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CIK: 0001387458
Total reported value
$842.1M
$842.1M
150 檔
21.5%
At the close of Q4 2024, LaFleur & Godfrey LLC disclosed equity holdings valued at approximately $842.1M, spread across 150 reported holdings.
During Q4 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 21.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.59% | +0.44% | -3.21% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.12% | -0.02% | -1.61% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.55% | +0.18% | -1.06% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.84% | -0.49% | -30.31% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 3.75% | -0.12% | -2.85% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 2.83% | -0.31% | +0.51% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.58% | -0.20% | -3.81% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.53% | +1.04% | -0.87% | |
| 9 | WSO | Watsco Inc | Stock-Industrials | 2.51% | +0.13% | -6.40% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.24% | +18.73% | |
| 11 | ECL | Ecolab Inc | Stock-Materials | 2.46% | +0.01% | -1.27% | |
| 12 | PAYX | Paychex Inc | Stock-Tech | 2.20% | +0.14% | -1.73% | |
| 13 | ALC | Alcon Inc. | Stock-Healthcare | 2.13% | -0.29% | +2.16% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.12% | -0.09% | +9.12% | |
| 15 | VMC | Vulcan Materials Co | Stock-Materials | 2.03% | +0.04% | +0.06% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.93% | +0.25% | +4.07% | |
| 17 | CPRT | Copart Inc | Stock-Industrials | 1.72% | -0.21% | -2.02% | |
| 18 | WWD | Woodward Inc | Stock-Industrials | 1.66% | +0.20% | -0.96% | |
| 19 | STE | STERIS plc | Stock-Healthcare | 1.54% | -0.12% | -3.45% | |
| 20 | ZS | Zscaler Inc | Stock-Tech | 1.53% | -0.87% | +0.65% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | +0.15% | +1.77% | |
| 22 | GNRC | Generac Holdings Inc | Stock-Industrials | 1.41% | +0.03% | NEW | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.40% | -0.02% | -0.40% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -1.32% | -2.30% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.37% | -0.02% | +199.22% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.33% | -0.45% | -5.23% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.31% | -1.42% | EXIT | |
| 28 | HO1 | Hologic Inc | Stock-Other | 1.29% | — | +2.88% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.28% | -0.17% | +23.51% | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.17% | -0.05% | -0.28% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.05% | -1.00% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.16% | -1.40% | |
| 33 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.08% | -0.12% | +8.30% | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 0.94% | -0.27% | — | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.94% | -0.02% | +1.50% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.90% | +0.21% | -5.36% | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.88% | -0.07% | -0.92% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.15% | +1.45% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.14% | +1.20% | |
| 40 | AXP | American Express Co | Stock-Financials | 0.81% | +0.09% | +0.20% | |
| 41 | ZTS | Zoetis Inc | Stock-Healthcare | 0.80% | -0.14% | -0.82% | |
| 42 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.77% | -0.16% | +58.33% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.29% | -6.73% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.06% | -0.76% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.64% | +0.01% | +4.51% | |
| 46 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.58% | -0.02% | -14.00% | |
| 47 | VMI | Valmont Industries | Stock-Industrials | 0.58% | — | +2.27% | |
| 48 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.58% | -0.04% | +64.30% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.57% | +0.01% | -1.02% | |
| 50 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.56% | -0.07% | -1.40% |
According to official SEC Form 13F filings, LaFleur & Godfrey LLC reported a total U.S. public equity portfolio value of $842.1M across 150 disclosed positions in Q4 2024.
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During Q4 2024, LaFleur & Godfrey LLC's top holdings by market value included AAPL (7.6%)、MSFT (5.1%)、JPM (4.5%). The largest single position, AAPL, represented 7.6% of total portfolio value.
In Q4 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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