Lafleur & Godfrey Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Lafleur & Godfrey Llc disclosed 143 stock positions valued at approximately $831.80M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, MICROSOFT CORP, and JPMORGAN CHASE & CO.
- Report Period
- September 30, 2026
- No. of Stocks
- 143
- Portfolio Value
- $831.80M
Holdings by Sector
Lafleur & Godfrey Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.81% | 195,091 | -7,517 | -3.71% | $64,969,330 |
| MICROSOFT CORP | MSFT | Technology | 5.15% | 83,569 | -301 | -0.36% | $42,862,425 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.66% | 117,236 | -5,593 | -4.55% | $38,785,247 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.88% | 122,035 | -4,210 | -3.33% | $32,307,421 |
| CATERPILLAR INC | CAT | Industrials | 3.64% | 37,296 | -3,047 | -7.55% | $30,239,387 |
| ISHARES TR | FLOT | Other | 3.01% | 489,894 | +5,341 | +1.10% | $25,009,099 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.86% | 127,243 | +4,441 | +3.62% | $23,800,803 |
| RTX CORPORATION | RTX | Industrials | 2.77% | 124,331 | -7,681 | -5.82% | $23,082,050 |
| STRYKER CORPORATION | SYK | Healthcare | 2.74% | 82,899 | +7,133 | +9.41% | $22,829,677 |
| BROADCOM INC | AVGO | Technology | 2.58% | 61,158 | -7,260 | -10.61% | $21,478,078 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.38% | 29,272 | -809 | -2.69% | $19,760,064 |
| ECOLAB INC | ECL | Basic Materials | 2.31% | 69,893 | -1,762 | -2.46% | $19,191,243 |
| ABBVIE INC | ABBV | Healthcare | 2.19% | 69,574 | -3,545 | -4.85% | $18,199,736 |
| WOODWARD INC | WWD | Industrials | 2.14% | 54,079 | -2,079 | -3.70% | $17,769,819 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.09% | 69,750 | +1,124 | +1.64% | $17,378,093 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.98% | 64,702 | +177 | +0.27% | $16,435,602 |
| VULCAN MATLS CO | VMC | Basic Materials | 1.69% | 57,310 | +1,343 | +2.40% | $14,019,745 |
| SPACE EXPLORATION TECHN CORP | SPCX | Industrials | 1.59% | 87,488 | +87,488 | +100.00% | $13,198,440 |
| CHEVRON CORPORATION | CVX | Energy | 1.57% | 63,982 | -1,096 | -1.68% | $13,065,693 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.56% | 42,680 | +141 | +0.33% | $12,978,988 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 1.48% | 30,193 | +29,416 | +3785.84% | $12,277,380 |
| AMPHENOL CORP | APH | Technology | 1.47% | 145,092 | +70,550 | +94.64% | $12,231,251 |
| MERCK & CO INC | MRK | Healthcare | 1.42% | 81,223 | -4,253 | -4.98% | $11,802,531 |
| PAYCHEX INC | PAYX | Technology | 1.41% | 118,946 | +671 | +0.57% | $11,716,171 |
| GE VERNOVA INC | GEV | Utilities | 1.41% | 12,322 | -2,265 | -15.53% | $11,711,965 |
| WATSCO INC | WSO | Industrials | 1.40% | 38,504 | +1,951 | +5.34% | $11,654,638 |
| SALESFORCE INC | CRM | Technology | 1.40% | 50,613 | +4,810 | +10.50% | $11,619,226 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.33% | 145,707 | -561 | -0.38% | $11,035,848 |
| ALCON AG | ALC | Healthcare | 1.31% | 168,018 | -7,755 | -4.41% | $10,879,166 |
| CURTISS WRIGHT CORP | CW | Industrials | 1.20% | 18,404 | -745 | -3.89% | $10,008,536 |
Showing 30 of 143 holdings in the latest reporting period.