LaFleur & Godfrey

LaFleur & Godfrey as of March 31, 2026

Portfolio Holdings for LaFleur & Godfrey

LaFleur & Godfrey holds 141 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $52M 206k 253.79
JPMorgan Chase & Co. (JPM) 4.6 $37M 125k 294.16
Caterpillar (CAT) 4.1 $33M 46k 708.46
Johnson & Johnson (JNJ) 4.0 $32M 132k 244.44
Microsoft Corporation (MSFT) 3.7 $30M 81k 370.17
Raytheon Technologies Corp (RTX) 3.3 $26M 137k 192.90
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.0 $24M 466k 50.95
Stryker Corporation (SYK) 3.0 $24M 72k 328.59
Broadcom (AVGO) 2.8 $23M 74k 309.51
Woodward Governor Company (WWD) 2.6 $21M 59k 357.92
Ecolab (ECL) 2.4 $19M 71k 266.02
Palantir Technologies Cl A (PLTR) 2.2 $18M 120k 146.28
Constellation Energy (CEG) 2.2 $18M 63k 279.25
Exxon Mobil Corporation (XOM) 2.0 $16M 94k 169.66
Abbvie (ABBV) 1.9 $16M 71k 217.49
Vulcan Materials Company (VMC) 1.9 $15M 57k 272.30
Thermo Fisher Scientific (TMO) 1.9 $15M 31k 491.53
Ge Vernova (GEV) 1.8 $15M 17k 872.90
Amazon (AMZN) 1.8 $14M 69k 208.27
Chevron Corporation (CVX) 1.7 $14M 67k 206.90
Curtiss-Wright (CW) 1.7 $14M 20k 681.12
Alcon Ord Shs (ALC) 1.7 $14M 180k 75.35
Watsco, Incorporated (WSO) 1.7 $14M 37k 363.79
Nextera Energy (NEE) 1.6 $13M 141k 92.88
American Express Company (AXP) 1.6 $13M 43k 302.48
Honeywell International (HON) 1.4 $11M 51k 226.03
Netflix (NFLX) 1.3 $11M 111k 96.15
Merck & Co (MRK) 1.3 $11M 88k 120.29
Amphenol Corp Cl A (APH) 1.2 $10M 79k 126.35
Paychex (PAYX) 1.2 $10M 109k 92.12
International Business Machines (IBM) 1.1 $8.9M 37k 242.39
Church & Dwight (CHD) 1.0 $8.2M 88k 93.32
Abbott Laboratories (ABT) 1.0 $8.1M 78k 102.67
Procter & Gamble Company (PG) 0.9 $7.5M 52k 144.44
Alphabet Cap Stk Cl C (GOOG) 0.9 $7.4M 26k 286.86
Wal-Mart Stores (WMT) 0.9 $7.2M 58k 124.28
Zscaler Incorporated (ZS) 0.9 $7.2M 51k 140.29
Pepsi (PEP) 0.9 $7.1M 45k 155.29
Steris Shs Usd (STE) 0.9 $7.0M 32k 221.13
Blackstone Secd Lending Common Stock (BXSL) 0.8 $6.6M 279k 23.69
Copart (CPRT) 0.8 $6.5M 196k 33.20
Alphabet Cap Stk Cl A (GOOGL) 0.8 $6.4M 22k 287.56
Charles Schwab Corporation (SCHW) 0.8 $6.4M 68k 93.98
Cisco Systems (CSCO) 0.7 $5.9M 76k 77.59
L3harris Technologies (LHX) 0.7 $5.5M 16k 345.15
Truist Financial Corp equities (TFC) 0.7 $5.4M 118k 45.97
Applied Materials (AMAT) 0.6 $5.1M 15k 341.79
IDEXX Laboratories (IDXX) 0.6 $4.7M 8.4k 561.89
Medtronic SHS (MDT) 0.5 $4.4M 51k 86.65
Hershey Company (HSY) 0.5 $4.4M 21k 207.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.0M 8.3k 479.20
Air Products & Chemicals (APD) 0.5 $3.8M 13k 290.49
Amgen (AMGN) 0.4 $3.5M 10k 351.85
Verizon Communications (VZ) 0.4 $3.2M 65k 50.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $3.2M 62k 52.56
Home Depot (HD) 0.4 $3.1M 9.5k 328.90
Oneok (OKE) 0.4 $2.9M 32k 90.39
McDonald's Corporation (MCD) 0.3 $2.8M 9.0k 310.80
Waste Management (WM) 0.3 $2.6M 11k 229.79
Danaher Corporation (DHR) 0.3 $2.6M 14k 189.60
Automatic Data Processing (ADP) 0.3 $2.4M 12k 203.18
Bristol Myers Squibb (BMY) 0.3 $2.2M 37k 60.65
Evergy (EVRG) 0.3 $2.1M 26k 81.92
Starbucks Corporation (SBUX) 0.2 $2.0M 22k 89.59
Tyson Foods Cl A (TSN) 0.2 $1.9M 30k 64.07
Coca-Cola Company (KO) 0.2 $1.8M 23k 76.05
Illinois Tool Works (ITW) 0.2 $1.7M 6.5k 260.29
Zoetis Cl A (ZTS) 0.2 $1.6M 14k 118.21
State Street Corporation (STT) 0.2 $1.6M 13k 126.56
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.6M 3.7k 436.83
Mercantile Bank (MBWM) 0.2 $1.6M 32k 50.50
Gentex Corporation (GNTX) 0.2 $1.6M 72k 21.85
The Trade Desk Com Cl A (TTD) 0.2 $1.5M 68k 22.69
First Solar (FSLR) 0.2 $1.5M 7.7k 197.26
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.3M 2.1k 650.34
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $1.3M 2.5k 522.71
Blackrock (BLK) 0.2 $1.3M 1.3k 961.71
Adobe Systems Incorporated (ADBE) 0.2 $1.2M 5.1k 243.08
Fifth Third Ban (FITB) 0.1 $1.2M 26k 46.46
EOG Resources (EOG) 0.1 $1.2M 8.3k 144.57
Roper Industries (ROP) 0.1 $1.0M 2.9k 353.86
Vanguard Index Fds Value Etf (VTV) 0.1 $1.0M 5.2k 196.20
Accenture Plc Ireland Shs Class A (ACN) 0.1 $966k 4.9k 198.29
Waters Corporation (WAT) 0.1 $900k 3.0k 297.80
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $887k 11k 78.77
United Parcel Svcs CL B (UPS) 0.1 $854k 8.7k 98.38
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $831k 6.3k 132.90
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $830k 9.8k 84.79
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $827k 5.6k 148.10
Nike CL B (NKE) 0.1 $788k 15k 52.82
Kadant (KAI) 0.1 $777k 2.7k 292.35
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $773k 17k 46.07
Southern Company (SO) 0.1 $681k 7.1k 96.52
Marvell Technology (MRVL) 0.1 $661k 6.7k 99.05
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $629k 15k 40.81
SYSCO Corporation (SYY) 0.1 $576k 8.1k 71.33
Monroe Cap (MRCC) 0.1 $563k 123k 4.60
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $533k 5.2k 103.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $529k 6.7k 79.27
NVIDIA Corporation (NVDA) 0.1 $526k 3.0k 174.40
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $515k 4.8k 106.50
Novartis Sponsored Adr (NVS) 0.1 $510k 3.3k 152.75
General Dynamics Corporation (GD) 0.1 $489k 1.4k 343.22
Workday Cl A (WDAY) 0.1 $478k 3.7k 129.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $453k 4.0k 113.11
Spdr Gold Tr Gold Shs (GLD) 0.1 $452k 1.1k 430.29
Colgate-Palmolive Company (CL) 0.1 $422k 5.0k 85.23
Spdr Series Trust State Street Spd (SPHY) 0.0 $394k 17k 23.32
Solstice Advanced Matls Com Shs (SOLS) 0.0 $382k 5.0k 76.16
Costco Wholesale Corporation (COST) 0.0 $377k 378.00 996.11
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $367k 4.8k 77.18
Intuitive Surgical Com New (ISRG) 0.0 $355k 771.00 460.99
Kimberly-Clark Corporation (KMB) 0.0 $349k 3.6k 96.48
Keurig Dr Pepper (KDP) 0.0 $343k 13k 26.33
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $333k 2.3k 144.71
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $333k 1.6k 213.67
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $332k 744.00 446.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $328k 11k 29.13
Micron Technology (MU) 0.0 $326k 964.00 337.84
Intel Corporation (INTC) 0.0 $319k 7.2k 44.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $318k 1.1k 302.25
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $311k 1.5k 211.15
Murphy Usa (MUSA) 0.0 $296k 600.00 493.97
Advanced Micro Devices (AMD) 0.0 $292k 1.4k 203.43
Walt Disney Company (DIS) 0.0 $289k 3.0k 96.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $285k 668.00 426.40
Ishares Tr Us Infrastruc (IFRA) 0.0 $282k 4.9k 57.20
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $277k 5.2k 53.35
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $248k 2.7k 91.77
Entergy Corporation (ETR) 0.0 $247k 2.2k 112.36
Manulife Finl Corp (MFC) 0.0 $245k 7.1k 34.44
Union Pacific Corporation (UNP) 0.0 $243k 1.0k 242.62
Ishares Tr Core S&p500 Etf (IVV) 0.0 $237k 362.00 653.21
T. Rowe Price (TROW) 0.0 $235k 2.6k 90.14
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $230k 2.3k 100.62
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $225k 667.00 337.95
Huntington Bancshares Incorporated (HBAN) 0.0 $218k 14k 15.65
Qualcomm (QCOM) 0.0 $206k 1.6k 128.79
Alliant Energy Corporation (LNT) 0.0 $205k 2.9k 71.76
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $204k 1.4k 145.74
Transocean Registered Shs (RIG) 0.0 $82k 12k 6.63