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%Computer and TechnologyEOGEOG 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. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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