LaFleur & Godfrey

LaFleur & Godfrey as of Sept. 30, 2026

Portfolio Holdings for LaFleur & Godfrey

LaFleur & Godfrey holds 144 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.8 $65M 195k 333.02
Microsoft Corporation (MSFT) 5.2 $43M 84k 512.90
JPMorgan Chase & Co. (JPM) 4.7 $39M 117k 330.83
Johnson & Johnson (JNJ) 3.9 $32M 122k 264.74
Caterpillar (CAT) 3.6 $30M 37k 810.79
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.0 $25M 490k 51.05
Palantir Technologies Cl A (PLTR) 2.9 $24M 127k 187.05
Raytheon Technologies Corp (RTX) 2.8 $23M 124k 185.65
Stryker Corporation (SYK) 2.7 $23M 83k 275.39
Broadcom (AVGO) 2.6 $22M 61k 351.19
Thermo Fisher Scientific (TMO) 2.4 $20M 29k 675.05
Ecolab (ECL) 2.3 $19M 70k 274.58
Abbvie (ABBV) 2.2 $18M 70k 261.59
Woodward Governor Company (WWD) 2.1 $18M 54k 328.59
Amazon (AMZN) 2.1 $17M 70k 249.15
Constellation Energy (CEG) 2.0 $16M 65k 254.02
Vulcan Materials Company (VMC) 1.7 $14M 57k 244.63
Space Exploration Techn Corp Class A Com Stk (SPCX) 1.6 $13M 88k 150.86
Chevron Corporation (CVX) 1.6 $13M 64k 204.21
American Express Company (AXP) 1.6 $13M 43k 304.10
Intuitive Surgical Com New (ISRG) 1.5 $12M 30k 406.63
Amphenol Corp Cl A (APH) 1.5 $12M 145k 84.30
Merck & Co (MRK) 1.4 $12M 81k 145.31
Paychex (PAYX) 1.4 $12M 119k 98.50
Ge Vernova (GEV) 1.4 $12M 12k 950.49
Watsco, Incorporated (WSO) 1.4 $12M 39k 302.69
salesforce (CRM) 1.4 $12M 51k 229.57
Nextera Energy (NEE) 1.3 $11M 146k 75.74
Alcon Ord Shs (ALC) 1.3 $11M 168k 64.75
Curtiss-Wright (CW) 1.2 $10M 18k 543.82
Netflix (NFLX) 1.0 $8.6M 123k 69.58
Alphabet Cap Stk Cl C (GOOG) 1.0 $8.4M 25k 340.74
Church & Dwight (CHD) 0.9 $7.8M 83k 94.22
Alphabet Cap Stk Cl A (GOOGL) 0.9 $7.7M 22k 344.08
Cisco Systems (CSCO) 0.9 $7.6M 70k 107.63
Honeywell International (HON) 0.9 $7.4M 35k 210.94
Procter & Gamble Company (PG) 0.9 $7.4M 51k 145.28
Abbott Laboratories (ABT) 0.8 $6.5M 66k 98.83
Blackstone Secd Lending Common Stock (BXSL) 0.8 $6.5M 272k 23.98
Charles Schwab Corporation (SCHW) 0.8 $6.2M 64k 97.74
Exxonmobil Holdings Corp Com Shs (XOM) 0.7 $6.2M 38k 162.75
Applied Materials (AMAT) 0.7 $5.9M 12k 511.38
Wal-Mart Stores (WMT) 0.7 $5.8M 55k 103.92
Costco Wholesale Corporation (COST) 0.7 $5.7M 6.2k 910.32
Pepsi (PEP) 0.7 $5.6M 44k 126.72
Steris Shs Usd (STE) 0.7 $5.5M 26k 210.01
International Business Machines (IBM) 0.7 $5.4M 25k 219.93
Truist Financial Corp equities (TFC) 0.6 $4.9M 106k 46.30
Copart (CPRT) 0.6 $4.7M 174k 27.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $4.7M 9.4k 497.95
IDEXX Laboratories (IDXX) 0.5 $4.0M 7.7k 522.19
Amgen (AMGN) 0.5 $4.0M 9.4k 421.51
L3harris Technologies (LHX) 0.4 $3.5M 15k 236.78
Air Products & Chemicals (APD) 0.4 $3.4M 12k 278.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $3.3M 65k 51.23
Medtronic SHS (MDT) 0.4 $3.3M 38k 86.29
Hershey Company (HSY) 0.4 $3.2M 20k 157.61
Automatic Data Processing (ADP) 0.4 $3.0M 12k 258.06
Oneok (OKE) 0.4 $3.0M 35k 85.27
Verizon Communications (VZ) 0.4 $3.0M 65k 45.87
Home Depot (HD) 0.3 $2.5M 8.8k 284.50
Danaher Corporation (DHR) 0.3 $2.3M 10k 221.55
Bristol Myers Squibb (BMY) 0.3 $2.3M 36k 62.40
Waste Management (WM) 0.3 $2.3M 11k 203.92
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.3 $2.2M 25k 90.11
McDonald's Corporation (MCD) 0.2 $2.1M 8.9k 230.95
Evergy (EVRG) 0.2 $2.0M 26k 78.44
Coca-Cola Company (KO) 0.2 $2.0M 23k 86.08
Te Connectivity Ord Shs (TEL) 0.2 $1.9M 8.9k 211.08
State Street Corporation (STT) 0.2 $1.8M 11k 174.59
Mercantile Bank (MBWM) 0.2 $1.7M 29k 58.32
Starbucks Corporation (SBUX) 0.2 $1.7M 18k 93.96
Illinois Tool Works (ITW) 0.2 $1.7M 6.6k 257.28
Marvell Technology (MRVL) 0.2 $1.5M 5.7k 264.21
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.4M 1.8k 762.63
Blackrock (BLK) 0.2 $1.4M 1.3k 1058.29
First Solar (FSLR) 0.2 $1.3M 7.7k 175.16
Vanguard Index Fds Mrngstr Val Etf (VTV) 0.2 $1.3M 5.8k 216.09
Waters Corporation (WAT) 0.1 $1.2M 2.8k 439.39
Gentex Corporation (GNTX) 0.1 $1.2M 55k 21.74
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $1.2M 13k 93.89
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.2M 2.1k 546.17
EOG Resources (EOG) 0.1 $1.1M 8.0k 137.76
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $1.0M 5.3k 195.75
Micron Technology (MU) 0.1 $1.0M 964.00 1065.11
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $991k 11k 91.75
United Parcel Svcs CL B (UPS) 0.1 $932k 10k 93.44
Accenture Plc Ireland Shs Class A (ACN) 0.1 $909k 5.0k 183.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $904k 5.8k 155.20
Intel Corporation (INTC) 0.1 $884k 7.3k 120.23
Adobe Systems Incorporated (ADBE) 0.1 $843k 3.5k 239.94
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.1 $839k 16k 51.41
Roper Industries (ROP) 0.1 $822k 2.4k 349.41
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $812k 18k 44.89
NVIDIA Corporation (NVDA) 0.1 $767k 3.4k 228.38
Fifth Third Ban (FITB) 0.1 $659k 13k 50.58
Southern Company (SO) 0.1 $612k 7.4k 82.89
SYSCO Corporation (SYY) 0.1 $596k 7.6k 77.96
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $570k 4.0k 142.26
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $542k 5.2k 104.54
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $529k 5.3k 99.70
Tesla Motors (TSLA) 0.1 $513k 1.4k 354.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $496k 6.4k 77.25
General Dynamics Corporation (GD) 0.1 $489k 1.5k 331.83
Colgate-Palmolive Company (CL) 0.1 $451k 5.3k 85.32
Spdr Series Trust St Port High Etf (SPHY) 0.1 $426k 19k 22.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $410k 784.00 522.81
Vanguard Index Fds MRNGSTR SM CP GR (VBK) 0.0 $396k 1.2k 337.83
Nike CL B (NKE) 0.0 $395k 11k 35.40
Kadant (KAI) 0.0 $390k 1.5k 261.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $384k 11k 35.93
Ishares Tr Core S&p500 Etf (IVV) 0.0 $379k 495.00 765.85
Novartis Sponsored Adr (NVS) 0.0 $372k 2.6k 142.57
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $369k 2.3k 160.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $365k 5.0k 72.86
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $362k 5.0k 71.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $359k 1.4k 247.93
Zscaler Incorporated (ZS) 0.0 $356k 1.8k 199.42
Spdr Gold Tr Gold Shs (GLD) 0.0 $354k 930.00 380.84
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $337k 1.5k 228.28
Zoetis Cl A (ZTS) 0.0 $334k 4.8k 69.83
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $325k 6.4k 51.15
Walt Disney Company (DIS) 0.0 $322k 3.1k 104.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $321k 2.6k 125.26
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $314k 689.00 456.19
Qualcomm (QCOM) 0.0 $305k 1.7k 184.06
Manulife Finl Corp (MFC) 0.0 $303k 7.1k 42.59
Murphy Usa (MUSA) 0.0 $302k 600.00 504.03
Union Pacific Corporation (UNP) 0.0 $286k 1.0k 272.13
Ishares Tr Us Infrastruc (IFRA) 0.0 $282k 5.1k 55.03
Kimberly-Clark Corporation (KMB) 0.0 $275k 2.8k 97.44
Vanguard Index Fds MRNGSTR TTL STK (VTI) 0.0 $270k 721.00 374.00
Uber Technologies (UBER) 0.0 $261k 3.8k 68.51
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $251k 2.3k 109.61
Horizon Technology Fin (HRZN) 0.0 $248k 54k 4.59
Crowdstrike Hldgs Cl A (CRWD) 0.0 $245k 924.00 264.75
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $237k 2.7k 87.80
T. Rowe Price (TROW) 0.0 $236k 2.3k 104.05
The Trade Desk Com Cl A (TTD) 0.0 $202k 17k 12.17
Entergy Corporation (ETR) 0.0 $201k 2.0k 99.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $201k 4.2k 47.36
Huntington Bancshares Incorporated (HBAN) 0.0 $193k 13k 15.26
Marathon Digital Holdings In (MARA) 0.0 $190k 17k 11.33
Transocean Registered Shs (RIG) 0.0 $65k 12k 5.24