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CIK: 0001387458
Total reported value
$842.1M
$842.1M
147 檔
20.4%
As reported in its official Q3 2024 Form 13F filing, LaFleur & Godfrey LLC's tracked investment portfolio stood at $842.1M with 147 total positions.
During Q3 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 | 7.34% | +0.44% | -1.45% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.34% | -0.02% | -0.42% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.07% | +0.18% | -5.60% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 3.90% | -0.12% | -0.73% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.02% | -0.20% | +2.53% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 2.96% | -0.31% | -1.66% | |
| 7 | WSO | Watsco Inc | Stock-Industrials | 2.80% | +0.13% | -2.66% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.76% | +1.04% | -3.47% | |
| 9 | ECL | Ecolab Inc | Stock-Materials | 2.73% | +0.01% | -7.61% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.73% | -0.49% | -6.76% | |
| 11 | ALC | Alcon Inc. | Stock-Healthcare | 2.47% | -0.29% | +1.08% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.33% | -0.09% | -0.81% | |
| 13 | PAYX | Paychex Inc | Stock-Tech | 2.16% | +0.14% | -0.45% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.08% | +0.25% | -2.31% | |
| 15 | VMC | Vulcan Materials Co | Stock-Materials | 1.99% | +0.04% | -5.49% | |
| 16 | STE | STERIS plc | Stock-Healthcare | 1.90% | -0.12% | -1.65% | |
| 17 | WWD | Woodward Inc | Stock-Industrials | 1.74% | +0.20% | -0.03% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.61% | -0.02% | -2.21% | |
| 19 | CPRT | Copart Inc | Stock-Industrials | 1.61% | -0.21% | -0.27% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | +0.24% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.55% | -1.32% | -3.60% | |
| 22 | ZS | Zscaler Inc | Stock-Tech | 1.45% | -0.87% | +6.09% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.45% | -8.28% | |
| 24 | HO1 | Hologic Inc | Stock-Other | 1.42% | — | -3.41% | |
| 25 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.36% | +0.03% | NEW | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.25% | -0.16% | -0.51% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | +0.15% | +38.76% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.05% | -1.03% | |
| 29 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.18% | -0.05% | -0.38% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 1.18% | +0.09% | +30.80% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.14% | -0.12% | -5.01% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 1.13% | -0.02% | -4.54% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | -0.17% | +35.03% | |
| 34 | ZTS | Zoetis Inc | Stock-Healthcare | 0.97% | -0.14% | +1.46% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | +0.21% | -28.91% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.86% | -1.42% | EXIT | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.78% | -0.07% | -9.23% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.77% | -0.01% | -1.86% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.15% | -1.87% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.74% | +0.09% | -2.76% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.73% | +0.14% | -12.82% | |
| 42 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.71% | -0.02% | -0.45% | |
| 43 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.69% | -0.07% | -3.19% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | -0.06% | +0.76% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.29% | -14.46% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.65% | -0.15% | -3.78% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.61% | +0.01% | +1.18% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.01% | -0.20% | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.56% | -0.16% | -3.59% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.56% | -0.04% | -0.81% |
According to official SEC Form 13F filings, LaFleur & Godfrey LLC reported a total U.S. public equity portfolio value of $842.1M across 147 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 20.4% of total reported equity market value during Q3 2024.
During Q3 2024, LaFleur & Godfrey LLC's top holdings by market value included AAPL (7.3%)、MSFT (5.3%)、JPM (4.1%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q3 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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