Institutional Manager · CIK 0001387458
LaFleur & Godfrey LLC
GRAND RAPIDS, MI · File #028-12331
Latest AUM
$825.8M
Positions
145
Top-10 Concentration
43.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025145 pos · $825.8M
- 13F HOLDINGS REPORTQ/E Sep 2025142 pos · $824.7M
- 13F HOLDINGS REPORTQ/E Jun 2025146 pos · $800.7M
- 13F HOLDINGS REPORTQ/E Mar 2025145 pos · $737.1M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024150 pos · $729.5M
- 13F HOLDINGS REPORTQ/E Dec 2024150 pos · $729.5M
- 13F HOLDINGS REPORTQ/E Sep 2024147 pos · $725.2M
- 13F HOLDINGS REPORTQ/E Jun 2024136 pos · $681.5M
- 13F HOLDINGS REPORTQ/E Mar 2024134 pos · $675.5M
- 13F HOLDINGS REPORTQ/E Dec 2023126 pos · $624.6M
- 13F HOLDINGS REPORTQ/E Sep 2023129 pos · $667.6M
- 13F HOLDINGS REPORTQ/E Jun 2023126 pos · $610.2M
- 13F HOLDINGS REPORTQ/E Mar 2023125 pos · $599.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 213,498 | $58.0M | 7.98% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 127,637 | $41.1M | 5.65% |
| 3 | MICROSOFT CORP | MSFT | 79,687 | $38.5M | 5.30% |
| 4 | JOHNSON & JOHNSON | JNJ | 134,767 | $27.9M | 3.83% |
| 5 | CATERPILLAR INC | CAT | 47,543 | $27.2M | 3.74% |
| 6 | BROADCOM INC | AVGO | 75,449 | $26.1M | 3.59% |
| 7 | RTX CORPORATION | RTX | 141,232 | $25.9M | 3.56% |
| 8 | STRYKER CORPORATION | SYK | 70,840 | $24.9M | 3.42% |
| 9 | PALANTIR TECHNOLOGIES INC | PLTR | 123,213 | $21.9M | 3.01% |
| 10 | CONSTELLATION ENERGY CORP | CEG | 60,389 | $21.3M | 2.93% |
| 11 | ISHARES TR | 46429B655 | 405,647 | $20.6M | 2.84% |
| 12 | ECOLAB INC | ECL | 72,253 | $19.0M | 2.61% |
| 13 | WOODWARD INC | WWD | 61,163 | $18.5M | 2.54% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 29,864 | $17.3M | 2.38% |
| 15 | ABBVIE INC | ABBV | 71,689 | $16.4M | 2.25% |
| 16 | VULCAN MATLS CO | 929160109 | 56,611 | $16.1M | 2.22% |
| 17 | AMERICAN EXPRESS CO | AXP | 42,836 | $15.8M | 2.18% |
| 18 | AMAZON COM INC | AMZN | 67,480 | $15.6M | 2.14% |
| 19 | ALCON AG | ALC | 183,679 | $14.5M | 1.99% |
| 20 | WATSCO INC | WSO-B | 36,999 | $12.5M | 1.71% |