LaFleur & Godfrey as of June 30, 2011
Portfolio Holdings for LaFleur & Godfrey
LaFleur & Godfrey holds 57 positions in its portfolio as reported in the June 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Gentex Corporation (GNTX) | 7.0 | $25M | 837k | 30.23 | |
| Barrick Gold Corp (GOLD) | 6.8 | $25M | 548k | 45.29 | |
| BHP Billiton (BHP) | 5.4 | $20M | 207k | 94.63 | |
| C.H. Robinson Worldwide (CHRW) | 5.2 | $19M | 239k | 78.84 | |
| ConocoPhillips (COP) | 5.1 | $19M | 248k | 75.19 | |
| Apache Corporation | 5.0 | $18M | 147k | 123.39 | |
| Newmont Mining Corporation (NEM) | 4.8 | $17M | 322k | 53.97 | |
| Varian Medical Systems | 3.7 | $13M | 189k | 70.02 | |
| Intuitive Surgical (ISRG) | 3.6 | $13M | 35k | 372.11 | |
| Stryker Corporation (SYK) | 3.0 | $11M | 184k | 58.69 | |
| 3M Company (MMM) | 2.7 | $9.6M | 102k | 94.85 | |
| Express Scripts | 2.2 | $8.2M | 151k | 53.98 | |
| Procter & Gamble Company (PG) | 2.1 | $7.6M | 119k | 63.57 | |
| Emerson Electric (EMR) | 2.0 | $7.3M | 131k | 56.25 | |
| Microsoft Corporation (MSFT) | 1.9 | $6.7M | 259k | 26.00 | |
| Perrigo Company | 1.9 | $6.7M | 77k | 87.87 | |
| Copart (CPRT) | 1.8 | $6.4M | 137k | 46.60 | |
| Southwestern Energy Company | 1.7 | $6.3M | 147k | 42.88 | |
| Chevron Corporation (CVX) | 1.7 | $6.1M | 60k | 102.84 | |
| Johnson & Johnson (JNJ) | 1.7 | $6.1M | 91k | 66.52 | |
| Church & Dwight (CHD) | 1.6 | $5.9M | 146k | 40.54 | |
| Woodward Governor Company (WWD) | 1.6 | $5.9M | 170k | 34.86 | |
| Pepsi (PEP) | 1.6 | $5.6M | 80k | 70.43 | |
| Medtronic | 1.5 | $5.6M | 145k | 38.53 | |
| Gen-Probe Incorporated | 1.5 | $5.4M | 78k | 69.15 | |
| Ecolab (ECL) | 1.4 | $5.2M | 93k | 56.39 | |
| Harris Corporation | 1.4 | $5.2M | 116k | 45.06 | |
| FLIR Systems | 1.4 | $5.2M | 154k | 33.71 | |
| Stericycle (SRCL) | 1.3 | $4.8M | 54k | 89.13 | |
| ResMed (RMD) | 1.3 | $4.6M | 148k | 30.95 | |
| Paychex (PAYX) | 1.2 | $4.5M | 146k | 30.72 | |
| Monsanto Company | 1.2 | $4.5M | 61k | 72.55 | |
| Teva Pharmaceutical Industries (TEVA) | 1.2 | $4.5M | 93k | 48.22 | |
| LKQ Corporation (LKQ) | 1.2 | $4.4M | 167k | 26.09 | |
| Commonwealth Bk Aust Sponsored (CMWAY) | 1.2 | $4.3M | 79k | 54.70 | |
| Johnson Controls | 1.1 | $4.1M | 99k | 41.66 | |
| DENTSPLY International | 1.1 | $4.1M | 108k | 38.08 | |
| Teleflex Incorporated (TFX) | 1.1 | $3.9M | 64k | 61.07 | |
| Novartis (NVS) | 1.0 | $3.6M | 59k | 61.11 | |
| Rbc Cad (RY) | 1.0 | $3.5M | 62k | 57.03 | |
| Valmont Industries (VMI) | 0.8 | $2.7M | 28k | 96.41 | |
| Canadian Natl Ry (CNI) | 0.7 | $2.5M | 31k | 79.90 | |
| SPDR Gold Trust (GLD) | 0.7 | $2.4M | 17k | 146.02 | |
| Hologic (HOLX) | 0.6 | $2.1M | 104k | 20.17 | |
| Rayonier (RYN) | 0.4 | $1.6M | 24k | 65.33 | |
| K12 | 0.3 | $1.2M | 35k | 33.15 | |
| Cisco Systems (CSCO) | 0.3 | $1.0M | 66k | 15.61 | |
| Fluor Corporation (FLR) | 0.2 | $792k | 12k | 64.65 | |
| Robert Half International (RHI) | 0.2 | $565k | 21k | 27.01 | |
| Caterpillar (CAT) | 0.1 | $423k | 4.0k | 106.44 | |
| St. Jude Medical | 0.1 | $381k | 8.0k | 47.62 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $322k | 4.0k | 81.29 | |
| NuVasive | 0.1 | $314k | 9.6k | 32.88 | |
| Immucor | 0.1 | $285k | 14k | 20.41 | |
| Northern Trust Corporation (NTRS) | 0.1 | $207k | 4.5k | 46.00 | |
| R H Donnelley Corp | 0.0 | $0 | 12k | 0.00 | |
| Titan Medical (TMD) | 0.0 | $14k | 10k | 1.40 |
