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

About Lafleur & Godfrey LLC

Investment Activity

Lafleur & Godfrey LLC has $737.06 million in total holdings as of March 31, 2025.
Lafleur & Godfrey LLC owns shares of 145 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 5.85% of the portfolio was purchased this quarter.
About 4.63% of the portfolio was sold this quarter.
This quarter, Lafleur & Godfrey LLC has purchased 150 new stocks and bought additional shares in 59 stocks.
Lafleur & Godfrey LLC sold shares of 51 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $48,840,598
JPMorgan Chase & Co.: $34,165,289
Microsoft: $33,397,585
Stryker: $28,298,393
RTX: $23,655,502

Largest New Holdings this Quarter

36828A101 - GE VERNOVA INC: $5,636,387 Holding
855244109 - Starbucks: $1,412,791 Holding
00724F101 - Adobe: $1,033,997 Holding
665859104 - Northern Trust: $359,185 Holding

Largest Purchases this Quarter

iShares Floating Rate Bond ETF: 133,091 shares (about $6.79M)
GE VERNOVA INC: 18,463 shares (about $5.64M)
Constellation Energy: 22,363 shares (about $4.51M)
ONEOK: 32,132 shares (about $3.19M)
Honeywell International: 10,061 shares (about $2.13M)

Largest Sales this Quarter

PALANTIR TECHNOLOGIES INC: 177,261 shares (about $14.96M)
Generac: 23,008 shares (about $2.91M)
STERIS: 8,162 shares (about $1.85M)
McDonald's: 5,169 shares (about $1.61M)
Zoetis: 9,158 shares (about $1.51M)

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	$48,840,598	$263,446 ▼	-0.5%	219,874	6.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$34,165,289	$191,579 ▲	0.6%	139,280	4.6%	Finance
MSFT Microsoft	$33,397,585	$148,279 ▲	0.4%	88,968	4.5%	Computer and Technology
SYK Stryker	$28,298,393	$3,350 ▼	0.0%	76,020	3.8%	Medical
RTX RTX	$23,655,502	$52,322 ▲	0.2%	178,586	3.2%	Aerospace
JNJ Johnson & Johnson	$23,027,380	$1,486,590 ▲	6.9%	138,853	3.1%	Medical
ECL Ecolab	$19,827,930	$419,573 ▲	2.2%	78,211	2.7%	Basic Materials
WSO Watsco	$19,445,672	$192,139 ▼	-1.0%	38,256	2.6%	Construction
ALC Alcon	$17,471,963	$80,406 ▲	0.5%	184,051	2.4%	Medical
PAYX Paychex	$17,418,061	$244,997 ▼	-1.4%	112,899	2.4%	Business Services
CAT Caterpillar	$16,936,189	$187,326 ▲	1.1%	51,353	2.3%	Industrials
FLOT iShares Floating Rate Bond ETF	$16,845,777	$6,794,292 ▲	67.6%	329,986	2.3%	ETF
ABBV AbbVie	$16,623,616	$11,524 ▼	-0.1%	79,341	2.3%	Medical
PALANTIR TECHNOLOGIES INC	$16,320,935	$14,960,829 ▼	-47.8%	193,376	2.2%	CL A
TMO Thermo Fisher Scientific	$15,395,247	$583,187 ▲	3.9%	30,939	2.1%	Medical
AVGO Broadcom	$14,863,599	$1,759,689 ▲	13.4%	88,775	2.0%	Computer and Technology
VMC Vulcan Materials	$13,767,267	$316,588 ▲	2.4%	59,011	1.9%	Construction
WWD Woodward	$13,274,871	$41,973 ▼	-0.3%	72,743	1.8%	Aerospace
ZS Zscaler	$12,604,234	$305,170 ▲	2.5%	63,523	1.7%	Computer and Technology
CVX Chevron	$12,551,331	$1,359,573 ▲	12.1%	75,027	1.7%	Energy
CPRT Copart	$12,208,784	$138,646 ▼	-1.1%	215,741	1.7%	Business Services
ABT Abbott Laboratories	$12,117,728	$1,181,648 ▲	10.8%	91,351	1.6%	Medical
XOM Exxon Mobil	$11,822,911	$707,988 ▲	6.4%	99,411	1.6%	Energy
HON Honeywell International	$11,082,572	$2,130,417 ▲	23.8%	52,338	1.5%	Multi-Sector Conglomerates
CEG Constellation Energy	$10,696,270	$4,509,052 ▲	72.9%	53,049	1.5%	Energy
STE STERIS	$10,571,183	$1,849,917 ▼	-14.9%	46,641	1.4%	Medical
AMZN Amazon.com	$10,163,028	$762,936 ▲	8.1%	53,417	1.4%	Retail/Wholesale
MRK Merck & Co., Inc.	$9,153,870	$62,024 ▼	-0.7%	101,982	1.2%	Medical
CHD Church & Dwight	$8,904,960	$73,210 ▼	-0.8%	80,888	1.2%	Consumer Staples
PG Procter & Gamble	$8,497,454	$18,746 ▲	0.2%	49,862	1.2%	Consumer Staples
PEP PepsiCo	$7,769,060	$99,411 ▼	-1.3%	51,814	1.1%	Consumer Staples
HSY Hershey	$7,596,416	$391,998 ▼	-4.9%	44,416	1.0%	Consumer Staples
IBM International Business Machines	$7,345,757	$61,668 ▼	-0.8%	29,541	1.0%	Computer and Technology
HOLX Hologic	$7,263,967	$789,174 ▼	-9.8%	117,597	1.0%	Medical
WMT Walmart	$6,060,544	$44,509 ▼	-0.7%	69,035	0.8%	Retail/Wholesale
SCHW Charles Schwab	$5,950,063	$820,061 ▼	-12.1%	76,010	0.8%	Finance
DHR Danaher	$5,887,600	$232,675 ▼	-3.8%	28,720	0.8%	Medical
GE VERNOVA INC	$5,636,387	$5,636,387 ▲	New Holding	18,463	0.8%	COM
GNRC Generac	$5,508,262	$2,913,963 ▼	-34.6%	43,492	0.7%	Industrials
TFC Truist Financial	$5,323,581	$872,463 ▲	19.6%	129,370	0.7%	Finance
BXSL Blackstone Secured Lending Fund	$5,312,865	$1,070,792 ▲	25.2%	164,180	0.7%	Finance
AXP American Express	$5,286,564	$71,298 ▼	-1.3%	19,649	0.7%	Finance
CSCO Cisco Systems	$4,970,535	$333,294 ▼	-6.3%	80,547	0.7%	Computer and Technology
GOOG Alphabet	$4,888,748	$105,455 ▼	-2.1%	31,292	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$4,625,458	$134,743 ▲	3.0%	8,685	0.6%	Finance
LHX L3Harris Technologies	$4,529,138	$1,080,270 ▼	-19.3%	21,638	0.6%	Aerospace
FI Fiserv	$4,469,379	$468,822 ▲	11.7%	20,239	0.6%	Business Services
ZTS Zoetis	$4,388,582	$1,507,865 ▼	-25.6%	26,654	0.6%	Medical
APH Amphenol	$4,351,766	$626,188 ▲	16.8%	66,348	0.6%	Computer and Technology
IDXX IDEXX Laboratories	$4,322,966	$195,277 ▲	4.7%	10,294	0.6%	Medical
ADP Automatic Data Processing	$4,211,732	$106,936 ▼	-2.5%	13,785	0.6%	Business Services
OKE ONEOK	$4,108,006	$3,188,137 ▲	346.6%	41,403	0.6%	Energy
CMA Comerica	$4,004,382	$378,574 ▲	10.4%	67,802	0.5%	Finance
APD Air Products and Chemicals	$3,921,812	$40,109 ▼	-1.0%	13,298	0.5%	Basic Materials
VMI Valmont Industries	$3,914,764	$44,233 ▼	-1.1%	13,718	0.5%	Industrials
MDT Medtronic	$3,642,202	$54,725 ▲	1.5%	40,532	0.5%	Medical
HD Home Depot	$3,594,307	$104,454 ▼	-2.8%	9,807	0.5%	Retail/Wholesale
AMGN Amgen	$3,585,968	$73,526 ▲	2.1%	11,510	0.5%	Medical
MCD McDonald's	$3,491,360	$1,614,641 ▼	-31.6%	11,177	0.5%	Retail/Wholesale
GNTX Gentex	$3,276,434	$175,822 ▼	-5.1%	140,619	0.4%	Auto/Tires/Trucks
KVUE Kenvue	$3,206,452	$1,256,884 ▲	64.5%	133,714	0.4%	Consumer Staples
GOOGL Alphabet	$2,898,882	$200,723 ▲	7.4%	18,746	0.4%	Computer and Technology
AMAT Applied Materials	$2,892,677	$389,937 ▲	15.6%	19,933	0.4%	Computer and Technology
BMY Bristol-Myers Squibb	$2,657,398	$1,220 ▲	0.0%	43,571	0.4%	Medical
KO Coca-Cola	$2,308,958	$65,532 ▼	-2.8%	32,239	0.3%	Consumer Staples
VZ Verizon Communications	$2,061,697	$40,461 ▲	2.0%	45,452	0.3%	Computer and Technology
ITW Illinois Tool Works	$1,761,864	$74,403 ▼	-4.1%	7,104	0.2%	Industrials
SPY SPDR S&P 500 ETF Trust	$1,616,638	$34,123 ▲	2.2%	2,890	0.2%	Finance
EVERGY INC	$1,610,672	$473,549 ▲	41.6%	23,360	0.2%	COM
MBWM Mercantile Bank	$1,532,986	$304 ▲	0.0%	35,290	0.2%	Finance
ACN Accenture	$1,461,908	$125,752 ▲	9.4%	4,685	0.2%	Computer and Technology
WAT Waters	$1,453,641	$73,714 ▼	-4.8%	3,944	0.2%	Medical
SBUX Starbucks	$1,412,791	$1,412,791 ▲	New Holding	14,403	0.2%	Retail/Wholesale
BLACKROCK INC	$1,398,898	$9,465 ▼	-0.7%	1,478	0.2%	COM
VUG Vanguard Growth ETF	$1,394,407	$10,013 ▲	0.7%	3,760	0.2%	ETF
KDP Keurig Dr Pepper	$1,241,844	$383,264 ▲	44.6%	36,290	0.2%	Consumer Staples
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,240,908	$371,094 ▲	42.7%	23,695	0.2%	Manufacturing
EOG EOG Resources	$1,228,540	$30,649 ▼	-2.4%	9,580	0.2%	Energy
COST Costco Wholesale	$1,187,314		0.0%	1,255	0.2%	Retail/Wholesale
SLB Schlumberger	$1,160,118	$30,556 ▲	2.7%	27,754	0.2%	Energy
UPS United Parcel Service	$1,126,559	$441,846 ▲	64.5%	10,242	0.2%	Transportation
MRVL Marvell Technology	$1,101,549	$47,655 ▼	-4.1%	17,891	0.1%	Computer and Technology
NKE NIKE	$1,080,938	$1,086,842 ▼	-50.1%	17,028	0.1%	Consumer Discretionary
KAI Kadant	$1,077,439		0.0%	3,198	0.1%	Industrials
FSLR First Solar	$1,052,530	$12,896 ▼	-1.2%	8,325	0.1%	Energy
ADBE Adobe	$1,033,997	$1,033,997 ▲	New Holding	2,696	0.1%	Computer and Technology
SO Southern	$1,017,875	$644 ▲	0.1%	11,070	0.1%	Utilities
WDAY Workday	$960,509		0.0%	4,113	0.1%	Computer and Technology
ISRG Intuitive Surgical	$960,329	$9,905 ▼	-1.0%	1,939	0.1%	Medical
KMB Kimberly-Clark	$958,213	$86,179 ▼	-8.3%	6,738	0.1%	Consumer Staples
ULTA Ulta Beauty	$910,852	$10,996 ▲	1.2%	2,485	0.1%	Retail/Wholesale
VTV Vanguard Value ETF	$860,991	$5,528 ▼	-0.6%	4,984	0.1%	ETF
MRCC Monroe Capital	$849,498	$343,980 ▲	68.0%	108,910	0.1%	Finance
NEE NextEra Energy	$724,496	$405,491 ▲	127.1%	10,220	0.1%	Utilities
XLK Technology Select Sector SPDR Fund	$707,194		0.0%	3,425	0.1%	ETF
IMCG iShares Morningstar Mid-Cap Growth ETF	$687,657	$7,286 ▲	1.1%	9,627	0.1%	ETF
MA Mastercard	$685,150		0.0%	1,250	0.1%	Business Services
VYM Vanguard High Dividend Yield ETF	$679,749	$15,088 ▲	2.3%	5,271	0.1%	ETF
SYY Sysco	$641,818		0.0%	8,553	0.1%	Consumer Staples
IMCV iShares Morningstar Mid-Cap Value ETF	$623,196	$8,458 ▲	1.4%	8,400	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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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

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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