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CIK: 0001387458
Total reported value
$842.1M
$842.1M
134 檔
19.0%
According to the latest 13F quarterly dataset, LaFleur & Godfrey LLC managed an equity portfolio of $842.1M at the end of Q1 2024, spanning 134 distinct U.S. exchange-listed positions.
During Q1 2024, LaFleur & Godfrey LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.16% | +0.44% | -10.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.75% | -0.02% | -8.79% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.51% | +0.18% | -9.53% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 4.22% | -0.12% | -9.77% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.00% | -0.20% | +1.98% | |
| 6 | ECL | Ecolab Inc | Stock-Materials | 2.93% | +0.01% | -9.34% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.80% | +1.04% | -9.06% | |
| 8 | WSO | Watsco Inc | Stock-Industrials | 2.78% | +0.13% | -10.91% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.61% | -0.31% | -4.15% | |
| 10 | VMC | Vulcan Materials Co | Stock-Materials | 2.48% | +0.04% | -6.06% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.35% | -0.09% | -12.05% | |
| 12 | ALC | Alcon Inc. | Stock-Healthcare | 2.16% | -0.29% | -1.23% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.14% | +0.25% | -10.92% | |
| 14 | PAYX | Paychex Inc | Stock-Tech | 2.12% | +0.14% | -7.85% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.08% | -0.02% | -5.89% | |
| 16 | CPRT | Copart Inc | Stock-Industrials | 1.92% | -0.21% | -10.62% | |
| 17 | STE | STERIS plc | Stock-Healthcare | 1.91% | -0.12% | -9.85% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.82% | -0.49% | -21.11% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.75% | -0.45% | +0.79% | |
| 20 | WWD | Woodward Inc | Stock-Industrials | 1.72% | +0.20% | -7.46% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.68% | -1.32% | +3.14% | |
| 22 | ZS | Zscaler Inc | Stock-Tech | 1.52% | -0.87% | -1.19% | |
| 23 | HO1 | Hologic Inc | Stock-Other | 1.47% | — | -5.42% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.39% | -0.16% | -4.39% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | -0.05% | -3.71% | |
| 26 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.27% | -0.05% | -7.47% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.19% | +0.01% | -4.05% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 1.13% | -0.02% | -7.06% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.11% | +0.21% | +1.54% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 1.09% | +0.09% | +32.28% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.08% | -0.07% | -10.15% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.98% | -1.42% | EXIT | |
| 33 | SLB | Slb LTD | Stock-Energy | 0.97% | — | +1.17% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.15% | -1.52% | |
| 35 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.92% | -0.02% | -8.48% | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.92% | +0.16% | -26.20% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.14% | -10.55% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.85% | -0.01% | -40.38% | |
| 39 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.83% | -0.07% | -5.68% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.80% | -0.14% | +43.37% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.80% | -0.17% | +18.10% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.29% | -8.32% | |
| 43 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.77% | +0.03% | NEW | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | -0.15% | +0.95% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.70% | +0.09% | -0.24% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | -0.06% | -2.83% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.15% | +194.54% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.66% | -0.04% | +2.82% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.01% | -4.38% | |
| 50 | TFC | Truist Financial CORP | Stock-Financials | 0.59% | +0.01% | -1.00% |
According to official SEC Form 13F filings, LaFleur & Godfrey LLC reported a total U.S. public equity portfolio value of $842.1M across 134 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 19.0% of total reported equity market value during Q1 2024.
During Q1 2024, LaFleur & Godfrey LLC's top holdings by market value included AAPL (6.2%)、MSFT (5.8%)、JPM (4.5%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q1 2024, LaFleur & Godfrey LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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