Lafleur & Godfrey LLC Top Holdings and 13F Report (2025) About Lafleur & Godfrey LLCInvestment ActivityLafleur & Godfrey LLC has $729.49 million in total holdings as of December 31, 2024.Lafleur & Godfrey LLC owns shares of 150 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 5.08% of the portfolio was purchased this quarter.About 5.65% of the portfolio was sold this quarter.This quarter, Lafleur & Godfrey LLC has purchased 147 new stocks and bought additional shares in 55 stocks.Lafleur & Godfrey LLC sold shares of 60 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $55,357,830Microsoft $37,333,393JPMorgan Chase & Co. $33,199,669PALANTIR TECHNOLOGIES INC $28,031,277Stryker $27,374,063 Largest New Holdings this Quarter Constellation Energy $6,864,766 HoldingBLACKROCK INC $1,525,364 HoldingONEOK $930,809 HoldingKeurig Dr Pepper $805,891 HoldingDynatrace $352,188 Holding Largest Purchases this Quarter Constellation Energy 30,686 shares (about $6.86M)iShares Floating Rate Bond ETF 131,093 shares (about $6.67M)Broadcom 12,345 shares (about $2.86M)Honeywell International 12,227 shares (about $2.76M)L3Harris Technologies 9,873 shares (about $2.08M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 161,168 shares (about $12.19M)Micron Technology 79,179 shares (about $6.66M)Vanguard Short-Term Corporate Bond ETF 48,543 shares (about $3.79M)Apple 7,340 shares (about $1.84M)UnitedHealth Group 2,901 shares (about $1.47M) 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$55,357,830$1,838,082 ▼-3.2%221,0607.6%Computer and TechnologyMSFTMicrosoft$37,333,393$610,330 ▼-1.6%88,5735.1%Computer and TechnologyJPMJPMorgan Chase & Co.$33,199,669$355,730 ▼-1.1%138,4994.6%FinancePALANTIR TECHNOLOGIES INC$28,031,277$12,189,136 ▼-30.3%370,6373.8%CL ASYKStryker$27,374,063$802,906 ▼-2.8%76,0293.8%MedicalRTXRTX$20,620,263$104,148 ▲0.5%178,1912.8%AerospaceJNJJohnson & Johnson$18,784,558$743,058 ▼-3.8%129,8892.6%MedicalCATCaterpillar$18,422,796$162,517 ▼-0.9%50,7852.5%Industrial ProductsWSOWatsco$18,308,281$1,252,018 ▼-6.4%38,6342.5%ConstructionAVGOBroadcom$18,144,958$2,862,065 ▲18.7%78,2652.5%Computer and TechnologyECLEcolab$17,938,713$230,807 ▼-1.3%76,5562.5%Basic MaterialsPAYXPaychex$16,053,398$282,965 ▼-1.7%114,4872.2%Business ServicesALCAlcon$15,552,189$328,864 ▲2.2%183,2042.1%MedicalTMOThermo Fisher Scientific$15,485,687$1,294,332 ▲9.1%29,7672.1%MedicalVMCVulcan Materials$14,830,339$9,260 ▲0.1%57,6542.0%ConstructionABBVAbbVie$14,108,691$552,292 ▲4.1%79,3961.9%MedicalCPRTCopart$12,521,982$258,485 ▼-2.0%218,1911.7%Business ServicesWWDWoodward$12,144,167$117,493 ▼-1.0%72,9731.7%AerospaceSTESTERIS$11,265,305$402,898 ▼-3.5%54,8031.5%MedicalZSZscaler$11,182,714$71,984 ▲0.6%61,9851.5%Computer and TechnologyAMZNAmazon.com$10,839,297$188,674 ▲1.8%49,4071.5%Retail/WholesaleGNRCGenerac$10,310,825$674,468 ▲7.0%66,5001.4%Industrial ProductsMRKMerck & Co., Inc.$10,213,936$40,787 ▼-0.4%102,6731.4%MedicalXOMExxon Mobil$10,053,264$236,869 ▼-2.3%93,4581.4%Oils/EnergyFLOTiShares Floating Rate Bond ETF$10,018,018$6,670,012 ▲199.2%196,8951.4%ETFCVXChevron$9,689,736$534,891 ▼-5.2%66,9001.3%Oils/EnergyHONHoneywell International$9,549,952$2,761,957 ▲40.7%42,2771.3%Multi-Sector ConglomeratesHOLXHologic$9,398,590$263,489 ▲2.9%130,3731.3%MedicalABTAbbott Laboratories$9,325,145$1,774,925 ▲23.5%82,4431.3%MedicalCHDChurch & Dwight$8,539,415$24,083 ▼-0.3%81,5531.2%Consumer StaplesPGProcter & Gamble$8,340,867$84,495 ▼-1.0%49,7521.1%Consumer StaplesPEPPepsiCo$7,979,627$113,284 ▼-1.4%52,4771.1%Consumer StaplesHSYHershey$7,909,945$605,930 ▲8.3%46,7081.1%Consumer StaplesCEGConstellation Energy$6,864,766$6,864,766 ▲New Holding30,6860.9%Oils/EnergyDHRDanaher$6,853,216$101,002 ▲1.5%29,8550.9%Multi-Sector ConglomeratesIBMInternational Business Machines$6,548,602$371,078 ▼-5.4%29,7890.9%Computer and TechnologySCHWCharles Schwab$6,400,836$59,578 ▼-0.9%86,4860.9%FinanceWMTWalmart$6,283,156$89,628 ▲1.4%69,5420.9%Retail/WholesaleGOOGAlphabet$6,087,745$72,367 ▲1.2%31,9670.8%Computer and TechnologyAXPAmerican Express$5,910,277$11,872 ▲0.2%19,9140.8%FinanceZTSZoetis$5,834,850$48,390 ▼-0.8%35,8120.8%MedicalLHXL3Harris Technologies$5,635,249$2,076,078 ▲58.3%26,7990.8%AerospaceCSCOCisco Systems$5,088,130$367,396 ▼-6.7%85,9480.7%Computer and TechnologyMCDMcDonald's$4,738,542$36,236 ▼-0.8%16,3460.6%Retail/WholesaleTFCTruist Financial$4,692,342$202,585 ▲4.5%108,1680.6%FinanceGNTXGentex$4,256,783$692,824 ▼-14.0%148,1650.6%Auto/Tires/TrucksVMIValmont Industries$4,254,436$94,454 ▲2.3%13,8730.6%Industrial ProductsBXSLBlackstone Secured Lending Fund$4,235,518$1,657,665 ▲64.3%131,0900.6%FinanceADPAutomatic Data Processing$4,137,739$42,739 ▼-1.0%14,1350.6%Business ServicesIDXXIDEXX Laboratories$4,063,702$57,882 ▼-1.4%9,8290.6%MedicalAPHAmphenol$3,944,830$57,296 ▲1.5%56,8010.5%Computer and TechnologyHDHome Depot$3,925,835$71,188 ▼-1.8%10,0920.5%Retail/WholesaleAPDAir Products and Chemicals$3,896,364$24,653 ▼-0.6%13,4340.5%Basic MaterialsBRK.BBerkshire Hathaway$3,822,057$350,839 ▲10.1%8,4320.5%FinanceCMAComerica$3,797,091$7,608 ▲0.2%61,3920.5%FinanceFIFiserv$3,721,389$15,407 ▲0.4%18,1160.5%Business ServicesGOOGLAlphabet$3,302,907$30,288 ▼-0.9%17,4480.5%Computer and TechnologyMDTMedtronic$3,189,047$1,022,144 ▼-24.3%39,9230.4%MedicalAMGNAmgen$2,938,479$3,649 ▼-0.1%11,2740.4%MedicalAMATApplied Materials$2,804,717$412,430 ▲17.2%17,2460.4%Computer and TechnologyNKENIKE$2,584,070$396,740 ▼-13.3%34,1490.4%Consumer DiscretionaryBMYBristol-Myers Squibb$2,463,259$84,105 ▲3.5%43,5510.3%MedicalKOCoca-Cola$2,064,169$127,944 ▼-5.8%33,1540.3%Consumer StaplesMRVLMarvell Technology$2,061,550$331 ▼0.0%18,6650.3%Computer and TechnologyITWIllinois Tool Works$1,877,359$6,339 ▼-0.3%7,4040.3%Industrial ProductsVZVerizon Communications$1,781,943$93,296 ▼-5.0%44,5600.2%Computer and TechnologyKVUEKenvue$1,735,755$398,178 ▲29.8%81,3000.2%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$1,680,336$3,786,841 ▼-69.3%21,5400.2%ETFSPYSPDR S&P 500 ETF Trust$1,658,021$4,689 ▼-0.3%2,8290.2%FinanceMBWMMercantile Bank$1,569,763$12,813 ▼-0.8%35,2830.2%FinanceWATWaters$1,537,342$70,486 ▼-4.4%4,1440.2%MedicalVUGVanguard Growth ETF$1,532,177$75,111 ▲5.2%3,7330.2%ETFBLACKROCK INC$1,525,364$1,525,364 ▲New Holding1,4880.2%COMACNAccenture$1,506,365$7,739 ▲0.5%4,2820.2%Computer and TechnologyFSLRFirst Solar$1,485,175$30,842 ▼-2.0%8,4270.2%Oils/EnergyEOGEOG Resources$1,203,614$124,419 ▼-9.4%9,8190.2%Oils/EnergyCOSTCostco Wholesale$1,150,268$1,833 ▲0.2%1,2550.2%Retail/WholesaleKAIKadant$1,103,279$72,448 ▼-6.2%3,1980.2%Industrial ProductsULTAUlta Beauty$1,067,754$259,218 ▲32.1%2,4550.1%Retail/WholesaleWDAYWorkday$1,061,2780.0%4,1130.1%Computer and TechnologySLBSchlumberger$1,036,062$997,645 ▼-49.1%27,0230.1%Oils/EnergyISRGIntuitive Surgical$1,022,520$62,635 ▼-5.8%1,9590.1%MedicalEVERGY INC$1,015,083$104,635 ▲11.5%16,4920.1%COMKMBKimberly-Clark$962,313$134,310 ▼-12.2%7,3440.1%Consumer StaplesOKEONEOK$930,809$930,809 ▲New Holding9,2710.1%Oils/EnergySOSouthern$910,668$659 ▲0.1%11,0630.1%UtilitiesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$858,686$176,504 ▲25.9%16,6090.1%ManufacturingVTVVanguard Value ETF$849,235$65,860 ▲8.4%5,0160.1%ETFKDPKeurig Dr Pepper$805,891$805,891 ▲New Holding25,0900.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$796,381$73,244 ▼-8.4%3,4250.1%ETFUPSUnited Parcel Service$784,943$302,755 ▲62.8%6,2250.1%TransportationUNHUnitedHealth Group$736,533$1,467,502 ▼-66.6%1,4560.1%MedicalIMCGiShares Morningstar Mid-Cap Growth ETF$719,424$40,182 ▲5.9%9,5250.1%ETFMAMastercard$658,2130.0%1,2500.1%Business ServicesVYMVanguard High Dividend Yield ETF$657,599$28,580 ▲4.5%5,1540.1%ETFSYYSysco$653,963$21,027 ▼-3.1%8,5530.1%Consumer StaplesIMCViShares Morningstar Mid-Cap Value ETF$615,319$35,571 ▲6.1%8,2860.1%ETFJPIEJPMorgan Income ETF$589,457$39,051 ▲7.1%12,9210.1%ETFFITBFifth Third Bancorp$562,2370.0%13,2980.1%FinanceLMTLockheed Martin$561,899$85,549 ▲18.0%1,1560.1%AerospaceShowing largest 100 holdings. 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