Lafleur & Godfrey Llc Portfolio Stock Holdings
Lafleur & Godfrey Llc disclosed 149 stock positions valued at approximately $842.1 million in its latest SEC 13F filing. The largest holdings include APPLE INC, CATERPILLAR INC, and JPMORGAN CHASE & CO. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 149
- Portfolio Value
- $842.1M
Holdings by Sector
Lafleur & Godfrey Llc Portfolio Holdings in Q2 2026
146 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.96% | 202,608 | -3,619 | -1.75% | $58,626,789 |
| CATERPILLAR INC | CAT | Industrials | 5.10% | 40,343 | -5,738 | -12.45% | $42,960,766 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.77% | 122,829 | -2,510 | -2.00% | $40,205,510 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.81% | 126,245 | -5,552 | -4.21% | $32,062,550 |
| MICROSOFT CORP | MSFT | Technology | 3.72% | 83,870 | +2,780 | +3.43% | $31,285,096 |
| BROADCOM INC | AVGO | Technology | 3.07% | 68,418 | -5,063 | -6.89% | $25,844,900 |
| RTX CORPORATION | RTX | Industrials | 2.97% | 132,012 | -4,760 | -3.48% | $25,046,637 |
| ISHARES TR | FLOT | Other | 2.94% | 484,553 | +18,419 | +3.95% | $24,736,406 |
| WOODWARD INC | WWD | Industrials | 2.84% | 56,158 | -3,149 | -5.31% | $23,891,860 |
| STRYKER CORPORATION | SYK | Healthcare | 2.83% | 75,766 | +3,644 | +5.05% | $23,854,161 |
| ECOLAB INC | ECL | Basic Materials | 2.37% | 71,655 | +248 | +0.35% | $19,963,720 |
| ABBVIE INC | ABBV | Healthcare | 2.18% | 73,119 | +1,944 | +2.73% | $18,399,675 |
| GE VERNOVA INC | GEV | Utilities | 2.04% | 14,587 | -2,361 | -13.93% | $17,137,717 |
| VULCAN MATLS CO | VMC | Basic Materials | 1.96% | 55,967 | -592 | -1.05% | $16,510,825 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.94% | 68,626 | -477 | -0.69% | $16,356,207 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.90% | 64,525 | +2,013 | +3.22% | $16,026,075 |
| WATSCO INC | WSO | Industrials | 1.81% | 36,553 | -477 | -1.29% | $15,232,772 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.79% | 30,081 | -569 | -1.86% | $15,081,411 |
| CURTISS WRIGHT CORP | CW | Industrials | 1.72% | 19,149 | -1,230 | -6.04% | $14,510,449 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.71% | 42,539 | -375 | -0.87% | $14,388,817 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.70% | 122,802 | +2,685 | +2.24% | $14,327,310 |
| NETFLIX INC. | NFLX | Communication Services | 1.70% | 200,644 | +89,442 | +80.43% | $14,325,982 |
| AMPHENOL CORP | APH | Technology | 1.56% | 74,542 | -4,580 | -5.79% | $13,143,237 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.52% | 146,268 | +5,166 | +3.66% | $12,837,943 |
| ALCON AG | ALC | Other | 1.40% | 175,773 | -4,593 | -2.55% | $11,794,369 |
| PAYCHEX INC | PAYX | Technology | 1.38% | 118,275 | +9,776 | +9.01% | $11,629,996 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.32% | 39,414 | +2,770 | +7.56% | $11,083,474 |
| MERCK & CO INC | MRK | Healthcare | 1.30% | 85,476 | -2,676 | -3.04% | $10,983,681 |
| CHEVRON CORPORATION | CVX | Energy | 1.28% | 65,078 | -2,272 | -3.37% | $10,787,410 |
| APPLIED MATLS INC | AMAT | Technology | 1.11% | 12,954 | -2,108 | -14.00% | $9,365,742 |
| ALPHABET INC | GOOG | Communication Services | 1.07% | 25,471 | -463 | -1.79% | $8,999,819 |
| CISCO SYS INC | CSCO | Technology | 1.02% | 73,103 | -2,902 | -3.82% | $8,586,630 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.97% | 84,388 | -3,175 | -3.63% | $8,175,510 |
| ALPHABET INC | GOOGL | Communication Services | 0.91% | 21,462 | -769 | -3.46% | $7,669,875 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.88% | 50,375 | -1,466 | -2.83% | $7,386,931 |
| SALESFORCE INC | CRM | Technology | 0.85% | 45,803 | +45,803 | +100.00% | $7,175,498 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.83% | 77,206 | -1,218 | -1.55% | $7,005,631 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.78% | 277,925 | -1,510 | -0.54% | $6,589,602 |
| STERIS PLC | G8473T100 | Other | 0.75% | 30,086 | -1,591 | -5.02% | $6,335,210 |
| WALMART INC | WMT | Consumer Defensive | 0.75% | 55,907 | -2,169 | -3.73% | $6,331,988 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.72% | 66,139 | -1,773 | -2.61% | $6,102,646 |
| PEPSICO INC | PEP | Consumer Defensive | 0.72% | 44,826 | -603 | -1.33% | $6,069,431 |
| TRUIST FINL CORP | TFC | Financial Services | 0.68% | 114,371 | -3,546 | -3.01% | $5,697,982 |
| EXXON MOBIL CORP | XOM | Energy | 0.66% | 40,559 | -52,955 | -56.63% | $5,545,226 |
| COPART INC | CPRT | Industrials | 0.60% | 179,485 | -16,196 | -8.28% | $5,059,683 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.53% | 8,915 | +615 | +7.41% | $4,460,977 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.53% | 15,345 | -671 | -4.19% | $4,459,088 |
| IDEXX LABS INC | IDXX | Healthcare | 0.51% | 8,234 | -126 | -1.51% | $4,334,707 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.43% | 12,282 | -706 | -5.44% | $3,600,803 |
| HERSHEY CO | HSY | Consumer Defensive | 0.43% | 20,463 | -749 | -3.53% | $3,590,184 |
| ISHARES TR | IGSB | Other | 0.42% | 67,790 | +6,150 | +9.98% | $3,552,874 |
| AMGEN INC | AMGN | Healthcare | 0.41% | 9,444 | -634 | -6.29% | $3,419,894 |
| MEDTRONIC PLC | MDT | Other | 0.40% | 43,028 | -7,897 | -15.51% | $3,366,078 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.38% | 8,998 | -471 | -4.97% | $3,173,549 |
| ONEOK INC NEW | OKE | Energy | 0.34% | 33,303 | +1,442 | +4.53% | $2,895,346 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.33% | 64,718 | +106 | +0.16% | $2,740,166 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.31% | 11,795 | +68 | +0.58% | $2,641,491 |
| DANAHER CORP DEL | DHR | Healthcare | 0.30% | 13,460 | -10 | -0.07% | $2,563,861 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.29% | 9,134 | +100 | +1.11% | $2,469,080 |
| WASTE MGMT INC DEL | WM | Industrials | 0.29% | 10,996 | -289 | -2.56% | $2,450,789 |
| EVERGY INC | EVRG | Utilities | 0.26% | 25,582 | +25 | +0.10% | $2,211,053 |
| TYSON FOODS INC | TSN | Consumer Defensive | 0.26% | 38,328 | +7,960 | +26.21% | $2,194,278 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.25% | 36,644 | -177 | -0.48% | $2,111,441 |
| VANGUARD INDEX FDS | VUG | Other | 0.24% | 23,514 | +19,849 | +541.58% | $2,025,488 |
| THE TRADE DESK INC | TTD | Technology | 0.24% | 111,703 | +43,509 | +63.80% | $2,019,591 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.24% | 19,535 | -2,740 | -12.30% | $1,996,282 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.24% | 6,671 | - | - | $1,987,225 |
| TE CONNECTIVITY PLC | TEL | Other | 0.23% | 9,715 | +9,715 | +100.00% | $1,958,642 |
| COCA COLA CO | KO | Consumer Defensive | 0.23% | 23,504 | +174 | +0.75% | $1,910,171 |
| STATE STR CORP | STT | Financial Services | 0.22% | 10,765 | -2,080 | -16.19% | $1,825,744 |
| FIRST SOLAR INC | FSLR | Technology | 0.22% | 7,689 | - | - | $1,814,297 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.21% | 6,533 | +3 | +0.05% | $1,766,981 |
| MERCANTILE BK CORP | MBWM | Financial Services | 0.21% | 30,595 | -904 | -2.87% | $1,756,779 |
| GENTEX CORP | GNTX | Consumer Cyclical | 0.18% | 58,883 | -13,083 | -18.18% | $1,487,974 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.17% | 1,902 | -170 | -8.20% | $1,420,357 |
| BLACKROCK INC | BLK | Other | 0.15% | 1,290 | -26 | -1.98% | $1,240,413 |
| VANGUARD INDEX FDS | VTV | Other | 0.14% | 5,487 | +269 | +5.16% | $1,195,790 |
| ISHARES TR | IMCG | Other | 0.14% | 11,989 | +732 | +6.50% | $1,178,519 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.13% | 964 | - | - | $1,112,736 |
| WATERS CORP | WAT | Healthcare | 0.13% | 2,929 | -93 | -3.08% | $1,098,493 |
| EOG RES INC | EOG | Energy | 0.12% | 8,015 | -245 | -2.97% | $1,039,786 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.12% | 9,636 | +953 | +10.98% | $1,035,874 |
| INTEL CORP | INTC | Technology | 0.12% | 7,410 | +188 | +2.60% | $1,034,659 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.12% | 2,253 | -291 | -11.44% | $1,016,058 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.12% | 5,275 | -980 | -15.67% | $1,004,993 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.12% | 17,707 | -8,204 | -31.66% | $998,168 |
| ISHARES TR | IMCV | Other | 0.11% | 10,340 | +554 | +5.66% | $944,844 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.11% | 5,759 | +178 | +3.19% | $910,095 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.10% | 2,591 | -322 | -11.05% | $876,769 |
| ADOBE INC | ADBE | Technology | 0.10% | 4,202 | -901 | -17.66% | $861,495 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.10% | 18,569 | +1,784 | +10.63% | $855,103 |
| COLUMBIA ETF TR II | XCEM | Other | 0.10% | 15,506 | +83 | +0.54% | $819,958 |
| KADANT INC | KAI | Industrials | 0.09% | 2,378 | -280 | -10.53% | $747,239 |
| SOUTHERN CO | SO | Utilities | 0.08% | 7,403 | +347 | +4.92% | $708,585 |
| NVIDIA CORPORATION | NVDA | Technology | 0.08% | 3,435 | +421 | +13.97% | $687,311 |
| SYSCO CORP | SYY | Consumer Defensive | 0.08% | 8,048 | -28 | -0.35% | $672,652 |
| ISHARES TR | SUB | Other | 0.07% | 5,185 | +350 | +7.24% | $552,047 |
| ISHARES TR | IVW | Other | 0.07% | 4,005 | - | - | $550,808 |
| ISHARES TR | STIP | Other | 0.07% | 5,367 | +211 | +4.09% | $548,293 |
| HORIZON TECHNOLOGY FIN CORP | HRZN | Financial Services | 0.06% | 114,526 | +114,526 | +100.00% | $541,708 |