LG

LaFleur & Godfrey LLC

13F
LaFleur & Godfrey LLC
Last update 2025-04-23 145 Stocks (4 new)
Value $737.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(6.63%)JPM(4.64%)MSFT(4.53%)SYK(3.84%)RTX(3.21%)
Summary Stock Picks Current Portfolio
LaFleur & Godfrey LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
219,874
48,840.6
-0.54%
6.630
-0.04%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
JPM
JPMorgan Chase & Co
139,280
34,165.3
+0.56%
4.640
+0.03%
0.010
+30.86%
+25.49%
822,612.0
Banks
MSFT
Microsoft Corp
88,968
33,397.6
+0.45%
4.530
+0.02%
0.000
+33.94%
+18.80%
3,707,650.2
Software
SYK
Stryker Corp
76,020
28,298.4
-0.01%
3.840
0%
0.020
+7.60%
+10.27%
151,062.1
Medical Devices & Instruments
RTX
RTX Corp
178,586
23,655.5
+0.22%
3.210
+0.01%
0.010
+12.49%
+27.23%
194,715.3
Aerospace & Defense
JNJ
Johnson & Johnson
138,853
23,027.4
+6.90%
3.120
+0.20%
0.010
-1.55%
+9.67%
375,371.5
Drug Manufacturers
ECL
Ecolab Inc
78,211
19,827.9
+2.16%
2.690
+0.06%
0.030
+9.80%
+17.56%
77,708.0
Chemicals
WSO
Watsco Inc
38,256
19,445.7
-0.98%
2.640
-0.02%
0.090
-6.60%
-2.39%
18,415.2
Industrial Distribution
ALC
Alcon Inc
184,051
17,472.0
+0.46%
2.370
+0.01%
0.040
-1.69%
+3.78%
43,568.3
Medical Devices & Instruments
PAYX
Paychex Inc
112,899
17,418.1
-1.39%
2.360
-0.03%
0.030
-3.48%
+6.38%
53,040.4
Software

LaFleur & Godfrey LLC's Historical Top Holdings Breakdowns

LaFleur & Godfrey LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-1.84%
●
64.98 ($87.82) 124.62
$134.36
52.99%
Reduce -47.83%
193,376
-177,261
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+0.92%
●
50.87 ($50.99) 51.09
$50.88
-0.22%
Add 67.59%
329,986
133,091
GEV
GE Vernova Inc
2025-03-31
New Buy
New Buy
+0.76%
●
270.13 ($348.71) 437.71
$517.04
48.27%
New holding
18,463
18,463
CEG
Constellation Energy Corp
2025-03-31
Add
Add
+0.61%
●
201.63 ($268.03) 347.44
$311.88
16.36%
Add 72.88%
53,049
22,363
GNRC
Generac Holdings Inc
2025-03-31
Reduce
Reduce
-0.49%
●
126.65 ($143.47) 164.06
$152.37
6.20%
Reduce -34.6%
43,492
-23,008
OKE
ONEOK Inc
2025-03-31
Add
Add
+0.43%
●
89.57 ($99.27) 109.85
$82.14
-17.26%
Add 346.59%
41,403
32,132
HON
Honeywell International Inc
2025-03-31
Add
Add
+0.29%
●
202.75 ($214.7) 226.52
$240.40
11.97%
Add 23.8%
52,338
10,061
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.24%
●
167.43 ($211.65) 244.7
$275.18
30.02%
Add 13.43%
88,775
10,510
STE
Steris PLC
2025-03-31
Reduce
Reduce
-0.23%
●
202.46 ($219.95) 232.74
$237.55
8.00%
Reduce -14.89%
46,641
-8,162
MCD
McDonald's Corp
2025-03-31
Reduce
Reduce
-0.21%
●
279.74 ($299.1) 321.29
$294.08
-1.68%
Reduce -31.62%
11,177
-5,169

LaFleur & Godfrey LLC Total Holding History ($B)

To

LaFleur & Godfrey LLC's Asset Allocation

To

LaFleur & Godfrey LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LaFleur & Godfrey LLC's Hypothetical Growth since 2025-03-31

LaFleur & Godfrey LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LaFleur & Godfrey LLC's Holdings Heat Map

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LaFleur & Godfrey LLC's Holdings Bubble Chart

LaFleur & Godfrey LLC News

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