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CIK: 0001387458
Total reported value
$842.1M
$842.1M
136 檔
19.7%
The Q2 2024 SEC filing reveals that LaFleur & Godfrey LLC held a total portfolio value of $842.1M, covering 136 public equity positions.
During Q2 2024, LaFleur & Godfrey LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 19.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.16% | +0.44% | -4.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.93% | -0.02% | -2.09% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.40% | +0.18% | -2.54% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 3.94% | -0.12% | -1.07% | |
| 5 | ECL | Ecolab Inc | Stock-Materials | 2.93% | +0.01% | -2.17% | |
| 6 | WSO | Watsco Inc | Stock-Industrials | 2.88% | +0.13% | -2.50% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.82% | -0.20% | +2.79% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.66% | -0.31% | -0.21% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.59% | +1.04% | +2.68% | |
| 10 | ALC | Alcon Inc. | Stock-Healthcare | 2.32% | -0.29% | +1.06% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.23% | -0.09% | +0.68% | |
| 12 | VMC | Vulcan Materials Co | Stock-Materials | 2.22% | +0.04% | -0.74% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.12% | -0.49% | +6.99% | |
| 14 | PAYX | Paychex Inc | Stock-Tech | 2.04% | +0.14% | +0.48% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.97% | +0.25% | -1.59% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.91% | -0.02% | -1.11% | |
| 17 | WWD | Woodward Inc | Stock-Industrials | 1.89% | +0.20% | -2.29% | |
| 18 | STE | STERIS plc | Stock-Healthcare | 1.86% | -0.12% | +0.70% | |
| 19 | CPRT | Copart Inc | Stock-Industrials | 1.77% | -0.21% | -0.26% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.77% | -0.45% | +2.98% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.68% | -1.32% | +1.50% | |
| 22 | ZS | Zscaler Inc | Stock-Tech | 1.64% | -0.87% | +8.75% | |
| 23 | HO1 | Hologic Inc | Stock-Other | 1.43% | — | +3.11% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.29% | -0.16% | -0.12% | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.25% | -0.05% | +0.16% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.05% | -4.30% | |
| 27 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.22% | -0.12% | — | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 1.22% | +0.09% | +1.16% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 1.13% | -0.02% | +1.05% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | +0.21% | +12.26% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.04% | -0.07% | -4.88% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 1.03% | -1.42% | EXIT | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.15% | -2.05% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.14% | -6.87% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.91% | -0.14% | +10.77% | |
| 36 | MRVL | Marvell Technology Inc | Stock-Tech | 0.88% | +0.16% | -1.35% | |
| 37 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.86% | -0.02% | +0.97% | |
| 38 | GNRC | Generac Holdings Inc | Stock-Industrials | 0.84% | +0.03% | NEW | |
| 39 | SLB | Slb LTD | Stock-Energy | 0.81% | — | -1.64% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.81% | -0.01% | -3.65% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.17% | +3.45% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | +0.29% | -0.45% | |
| 43 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.74% | -0.07% | -0.69% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.69% | +0.09% | -1.57% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.15% | -8.17% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.63% | -0.15% | -6.86% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.61% | -0.06% | -2.15% | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.58% | +0.01% | -0.26% | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.58% | -0.16% | -0.62% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.57% | +0.32% | +94.02% |
According to official SEC Form 13F filings, LaFleur & Godfrey LLC reported a total U.S. public equity portfolio value of $842.1M across 136 disclosed positions in Q2 2024.
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During Q2 2024, LaFleur & Godfrey LLC's top holdings by market value included AAPL (7.2%)、MSFT (5.9%)、JPM (4.4%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q2 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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