LG
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LaFleur & Godfrey LLC13F | |
LaFleur & Godfrey LLC | |
Last update 2025-07-14 | 146 Stocks (5 new) |
Value $801.00 Mil | Turnover 5 % |
LaFleur & Godfrey LLC Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 222,002 | 45,548.1 | +0.97% | 5.690 | +0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 87,740 | 43,642.6 | -1.38% | 5.450 | -0.06% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
JPM | JPMorgan Chase & Co | 138,838 | 40,250.5 | -0.32% | 5.030 | -0.01% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
SYK | Stryker Corp | 75,323 | 29,800.1 | -0.92% | 3.720 | -0.04% | 0.020 | +12.62% | +8.63% | 148,815.0 | Medical Devices & Instruments | |
AVGO | Broadcom Inc | 87,992 | 24,255.0 | -0.88% | 3.030 | -0.02% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
RTX | RTX Corp | 158,372 | 23,125.5 | -11.32% | 2.890 | -0.36% | 0.010 | +18.14% | +32.25% | 202,397.0 | Aerospace & Defense | |
JNJ | Johnson & Johnson | 143,635 | 21,940.2 | +3.44% | 2.740 | +0.09% | 0.010 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
PLTR | Palantir Technologies Inc | 159,261 | 21,710.5 | -17.64% | 2.710 | -0.39% | 0.010 | +63.70% | +102.99% | 362,293.8 | Software | |
CAT | Caterpillar Inc | 53,984 | 20,957.0 | +5.12% | 2.620 | +0.13% | 0.010 | +41.28% | +15.01% | 194,574.0 | Farm & Heavy Construction Machinery | |
ECL | Ecolab Inc | 77,037 | 20,756.7 | -1.50% | 2.590 | -0.04% | 0.030 | +12.85% | +15.27% | 76,194.0 | Chemicals |
LaFleur & Godfrey LLC's Historical Top Holdings Breakdowns
LaFleur & Godfrey LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
CW | Curtiss-Wright Corp | 2025-06-30 | Add Add | +1.32% | 283.18 ($393.5) 488.55 | $487.88 | 23.98% | Add 3161.9% | 22,344 | 21,659 | |
NEE | NextEra Energy Inc | 2025-06-30 | Add Add | +0.76% | 64.11 ($69.48) 75 | $75.95 | 9.31% | Add 856.76% | 97,781 | 87,561 | |
GNRC | Generac Holdings Inc | 2025-06-30 | Sold Out Sold Out | -0.75% | 101.92 ($122.08) 143.21 | $153.11 | 25.42% | Sold Out | 0 | -43,492 | |
AXP | American Express Co | 2025-06-30 | Add Add | +0.66% | 231.39 ($281.25) 318.98 | $307.95 | 9.49% | Add 83.83% | 36,121 | 16,472 | |
TTD | The Trade Desk Inc | 2025-06-30 | New Buy New Buy | +0.63% | 45.27 ($63.71) 79.4 | $80.21 | 25.90% | New holding | 69,860 | 69,860 | |
VMI | Valmont Industries Inc | 2025-06-30 | Sold Out Sold Out | -0.53% | 263.86 ($306.36) 333.86 | $335.65 | 9.56% | Sold Out | 0 | -13,718 | |
CMA | Comerica Inc | 2025-06-30 | Reduce Reduce | -0.42% | 50.42 ($55.85) 59.65 | $65.32 | 16.96% | Reduce -76.91% | 15,654 | -52,148 | |
PLTR | Palantir Technologies Inc | 2025-06-30 | Reduce Reduce | -0.39% | 74.01 ($116.76) 144.25 | $153.52 | 31.48% | Reduce -17.64% | 159,261 | -34,115 | |
RTX | RTX Corp | 2025-06-30 | Reduce Reduce | -0.36% | 113.75 ($133.23) 148.48 | $151.50 | 13.71% | Reduce -11.32% | 158,372 | -20,214 | |
APH | Amphenol Corp | 2025-06-30 | Add Add | +0.34% | 59.09 ($81.52) 98.75 | $103.34 | 26.77% | Add 41.53% | 93,900 | 27,552 |
LaFleur & Godfrey LLC Total Holding History ($B)
LaFleur & Godfrey LLC's Asset Allocation
LaFleur & Godfrey LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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LaFleur & Godfrey LLC's Hypothetical Growth since 2025-06-30
LaFleur & Godfrey LLC's Yearly Returns
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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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