Lafleur & Godfrey LLC Top Holdings and 13F Report (2024) About Lafleur & Godfrey LLCInvestment ActivityLafleur & Godfrey LLC has $725.16 million in total holdings as of September 30, 2024.Lafleur & Godfrey LLC owns shares of 147 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 4.11% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Lafleur & Godfrey LLC has purchased 136 new stocks and bought additional shares in 33 stocks.Lafleur & Godfrey LLC sold shares of 74 stocks and completely divested from 1 stock this quarter.Largest Holdings Apple $53,217,186Microsoft $38,735,907JPMorgan Chase & Co. $29,516,716Stryker $28,271,895Johnson & Johnson $21,882,466 Largest New Holdings this Quarter Broadcom $11,371,200 HoldingBlackstone Secured Lending Fund $2,336,903 HoldingUlta Beauty $723,375 HoldingUnited Parcel Service $521,327 HoldingVanguard Small-Cap Growth ETF $231,810 Holding Largest Purchases this Quarter Broadcom 65,920 shares (about $11.37M)Generac 18,785 shares (about $2.98M)Amazon.com 13,560 shares (about $2.53M)Blackstone Secured Lending Fund 79,785 shares (about $2.34M)Micron Technology 19,395 shares (about $2.01M) Largest Sales this Quarter Marvell Technology 67,366 shares (about $4.86M)International Business Machines 12,802 shares (about $2.83M)Schlumberger 64,443 shares (about $2.70M)JPMorgan Chase & Co. 8,304 shares (about $1.75M)Ecolab 6,387 shares (about $1.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLafleur & Godfrey LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$53,217,186$781,948 ▼-1.4%228,4007.3%Computer and TechnologyMSFTMicrosoft$38,735,907$162,653 ▼-0.4%90,0215.3%Computer and TechnologyJPMJPMorgan Chase & Co.$29,516,716$1,750,976 ▼-5.6%139,9834.1%FinanceSYKStryker$28,271,895$208,447 ▼-0.7%78,2593.9%MedicalJNJJohnson & Johnson$21,882,466$540,956 ▲2.5%135,0273.0%MedicalRTXRTX$21,480,578$362,026 ▼-1.7%177,2913.0%AerospaceWSOWatsco$20,302,830$554,840 ▼-2.7%41,2762.8%ConstructionCATCaterpillar$20,038,411$719,667 ▼-3.5%51,2332.8%Industrial ProductsECLEcolab$19,798,656$1,630,802 ▼-7.6%77,5412.7%Basic MaterialsPLTRPalantir Technologies$19,783,146$1,435,027 ▼-6.8%531,8052.7%Business ServicesALCAlcon$17,945,555$191,234 ▲1.1%179,3302.5%MedicalTMOThermo Fisher Scientific$16,873,972$137,323 ▼-0.8%27,2792.3%MedicalPAYXPaychex$15,633,859$70,182 ▼-0.4%116,5052.2%Business ServicesABBVAbbVie$15,065,379$356,452 ▼-2.3%76,2882.1%MedicalVMCVulcan Materials$14,429,276$838,690 ▼-5.5%57,6182.0%ConstructionSTESTERIS$13,767,299$230,413 ▼-1.6%56,7631.9%MedicalWWDWoodward$12,636,686$3,430 ▼0.0%73,6791.7%AerospaceMRKMerck & Co., Inc.$11,706,111$264,595 ▼-2.2%103,0831.6%MedicalCPRTCopart$11,669,218$31,964 ▼-0.3%222,6951.6%Business ServicesAVGOBroadcom$11,371,200$11,371,200 ▲New Holding65,9201.6%Computer and TechnologyXOMExxon Mobil$11,213,282$419,062 ▼-3.6%95,6601.5%Oils/EnergyZSZscaler$10,527,511$604,102 ▲6.1%61,5861.5%Computer and TechnologyCVXChevron$10,396,246$938,553 ▼-8.3%70,5931.4%Oils/EnergyHOLXHologic$10,322,449$364,941 ▼-3.4%126,7181.4%MedicalGNRCGenerac$9,874,392$2,984,561 ▲43.3%62,1501.4%Industrial ProductsPEPPepsiCo$9,050,372$46,083 ▼-0.5%53,2221.2%Consumer StaplesAMZNAmazon.com$9,045,674$2,526,610 ▲38.8%48,5471.2%Retail/WholesalePGProcter & Gamble$8,704,294$90,756 ▼-1.0%50,2561.2%Consumer StaplesCHDChurch & Dwight$8,564,316$32,987 ▼-0.4%81,7831.2%Consumer StaplesMUMicron Technology$8,541,867$2,011,456 ▲30.8%82,3631.2%Computer and TechnologyHSYHershey$8,271,491$436,492 ▼-5.0%43,1301.1%Consumer StaplesDHRDanaher$8,177,959$388,950 ▼-4.5%29,4151.1%Multi-Sector ConglomeratesABTAbbott Laboratories$7,610,295$1,974,429 ▲35.0%66,7511.0%MedicalZTSZoetis$7,054,977$101,598 ▲1.5%36,1091.0%MedicalIBMInternational Business Machines$6,958,971$2,830,281 ▼-28.9%31,4771.0%Computer and TechnologyHONHoneywell International$6,211,636$575,481 ▼-8.5%30,0500.9%Multi-Sector ConglomeratesSCHWCharles Schwab$5,657,336$575,513 ▼-9.2%87,2910.8%FinanceVCSHVanguard Short-Term Corporate Bond ETF$5,565,997$105,470 ▼-1.9%70,0830.8%ETFWMTWalmart$5,535,403$105,540 ▼-1.9%68,5500.8%Retail/WholesaleAXPAmerican Express$5,389,829$153,228 ▼-2.8%19,8740.7%FinanceGOOGAlphabet$5,280,949$776,418 ▼-12.8%31,5870.7%Computer and TechnologyGNTXGentex$5,114,994$22,891 ▼-0.4%172,2800.7%Auto/Tires/TrucksIDXXIDEXX Laboratories$5,036,539$165,712 ▼-3.2%9,9690.7%MedicalMCDMcDonald's$5,015,585$37,759 ▲0.8%16,4710.7%Retail/WholesaleCSCOCisco Systems$4,904,412$829,376 ▼-14.5%92,1540.7%Computer and TechnologyMDTMedtronic$4,746,288$186,542 ▼-3.8%52,7190.7%MedicalTFCTruist Financial$4,426,598$51,666 ▲1.2%103,4980.6%FinanceHDHome Depot$4,163,584$8,510 ▼-0.2%10,2750.6%Retail/WholesaleLHXL3Harris Technologies$4,026,248$149,860 ▼-3.6%16,9260.6%AerospaceAPDAir Products and Chemicals$4,025,113$33,049 ▼-0.8%13,5190.6%Basic MaterialsADPAutomatic Data Processing$3,951,982$46,214 ▼-1.2%14,2810.5%Business ServicesVMIValmont Industries$3,933,114$115,978 ▼-2.9%13,5650.5%Industrial ProductsCMAComerica$3,670,622$135,876 ▼-3.6%61,2690.5%FinanceAPHAmphenol$3,647,397$85,034 ▼-2.3%55,9760.5%Computer and TechnologyAMGNAmgen$3,637,135$20,944 ▼-0.6%11,2880.5%MedicalBRK.BBerkshire Hathaway$3,524,672$82,847 ▼-2.3%7,6580.5%FinanceNKENIKE$3,482,225$496,450 ▼-12.5%39,3920.5%Consumer DiscretionaryFLOTiShares Floating Rate Bond ETF$3,358,535$15,312 ▼-0.5%65,8020.5%ETFFIFiserv$3,241,066$255,103 ▼-7.3%18,0410.4%Business ServicesAMATApplied Materials$2,972,156$67,687 ▲2.3%14,7100.4%Computer and TechnologyGOOGLAlphabet$2,920,287$293,555 ▲11.2%17,6080.4%Computer and TechnologyUNHUnitedHealth Group$2,547,451$33,327 ▼-1.3%4,3570.4%MedicalKOCoca-Cola$2,530,119$136,031 ▼-5.1%35,2090.3%Consumer StaplesBXSLBlackstone Secured Lending Fund$2,336,903$2,336,903 ▲New Holding79,7850.3%FinanceSLBSchlumberger$2,225,196$2,703,384 ▼-54.9%53,0440.3%Oils/EnergyBMYBristol-Myers Squibb$2,176,395$166,707 ▲8.3%42,0640.3%MedicalFSLRFirst Solar$2,145,6830.0%8,6020.3%Oils/EnergyVZVerizon Communications$2,105,959$447,841 ▲27.0%46,8930.3%Computer and TechnologyITWIllinois Tool Works$1,946,919$184,759 ▼-8.7%7,4290.3%Industrial ProductsSPYSPDR S&P 500 ETF Trust$1,627,758$17,213 ▼-1.0%2,8370.2%FinanceWATWaters$1,559,764$73,777 ▼-4.5%4,3340.2%MedicalMBWMMercantile Bank$1,555,161$262 ▲0.0%35,5710.2%FinanceACNAccenture$1,505,825$153,764 ▲11.4%4,2600.2%Computer and TechnologyKVUEKenvue$1,449,095$161,563 ▲12.5%62,6500.2%Consumer StaplesBLKBlackRock$1,417,619$56,971 ▼-3.9%1,4930.2%FinanceVUGVanguard Growth ETF$1,362,841$62,192 ▲4.8%3,5500.2%ETFMRVLMarvell Technology$1,346,337$4,858,439 ▼-78.3%18,6680.2%Business ServicesEOGEOG Resources$1,331,824$270,077 ▼-16.9%10,8340.2%Oils/EnergyVGSHVanguard Short-Term Treasury Index ETF$1,191,024$58,194 ▼-4.7%20,1800.2%ETFKMBKimberly-Clark$1,190,693$140,282 ▼-10.5%8,3690.2%Consumer StaplesKAIKadant$1,151,904$60,840 ▼-5.0%3,4080.2%Industrial ProductsCOSTCostco Wholesale$1,111,147$2,660 ▼-0.2%1,2530.2%Retail/WholesaleISRGIntuitive Surgical$1,021,351$10,808 ▼-1.0%2,0790.1%MedicalWDAYWorkday$1,005,2590.0%4,1130.1%Computer and TechnologySOSouthern$996,941$8,387 ▼-0.8%11,0550.1%UtilitiesEVRGEvergy$917,252$155,025 ▲20.3%14,7920.1%UtilitiesXLKTechnology Select Sector SPDR Fund$844,343$176,544 ▲26.4%3,7400.1%ETFVTVVanguard Value ETF$807,736$71,748 ▲9.7%4,6270.1%ETFULTAUlta Beauty$723,375$723,375 ▲New Holding1,8590.1%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$694,849$15,851 ▼-2.2%13,1950.1%ManufacturingSYYSysco$689,114$191,247 ▼-21.7%8,8280.1%Consumer StaplesIMCGiShares Morningstar Mid-Cap Growth ETF$656,220$32,691 ▲5.2%8,9930.1%ETFBSVVanguard Short-Term Bond ETF$639,593$47,214 ▲8.0%8,1280.1%ETFVYMVanguard High Dividend Yield ETF$632,026$77,817 ▲14.0%4,9300.1%ETFMAMastercard$617,2500.0%1,2500.1%Business ServicesROPRoper Technologies$600,9560.0%1,0800.1%Computer and TechnologyIMCViShares Morningstar Mid-Cap Value ETF$598,329$26,977 ▲4.7%7,8070.1%ETFLMTLockheed Martin$573,007$585 ▲0.1%9800.1%AerospaceFITBFifth Third Bancorp$569,6830.0%13,2980.1%FinanceJPIEJPMorgan Income ETF$559,696$54,833 ▲10.9%12,0650.1%ETFShowing largest 100 holdings. 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