Lafleur & Godfrey LLC Top Holdings and 13F Report (2026) About Lafleur & Godfrey LLCInvestment ActivityLafleur & Godfrey LLC has $842.12 million in total holdings as of June 30, 2026.Lafleur & Godfrey LLC owns shares of 149 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 4.83% of the portfolio was purchased this quarter.About 6.74% of the portfolio was sold this quarter.This quarter, Lafleur & Godfrey LLC has purchased 141 new stocks and bought additional shares in 50 stocks.Lafleur & Godfrey LLC sold shares of 72 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $58,626,789Caterpillar $42,960,766JPMorgan Chase & Co. $40,205,510Johnson & Johnson $32,062,550Microsoft $31,285,096 Largest New Holdings this Quarter 79466L302 - Salesforce $7,175,498 Holding438516205 - HONEYWELL INTL INC $5,540,630 Holding43849R105 - HONEYWELL AEROSPACE INC $5,454,928 HoldingG87052109 - TE CONNECTIVITY PLC $1,958,642 Holding44045A102 - Horizon Technology Finance $541,708 Holding Largest Purchases this Quarter Salesforce 45,803 shares (about $7.18M)Netflix 89,442 shares (about $6.39M)HONEYWELL INTL INC 24,746 shares (about $5.54M)HONEYWELL AEROSPACE INC 24,674 shares (about $5.45M)TE CONNECTIVITY PLC 9,715 shares (about $1.96M) Largest Sales this Quarter ExxonMobil 52,955 shares (about $7.24M)Zscaler 49,430 shares (about $6.98M)Caterpillar 5,738 shares (about $6.11M)GE VERNOVA INC 2,361 shares (about $2.77M)Broadcom 5,063 shares (about $1.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLafleur & Godfrey LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$58,626,789$1,047,196 â–¼-1.8%202,6087.0%Computer and TechnologyCATCaterpillar$42,960,766$6,110,326 â–¼-12.5%40,3435.1%IndustrialsJPMJPMorgan Chase & Co.$40,205,510$821,596 â–¼-2.0%122,8294.8%FinanceJNJJohnson & Johnson$32,062,550$1,410,046 â–¼-4.2%126,2453.8%MedicalMSFTMicrosoft$31,285,096$1,036,993 â–²3.4%83,8703.7%Computer and TechnologyAVGOBroadcom$25,844,900$1,912,548 â–¼-6.9%68,4183.1%Computer and TechnologyRTXRTX$25,046,637$903,115 â–¼-3.5%132,0123.0%AerospaceFLOTiShares Floating Rate Bond ETF$24,736,406$940,289 â–²4.0%484,5532.9%ETFWWDWoodward$23,891,860$1,339,711 â–¼-5.3%56,1582.8%AerospaceSYKStryker$23,854,161$1,147,277 â–²5.1%75,7662.8%MedicalECLEcolab$19,963,720$69,095 â–²0.3%71,6552.4%Basic MaterialsABBVAbbVie$18,399,675$489,188 â–²2.7%73,1192.2%MedicalGE VERNOVA INC$17,137,717$2,773,850 â–¼-13.9%14,5872.0%COMVMCVulcan Materials$16,510,825$174,646 â–¼-1.0%55,9672.0%ConstructionAMZNAmazon.com$16,356,207$113,687 â–¼-0.7%68,6261.9%Retail/WholesaleCEGConstellation Energy$16,026,075$499,969 â–²3.2%64,5251.9%EnergyWSOWatsco$15,232,772$198,781 â–¼-1.3%36,5531.8%ConstructionTMOThermo Fisher Scientific$15,081,411$285,274 â–¼-1.9%30,0811.8%MedicalCWCurtiss-Wright$14,510,449$932,051 â–¼-6.0%19,1491.7%AerospaceAXPAmerican Express$14,388,817$126,844 â–¼-0.9%42,5391.7%FinancePALANTIR TECHNOLOGIES INC$14,327,310$313,259 â–²2.2%122,8021.7%CL ANFLXNetflix$14,325,982$6,386,159 â–²80.4%200,6441.7%Consumer DiscretionaryAPHAmphenol$13,143,237$807,545 â–¼-5.8%74,5421.6%Computer and TechnologyNEENextEra Energy$12,837,943$453,420 â–²3.7%146,2681.5%UtilitiesALCAlcon$11,794,369$308,190 â–¼-2.5%175,7731.4%MedicalPAYXPaychex$11,629,996$961,275 â–²9.0%118,2751.4%Computer and TechnologyIBMInternational Business Machines$11,083,474$778,942 â–²7.6%39,4141.3%Computer and TechnologyMRKMerck & Co., Inc.$10,983,681$343,866 â–¼-3.0%85,4761.3%MedicalCVXChevron$10,787,410$376,610 â–¼-3.4%65,0781.3%EnergyAMATApplied Materials$9,365,742$1,524,084 â–¼-14.0%12,9541.1%Computer and TechnologyGOOGAlphabet$8,999,819$163,595 â–¼-1.8%25,4711.1%Computer and TechnologyCSCOCisco Systems$8,586,630$340,867 â–¼-3.8%73,1031.0%Computer and TechnologyCHDChurch & Dwight$8,175,510$307,594 â–¼-3.6%84,3881.0%Consumer StaplesGOOGLAlphabet$7,669,875$274,818 â–¼-3.5%21,4620.9%Computer and TechnologyPGProcter & Gamble$7,386,931$214,973 â–¼-2.8%50,3750.9%Consumer StaplesCRMSalesforce$7,175,498$7,175,498 â–²New Holding45,8030.9%Computer and TechnologyABTAbbott Laboratories$7,005,631$110,521 â–¼-1.6%77,2060.8%MedicalBXSLBlackstone Secured Lending Fund$6,589,602$35,802 â–¼-0.5%277,9250.8%FinanceSTESTERIS$6,335,210$335,017 â–¼-5.0%30,0860.8%MedicalWALMART INC$6,331,988$245,659 â–¼-3.7%55,9070.8%COMSCHWCharles Schwab$6,102,646$163,595 â–¼-2.6%66,1390.7%FinancePEPPepsiCo$6,069,431$81,646 â–¼-1.3%44,8260.7%Consumer StaplesTFCTruist Financial$5,697,982$176,662 â–¼-3.0%114,3710.7%FinanceXOMExxonMobil$5,545,226$7,240,007 â–¼-56.6%40,5590.7%EnergyHONEYWELL INTL INC$5,540,630$5,540,630 â–²New Holding24,7460.7%COMHONEYWELL AEROSPACE INC$5,454,928$5,454,928 â–²New Holding24,6740.6%COMCPRTCopart$5,059,683$456,565 â–¼-8.3%179,4850.6%Business ServicesBRK.BBerkshire Hathaway$4,460,977$307,740 â–²7.4%8,9150.5%FinanceLHXL3Harris Technologies$4,459,088$194,985 â–¼-4.2%15,3450.5%AerospaceIDXXIDEXX Laboratories$4,334,707$66,331 â–¼-1.5%8,2340.5%MedicalAPDAir Products and Chemicals$3,600,803$206,983 â–¼-5.4%12,2820.4%Basic MaterialsHSYHershey$3,590,184$131,410 â–¼-3.5%20,4630.4%Consumer StaplesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,552,874$322,322 â–²10.0%67,7900.4%ManufacturingAMGNAmgen$3,419,894$229,586 â–¼-6.3%9,4440.4%MedicalMDTMedtronic$3,366,078$617,782 â–¼-15.5%43,0280.4%MedicalHDHome Depot$3,173,549$166,119 â–¼-5.0%8,9980.4%Retail/WholesaleOKEONEOK$2,895,346$125,367 â–²4.5%33,3030.3%EnergyVZVerizon Communications$2,740,166$4,488 â–²0.2%64,7180.3%Computer and TechnologyADPAutomatic Data Processing$2,641,491$15,229 â–²0.6%11,7950.3%Computer and TechnologyDHRDanaher$2,563,861$1,905 â–¼-0.1%13,4600.3%MedicalMCDMcDonald's$2,469,080$27,032 â–²1.1%9,1340.3%Retail/WholesaleWMWaste Management$2,450,789$64,412 â–¼-2.6%10,9960.3%Business ServicesEVERGY INC$2,211,053$2,161 â–²0.1%25,5820.3%COMTSNTyson Foods$2,194,278$455,710 â–²26.2%38,3280.3%Consumer StaplesBMYBristol Myers Squibb$2,111,441$10,199 â–¼-0.5%36,6440.3%MedicalVUGVanguard Growth ETF$2,025,488$1,709,786 â–²541.6%23,5140.2%ETFTTDTrade Desk$2,019,591$786,643 â–²63.8%111,7030.2%Computer and TechnologySBUXStarbucks$1,996,282$280,001 â–¼-12.3%19,5350.2%Retail/WholesaleMRVLMarvell Technology$1,987,2250.0%6,6710.2%Computer and TechnologyTE CONNECTIVITY PLC$1,958,642$1,958,642 â–²New Holding9,7150.2%ORD SHSKOCocaCola$1,910,171$14,141 â–²0.7%23,5040.2%Consumer StaplesSTTState Street$1,825,744$352,768 â–¼-16.2%10,7650.2%FinanceFSLRFirst Solar$1,814,2970.0%7,6890.2%EnergyITWIllinois Tool Works$1,766,981$811 â–²0.0%6,5330.2%IndustrialsMBWMMercantile Bank$1,756,779$51,908 â–¼-2.9%30,5950.2%FinanceGNTXGentex$1,487,974$330,608 â–¼-18.2%58,8830.2%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$1,420,357$126,951 â–¼-8.2%1,9020.2%FinanceBLACKROCK INC$1,240,413$25,001 â–¼-2.0%1,2900.1%COMVTVVanguard Value ETF$1,195,790$58,624 â–²5.2%5,4870.1%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$1,178,519$71,956 â–²6.5%11,9890.1%ETFMUMicron Technology$1,112,7360.0%9640.1%Computer and TechnologyWATWaters$1,098,493$34,879 â–¼-3.1%2,9290.1%MedicalEOGEOG Resources$1,039,786$31,784 â–¼-3.0%8,0150.1%EnergyUPSUnited Parcel Service$1,035,874$102,448 â–²11.0%9,6360.1%TransportationINTCIntel$1,034,659$26,250 â–²2.6%7,4100.1%Computer and TechnologyULTAUlta Beauty$1,016,058$131,235 â–¼-11.4%2,2530.1%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,004,993$186,710 â–¼-15.7%5,2750.1%ETFFITBFifth Third Bancorp$998,168$462,471 â–¼-31.7%17,7070.1%FinanceIMCViShares Morningstar Mid-Cap Value ETF$944,844$50,623 â–²5.7%10,3400.1%ETFVYMVanguard High Dividend Yield ETF$910,095$28,129 â–²3.2%5,7590.1%Financial ServicesROPER TECHNOLOGIES INC$876,769$108,962 â–¼-11.1%2,5910.1%COMADBEAdobe$861,495$184,723 â–¼-17.7%4,2020.1%Computer and TechnologyJPIEJPMorgan Income ETF$855,103$82,153 â–²10.6%18,5690.1%ETFXCEMColumbia EM Core ex-China ETF$819,958$4,389 â–²0.5%15,5060.1%ETFKAIKadant$747,239$87,984 â–¼-10.5%2,3780.1%IndustrialsSOSouthern$708,585$33,213 â–²4.9%7,4030.1%UtilitiesNVDANVIDIA$687,311$84,238 â–²14.0%3,4350.1%Computer and TechnologySYYSysco$672,652$2,340 â–¼-0.3%8,0480.1%Consumer StaplesSUBiShares Short-Term National Muni Bond ETF$552,047$37,265 â–²7.2%5,1850.1%ETFIVWiShares S&P 500 Growth ETF$550,8080.0%4,0050.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
