LaFleur & Godfrey
GRAND RAPIDS, MIfiles as LaFleur & Godfrey LLC
$842m in 149 US stocks at the end of 30 June 2026. The top 10 are 39.0% of the money. It changed about 8.5% of the portfolio this quarter.
Value
$842m
Stocks
149
Top 10 share
39.0%
Turnover
8.5%
What changed this quarter
New
Bought for the first time this quarter.
- SalesforceCRM0.9% of the fund
- Honeywell InternationalHON0.7% of the fund
- Honeywell AerospaceHONA0.6% of the fund
- TE ConnectivityTEL0.2% of the fund
- Horizon Technology FinanceHRZN<0.1% of the fund
- Vanguard Index FDSVTI<0.1% of the fund
- Invesco Exchange Traded FD TRSP<0.1% of the fund
- Vertiv HoldingsVRT<0.1% of the fund
- Uber TechnologiesUBER<0.1% of the fund
- nVent ElectricNVT<0.1% of the fund
- MARA HoldingsMARA<0.1% of the fund
- Generac HoldingsGNRC<0.1% of the fund
- Ishares TRIJS<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT3.7% of the fund+3%
- Ishares TRFLOT2.9% of the fund+4%
- StrykerSYK2.8% of the fund+5%
- AbbVieABBV2.2% of the fund+3%
- Constellation EnergyCEG1.9% of the fund+3%
- Palantir TechnologiesPLTR1.7% of the fund+2%
- NetflixNFLX1.7% of the fund+80%
- NextEra EnergyNEE1.5% of the fund+4%
- PaychexPAYX1.4% of the fund+9%
- International Business MachinesIBM1.3% of the fund+8%
- Berkshire HathawayBRK-B0.5% of the fund+7%
- Ishares TRIGSB0.4% of the fund+10%
- OneokOKE0.3% of the fund+5%
- Tyson FoodsTSN0.3% of the fund+26%
- Vanguard Index FDSVUG0.2% of the fund+7%
- Trade DeskTTD0.2% of the fund+64%
- Vanguard Index FDSVTV0.1% of the fund+5%
- Ishares TRIMCG0.1% of the fund+7%
- United Parcel ServiceUPS0.1% of the fund+11%
- IntelINTC0.1% of the fund+3%
- Ishares TRIMCV0.1% of the fund+6%
- Vanguard Whitehall FDSVYM0.1% of the fund+3%
- J P Morgan Exchange Traded FJPIE0.1% of the fund+11%
- Southern CompanySO<0.1% of the fund+5%
- NvidiaNVDA<0.1% of the fund+14%
Cut
Sold some of their stake.
- CaterpillarCAT5.1% of the fund-12%
- JPMorgan ChaseJPM4.8% of the fund-2%
- Johnson & JohnsonJNJ3.8% of the fund-4%
- BroadcomAVGO3.1% of the fund-7%
- RTXRTX3.0% of the fund-3%
- WoodwardWWD2.8% of the fund-5%
- GE VernovaGEV2.0% of the fund-14%
- Curtiss WrightCW1.7% of the fund-6%
- AmphenolAPH1.6% of the fund-6%
- AlconALC1.4% of the fund-3%
- MerckMRK1.3% of the fund-3%
- ChevronCVX1.3% of the fund-3%
- Applied MaterialsAMAT1.1% of the fund-14%
- Cisco SystemsCSCO1.0% of the fund-4%
- Church & DwightCHD1.0% of the fund-4%
- AlphabetGOOGL0.9% of the fund-3%
- Procter & GamblePG0.9% of the fund-3%
- SterisSTE0.8% of the fund-5%
- WalmartWMT0.8% of the fund-4%
- Charles SchwabSCHW0.7% of the fund-3%
- Truist FinancialTFC0.7% of the fund-3%
- ExxonMobil HoldingsXOM0.7% of the fund-57%
- CopartCPRT0.6% of the fund-8%
- L3harris TechnologiesLHX0.5% of the fund-4%
- Air Products & ChemicalsAPD0.4% of the fund-5%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Monroe CAP-100%
- WorkdayWDAY-100%
- Advanced Micro DevicesAMD-100%
- Ishares TRIWS-100%
Holdings
- Ishares TRFLOT
- Share
- 2.9%
- Value
- $25m
- Shares
- 484,553
+4%
- Honeywell AerospaceHONA
- Share
- 0.6%
- Value
- $5m
- Shares
- 24,674
New
- Ishares TRIGSB
- Share
- 0.4%
- Value
- $4m
- Shares
- 67,790
+10%
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $2m
- Shares
- 23,514
+7%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $1m
- Shares
- 1,902
-8%
- Vanguard Index FDSVTV
- Share
- 0.1%
- Value
- $1m
- Shares
- 5,487
+5%
- Ishares TRIMCG
- Share
- 0.1%
- Value
- $1m
- Shares
- 11,989
+7%
- Select Sector Spdr TRXLK
- Share
- 0.1%
- Value
- $1m
- Shares
- 5,275
-16%
- Ishares TRIMCV
- Share
- 0.1%
- Value
- $944,844
- Shares
- 10,340
+6%
- Vanguard Whitehall FDSVYM
- Share
- 0.1%
- Value
- $910,095
- Shares
- 5,759
+3%
- J P Morgan Exchange Traded FJPIE
- Share
- 0.1%
- Value
- $855,103
- Shares
- 18,569
+11%
- Columbia ETF TR IIXCEM
- Share
- <0.1%
- Value
- $819,958
- Shares
- 15,506
Held
- Ishares TRSUB
- Share
- <0.1%
- Value
- $552,047
- Shares
- 5,185
+7%
- Ishares TRIVW
- Share
- <0.1%
- Value
- $550,808
- Shares
- 4,005
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 7.0% | $59m | 202,608 | Held |
| CaterpillarCAT | 5.1% | $43m | 40,343 | -12% |
| JPMorgan ChaseJPM | 4.8% | $40m | 122,829 | -2% |
| Johnson & JohnsonJNJ | 3.8% | $32m | 126,245 | -4% |
| MicrosoftMSFT | 3.7% | $31m | 83,870 | +3% |
| BroadcomAVGO | 3.1% | $26m | 68,418 | -7% |
| RTXRTX | 3.0% | $25m | 132,012 | -3% |
| Ishares TRFLOT | 2.9% | $25m | 484,553 | +4% |
| WoodwardWWD | 2.8% | $24m | 56,158 | -5% |
| StrykerSYK | 2.8% | $24m | 75,766 | +5% |
| EcolabECL | 2.4% | $20m | 71,655 | Held |
| AbbVieABBV | 2.2% | $18m | 73,119 | +3% |
| GE VernovaGEV | 2.0% | $17m | 14,587 | -14% |
| Vulcan MaterialsVMC | 2.0% | $17m | 55,967 | Held |
| Amazon.comAMZN | 1.9% | $16m | 68,626 | Held |
| Constellation EnergyCEG | 1.9% | $16m | 64,525 | +3% |
| WatscoWSO | 1.8% | $15m | 36,553 | Held |
| Thermo Fisher ScientificTMO | 1.8% | $15m | 30,081 | Held |
| Curtiss WrightCW | 1.7% | $15m | 19,149 | -6% |
| American ExpressAXP | 1.7% | $14m | 42,539 | Held |
| Palantir TechnologiesPLTR | 1.7% | $14m | 122,802 | +2% |
| NetflixNFLX | 1.7% | $14m | 200,644 | +80% |
| AmphenolAPH | 1.6% | $13m | 74,542 | -6% |
| NextEra EnergyNEE | 1.5% | $13m | 146,268 | +4% |
| AlconALC | 1.4% | $12m | 175,773 | -3% |
| PaychexPAYX | 1.4% | $12m | 118,275 | +9% |
| International Business MachinesIBM | 1.3% | $11m | 39,414 | +8% |
| MerckMRK | 1.3% | $11m | 85,476 | -3% |
| ChevronCVX | 1.3% | $11m | 65,078 | -3% |
| Applied MaterialsAMAT | 1.1% | $9m | 12,954 | -14% |
| AlphabetGOOG | 1.1% | $9m | 25,471 | Held |
| Cisco SystemsCSCO | 1.0% | $9m | 73,103 | -4% |
| Church & DwightCHD | 1.0% | $8m | 84,388 | -4% |
| AlphabetGOOGL | 0.9% | $8m | 21,462 | -3% |
| Procter & GamblePG | 0.9% | $7m | 50,375 | -3% |
| SalesforceCRM | 0.9% | $7m | 45,803 | New |
| Abbott LaboratoriesABT | 0.8% | $7m | 77,206 | Held |
| Blackstone Secured Lending FundBXSL | 0.8% | $7m | 277,925 | Held |
| SterisSTE | 0.8% | $6m | 30,086 | -5% |
| WalmartWMT | 0.8% | $6m | 55,907 | -4% |
| Charles SchwabSCHW | 0.7% | $6m | 66,139 | -3% |
| PepsiCoPEP | 0.7% | $6m | 44,826 | Held |
| Truist FinancialTFC | 0.7% | $6m | 114,371 | -3% |
| ExxonMobil HoldingsXOM | 0.7% | $6m | 40,559 | -57% |
| Honeywell InternationalHON | 0.7% | $6m | 24,746 | New |
| Honeywell AerospaceHONA | 0.6% | $5m | 24,674 | New |
| CopartCPRT | 0.6% | $5m | 179,485 | -8% |
| Berkshire HathawayBRK-B | 0.5% | $4m | 8,915 | +7% |
| L3harris TechnologiesLHX | 0.5% | $4m | 15,345 | -4% |
| Idexx LaboratoriesIDXX | 0.5% | $4m | 8,234 | Held |
| Air Products & ChemicalsAPD | 0.4% | $4m | 12,282 | -5% |
| HersheyHSY | 0.4% | $4m | 20,463 | -4% |
| Ishares TRIGSB | 0.4% | $4m | 67,790 | +10% |
| AmgenAMGN | 0.4% | $3m | 9,444 | -6% |
| MedtronicMDT | 0.4% | $3m | 43,028 | -16% |
| Home DepotHD | 0.4% | $3m | 8,998 | -5% |
| OneokOKE | 0.3% | $3m | 33,303 | +5% |
| Verizon CommunicationsVZ | 0.3% | $3m | 64,718 | Held |
| Automatic Data ProcessingADP | 0.3% | $3m | 11,795 | Held |
| DanaherDHR | 0.3% | $3m | 13,460 | Held |
| McDonald'sMCD | 0.3% | $2m | 9,134 | Held |
| Waste ManagementWM | 0.3% | $2m | 10,996 | -3% |
| EvergyEVRG | 0.3% | $2m | 25,582 | Held |
| Tyson FoodsTSN | 0.3% | $2m | 38,328 | +26% |
| Bristol-Myers SquibbBMY | 0.3% | $2m | 36,644 | Held |
| Vanguard Index FDSVUG | 0.2% | $2m | 23,514 | +7% |
| Trade DeskTTD | 0.2% | $2m | 111,703 | +64% |
| StarbucksSBUX | 0.2% | $2m | 19,535 | -12% |
| Marvell TechnologyMRVL | 0.2% | $2m | 6,671 | Held |
| TE ConnectivityTEL | 0.2% | $2m | 9,715 | New |
| Coca-ColaKO | 0.2% | $2m | 23,504 | Held |
| State StreetSTT | 0.2% | $2m | 10,765 | -16% |
| First SolarFSLR | 0.2% | $2m | 7,689 | Held |
| Illinois Tool WorksITW | 0.2% | $2m | 6,533 | Held |
| Mercantile BankMBWM | 0.2% | $2m | 30,595 | -3% |
| GentexGNTX | 0.2% | $1m | 58,883 | -18% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $1m | 1,902 | -8% |
| BlackRockBLK | 0.1% | $1m | 1,290 | Held |
| Vanguard Index FDSVTV | 0.1% | $1m | 5,487 | +5% |
| Ishares TRIMCG | 0.1% | $1m | 11,989 | +7% |
| Micron TechnologyMU | 0.1% | $1m | 964 | Held |
| WatersWAT | 0.1% | $1m | 2,929 | -3% |
| EOG ResourcesEOG | 0.1% | $1m | 8,015 | -3% |
| United Parcel ServiceUPS | 0.1% | $1m | 9,636 | +11% |
| IntelINTC | 0.1% | $1m | 7,410 | +3% |
| Ulta BeautyULTA | 0.1% | $1m | 2,253 | -11% |
| Select Sector Spdr TRXLK | 0.1% | $1m | 5,275 | -16% |
| Fifth Third BancorpFITB | 0.1% | $998,168 | 17,707 | -32% |
| Ishares TRIMCV | 0.1% | $944,844 | 10,340 | +6% |
| Vanguard Whitehall FDSVYM | 0.1% | $910,095 | 5,759 | +3% |
| Roper TechnologiesROP | 0.1% | $876,769 | 2,591 | -11% |
| AdobeADBE | 0.1% | $861,495 | 4,202 | -18% |
| J P Morgan Exchange Traded FJPIE | 0.1% | $855,103 | 18,569 | +11% |
| Columbia ETF TR IIXCEM | <0.1% | $819,958 | 15,506 | Held |
| KadantKAI | <0.1% | $747,239 | 2,378 | -11% |
| Southern CompanySO | <0.1% | $708,585 | 7,403 | +5% |
| NvidiaNVDA | <0.1% | $687,311 | 3,435 | +14% |
| SyscoSYY | <0.1% | $672,652 | 8,048 | Held |
| Ishares TRSUB | <0.1% | $552,047 | 5,185 | +7% |
| Ishares TRIVW | <0.1% | $550,808 | 4,005 | Held |
Showing the largest 100 of 149.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 5.2% since 30 June 2025.
Where the money is
Technology22.9%
Industrials21.5%
Health care17.1%
Financial services9.2%
Materials4.8%
Everyday goods4.5%
Media & telecom4.0%
Utilities3.8%
Retail & consumer3.2%
Energy2.4%
Other6.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.