LG

LaFleur & Godfrey LLC

13F
LaFleur & Godfrey LLC
Last update 2025-07-14 146 Stocks (5 new)
Value $801.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(5.69%)MSFT(5.45%)JPM(5.03%)SYK(3.72%)AVGO(3.03%)
Summary Stock Picks Current Portfolio
LaFleur & Godfrey LLC Top Holdings of 2025-06-30 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
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 View Full List
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)

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 2025-06-30

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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