LaFleur & Godfrey as of June 30, 2026
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 149 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $59M | 203k | 289.36 | |
| Caterpillar (CAT) | 5.1 | $43M | 40k | 1064.89 | |
| JPMorgan Chase & Co. (JPM) | 4.8 | $40M | 123k | 327.33 | |
| Johnson & Johnson (JNJ) | 3.8 | $32M | 126k | 253.97 | |
| Microsoft Corporation (MSFT) | 3.7 | $31M | 84k | 373.02 | |
| Broadcom (AVGO) | 3.1 | $26M | 68k | 377.75 | |
| Raytheon Technologies Corp (RTX) | 3.0 | $25M | 132k | 189.73 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 2.9 | $25M | 485k | 51.05 | |
| Woodward Governor Company (WWD) | 2.8 | $24M | 56k | 425.44 | |
| Stryker Corporation (SYK) | 2.8 | $24M | 76k | 314.84 | |
| Ecolab (ECL) | 2.4 | $20M | 72k | 278.61 | |
| Abbvie (ABBV) | 2.2 | $18M | 73k | 251.64 | |
| Ge Vernova (GEV) | 2.0 | $17M | 15k | 1174.86 | |
| Vulcan Materials Company (VMC) | 2.0 | $17M | 56k | 295.01 | |
| Amazon (AMZN) | 1.9 | $16M | 69k | 238.34 | |
| Constellation Energy (CEG) | 1.9 | $16M | 65k | 248.37 | |
| Watsco, Incorporated (WSO) | 1.8 | $15M | 37k | 416.73 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $15M | 30k | 501.36 | |
| Curtiss-Wright (CW) | 1.7 | $15M | 19k | 757.77 | |
| American Express Company (AXP) | 1.7 | $14M | 43k | 338.25 | |
| Palantir Technologies Cl A (PLTR) | 1.7 | $14M | 123k | 116.67 | |
| Netflix (NFLX) | 1.7 | $14M | 201k | 71.40 | |
| Amphenol Corp Cl A (APH) | 1.6 | $13M | 75k | 176.32 | |
| Nextera Energy (NEE) | 1.5 | $13M | 146k | 87.77 | |
| Alcon Ord Shs (ALC) | 1.4 | $12M | 176k | 67.10 | |
| Paychex (PAYX) | 1.4 | $12M | 118k | 98.33 | |
| International Business Machines (IBM) | 1.3 | $11M | 39k | 281.21 | |
| Merck & Co (MRK) | 1.3 | $11M | 86k | 128.50 | |
| Chevron Corporation (CVX) | 1.3 | $11M | 65k | 165.76 | |
| Applied Materials (AMAT) | 1.1 | $9.4M | 13k | 723.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $9.0M | 26k | 353.34 | |
| Cisco Systems (CSCO) | 1.0 | $8.6M | 73k | 117.46 | |
| Church & Dwight (CHD) | 1.0 | $8.2M | 84k | 96.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.7M | 22k | 357.37 | |
| Procter & Gamble Company (PG) | 0.9 | $7.4M | 50k | 146.64 | |
| salesforce (CRM) | 0.9 | $7.2M | 46k | 156.66 | |
| Abbott Laboratories (ABT) | 0.8 | $7.0M | 77k | 90.74 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.8 | $6.6M | 278k | 23.71 | |
| Steris Shs Usd (STE) | 0.8 | $6.3M | 30k | 210.57 | |
| Wal-Mart Stores (WMT) | 0.8 | $6.3M | 56k | 113.26 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $6.1M | 66k | 92.27 | |
| Pepsi (PEP) | 0.7 | $6.1M | 45k | 135.40 | |
| Truist Financial Corp equities (TFC) | 0.7 | $5.7M | 114k | 49.82 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $5.5M | 41k | 136.72 | |
| Honeywell International (HON) | 0.7 | $5.5M | 25k | 223.90 | |
| Honeywell Aerospace (HONA) | 0.6 | $5.5M | 25k | 221.08 | |
| Copart (CPRT) | 0.6 | $5.1M | 180k | 28.19 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.5M | 8.9k | 500.39 | |
| L3harris Technologies (LHX) | 0.5 | $4.5M | 15k | 290.59 | |
| IDEXX Laboratories (IDXX) | 0.5 | $4.3M | 8.2k | 526.44 | |
| Air Products & Chemicals (APD) | 0.4 | $3.6M | 12k | 293.18 | |
| Hershey Company (HSY) | 0.4 | $3.6M | 21k | 175.45 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $3.6M | 68k | 52.41 | |
| Amgen (AMGN) | 0.4 | $3.4M | 9.4k | 362.12 | |
| Medtronic SHS (MDT) | 0.4 | $3.4M | 43k | 78.23 | |
| Home Depot (HD) | 0.4 | $3.2M | 9.0k | 352.69 | |
| Oneok (OKE) | 0.3 | $2.9M | 33k | 86.94 | |
| Verizon Communications (VZ) | 0.3 | $2.7M | 65k | 42.34 | |
| Automatic Data Processing (ADP) | 0.3 | $2.6M | 12k | 223.95 | |
| Danaher Corporation (DHR) | 0.3 | $2.6M | 14k | 190.48 | |
| McDonald's Corporation (MCD) | 0.3 | $2.5M | 9.1k | 270.32 | |
| Waste Management (WM) | 0.3 | $2.5M | 11k | 222.88 | |
| Evergy (EVRG) | 0.3 | $2.2M | 26k | 86.43 | |
| Tyson Foods Cl A (TSN) | 0.3 | $2.2M | 38k | 57.25 | |
| Bristol Myers Squibb (BMY) | 0.3 | $2.1M | 37k | 57.62 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.0M | 24k | 86.14 | |
| The Trade Desk Com Cl A (TTD) | 0.2 | $2.0M | 112k | 18.08 | |
| Starbucks Corporation (SBUX) | 0.2 | $2.0M | 20k | 102.19 | |
| Marvell Technology (MRVL) | 0.2 | $2.0M | 6.7k | 297.89 | |
| Te Connectivity Ord Shs (TEL) | 0.2 | $2.0M | 9.7k | 201.61 | |
| Coca-Cola Company (KO) | 0.2 | $1.9M | 24k | 81.27 | |
| State Street Corporation (STT) | 0.2 | $1.8M | 11k | 169.60 | |
| First Solar (FSLR) | 0.2 | $1.8M | 7.7k | 235.96 | |
| Illinois Tool Works (ITW) | 0.2 | $1.8M | 6.5k | 270.47 | |
| Mercantile Bank (MBWM) | 0.2 | $1.8M | 31k | 57.42 | |
| Gentex Corporation (GNTX) | 0.2 | $1.5M | 59k | 25.27 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.4M | 1.9k | 746.77 | |
| Blackrock (BLK) | 0.1 | $1.2M | 1.3k | 961.56 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | 5.5k | 217.93 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $1.2M | 12k | 98.30 | |
| Micron Technology (MU) | 0.1 | $1.1M | 964.00 | 1154.29 | |
| Waters Corporation (WAT) | 0.1 | $1.1M | 2.9k | 375.04 | |
| EOG Resources (EOG) | 0.1 | $1.0M | 8.0k | 129.73 | |
| United Parcel Svcs CL B (UPS) | 0.1 | $1.0M | 9.6k | 107.50 | |
| Intel Corporation (INTC) | 0.1 | $1.0M | 7.4k | 139.63 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.0M | 2.3k | 450.98 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.0M | 5.3k | 190.52 | |
| Fifth Third Ban (FITB) | 0.1 | $998k | 18k | 56.37 | |
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $945k | 10k | 91.38 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $910k | 5.8k | 158.03 | |
| Roper Industries (ROP) | 0.1 | $877k | 2.6k | 338.39 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $862k | 4.2k | 205.02 | |
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $855k | 19k | 46.05 | |
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.1 | $820k | 16k | 52.88 | |
| Kadant (KAI) | 0.1 | $747k | 2.4k | 314.23 | |
| Southern Company (SO) | 0.1 | $709k | 7.4k | 95.72 | |
| NVIDIA Corporation (NVDA) | 0.1 | $687k | 3.4k | 200.09 | |
| SYSCO Corporation (SYY) | 0.1 | $673k | 8.0k | 83.58 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $552k | 5.2k | 106.47 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $551k | 4.0k | 137.53 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $548k | 5.4k | 102.16 | |
| Horizon Technology Fin (HRZN) | 0.1 | $542k | 115k | 4.73 | |
| Zoetis Cl A (ZTS) | 0.1 | $538k | 7.5k | 71.86 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $518k | 4.2k | 124.44 | |
| General Dynamics Corporation (GD) | 0.1 | $512k | 1.4k | 354.24 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $507k | 6.4k | 79.03 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $479k | 3.1k | 156.72 | |
| Nike CL B (NKE) | 0.1 | $466k | 11k | 41.05 | |
| Colgate-Palmolive Company (CL) | 0.1 | $466k | 5.1k | 91.68 | |
| Spdr Series Trust St Port High Etf (SPHY) | 0.1 | $437k | 19k | 23.44 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $419k | 5.5k | 76.70 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $411k | 2.3k | 178.60 | |
| Keurig Dr Pepper (KDP) | 0.0 | $409k | 13k | 32.73 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $405k | 1.1k | 365.70 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $397k | 3.6k | 109.78 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $382k | 11k | 33.84 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $382k | 769.00 | 496.73 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $360k | 1.5k | 242.43 | |
| Costco Wholesale Corporation (COST) | 0.0 | $345k | 369.00 | 935.17 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $343k | 930.00 | 368.38 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $343k | 926.00 | 369.86 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $335k | 1.5k | 227.06 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $329k | 5.2k | 63.04 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $329k | 689.00 | 477.57 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $324k | 2.6k | 124.17 | |
| Murphy Usa (MUSA) | 0.0 | $323k | 600.00 | 538.87 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $315k | 3.6k | 88.60 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $309k | 777.00 | 397.68 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $308k | 1.4k | 212.77 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $302k | 6.1k | 49.41 | |
| Walt Disney Company (DIS) | 0.0 | $296k | 3.1k | 96.25 | |
| Qualcomm (QCOM) | 0.0 | $295k | 1.6k | 184.81 | |
| Manulife Finl Corp (MFC) | 0.0 | $288k | 7.1k | 40.51 | |
| Union Pacific Corporation (UNP) | 0.0 | $283k | 1.0k | 272.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $271k | 362.00 | 748.89 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $269k | 2.3k | 117.50 | |
| Zscaler Incorporated (ZS) | 0.0 | $266k | 1.9k | 141.15 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $260k | 775.00 | 334.82 | |
| T. Rowe Price (TROW) | 0.0 | $248k | 2.2k | 113.69 | |
| Uber Technologies (UBER) | 0.0 | $239k | 3.3k | 72.16 | |
| Nvent Elec SHS (NVT) | 0.0 | $234k | 1.4k | 169.61 | |
| Entergy Corporation (ETR) | 0.0 | $233k | 2.0k | 114.86 | |
| Marathon Digital Holdings In (MARA) | 0.0 | $233k | 17k | 13.89 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $229k | 13k | 17.73 | |
| Generac Holdings (GNRC) | 0.0 | $219k | 749.00 | 292.81 | |
| Alliant Energy Corporation (LNT) | 0.0 | $218k | 2.9k | 76.29 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $213k | 2.8k | 75.45 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $208k | 1.5k | 136.68 | |
| Transocean Registered Shs (RIG) | 0.0 | $60k | 12k | 4.89 |
