Lafleur & Godfrey LLC Top Holdings and 13F Report (2026) About Lafleur & Godfrey LLCInvestment ActivityLafleur & Godfrey LLC has $831.80 million in total holdings as of September 30, 2026.Lafleur & Godfrey LLC owns shares of 144 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 6.75% of the portfolio was purchased this quarter.About 6.68% of the portfolio was sold this quarter.This quarter, Lafleur & Godfrey LLC has purchased 149 new stocks and bought additional shares in 39 stocks.Lafleur & Godfrey LLC sold shares of 81 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $64,969,330Microsoft $42,862,425JPMorgan Chase & Co. $38,785,247Johnson & Johnson $32,307,421Caterpillar $30,239,387 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $13,198,440 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $6,214,191 Holding30609A109 - ONEOK INC NEW $2,997,987 Holding88160R101 - Tesla $513,055 Holding464287507 - iShares Core S&P Mid-Cap ETF $361,927 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 87,488 shares (about $13.20M)Intuitive Surgical 29,416 shares (about $11.96M)EXXONMOBIL HOLDINGS CORP 38,182 shares (about $6.21M)Amphenol 70,550 shares (about $5.95M)Costco Wholesale 5,862 shares (about $5.34M) Largest Sales this Quarter Netflix 77,577 shares (about $5.40M)International Business Machines 14,650 shares (about $3.22M)Broadcom 7,260 shares (about $2.55M)Apple 7,517 shares (about $2.50M)Caterpillar 3,047 shares (about $2.47M) 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$64,969,330$2,503,316 ▼-3.7%195,0917.8%TechnologyMSFTMicrosoft$42,862,425$154,382 ▼-0.4%83,5695.2%TechnologyJPMJPMorgan Chase & Co.$38,785,247$1,850,335 ▼-4.6%117,2364.7%FinanceJNJJohnson & Johnson$32,307,421$1,114,551 ▼-3.3%122,0353.9%HealthcareCATCaterpillar$30,239,387$2,470,490 ▼-7.6%37,2963.6%IndustrialsFLOTiShares Floating Rate Bond ETF$25,009,099$272,658 ▲1.1%489,8943.0%ETFPALANTIR TECHNOLOGIES INC$23,800,803$830,689 ▲3.6%127,2432.9%CL ARTXRTX$23,082,050$1,425,978 ▼-5.8%124,3312.8%IndustrialsSYKStryker$22,829,677$1,964,367 ▲9.4%82,8992.7%HealthcareAVGOBroadcom$21,478,078$2,549,639 ▼-10.6%61,1582.6%TechnologyTMOThermo Fisher Scientific$19,760,064$546,115 ▼-2.7%29,2722.4%HealthcareECLEcolab$19,191,243$483,811 ▼-2.5%69,8932.3%MaterialsABBVAbbVie$18,199,736$927,330 ▼-4.8%69,5742.2%HealthcareWWDWoodward$17,769,819$683,139 ▼-3.7%54,0792.1%IndustrialsAMZNAmazon.com$17,378,093$280,043 ▲1.6%69,7502.1%Consumer DiscretionaryCEGConstellation Energy$16,435,602$44,962 ▲0.3%64,7022.0%UtilitiesVMCVulcan Materials$14,019,745$328,538 ▲2.4%57,3101.7%MaterialsSPACE EXPLORATION TECHN CORP$13,198,440$13,198,440 ▲New Holding87,4881.6%CLASS A COM STKCVXChevron$13,065,693$223,813 ▼-1.7%63,9821.6%EnergyAXPAmerican Express$12,978,988$42,878 ▲0.3%42,6801.6%FinanceISRGIntuitive Surgical$12,277,380$11,961,428 ▲3,785.8%30,1931.5%HealthcareAPHAmphenol$12,231,251$5,947,363 ▲94.6%145,0921.5%TechnologyMRKMerck & Co., Inc.$11,802,531$618,004 ▼-5.0%81,2231.4%HealthcarePAYXPaychex$11,716,171$66,093 ▲0.6%118,9461.4%IndustrialsGE VERNOVA INC$11,711,965$2,152,865 ▼-15.5%12,3221.4%COMWSOWatsco$11,654,638$590,541 ▲5.3%38,5041.4%IndustrialsCRMSalesforce$11,619,226$1,104,232 ▲10.5%50,6131.4%TechnologyNEENextEra Energy$11,035,848$42,490 ▼-0.4%145,7071.3%UtilitiesALCAlcon$10,879,166$502,136 ▼-4.4%168,0181.3%HealthcareCWCurtiss-Wright$10,008,536$405,149 ▼-3.9%18,4041.2%IndustrialsNFLXNetflix$8,563,002$5,397,808 ▼-38.7%123,0671.0%Communication ServicesGOOGAlphabet$8,430,248$248,740 ▼-2.9%24,7411.0%Communication ServicesCHDChurch & Dwight$7,824,500$126,537 ▼-1.6%83,0450.9%Consumer StaplesGOOGLAlphabet$7,669,543$284,898 ▲3.9%22,2900.9%Communication ServicesCSCOCisco Systems$7,569,251$298,779 ▼-3.8%70,3270.9%TechnologyHONEYWELL INTL INC$7,431,627$2,211,706 ▲42.4%35,2310.9%COMPGProcter & Gamble$7,408,555$90,074 ▲1.2%50,9950.9%Consumer StaplesABTAbbott Laboratories$6,536,176$1,094,041 ▼-14.3%66,1360.8%HealthcareBXSLBlackstone Secured Lending Fund$6,518,411$146,230 ▼-2.2%271,8270.8%FinanceSCHWCharles Schwab$6,241,188$223,238 ▼-3.5%63,8550.8%FinanceEXXONMOBIL HOLDINGS CORP$6,214,191$6,214,191 ▲New Holding38,1820.7%COM SHSAMATApplied Materials$5,929,962$694,454 ▼-10.5%11,5960.7%TechnologyWALMART INC$5,752,374$57,468 ▼-1.0%55,3540.7%COMCOSTCostco Wholesale$5,672,219$5,336,310 ▲1,588.6%6,2310.7%Consumer StaplesPEPPepsiCo$5,625,092$55,250 ▼-1.0%44,3900.7%Consumer StaplesSTESTERIS$5,531,243$787,117 ▼-12.5%26,3380.7%HealthcareIBMInternational Business Machines$5,446,289$3,221,940 ▼-37.2%24,7640.7%TechnologyTFCTruist Financial$4,917,185$378,177 ▼-7.1%106,2030.6%FinanceCPRTCopart$4,733,380$162,971 ▼-3.3%173,5110.6%IndustrialsBRK.BBerkshire Hathaway$4,697,162$257,938 ▲5.8%9,4330.6%FinanceIDXXIDEXX Laboratories$4,038,095$261,617 ▼-6.1%7,7330.5%HealthcareAMGNAmgen$3,960,123$20,654 ▼-0.5%9,3950.5%HealthcareLHXL3Harris Technologies$3,491,308$142,067 ▼-3.9%14,7450.4%IndustrialsAPDAir Products and Chemicals$3,407,172$10,016 ▼-0.3%12,2460.4%MaterialsIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,308,433$164,448 ▼-4.7%64,5800.4%ETFMDTMedtronic$3,300,244$412,638 ▼-11.1%38,2460.4%HealthcareHSYHershey$3,166,146$59,105 ▼-1.8%20,0880.4%Consumer StaplesADPAutomatic Data Processing$3,021,625$22,193 ▼-0.7%11,7090.4%IndustrialsONEOK INC NEW$2,997,987$2,997,987 ▲New Holding35,1590.4%COMVZVerizon Communications$2,957,595$11,009 ▼-0.4%64,4780.4%Communication ServicesHDHome Depot$2,507,318$52,633 ▼-2.1%8,8130.3%Consumer DiscretionaryDHRDanaher$2,274,875$707,187 ▼-23.7%10,2680.3%HealthcareBMYBristol Myers Squibb$2,258,128$28,454 ▼-1.2%36,1880.3%HealthcareWMWaste Management$2,257,598$15,294 ▲0.7%11,0710.3%IndustrialsVUGVanguard Growth ETF$2,222,414$103,538 ▲4.9%24,6630.3%ETFMCDMcDonald's$2,052,883$56,582 ▼-2.7%8,8890.2%Consumer DiscretionaryEVERGY INC$2,013,319$6,667 ▲0.3%25,6670.2%COMKOCoca-Cola$1,980,270$42,954 ▼-2.1%23,0050.2%Consumer StaplesTE CONNECTIVITY PLC$1,873,968$176,674 ▼-8.6%8,8780.2%ORD SHSSTTState Street$1,835,814$43,648 ▼-2.3%10,5150.2%FinanceMBWMMercantile Bank$1,708,887$75,408 ▼-4.2%29,3020.2%FinanceSBUXStarbucks$1,704,528$130,980 ▼-7.1%18,1410.2%Consumer DiscretionaryITWIllinois Tool Works$1,685,956$5,146 ▲0.3%6,5530.2%IndustrialsMRVLMarvell Technology$1,510,224$252,320 ▼-14.3%5,7160.2%TechnologySPYSPDR S&P 500 ETF Trust$1,404,764$45,758 ▼-3.2%1,8420.2%ETFBLACKROCK INC$1,360,961$4,233 ▼-0.3%1,2860.2%COMFSLRFirst Solar$1,346,8050.0%7,6890.2%TechnologyVTVVanguard Value ETF$1,252,652$66,987 ▲5.6%5,7970.2%ETFWATWaters$1,214,474$72,499 ▼-5.6%2,7640.1%HealthcareGNTXGentex$1,191,700$88,417 ▼-6.9%54,8160.1%Consumer DiscretionaryIMCGiShares Morningstar Mid-Cap Growth ETF$1,189,023$63,376 ▲5.6%12,6640.1%ETFULTAUlta Beauty$1,156,242$74,279 ▼-6.0%2,1170.1%Consumer DiscretionaryEOGEOG Resources$1,102,769$1,378 ▼-0.1%8,0050.1%EnergyXLKTechnology Select Sector SPDR Fund$1,032,5810.0%5,2750.1%ETFMUMicron Technology$1,026,7660.0%9640.1%TechnologyIMCViShares Morningstar Mid-Cap Value ETF$990,804$42,113 ▲4.4%10,7990.1%ETFUPSUnited Parcel Service$931,619$31,210 ▲3.5%9,9700.1%IndustrialsACNAccenture$909,332$146,146 ▲19.1%4,9590.1%TechnologyVYMVanguard High Dividend Yield ETF$904,195$10,398 ▲1.2%5,8260.1%ETFINTCIntel$883,570$7,334 ▼-0.8%7,3490.1%TechnologyADBEAdobe$843,149$165,079 ▼-16.4%3,5140.1%TechnologyXCEMColumbia EM Core ex-China ETF$838,857$41,694 ▲5.2%16,3170.1%ETFROPER TECHNOLOGIES INC$821,463$83,858 ▼-9.3%2,3510.1%COMJPIEJPMorgan Income ETF$811,791$21,772 ▼-2.6%18,0840.1%ETFNVDANVIDIA$766,673$17,814 ▼-2.3%3,3570.1%TechnologyFITBFifth Third Bancorp$659,119$236,516 ▼-26.4%13,0310.1%FinanceSOSouthern$612,094$1,575 ▼-0.3%7,3840.1%UtilitiesSYYSysco$595,614$31,808 ▼-5.1%7,6400.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$569,7510.0%4,0050.1%ETFSUBiShares Short-Term National Muni Bond ETF$542,0400.0%5,1850.1%ETFShowing largest 100 holdings. 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