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CIK: 0001387458
Total reported value
$842.1M
$842.1M
146 檔
21.8%
In Q2 2025, LaFleur & Godfrey LLC's U.S. equity holdings reached a combined market value of $842.1M, distributed across 146 disclosed stock positions.
During Q2 2025, 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 | 5.69% | +0.44% | +0.97% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.45% | -0.02% | -1.38% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.03% | +0.18% | -0.32% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 3.72% | -0.12% | -0.92% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.03% | +0.24% | -0.88% | |
| 6 | RTX | Rtx CORP | Stock-Industrials | 2.89% | -0.31% | -11.32% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.74% | -0.20% | +3.44% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.71% | -0.49% | -17.64% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.62% | +1.04% | +5.12% | |
| 10 | ECL | Ecolab Inc | Stock-Materials | 2.59% | +0.01% | -1.50% | |
| 11 | ZS | Zscaler Inc | Stock-Tech | 2.33% | -0.87% | -6.38% | |
| 12 | CEG | Constellation Energy | Stock-Utilities | 2.27% | -0.27% | +5.94% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.21% | -0.02% | +5.12% | |
| 14 | WSO | Watsco Inc | Stock-Industrials | 2.17% | +0.13% | +2.93% | |
| 15 | WWD | Woodward Inc | Stock-Industrials | 2.15% | +0.20% | -3.58% | |
| 16 | ALC | Alcon Inc. | Stock-Healthcare | 2.07% | -0.29% | +1.78% | |
| 17 | PAYX | Paychex Inc | Stock-Tech | 2.02% | +0.14% | -1.64% | |
| 18 | VMC | Vulcan Materials Co | Stock-Materials | 1.99% | +0.04% | +3.78% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.82% | +0.25% | -1.01% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.15% | +13.53% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.57% | -0.09% | +0.25% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.55% | -1.42% | EXIT | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.53% | -0.17% | -1.24% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.44% | +0.09% | +83.83% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -1.32% | +2.65% | |
| 26 | CW | Curtiss-wright CORP | Stock-Industrials | 1.36% | -0.01% | +3161.90% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 1.36% | +0.20% | +11.62% | |
| 28 | CPRT | Copart Inc | Stock-Industrials | 1.30% | -0.21% | -1.43% | |
| 29 | STE | STERIS plc | Stock-Healthcare | 1.25% | -0.12% | -10.54% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.23% | -0.45% | -8.38% | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 1.16% | +0.32% | +41.53% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | +0.21% | -4.44% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.05% | -0.80% | |
| 34 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.98% | -0.05% | +0.67% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | -0.02% | -4.91% | |
| 36 | HO1 | Hologic Inc | Stock-Other | 0.94% | — | -1.59% | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.85% | -0.12% | -7.77% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.85% | -0.11% | +856.76% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.16% | -1.34% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.15% | -0.35% | |
| 41 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.83% | -0.07% | -4.25% | |
| 42 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.73% | -0.04% | +15.17% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.29% | +0.62% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.14% | -0.41% | |
| 45 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.66% | -0.07% | -4.64% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.65% | -0.02% | -8.91% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.64% | +0.01% | -8.36% | |
| 48 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.63% | +0.05% | — | |
| 49 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.56% | -0.16% | -17.10% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.53% | +0.01% | -0.76% |
According to official SEC Form 13F filings, LaFleur & Godfrey LLC reported a total U.S. public equity portfolio value of $842.1M across 146 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 21.8% of total reported equity market value during Q2 2025.
During Q2 2025, LaFleur & Godfrey LLC's top holdings by market value included AAPL (5.7%)、MSFT (5.5%)、JPM (5.0%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q2 2025, 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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