Lafleur & Godfrey LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 145Value: $737.1MLatest: 2025Q1

LaFleur & Godfrey LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 145 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "KAI",
  "TROW",
  "ACN",
  "ZS",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "RVT",
  null,
  "GOOGL",
  "RIG",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  null,
  "DT",
  "MBWM",
  "EOG",
  "FITB",
  "GD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "AMAT",
  null,
  "IVW",
  "LHX",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "EVRG",
  "NTRS",
  "HOLX",
  "NVS",
  "HSY",
  "IWD",
  "ORCL",
  "OKE",
  "PAYX",
  "IWF",
  "PEP",
  "VGSH",
  "IJK",
  "IVV",
  "MRCC",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "ECL",
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "TFC",
  "UPS",
  "BIV",
  "SCHW",
  "ALC",
  null,
  "ULTA",
  "ETR",
  "VYM",
  "MUSA",
  "APH",
  "FI",
  "WSO",
  "GNRC",
  "WM",
  "FSLR",
  null,
  "IDXX",
  "AMZN",
  null,
  "IVE",
  "HBAN",
  "VUG",
  "VMI",
  null,
  "VBK",
  "VTV",
  "WMT",
  "WAT",
  "WWD",
  "WDAY",
  null,
  "LNT",
  "GNTX",
  null,
  "SCHG",
  "KDP",
  "SO",
  "SYY",
  "GEV",
  "ZBH",
  null,
  "STE",
  "KMB",
  "ADP",
  "BRK-B",
  "BMY",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "KO",
  "CMA",
  "CL",
  "CEG",
  "CPRT",
  "COST",
  "CW",
  "DHR",
  "IJT",
  "VMC",
  "NEE",
  "NKE",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "XLK",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 145
Total Value: 737061047
Accession Number: 0001387458-25-000005
Form Type: 13F-HR
CIK: lafleur--godfrey
Manager Name: Lafleur--Godfrey

Data Enrichment

92% identified

134 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

145 positions • $737.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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Apple Inc.

AAPL|037833100

Shares:—

Value:$48.8M

% of Portfolio:6.6% ($48.8M/$737.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:—

Value:$34.2M

% of Portfolio:4.6% ($34.2M/$737.1M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$33.4M

% of Portfolio:4.5% ($33.4M/$737.1M)

STRYKER CORP

SYK|863667101

Shares:—

Value:$28.3M

% of Portfolio:3.8% ($28.3M/$737.1M)

RTX Corp

RTX|75513E101

Shares:—

Value:$23.7M

% of Portfolio:3.2% ($23.7M/$737.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:—

Value:$23.0M

% of Portfolio:3.1% ($23.0M/$737.1M)

ECOLAB INC.

ECL|278865100

Shares:—

Value:$19.8M

% of Portfolio:2.7% ($19.8M/$737.1M)

WATSCO INC

WSO|942622200

Shares:—

Value:$19.4M

% of Portfolio:2.6% ($19.4M/$737.1M)

ALCON INC

ALC|H01301128

Shares:—

Value:$17.5M

% of Portfolio:2.4% ($17.5M/$737.1M)

PAYCHEX INC

PAYX|704326107

Shares:—

Value:$17.4M

% of Portfolio:2.4% ($17.4M/$737.1M)

CATERPILLAR INC

CAT|149123101

Shares:—

Value:$16.9M

% of Portfolio:2.3% ($16.9M/$737.1M)

46429B655

Shares:—

Value:$16.8M

% of Portfolio:2.3% ($16.8M/$737.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:—

Value:$16.6M

% of Portfolio:2.3% ($16.6M/$737.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:—

Value:$16.3M

% of Portfolio:2.2% ($16.3M/$737.1M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:—

Value:$15.4M

% of Portfolio:2.1% ($15.4M/$737.1M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$14.9M

% of Portfolio:2.0% ($14.9M/$737.1M)

Vulcan Materials CO

VMC|929160109

Shares:—

Value:$13.8M

% of Portfolio:1.9% ($13.8M/$737.1M)

Woodward, Inc.

WWD|980745103

Shares:—

Value:$13.3M

% of Portfolio:1.8% ($13.3M/$737.1M)

Zscaler, Inc.

ZS|98980G102

Shares:—

Value:$12.6M

% of Portfolio:1.7% ($12.6M/$737.1M)

CHEVRON CORP

CVX|166764100

Shares:—

Value:$12.6M

% of Portfolio:1.7% ($12.6M/$737.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$48.8M	6.6% ($48.8M/$737.1M)	QoQ -11.77% (-$6.5M) YoY +17.27% (+$7.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$34.2M	4.6% ($34.2M/$737.1M)	QoQ +2.90% (+$965.6K) YoY +12.11% (+$3.7M)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$33.4M	4.5% ($33.4M/$737.1M)	QoQ -10.54% (-$3.9M) YoY -14.02% (-$5.4M)
STRYKER CORP(SYKcusip863667101)	—	QoQ - YoY -	All Managers (Combined)	$28.3M	3.8% ($28.3M/$737.1M)	QoQ +3.37% (+$924.3K) YoY -0.76% (-$219.0K)
RTX Corp(RTXcusip75513E101)	—	QoQ - YoY -	All Managers (Combined)	$23.7M	3.2% ($23.7M/$737.1M)	QoQ +14.71% (+$3.0M) YoY +34.25% (+$6.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	—	QoQ - YoY -	All Managers (Combined)	$23.0M	3.1% ($23.0M/$737.1M)	QoQ +22.58% (+$4.2M) YoY +13.61% (+$2.8M)
ECOLAB INC.(ECLcusip278865100)	—	QoQ - YoY -	All Managers (Combined)	$19.8M	2.7% ($19.8M/$737.1M)	QoQ +10.53% (+$1.9M) YoY +0.09% (+$19.6K)
WATSCO INC(WSOcusip942622200)	—	QoQ - YoY -	All Managers (Combined)	$19.4M	2.6% ($19.4M/$737.1M)	QoQ +6.21% (+$1.1M) YoY +3.50% (+$659.0K)
ALCON INC(ALCcusipH01301128)	—	QoQ - YoY -	All Managers (Combined)	$17.5M	2.4% ($17.5M/$737.1M)	QoQ +12.34% (+$1.9M) YoY +19.48% (+$2.8M)
PAYCHEX INC(PAYXcusip704326107)	—	QoQ - YoY -	All Managers (Combined)	$17.4M	2.4% ($17.4M/$737.1M)	QoQ +8.50% (+$1.4M) YoY +21.78% (+$3.1M)
CATERPILLAR INC(CATcusip149123101)	—	QoQ - YoY -	All Managers (Combined)	$16.9M	2.3% ($16.9M/$737.1M)	QoQ -8.06% (-$1.5M) YoY -10.58% (-$2.0M)
(cusip46429B655)✕	—	QoQ - YoY -	All Managers (Combined)	$16.8M	2.3% ($16.8M/$737.1M)	QoQ +68.15% (+$6.8M) YoY +386.41% (+$13.4M)
AbbVie Inc.(ABBVcusip00287Y109)	—	QoQ - YoY -	All Managers (Combined)	$16.6M	2.3% ($16.6M/$737.1M)	QoQ +17.82% (+$2.5M) YoY +15.04% (+$2.2M)
Palantir Technologies Inc.(PLTRcusip69608A108)	—	QoQ - YoY -	All Managers (Combined)	$16.3M	2.2% ($16.3M/$737.1M)	QoQ -41.77% (-$11.7M) YoY +33.04% (+$4.1M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	—	QoQ - YoY -	All Managers (Combined)	$15.4M	2.1% ($15.4M/$737.1M)	QoQ -0.58% (-$90.4K) YoY -3.02% (-$479.9K)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY NEW	All Managers (Combined)	$14.9M	2.0% ($14.9M/$737.1M)	QoQ -18.08% (-$3.3M) YoY NEW(+$14.9M)
Vulcan Materials CO(VMCcusip929160109)	—	QoQ - YoY -	All Managers (Combined)	$13.8M	1.9% ($13.8M/$737.1M)	QoQ -7.16% (-$1.1M) YoY -17.87% (-$3.0M)
Woodward, Inc.(WWDcusip980745103)	—	QoQ - YoY -	All Managers (Combined)	$13.3M	1.8% ($13.3M/$737.1M)	QoQ +9.31% (+$1.1M) YoY +14.19% (+$1.6M)
Zscaler, Inc.(ZScusip98980G102)	—	QoQ - YoY -	All Managers (Combined)	$12.6M	1.7% ($12.6M/$737.1M)	QoQ +12.71% (+$1.4M) YoY +22.57% (+$2.3M)
CHEVRON CORP(CVXcusip166764100)	—	QoQ - YoY -	All Managers (Combined)	$12.6M	1.7% ($12.6M/$737.1M)	QoQ +29.53% (+$2.9M) YoY +6.45% (+$761.6K)