LaFleur & Godfrey LLC 13F Holdings

CIK 0001387458 · GRAND RAPIDS, MI

As of Sep 30, 2025, LaFleur & Godfrey LLC reported 142 positions worth $824.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology218,659$55.7M6.75%
MICROSOFT CORPMSFTTechnology81,046$42.0M5.09%
JPMORGAN CHASE & COJPMFinancial Services132,177$41.7M5.06%
STRYKER CORPSYKHealthcare72,719$26.9M3.26%
JOHNSON & JOHNSONJNJHealthcare140,137$26.0M3.15%
BROADCOM INCAVGOTechnology78,710$26.0M3.15%
RTX CORPRTXEquity149,056$24.9M3.02%
CATERPILLAR INCCATIndustrials50,914$24.3M2.95%
PALANTIR TECHNOLOGIES INCPLTRTechnology129,075$23.5M2.86%
CONSTELLATION ENERGY CORPCEGUtilities61,659$20.3M2.46%
ECOLAB INCECLBasic Materials73,920$20.2M2.45%
ISHARES FLOATING RATE BOND ETFFLOT—386,179 9.7M2.39%
VULCAN MATERIALS COVMCBasic Materials58,473 8.0M2.18%
ABBVIE INCABBVEquity75,562 7.5M2.12%
ZSCALER INCZSTechnology54,619 6.4M1.98%
WOODWARD INCWWDIndustrials64,180 6.2M1.97%
WATSCO INCWSOIndustrials38,419 5.5M1.88%
AMAZON.COM INCAMZNEquity69,248 5.2M1.84%
THERMO FISHER SCIENTIFIC INCTMOHealthcare30,627 4.9M1.80%
AMERICAN EXPRESS COAXPFinancial Services42,369 4.1M1.71%
PAYCHEX INCPAYXIndustrials109,868 3.9M1.69%
ALCON INCALCHealthcare186,747 3.9M1.69%
HONEYWELL INTERNATIONAL INCHONIndustrials54,157 1.4M1.38%
CURTISS WRIGHT CORPCWIndustrials20,972 1.4M1.38%
ABBOTT LABORATORIESABTHealthcare84,459 1.3M1.37%