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $335k | 4.3k | 77.88 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $325k | 2.3k | 141.16 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $323k | 1.1k | 302.11 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $316k | 668.00 | 473.30 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $313k | 1.5k | 212.07 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $312k | 5.0k | 62.15 | |
| Costco Wholesale Corporation (COST) | 0.0 | $300k | 348.00 | 863.28 | |
| Advanced Micro Devices (AMD) | 0.0 | $275k | 1.3k | 214.16 | |
| Intel Corporation (INTC) | 0.0 | $272k | 7.4k | 36.90 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $265k | 3.1k | 85.77 | |
| T. Rowe Price (TROW) | 0.0 | $264k | 2.6k | 102.38 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $258k | 4.9k | 52.62 | |
| Manulife Finl Corp (MFC) | 0.0 | $258k | 7.1k | 36.28 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $248k | 362.00 | 684.94 | |
| Murphy Usa (MUSA) | 0.0 | $242k | 600.00 | 403.52 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $241k | 14k | 17.35 | |
| Entergy Corporation (ETR) | 0.0 | $233k | 2.5k | 92.43 | |
| Union Pacific Corporation (UNP) | 0.0 | $231k | 1.0k | 231.32 | |
| Micron Technology (MU) | 0.0 | $228k | 799.00 | 285.41 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $222k | 2.3k | 96.88 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $219k | 482.00 | 453.36 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $201k | 346.00 | 580.71 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $201k | 3.7k | 54.77 | |
| Transocean Registered Shs (RIG) | 0.0 | $51k | 12k | 4.13 |
