Sponsored
The Analysis of LaFleur & Godfrey LLC's Holdings & P&L
Currently, LaFleur & Godfrey LLC holds 141 types of securities in its portfolio with a total value $803.2M. In the most recent quarter, they have increased their positions in NFLX (+101.3K shares, valued at $9.7M), FLOT (+60.5K shares, valued at $3.1M), TSN (+19.1K shares, valued at $1.2M); decreased their positions in AAPL (-7.3K shares, valued at $1.8M), CAT (-1.5K shares, valued at $1.0M), WMT (-8.1K shares, valued at $1.0M); initiated new positions in LNT (+2.9K shares, valued at $205.3K), IWS (+1.4K shares, valued at $203.7K).
1M P&L
+3.0M+0.39%
3M P&L
-15.0M-1.93%
HY P&L
+17.3M+2.31%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Aerospace & Defense67.0M
9.1%
2Software - Infrastructure54.8M
7.4%
3Drug Manufacturers - General54.0M
7.3%
Top Industries by Stock Count
1N/A30 stocks
23.3%
2Software - Application6 stocks
4.7%
3Semiconductors6 stocks
4.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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AAPL
-3.41%APPLE INC
Shares206.2K
Event2026-03-31
Filed2026-05-04
JPM
-1.80%JPMORGAN CHASE & CO
Shares125.3K
Event2026-03-31
Filed2026-05-04
CAT
-3.08%CATERPILLAR INC
Shares46.1K
Event2026-03-31
Filed2026-05-04
JNJ
-2.20%JOHNSON & JOHNSON
Shares131.8K
Event2026-03-31
Filed2026-05-04
MSFT
1.76%MICROSOFT CORP
Shares81.1K
Event2026-03-31
Filed2026-05-04
RTX
-3.16%RTX CORPORATION
Shares136.8K
Event2026-03-31
Filed2026-05-04
FLOT
14.91%ISHARES TR
Shares466.1K
Event2026-03-31
Filed2026-05-04
SYK
1.81%STRYKER CORPORATION
Shares72.1K
Event2026-03-31
Filed2026-05-04
BROADCOM INC
-2.61%BROADCOM INC
Shares73.5K
Event2026-03-31
Filed2026-05-04
WWD
-3.03%WOODWARD INC
Shares59.3K
Event2026-03-31
Filed2026-05-04
ECL
-1.17%ECOLAB INC
Shares71.4K
Event2026-03-31
Filed2026-05-04
PLTR
-2.51%PALANTIR TECHNOLOGIES INC
Shares120.1K
Event2026-03-31
Filed2026-05-04
CEG
3.52%CONSTELLATION ENERGY CORP
Shares62.5K
Event2026-03-31
Filed2026-05-04
XOM
-2.93%EXXON MOBIL CORP
Shares93.5K
Event2026-03-31
Filed2026-05-04
ABBV
-0.72%ABBVIE INC
Shares71.2K
Event2026-03-31
Filed2026-05-04
VMC
-0.09%VULCAN MATLS CO
Shares56.6K
Event2026-03-31
Filed2026-05-04
TMO
2.63%THERMO FISHER SCIENTIFIC INC
Shares30.6K
Event2026-03-31
Filed2026-05-04
GEV
-2.56%GE VERNOVA INC
Shares16.9K
Event2026-03-31
Filed2026-05-04
AMZN
2.41%AMAZON COM INC
Shares69.1K
Event2026-03-31
Filed2026-05-04
CVX
-0.14%CHEVRON CORPORATION
Shares67.3K
Event2026-03-31
Filed2026-05-04
CW
-2.29%CURTISS WRIGHT CORP
Shares20.4K
Event2026-03-31
Filed2026-05-04
ALC
-1.80%ALCON AG
Shares180.4K
Event2026-03-31
Filed2026-05-04
WSO
0.08%WATSCO INC
Shares37.0K
Event2026-03-31
Filed2026-05-04
NEE
5.49%NEXTERA ENERGY INC
Shares141.1K
Event2026-03-31
Filed2026-05-04
AXP
0.18%AMERICAN EXPRESS CO
Shares42.9K
Event2026-03-31
Filed2026-05-04
HON
-2.78%HONEYWELL INTL INC
Shares50.5K
Event2026-03-31
Filed2026-05-04
NFLX
1021.10%NETFLIX INC.
Shares111.2K
Event2026-03-31
Filed2026-05-04
MERCK & CO INC
-4.39%MERCK & CO INC
Shares88.2K
Event2026-03-31
Filed2026-05-04
APH
-1.04%AMPHENOL CORP
Shares79.1K
Event2026-03-31
Filed2026-05-04
PAYX
0.29%PAYCHEX INC
Shares108.5K
Event2026-03-31
Filed2026-05-04
IBM
6.63%INTERNATIONAL BUSINESS MACHS
Shares36.6K
Event2026-03-31
Filed2026-05-04
CHD
0.19%CHURCH & DWIGHT CO INC
Shares87.6K
Event2026-03-31
Filed2026-05-04
ABT
-5.70%ABBOTT LABORATORIES
Shares78.4K
Event2026-03-31
Filed2026-05-04
PG
-0.26%PROCTER & GAMBLE CO
Shares51.8K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-7.25%ALPHABET INC
Shares25.9K
Event2026-03-31
Filed2026-05-04
WMT
-12.24%WALMART INC
Shares58.1K
Event2026-03-31
Filed2026-05-04
ZS
-3.08%ZSCALER INC
Shares51.3K
Event2026-03-31
Filed2026-05-04
PEP
-2.12%PEPSICO INC
Shares45.4K
Event2026-03-31
Filed2026-05-04
STERIS PLC
-6.90%STERIS PLC
Shares31.7K
Event2026-03-31
Filed2026-05-04
BXSL
8.79%BLACKSTONE SECD LENDING FD
Shares279.4K
Event2026-03-31
Filed2026-05-04
CPRT
-0.81%COPART INC
Shares195.7K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-0.24%ALPHABET INC
Shares22.2K
Event2026-03-31
Filed2026-05-04
SCHW
7.40%SCHWAB CHARLES CORP
Shares67.9K
Event2026-03-31
Filed2026-05-04
CSCO
-2.52%CISCO SYS INC
Shares76.0K
Event2026-03-31
Filed2026-05-04
LHX
-6.49%L3HARRIS TECHNOLOGIES INC
Shares16.0K
Event2026-03-31
Filed2026-05-04
TFC
-1.49%TRUIST FINL CORP
Shares117.9K
Event2026-03-31
Filed2026-05-04
AMAT
-10.92%APPLIED MATLS INC
Shares15.1K
Event2026-03-31
Filed2026-05-04
IDXX
-1.43%IDEXX LABS INC
Shares8.4K
Event2026-03-31
Filed2026-05-04
MEDTRONIC PLC
-1.64%MEDTRONIC PLC
Shares50.9K
Event2026-03-31
Filed2026-05-04
HSY
0.00%HERSHEY CO
Shares21.2K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL
-0.87%BERKSHIRE HATHAWAY INC DEL
Shares8.3K
Event2026-03-31
Filed2026-05-04
APD
-1.86%AIR PRODUCTS AND CHEMICALS I
Shares13.0K
Event2026-03-31
Filed2026-05-04
AMGN
-7.27%AMGEN INC
Shares10.1K
Event2026-03-31
Filed2026-05-04
VZ
12.51%VERIZON COMMUNICATIONS INC
Shares64.6K
Event2026-03-31
Filed2026-05-04
IGSB
25.83%ISHARES TR
Shares61.6K
Event2026-03-31
Filed2026-05-04
HD
-0.89%HOME DEPOT INC
Shares9.5K
Event2026-03-31
Filed2026-05-04
OKE
-2.45%ONEOK INC NEW
Shares31.9K
Event2026-03-31
Filed2026-05-04
MCD
-13.38%MCDONALDS CORP
Shares9.0K
Event2026-03-31
Filed2026-05-04
WM
-0.82%WASTE MGMT INC DEL
Shares11.3K
Event2026-03-31
Filed2026-05-04
DHR
-22.35%DANAHER CORP DEL
Shares13.5K
Event2026-03-31
Filed2026-05-04
ADP
-11.50%AUTOMATIC DATA PROCESSING IN
Shares11.7K
Event2026-03-31
Filed2026-05-04
BMY
4.65%BRISTOL-MYERS SQUIBB CO
Shares36.8K
Event2026-03-31
Filed2026-05-04
EVRG
0.80%EVERGY INC
Shares25.6K
Event2026-03-31
Filed2026-05-04
SBUX
16.24%STARBUCKS CORP
Shares22.3K
Event2026-03-31
Filed2026-05-04
TSN
170.32%TYSON FOODS INC
Shares30.4K
Event2026-03-31
Filed2026-05-04
KO
-22.32%COCA COLA CO
Shares23.3K
Event2026-03-31
Filed2026-05-04
ITW
-3.04%ILLINOIS TOOL WKS INC
Shares6.5K
Event2026-03-31
Filed2026-05-04
ZTS
-5.23%ZOETIS INC
Shares13.9K
Event2026-03-31
Filed2026-05-04
STT
3.59%STATE STR CORP
Shares12.8K
Event2026-03-31
Filed2026-05-04
VUG
0.55%VANGUARD INDEX FDS
Shares3.7K
Event2026-03-31
Filed2026-05-04
MBWM
7.75%MERCANTILE BK CORP
Shares31.5K
Event2026-03-31
Filed2026-05-04
GNTX
-27.72%GENTEX CORP
Shares72.0K
Event2026-03-31
Filed2026-05-04
TTD
25.76%THE TRADE DESK INC
Shares68.2K
Event2026-03-31
Filed2026-05-04
FSLR
0.00%FIRST SOLAR INC
Shares7.7K
Event2026-03-31
Filed2026-05-04
SPY
-20.37%STATE STR SPDR S&P 500 ETF T
Shares2.1K
Event2026-03-31
Filed2026-05-04
ULTA
-1.40%ULTA BEAUTY INC
Shares2.5K
Event2026-03-31
Filed2026-05-04
BLACKROCK INC
-8.67%BLACKROCK INC
Shares1.3K
Event2026-03-31
Filed2026-05-04
ADBE
-0.51%ADOBE INC
Shares5.1K
Event2026-03-31
Filed2026-05-04
FITB
142.23%FIFTH THIRD BANCORP
Shares25.9K
Event2026-03-31
Filed2026-05-04
EOG
2.16%EOG RES INC
Shares8.3K
Event2026-03-31
Filed2026-05-04
ROP
-3.13%ROPER TECHNOLOGIES INC
Shares2.9K
Event2026-03-31
Filed2026-05-04
VTV
-0.29%VANGUARD INDEX FDS
Shares5.2K
Event2026-03-31
Filed2026-05-04
ACCENTURE PLC IRELAND
7.79%ACCENTURE PLC IRELAND
Shares4.9K
Event2026-03-31
Filed2026-05-04
WAT
-9.22%WATERS CORP
Shares3.0K
Event2026-03-31
Filed2026-05-04
IMCG
0.93%ISHARES TR
Shares11.3K
Event2026-03-31
Filed2026-05-04
UPS
12.91%UNITED PARCEL SVCS INC
Shares8.7K
Event2026-03-31
Filed2026-05-04
XLK
-7.61%SELECT SECTOR SPDR TR
Shares6.3K
Event2026-03-31
Filed2026-05-04
IMCV
-0.51%ISHARES TR
Shares9.8K
Event2026-03-31
Filed2026-05-04
VYM
0.47%VANGUARD WHITEHALL FDS
Shares5.6K
Event2026-03-31
Filed2026-05-04
NKE
-8.99%NIKE INC
Shares14.9K
Event2026-03-31
Filed2026-05-04
KAI
-2.21%KADANT INC
Shares2.7K
Event2026-03-31
Filed2026-05-04
JPIE
6.42%J P MORGAN EXCHANGE TRADED F
Shares16.8K
Event2026-03-31
Filed2026-05-04
SO
-24.45%SOUTHERN CO
Shares7.1K
Event2026-03-31
Filed2026-05-04
MARVELL TECHNOLOGY INC
-24.07%MARVELL TECHNOLOGY INC
Shares6.7K
Event2026-03-31
Filed2026-05-04
XCEM
-1.53%COLUMBIA ETF TR II
Shares15.4K
Event2026-03-31
Filed2026-05-04
SYY
-0.64%SYSCO CORP
Shares8.1K
Event2026-03-31
Filed2026-05-04
MRCC
0.00%MONROE CAP CORP
Shares122.5K
Event2026-03-31
Filed2026-05-04
STIP
2.22%ISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-05-04
VCSH
0.00%VANGUARD SCOTTSDALE FDS
Shares6.7K
Event2026-03-31
Filed2026-05-04
NVDA
15.30%NVIDIA CORPORATION
Shares3.0K
Event2026-03-31
Filed2026-05-04
SUB
12.18%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-04
NVS
0.00%NOVARTIS AG
Shares3.3K
Event2026-03-31
Filed2026-05-04
GENERAL DYNAMICS CORP
2.59%GENERAL DYNAMICS CORP
Shares1.4K
Event2026-03-31
Filed2026-05-04
WDAY
4.87%WORKDAY INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
IVW
-13.41%ISHARES TR
Shares4.0K
Event2026-03-31
Filed2026-05-04
GLD
0.00%SPDR GOLD TR
Shares1.1K
Event2026-03-31
Filed2026-05-04
CL
3.13%COLGATE PALMOLIVE CO
Shares5.0K
Event2026-03-31
Filed2026-05-04
SPHY
3.53%SPDR SERIES TRUST
Shares16.9K
Event2026-03-31
Filed2026-05-04
SOLSTICE ADVANCED MATLS INC
-50.63%SOLSTICE ADVANCED MATLS INC
Shares5.0K
Event2026-03-31
Filed2026-05-04
COST
8.62%COSTCO WHOLESALE CORPORATION
Shares378
Event2026-03-31
Filed2026-05-04
BIV
10.66%VANGUARD BD INDEX FDS
Shares4.8K
Event2026-03-31
Filed2026-05-04
ISRG
0.00%INTUITIVE SURGICAL INC
Shares771
Event2026-03-31
Filed2026-05-04
KMB
-2.56%KIMBERLY-CLARK CORP
Shares3.6K
Event2026-03-31
Filed2026-05-04
KDP
-0.15%KEURIG DR PEPPER INC
Shares13.0K
Event2026-03-31
Filed2026-05-04
IJT
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-04
IWD
-4.31%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-04
VRTX
54.36%VERTEX PHARMACEUTICALS INC
Shares744
Event2026-03-31
Filed2026-05-04
SCHG
-2.34%SCHWAB STRATEGIC TR
Shares11.3K
Event2026-03-31
Filed2026-05-04
MU
20.65%MICRON TECHNOLOGY INC
Shares964
Event2026-03-31
Filed2026-05-04
INTC
-2.09%INTEL CORP
Shares7.2K
Event2026-03-31
Filed2026-05-04
VBK
-1.59%VANGUARD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-05-04
IVE
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-04
MUSA
0.00%MURPHY USA INC
Shares600
Event2026-03-31
Filed2026-05-04
AMD
11.68%ADVANCED MICRO DEVICES INC
Shares1.4K
Event2026-03-31
Filed2026-05-04
DIS
0.00%DISNEY WALT CO
Shares3.0K
Event2026-03-31
Filed2026-05-04
IWF
0.00%ISHARES TR
Shares668
Event2026-03-31
Filed2026-05-04
IFRA
0.55%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-05-04
IHI
3.37%ISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-05-04
GDX
-12.61%VANECK ETF TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-04
ETR
-12.87%ENTERGY CORP NEW
Shares2.2K
Event2026-03-31
Filed2026-05-04
MFC
0.00%MANULIFE FINL CORP
Shares7.1K
Event2026-03-31
Filed2026-05-04
UNP
0.00%UNION PAC CORP
Shares1.0K
Event2026-03-31
Filed2026-05-04
IVV
0.00%ISHARES TR
Shares362
Event2026-03-31
Filed2026-05-04
TROW
1.01%PRICE T ROWE GROUP INC
Shares2.6K
Event2026-03-31
Filed2026-05-04
IJK
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-04
TSM
-40.29%TAIWAN SEMICONDUCTOR MANUFAC
Shares667
Event2026-03-31
Filed2026-05-04
HBAN
0.00%HUNTINGTON BANCSHARES INC
Shares13.9K
Event2026-03-31
Filed2026-05-04
QCOM
-34.13%QUALCOMM INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
LNT
NewALLIANT ENERGY CORP
Shares2.9K
Event2026-03-31
Filed2026-05-04
IWS
NewISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-04
RIG
0.00%TRANSOCEAN LTD
Shares12.3K
Event2026-03-31
Filed2026-05-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available