LaFleur & Godfrey LLC
CIK: 0001387458SEC EDGAR →
Portfolio Value
$826K
Holdings
145
As of
Q4 2025
New Positions
3
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 213,498 | $58K | 7.03% |
| 2 | JPMORGAN CHASE & CO. | 127,637 | $41K | 4.98% |
| 3 | MICROSOFT CORP | 79,687 | $39K | 4.67% |
| 4 | JOHNSON & JOHNSON | 134,767 | $28K | 3.38% |
| 5 | CATERPILLAR INC | 47,543 | $27K | 3.30% |
| 6 | BROADCOM INC | 75,449 | $26K | 3.16% |
| 7 | RTX CORPORATION | 141,232 | $26K | 3.14% |
| 8 | STRYKER CORPORATION | 70,840 | $25K | 3.02% |
| 9 | PALANTIR TECHNOLOGIES INC | 123,213 | $22K | 2.65% |
| 10 | CONSTELLATION ENERGY CORP | 60,389 | $21K | 2.58% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $197K | 23.8% |
| Healthcare | 18 | $161K | 19.5% |
| Industrials | 17 | $142K | 17.2% |
| Financial Services | 44 | $125K | 15.1% |
| Utilities | 6 | $46K | 5.6% |
| Basic Materials | 4 | $39K | 4.7% |
| Consumer Defensive | 12 | $37K | 4.5% |
| Consumer Cyclical | 8 | $29K | 3.5% |
| Energy | 6 | $27K | 3.3% |
| Communication Services | 5 | $17K | 2.1% |
| Unknown | 4 | $6K | 0.7% |