LaFleur & Godfrey, Inc. 13F Holdings

CIK 02812331 · GRAND RAPIDS, MI

As of Dec 31, 2024, LaFleur & Godfrey, Inc. reported 150 positions worth $729.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology221,060$55.4M7.59%
MICROSOFT CORPMSFTTechnology88,573$37.3M5.12%
JPMORGAN CHASE & COJPMFinancial Services138,499$33.2M4.55%
PALANTIR TECHNOLOGIES INCPLTRTechnology370,637$28.0M3.84%
STRYKER CORPSYKHealthcare76,029$27.4M3.75%
RTX CORPRTXEquity178,191$20.6M2.83%
JOHNSON & JOHNSONJNJHealthcare129,889 8.8M2.58%
CATERPILLAR INCCATIndustrials50,785 8.4M2.53%
WATSCO INCWSOIndustrials38,634 8.3M2.51%
BROADCOM INCAVGOTechnology78,265 8.1M2.49%
ECOLAB INCECLBasic Materials76,556 7.9M2.46%
PAYCHEX INCPAYXIndustrials114,487 6.1M2.20%
ALCON INCALCHealthcare183,204 5.6M2.13%
THERMO FISHER SCIENTIFIC INCTMOHealthcare29,767 5.5M2.12%
VULCAN MATERIALS COVMCBasic Materials57,654 4.8M2.03%
ABBVIE INCABBVEquity79,396 4.1M1.93%
COPART INCCPRTIndustrials218,191 2.5M1.72%
WOODWARD INCWWDIndustrials72,973 2.1M1.66%
STERIS PLCSTEHealthcare54,803 1.3M1.54%
ZSCALER INCZSTechnology61,985 1.2M1.53%
AMAZON.COM INCAMZNEquity49,407 0.8M1.49%
GENERAC HOLDINGS INCGNRCIndustrials66,500 0.3M1.41%
MERCK & CO INCMRKHealthcare102,673 0.2M1.40%
EXXON MOBIL CORPXOMEnergy93,458 0.1M1.38%
ISHARES FLOATING RATE BOND ETFFLOT—196,895 0.0M1.37%