LaFleur & Godfrey LLC
CIK: 0001387458SEC EDGAR →
Portfolio Value
$825.8M
Holdings
145
As of
Q4 2025
New Positions
3
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 213,498 | $58.0M | 7.03% |
| 2 | JPMORGAN CHASE & CO. | 127,637 | $41.1M | 4.98% |
| 3 | MICROSOFT CORP | 79,687 | $38.5M | 4.67% |
| 4 | JOHNSON & JOHNSON | 134,767 | $27.9M | 3.38% |
| 5 | CATERPILLAR INC | 47,543 | $27.2M | 3.30% |
| 6 | BROADCOM INC | 75,449 | $26.1M | 3.16% |
| 7 | RTX CORPORATION | 141,232 | $25.9M | 3.14% |
| 8 | STRYKER CORPORATION | 70,840 | $24.9M | 3.01% |
| 9 | PALANTIR TECHNOLOGIES INC | 123,213 | $21.9M | 2.65% |
| 10 | CONSTELLATION ENERGY CORP | 60,389 | $21.3M | 2.58% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $196.9M | 23.8% |
| Healthcare | 18 | $160.7M | 19.5% |
| Industrials | 17 | $141.7M | 17.2% |
| Financial Services | 43 | $123.5M | 15.0% |
| Utilities | 6 | $46.3M | 5.6% |
| Basic Materials | 4 | $38.9M | 4.7% |
| Consumer Defensive | 12 | $37.4M | 4.5% |
| Consumer Cyclical | 8 | $28.8M | 3.5% |
| Energy | 6 | $27.2M | 3.3% |
| Communication Services | 5 | $17.2M | 2.1% |
| Unknown | 5 | $7.0M | 0.9% |