Lafleur & Godfrey Llc Portfolio Stock Holdings
Lafleur & Godfrey Llc disclosed 141 stock positions valued at approximately $803.2 million in its latest SEC 13F filing. The largest holdings include APPLE INC, JPMORGAN CHASE & CO, and CATERPILLAR INC. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 141
- Portfolio Value
- $803.2M
Holdings by Sector
Lafleur & Godfrey Llc Portfolio Holdings in Q1 2026
140 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.52% | 206,227 | -7,271 | -3.41% | $52,338,335 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.59% | 125,339 | -2,298 | -1.80% | $36,869,770 |
| CATERPILLAR INC | CAT | Industrials | 4.06% | 46,081 | -1,462 | -3.08% | $32,646,348 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 4.01% | 131,797 | -2,970 | -2.20% | $32,216,400 |
| MICROSOFT CORP | MSFT | Technology | 3.74% | 81,090 | +1,403 | +1.76% | $30,016,994 |
| RTX CORPORATION | RTX | Industrials | 3.28% | 136,772 | -4,460 | -3.16% | $26,383,319 |
| ISHARES TR | FLOT | Other | 2.96% | 466,134 | +60,487 | +14.91% | $23,749,517 |
| STRYKER CORPORATION | SYK | Healthcare | 2.95% | 72,122 | +1,282 | +1.81% | $23,698,562 |
| BROADCOM INC | AVGO | Technology | 2.83% | 73,481 | -1,968 | -2.61% | $22,743,105 |
| WOODWARD INC | WWD | Industrials | 2.64% | 59,307 | -1,856 | -3.03% | $21,227,162 |
| ECOLAB INC | ECL | Basic Materials | 2.36% | 71,407 | -846 | -1.17% | $18,995,603 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.19% | 120,117 | -3,096 | -2.51% | $17,570,715 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 2.17% | 62,512 | +2,123 | +3.52% | $17,456,476 |
| EXXON MOBIL CORP | XOM | Energy | 1.98% | 93,514 | -2,824 | -2.93% | $15,865,503 |
| ABBVIE INC | ABBV | Healthcare | 1.93% | 71,175 | -514 | -0.72% | $15,479,859 |
| VULCAN MATLS CO | VMC | Basic Materials | 1.92% | 56,559 | -52 | -0.09% | $15,401,016 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.88% | 30,650 | +786 | +2.63% | $15,065,395 |
| GE VERNOVA INC | GEV | Utilities | 1.84% | 16,948 | -445 | -2.56% | $14,793,934 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.79% | 69,103 | +1,623 | +2.41% | $14,391,982 |
| CHEVRON CORPORATION | CVX | Energy | 1.73% | 67,350 | -93 | -0.14% | $13,934,794 |
| CURTISS WRIGHT CORP | CW | Industrials | 1.73% | 20,379 | -478 | -2.29% | $13,880,636 |
| ALCON AG | ALC | Other | 1.69% | 180,366 | -3,313 | -1.80% | $13,590,579 |
| WATSCO INC | WSO | Industrials | 1.68% | 37,030 | +31 | +0.08% | $13,471,154 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.63% | 141,102 | +7,341 | +5.49% | $13,105,554 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.62% | 42,914 | +78 | +0.18% | $12,980,627 |
| HONEYWELL INTL INC | HON | Industrials | 1.42% | 50,509 | -1,446 | -2.78% | $11,416,550 |
| NETFLIX INC. | NFLX | Communication Services | 1.33% | 111,202 | +101,283 | +1021.10% | $10,692,073 |
| MERCK & CO INC | MRK | Healthcare | 1.32% | 88,152 | -4,049 | -4.39% | $10,603,819 |
| AMPHENOL CORP | APH | Technology | 1.24% | 79,122 | -831 | -1.04% | $9,997,059 |
| PAYCHEX INC | PAYX | Technology | 1.24% | 108,499 | +316 | +0.29% | $9,994,942 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.11% | 36,644 | +2,278 | +6.63% | $8,882,087 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 1.02% | 87,563 | +170 | +0.19% | $8,171,380 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.00% | 78,424 | -4,743 | -5.70% | $8,051,746 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.93% | 51,841 | -136 | -0.26% | $7,487,859 |
| ALPHABET INC | GOOG | Communication Services | 0.93% | 25,934 | -2,028 | -7.25% | $7,439,549 |
| WALMART INC | WMT | Consumer Defensive | 0.90% | 58,076 | -8,101 | -12.24% | $7,217,631 |
| ZSCALER INC | ZS | Technology | 0.90% | 51,317 | -1,631 | -3.08% | $7,199,262 |
| PEPSICO INC | PEP | Consumer Defensive | 0.88% | 45,429 | -984 | -2.12% | $7,054,665 |
| STERIS PLC | G8473T100 | Other | 0.87% | 31,677 | -2,347 | -6.90% | $7,004,736 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.82% | 279,435 | +22,575 | +8.79% | $6,619,816 |
| COPART INC | CPRT | Industrials | 0.81% | 195,681 | -1,600 | -0.81% | $6,496,610 |
| ALPHABET INC | GOOGL | Communication Services | 0.80% | 22,231 | -54 | -0.24% | $6,392,747 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.79% | 67,912 | +4,680 | +7.40% | $6,382,370 |
| CISCO SYS INC | CSCO | Technology | 0.73% | 76,005 | -1,961 | -2.52% | $5,897,196 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.69% | 16,016 | -1,112 | -6.49% | $5,527,903 |
| TRUIST FINL CORP | TFC | Financial Services | 0.67% | 117,917 | -1,789 | -1.49% | $5,420,662 |
| APPLIED MATLS INC | AMAT | Technology | 0.64% | 15,062 | -1,847 | -10.92% | $5,148,041 |
| IDEXX LABS INC | IDXX | Healthcare | 0.58% | 8,360 | -121 | -1.43% | $4,697,401 |
| MEDTRONIC PLC | MDT | Other | 0.55% | 50,925 | -849 | -1.64% | $4,412,648 |
| HERSHEY CO | HSY | Consumer Defensive | 0.55% | 21,212 | - | - | $4,409,832 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.50% | 8,300 | -73 | -0.87% | $3,977,360 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.47% | 12,988 | -246 | -1.86% | $3,772,850 |
| AMGEN INC | AMGN | Healthcare | 0.44% | 10,078 | -790 | -7.27% | $3,545,976 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.40% | 64,612 | +7,183 | +12.51% | $3,243,529 |
| ISHARES TR | IGSB | Other | 0.40% | 61,640 | +12,655 | +25.83% | $3,239,799 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.39% | 9,469 | -85 | -0.89% | $3,114,385 |
| ONEOK INC NEW | OKE | Energy | 0.36% | 31,861 | -800 | -2.45% | $2,879,898 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.35% | 9,034 | -1,395 | -13.38% | $2,807,755 |
| WASTE MGMT INC DEL | WM | Industrials | 0.32% | 11,285 | -93 | -0.82% | $2,593,181 |
| DANAHER CORP DEL | DHR | Healthcare | 0.32% | 13,470 | -3,876 | -22.35% | $2,553,912 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.30% | 11,727 | -1,524 | -11.50% | $2,382,692 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.28% | 36,821 | +1,636 | +4.65% | $2,233,208 |
| EVERGY INC | EVRG | Utilities | 0.26% | 25,557 | +203 | +0.80% | $2,093,630 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.25% | 22,275 | +3,112 | +16.24% | $1,995,618 |
| TYSON FOODS INC | TSN | Consumer Defensive | 0.24% | 30,368 | +19,134 | +170.32% | $1,945,678 |
| COCA COLA CO | KO | Consumer Defensive | 0.22% | 23,330 | -6,705 | -22.32% | $1,774,247 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.21% | 6,530 | -205 | -3.04% | $1,699,694 |
| ZOETIS INC | ZTS | Healthcare | 0.20% | 13,906 | -768 | -5.23% | $1,643,829 |
| STATE STR CORP | STT | Financial Services | 0.20% | 12,845 | +445 | +3.59% | $1,625,664 |
| VANGUARD INDEX FDS | VUG | Other | 0.20% | 3,665 | +20 | +0.55% | $1,600,996 |
| MERCANTILE BK CORP | MBWM | Financial Services | 0.20% | 31,499 | +2,266 | +7.75% | $1,590,704 |
| GENTEX CORP | GNTX | Consumer Cyclical | 0.20% | 71,966 | -27,604 | -27.72% | $1,572,458 |
| THE TRADE DESK INC | TTD | Technology | 0.19% | 68,194 | +13,967 | +25.76% | $1,547,322 |
| FIRST SOLAR INC | FSLR | Technology | 0.19% | 7,689 | - | - | $1,516,733 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.17% | 2,072 | -530 | -20.37% | $1,347,505 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.17% | 2,544 | -36 | -1.40% | $1,329,775 |
| BLACKROCK INC | BLK | Other | 0.16% | 1,316 | -125 | -8.67% | $1,265,611 |
| ADOBE INC | ADBE | Technology | 0.15% | 5,103 | -26 | -0.51% | $1,240,438 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.15% | 25,911 | +15,214 | +142.23% | $1,203,836 |
| EOG RES INC | EOG | Energy | 0.15% | 8,260 | +175 | +2.16% | $1,194,149 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.13% | 2,913 | -94 | -3.13% | $1,030,795 |
| VANGUARD INDEX FDS | VTV | Other | 0.13% | 5,218 | -15 | -0.29% | $1,023,752 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.12% | 4,872 | +352 | +7.79% | $966,069 |
| WATERS CORP | WAT | Healthcare | 0.11% | 3,022 | -307 | -9.22% | $899,952 |
| ISHARES TR | IMCG | Other | 0.11% | 11,257 | +104 | +0.93% | $886,714 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.11% | 8,683 | +993 | +12.91% | $854,237 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.10% | 6,255 | -515 | -7.61% | $831,290 |
| ISHARES TR | IMCV | Other | 0.10% | 9,786 | -50 | -0.51% | $829,714 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.10% | 5,581 | +26 | +0.47% | $826,547 |
| NIKE INC | NKE | Consumer Cyclical | 0.10% | 14,926 | -1,475 | -8.99% | $788,392 |
| KADANT INC | KAI | Industrials | 0.10% | 2,658 | -60 | -2.21% | $777,067 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.10% | 16,785 | +1,013 | +6.42% | $773,285 |
| SOUTHERN CO | SO | Utilities | 0.08% | 7,056 | -2,284 | -24.45% | $681,029 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.08% | 6,671 | -2,115 | -24.07% | $660,763 |
| COLUMBIA ETF TR II | XCEM | Other | 0.08% | 15,423 | -239 | -1.53% | $629,413 |
| SYSCO CORP | SYY | Consumer Defensive | 0.07% | 8,076 | -52 | -0.64% | $576,062 |
| MONROE CAP CORP | MRCC | Financial Services | 0.07% | 122,470 | - | - | $563,362 |
| ISHARES TR | STIP | Other | 0.07% | 5,156 | +112 | +2.22% | $533,286 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.07% | 6,675 | - | - | $529,128 |
| NVIDIA CORPORATION | NVDA | Technology | 0.07% | 3,014 | +400 | +15.30% | $525,643 |