Lafleur & Godfrey LLC Top Holdings and 13F Report (2025)

About Lafleur & Godfrey LLC

Investment Activity

Lafleur & Godfrey LLC has $800.72 million in total holdings as of June 30, 2025.
Lafleur & Godfrey LLC owns shares of 146 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 5.25% of the portfolio was purchased this quarter.
About 4.55% of the portfolio was sold this quarter.
This quarter, Lafleur & Godfrey LLC has purchased 145 new stocks and bought additional shares in 39 stocks.
Lafleur & Godfrey LLC sold shares of 76 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $45,548,138
Microsoft: $43,642,604
JPMorgan Chase & Co.: $40,250,458
Stryker: $29,800,133
Broadcom: $24,254,995

Largest New Holdings this Quarter

88339J105 - Trade Desk: $5,029,222 Holding
L8681T102 - Spotify Technology: $260,896 Holding
874039100 - Taiwan Semiconductor Manufacturing: $252,990 Holding
464287481 - iShares Russell Mid-Cap Growth ETF: $213,845 Holding
464287473 - iShares Russell Mid-Cap Value ETF: $206,139 Holding

Largest Purchases this Quarter

Curtiss-Wright: 21,659 shares (about $10.58M)
NextEra Energy: 87,561 shares (about $6.08M)
American Express: 16,472 shares (about $5.25M)
Trade Desk: 69,860 shares (about $5.03M)
Amphenol: 27,552 shares (about $2.72M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 34,115 shares (about $4.65M)
Comerica: 52,148 shares (about $3.11M)
RTX: 20,214 shares (about $2.95M)
Zoetis: 9,240 shares (about $1.44M)
Zscaler: 4,054 shares (about $1.27M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$45,548,138	$436,602 ▲	1.0%	222,002	5.7%	Computer and Technology
MSFT Microsoft	$43,642,604	$610,817 ▼	-1.4%	87,740	5.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$40,250,458	$128,140 ▼	-0.3%	138,838	5.0%	Finance
SYK Stryker	$29,800,133	$275,755 ▼	-0.9%	75,323	3.7%	Medical
AVGO Broadcom	$24,254,995	$215,834 ▼	-0.9%	87,992	3.0%	Computer and Technology
RTX RTX	$23,125,480	$2,951,648 ▼	-11.3%	158,372	2.9%	Aerospace
JNJ Johnson & Johnson	$21,940,198	$730,449 ▲	3.4%	143,635	2.7%	Medical
PALANTIR TECHNOLOGIES INC	$21,710,460	$4,650,557 ▼	-17.6%	159,261	2.7%	CL A
CAT Caterpillar	$20,957,026	$1,021,376 ▲	5.1%	53,984	2.6%	Industrials
ECL Ecolab	$20,756,730	$316,321 ▼	-1.5%	77,037	2.6%	Basic Materials
ZS Zscaler	$18,669,698	$1,272,713 ▼	-6.4%	59,469	2.3%	Computer and Technology
CEG Constellation Energy	$18,139,112	$1,017,017 ▲	5.9%	56,200	2.3%	Energy
FLOT iShares Floating Rate Bond ETF	$17,697,622	$861,728 ▲	5.1%	346,876	2.2%	ETF
WSO Watsco	$17,390,023	$495,495 ▲	2.9%	39,378	2.2%	Construction
WWD Woodward	$17,189,878	$638,705 ▼	-3.6%	70,137	2.1%	Aerospace
ALC Alcon	$16,537,229	$289,205 ▲	1.8%	187,327	2.1%	Medical
PAYX Paychex	$16,152,304	$269,974 ▼	-1.6%	111,043	2.0%	Computer and Technology
VMC Vulcan Materials	$15,973,400	$582,150 ▲	3.8%	61,243	2.0%	Construction
ABBV AbbVie	$14,578,090	$149,239 ▼	-1.0%	78,537	1.8%	Medical
AMZN Amazon.com	$13,304,582	$1,585,519 ▲	13.5%	60,644	1.7%	Retail/Wholesale
TMO Thermo Fisher Scientific	$12,576,153	$31,626 ▲	0.3%	31,017	1.6%	Medical
HON Honeywell International	$12,444,642	$256,168 ▲	2.1%	53,438	1.6%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$12,270,460	$154,236 ▼	-1.2%	90,217	1.5%	Medical
AXP American Express	$11,521,877	$5,254,239 ▲	83.8%	36,121	1.4%	Finance
XOM Exxon Mobil	$11,000,840	$284,375 ▲	2.7%	102,049	1.4%	Energy
CW Curtiss-Wright	$10,916,162	$10,581,505 ▲	3,161.9%	22,344	1.4%	Aerospace
GE VERNOVA INC	$10,904,731	$1,135,028 ▲	11.6%	20,608	1.4%	COM
CPRT Copart	$10,435,472	$150,939 ▼	-1.4%	212,665	1.3%	Business Services
STE STERIS	$10,023,660	$1,180,441 ▼	-10.5%	41,727	1.3%	Medical
CVX Chevron	$9,842,363	$900,813 ▼	-8.4%	68,736	1.2%	Energy
APH Amphenol	$9,272,625	$2,720,760 ▲	41.5%	93,900	1.2%	Computer and Technology
IBM International Business Machines	$8,320,921	$387,040 ▼	-4.4%	28,228	1.0%	Computer and Technology
PG Procter & Gamble	$7,880,389	$63,568 ▼	-0.8%	49,463	1.0%	Consumer Staples
CHD Church & Dwight	$7,826,046	$51,899 ▲	0.7%	81,428	1.0%	Consumer Staples
MRK Merck & Co., Inc.	$7,676,457	$396,433 ▼	-4.9%	96,974	1.0%	Medical
HOLX Hologic	$7,540,967	$121,654 ▼	-1.6%	115,730	0.9%	Medical
HSY Hershey	$6,798,288	$572,526 ▼	-7.8%	40,966	0.8%	Consumer Staples
NEE NextEra Energy	$6,787,958	$6,078,485 ▲	856.8%	97,781	0.8%	Utilities
PEP PepsiCo	$6,749,896	$91,636 ▼	-1.3%	51,120	0.8%	Consumer Staples
WMT Walmart	$6,726,505	$23,761 ▼	-0.4%	68,792	0.8%	Retail/Wholesale
SCHW Charles Schwab	$6,640,448	$294,705 ▼	-4.2%	72,780	0.8%	Finance
BXSL Blackstone Secured Lending Fund	$5,814,364	$765,829 ▲	15.2%	189,085	0.7%	Finance
CSCO Cisco Systems	$5,622,998	$34,621 ▲	0.6%	81,046	0.7%	Computer and Technology
GOOG Alphabet	$5,528,403	$22,529 ▼	-0.4%	31,165	0.7%	Computer and Technology
IDXX IDEXX Laboratories	$5,264,714	$256,371 ▼	-4.6%	9,816	0.7%	Medical
DHR Danaher	$5,167,647	$505,702 ▼	-8.9%	26,160	0.6%	Medical
TFC Truist Financial	$5,096,606	$465,024 ▼	-8.4%	118,553	0.6%	Finance
TTD Trade Desk	$5,029,222	$5,029,222 ▲	New Holding	69,860	0.6%	Computer and Technology
LHX L3Harris Technologies	$4,499,554	$928,105 ▼	-17.1%	17,938	0.6%	Aerospace
ADP Automatic Data Processing	$4,218,912	$32,382 ▼	-0.8%	13,680	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$4,111,558	$107,355 ▼	-2.5%	8,464	0.5%	Finance
APD Air Products and Chemicals	$3,751,365	$564 ▲	0.0%	13,300	0.5%	Basic Materials
FI Fiserv	$3,625,438	$136,032 ▲	3.9%	21,028	0.5%	Business Services
HD Home Depot	$3,518,784	$76,997 ▼	-2.1%	9,597	0.4%	Retail/Wholesale
MDT Medtronic	$3,481,218	$51,953 ▼	-1.5%	39,936	0.4%	Medical
KVUE Kenvue	$3,462,860	$664,233 ▲	23.7%	165,450	0.4%	Consumer Staples
GOOGL Alphabet	$3,299,555	$4,053 ▼	-0.1%	18,723	0.4%	Computer and Technology
AMAT Applied Materials	$3,257,365	$391,770 ▼	-10.7%	17,793	0.4%	Computer and Technology
MCD McDonald's	$3,218,253	$47,332 ▼	-1.4%	11,015	0.4%	Retail/Wholesale
AMGN Amgen	$3,039,784	$173,949 ▼	-5.4%	10,887	0.4%	Medical
GNTX Gentex	$2,984,986	$107,223 ▼	-3.5%	135,743	0.4%	Auto/Tires/Trucks
OKE ONEOK	$2,928,313	$451,414 ▼	-13.4%	35,873	0.4%	Energy
ZTS Zoetis	$2,715,714	$1,440,978 ▼	-34.7%	17,414	0.3%	Medical
KO CocaCola	$2,118,609	$162,301 ▼	-7.1%	29,945	0.3%	Consumer Staples
VZ Verizon Communications	$2,001,371	$34,659 ▲	1.8%	46,253	0.2%	Computer and Technology
BMY Bristol Myers Squibb	$1,918,390	$98,505 ▼	-4.9%	41,443	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$1,760,873	$24,714 ▼	-1.4%	2,850	0.2%	Finance
ITW Illinois Tool Works	$1,746,574	$9,890 ▼	-0.6%	7,064	0.2%	Industrials
VUG Vanguard Growth ETF	$1,648,531		0.0%	3,760	0.2%	ETF
EVERGY INC	$1,647,565	$37,360 ▲	2.3%	23,902	0.2%	COM
MBWM Mercantile Bank	$1,638,103	$278 ▲	0.0%	35,296	0.2%	Finance
BLACKROCK INC	$1,526,659	$24,133 ▼	-1.6%	1,455	0.2%	COM
SBUX Starbucks	$1,477,259	$157,512 ▲	11.9%	16,122	0.2%	Retail/Wholesale
ADBE Adobe	$1,455,056	$412,027 ▲	39.5%	3,761	0.2%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,405,791	$155,642 ▲	12.4%	26,645	0.2%	Manufacturing
ACN Accenture	$1,362,939	$37,361 ▼	-2.7%	4,560	0.2%	Computer and Technology
FSLR First Solar	$1,353,456	$24,665 ▼	-1.8%	8,176	0.2%	Energy
WAT Waters	$1,331,239	$45,375 ▼	-3.3%	3,814	0.2%	Medical
KDP Keurig Dr Pepper	$1,254,462	$54,714 ▲	4.6%	37,945	0.2%	Consumer Staples
COST Costco Wholesale	$1,211,073	$31,688 ▼	-2.5%	1,223	0.2%	Retail/Wholesale
ULTA Ulta Beauty	$1,209,315	$46,782 ▲	4.0%	2,585	0.2%	Retail/Wholesale
NKE NIKE	$1,163,423	$46,247 ▼	-3.8%	16,377	0.1%	Consumer Discretionary
EOG EOG Resources	$1,073,500	$72,364 ▼	-6.3%	8,975	0.1%	Energy
ISRG Intuitive Surgical	$1,044,978	$8,695 ▼	-0.8%	1,923	0.1%	Medical
KAI Kadant	$1,015,206		0.0%	3,198	0.1%	Industrials
WDAY Workday	$987,120		0.0%	4,113	0.1%	Computer and Technology
CMA Comerica	$933,757	$3,110,615 ▼	-76.9%	15,654	0.1%	Finance
SO Southern	$875,363	$141,241 ▼	-13.9%	9,532	0.1%	Utilities
XLK Technology Select Sector SPDR Fund	$867,313		0.0%	3,425	0.1%	ETF
UPS United Parcel Service	$853,688	$180,186 ▼	-17.4%	8,457	0.1%	Transportation
VTV Vanguard Value ETF	$852,297	$28,634 ▼	-3.3%	4,822	0.1%	ETF
SLB Schlumberger	$790,211	$147,875 ▼	-15.8%	23,379	0.1%	Energy
IMCG iShares Morningstar Mid-Cap Growth ETF	$774,782	$2,407 ▲	0.3%	9,657	0.1%	ETF
ROP Roper Technologies	$707,984	$124,138 ▲	21.3%	1,249	0.1%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$703,477	$800 ▲	0.1%	5,277	0.1%	ETF
MA Mastercard	$702,425		0.0%	1,250	0.1%	Business Services
MRVL Marvell Technology	$695,130	$689,635 ▼	-49.8%	8,981	0.1%	Computer and Technology
MRCC Monroe Capital	$680,330	$12,338 ▼	-1.8%	106,970	0.1%	Finance
SYY Sysco	$647,805		0.0%	8,553	0.1%	Consumer Staples
IMCV iShares Morningstar Mid-Cap Value ETF	$642,487	$4,255 ▲	0.7%	8,456	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Lafleur & Godfrey LLC Top Holdings and 13F Report (2025)

About Lafleur & Godfrey LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Lafleur & Godfrey LLC Top Holdings and 13F Report (2025)

About Lafleur & Godfrey LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLafleur & Godfrey LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools