LaFleur & Godfrey LLC

LaFleur & Godfrey LLC reported 149 holdings worth US$842M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

LaFleur & Godfrey LLC reported 149 holdings worth US$842M as of Jun 30, 2026. Largest: Apple Inc, Caterpillar, Inc. and Jp Morgan Chase & Co. Filed Jul 15, 2026 (Form 13F).

Holdings
149
Value as reported
US$842M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc203KUS$58.6M7.0%
Caterpillar, Inc.40,343US$43M5.1%
Jp Morgan Chase & Co.123KUS$40.2M4.8%
Johnson & Johnson126KUS$32.1M3.8%
Microsoft Corp.83,870US$31.3M3.7%
Broadcom Inc.68,418US$25.8M3.1%
Rtx Corporation132KUS$25M3.0%
Woodward, Inc.56,158US$23.9M2.8%
Stryker Corporation75,766US$23.9M2.8%
Ecolab Inc.71,655US$20M2.4%
Abbvie Inc.73,119US$18.4M2.2%
Ge Vernova Inc.14,587US$17.1M2.0%
Alphabet Inc (google) Class C46,645US$16.7M2.0%
Vulcan Materials Company (holding Company)55,967US$16.5M2.0%
Amazon.com, Inc.68,626US$16.4M1.9%
Constellation Energy Corporation64,525US$16M1.9%
Watsco, Inc.36,553US$15.2M1.8%
Thermo Fisher Scientific Inc30,081US$15.1M1.8%
Curtiss-wright Corporation19,149US$14.5M1.7%
American Express Company42,539US$14.4M1.7%
Palantir Technologies Inc.123KUS$14.3M1.7%
Netflix, Inc.201KUS$14.3M1.7%
Amphenol Corporation74,542US$13.1M1.6%
Nextera Energy, Inc.146KUS$12.8M1.5%
Paychex, Inc.118KUS$11.6M1.4%
International Business Machines Corporation39,414US$11.1M1.3%
Merck & Company, Inc.85,476US$11M1.3%
Chevron Corporation65,078US$10.8M1.3%
Applied Materials, Inc.12,954US$9.37M1.1%
Cisco Systems, Inc.73,103US$8.59M1.0%
Church & Dwight Company, Inc.84,388US$8.18M0.97%
Procter & Gamble Company (the)50,375US$7.39M0.88%
Salesforce, Inc.45,803US$7.18M0.85%
Abbott Laboratories77,206US$7.01M0.83%
Blackstone Secured Lending Fund278KUS$6.59M0.78%
Walmart Inc.55,907US$6.33M0.75%
Charles Schwab Corporation (the)66,139US$6.1M0.72%
Pepsico, Inc.44,826US$6.07M0.72%
Truist Financial Corporation114KUS$5.7M0.68%
Exxon Mobil Corporation40,559US$5.55M0.66%
Copart, Inc.179KUS$5.06M0.60%
Berkshire Hathaway Inc.8,915US$4.46M0.53%
L3harris Technologies, Inc.15,345US$4.46M0.53%
Idexx Laboratories, Inc.8,234US$4.33M0.51%
Air Products And Chemicals, Inc.12,282US$3.6M0.43%
The Hershey Company20,463US$3.59M0.43%
Amgen Inc.9,444US$3.42M0.41%
Home Depot, Inc. (the)8,998US$3.17M0.38%
Oneok, Inc.33,303US$2.9M0.34%
Verizon Communications Inc.64,718US$2.74M0.33%
Automatic Data Processing, Inc.11,795US$2.64M0.31%
Danaher Corporation13,460US$2.56M0.30%
Mcdonald's Corporation9,134US$2.47M0.29%
Waste Management, Inc.10,996US$2.45M0.29%
Evergy, Inc.25,582US$2.21M0.26%
Tyson Foods, Inc.38,328US$2.19M0.26%
Bristol-myers Squibb Company36,644US$2.11M0.25%
The Trade Desk, Inc.112KUS$2.02M0.24%
Starbucks Corporation19,535US$2M0.24%
Marvell Technology, Inc.6,671US$1.99M0.24%
Coca-cola Company (the)23,504US$1.91M0.23%
State Street Corporation10,765US$1.83M0.22%
First Solar, Inc.7,689US$1.81M0.22%
Illinois Tool Works Inc.6,533US$1.77M0.21%
Mercantile Bank Corporation30,595US$1.76M0.21%
Gentex Corporation58,883US$1.49M0.18%
Blackrock, Inc.1,290US$1.24M0.15%
Micron Technology, Inc.964US$1.11M0.13%
Waters Corporation2,929US$1.1M0.13%
Eog Resources, Inc.8,015US$1.04M0.12%
United Parcel Service, Inc.9,636US$1.04M0.12%
Intel Corporation7,410US$1.03M0.12%
Ulta Beauty, Inc.2,253US$1.02M0.12%
Fifth Third Bancorp17,707US$998K0.12%
Roper Technologies, Inc.2,591US$877K0.10%
Adobe Inc.4,202US$861K0.10%
Kadant Inc2,378US$747K0.09%
Southern Company (the)7,403US$709K0.08%
Nvidia Corporation3,435US$687K0.08%
Sysco Corporation8,048US$673K0.08%
Horizon Technology Finance Corporation115KUS$542K0.06%
Zoetis Inc.7,489US$538K0.06%
General Dynamics Corporation1,445US$512K0.06%
Novartis Ag3,058US$479K0.06%
Nike, Inc.11,357US$466K0.06%
Colgate-palmolive Company5,081US$466K0.06%
Keurig Dr Pepper Inc.12,505US$409K0.05%
Kimberly-clark Corporation3,615US$397K0.05%
Vertex Pharmaceuticals Incorporated769US$382K0.05%
Costco Wholesale Corporation369US$345K0.04%
Taiwan Semiconductor Manufacturing Co., Ltd.689US$329K0.04%
Murphy Usa Inc.600US$323K0.04%
Solstice Advanced Materials Inc.3,554US$315K0.04%
Intuitive Surgical, Inc.777US$309K0.04%
Walt Disney Company (the)3,070US$295K0.04%
Qualcomm Incorporated1,598US$295K0.04%
Manulife Financial Corporation7,106US$288K0.03%
Union Pacific Corporation1,039US$283K0.03%
Zscaler Inc1,887US$266K0.03%
Vertiv Holdings, Llc775US$259K0.03%

Every holding of LaFleur & Godfrey LLC

Source

View original at SEC

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