Lafleur & Godfrey Llc Investment Activity: Significant Purchases and Sales in Q2 2026
Lafleur & Godfrey Llc's portfolio saw notable changes this quarter, including major purchases of Salesforce (CRM), Netflix (NFLX), and The Trade Desk (TTD) alongside significant sales of ExxonMobil (XOM).
As reported by insiderset.com on behalf of Lafleur & Godfrey Llc, the investment firm's portfolio underwent substantial changes during Q2 2026, ending with a total value of $830.8 million. This quarter revealed both strategic additions and disposals across various sectors.
Major Disposals: Exiting Energy and Technology
The most significant selling activity involved ExxonMobil (XOM), which saw a sharp decline of 56.63% in its position, representing one of the largest reductions for the quarter.
Conversely, Zscaler (ZS), another Technology stock, experienced a near-total liquidation with a staggering 96.32% reduction in shares held by the firm.
These exits from Energy and Technology sectors suggest a deliberate shift away from these areas or perhaps a reassessment of their strategic fit within the current portfolio strategy.
Strategic Acquisitions: Bolstering Tech, Financials, and Communications
Lafleur & Godfrey Llc demonstrated considerable buying power this quarter by establishing new positions in Horizon Technology Finance Corp. (HRZN) and Salesforce (CRM).
The firm also made a substantial investment in Netflix (NFLX), acquiring shares that increased its position by 80.43%.
Furthermore, the Technology sector saw another new entry with The Trade Desk Inc. (TTD), which experienced a significant increase of 63.8% in its stake.
Additional Purchases and Portfolio Adjustments
The investor also added to existing positions, notably increasing the holding of ISHares TR (FLOT) by 3.95%.
In other sectors, purchases were noted in Financial Services via Mara Holdings Inc. (MARA), which saw a full 100% increase from prior period holdings.
Overall Portfolio Shifts
The net effect of these changes resulted in the firm holding 146 stocks, with Technology remaining its largest sector allocation at approximately 25.73%, followed closely by Industrials and Healthcare.
This quarter saw a notable increase in diversification across sectors compared to previous periods, as indicated by the 'has_large_buys' flag being true for multiple transactions.