Lafleur & Godfrey LLC Top Holdings and 13F Report (2026) About Lafleur & Godfrey LLCInvestment ActivityLafleur & Godfrey LLC has $803.24 million in total holdings as of March 31, 2026.Lafleur & Godfrey LLC owns shares of 141 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 2.78% of the portfolio was purchased this quarter.About 3.62% of the portfolio was sold this quarter.This quarter, Lafleur & Godfrey LLC has purchased 145 new stocks and bought additional shares in 47 stocks.Lafleur & Godfrey LLC sold shares of 74 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $52,338,335JPMorgan Chase & Co. $36,869,770Caterpillar $32,646,348Johnson & Johnson $32,216,400Microsoft $30,016,994 Largest New Holdings this Quarter 018802108 - Alliant Energy $205,306 Holding464287473 - iShares Russell Mid-Cap Value ETF $203,745 Holding Largest Purchases this Quarter Netflix 101,283 shares (about $9.74M)iShares Floating Rate Bond ETF 60,487 shares (about $3.08M)Tyson Foods 19,134 shares (about $1.23M)Fifth Third Bancorp 15,214 shares (about $706.85K)NextEra Energy 7,341 shares (about $681.83K) Largest Sales this Quarter Apple 7,271 shares (about $1.85M)Caterpillar 1,462 shares (about $1.04M)WALMART INC 8,101 shares (about $1.01M)RTX 4,460 shares (about $860.33K)Danaher 3,876 shares (about $734.89K) 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$52,338,335$1,845,307 ▼-3.4%206,2276.5%Computer and TechnologyJPMJPMorgan Chase & Co.$36,869,770$675,981 ▼-1.8%125,3394.6%FinanceCATCaterpillar$32,646,348$1,035,762 ▼-3.1%46,0814.1%IndustrialsJNJJohnson & Johnson$32,216,400$725,985 ▼-2.2%131,7974.0%MedicalMSFTMicrosoft$30,016,994$519,347 ▲1.8%81,0903.7%Computer and TechnologyRTXRTX$26,383,319$860,334 ▼-3.2%136,7723.3%AerospaceFLOTiShares Floating Rate Bond ETF$23,749,517$3,081,811 ▲14.9%466,1343.0%ETFSYKStryker$23,698,562$421,252 ▲1.8%72,1223.0%MedicalAVGOBroadcom$22,743,105$609,116 ▼-2.6%73,4812.8%Computer and TechnologyWWDWoodward$21,227,162$664,300 ▼-3.0%59,3072.6%AerospaceECLEcolab$18,995,603$225,052 ▼-1.2%71,4072.4%Basic MaterialsPALANTIR TECHNOLOGIES INC$17,570,715$452,883 ▼-2.5%120,1172.2%CL ACEGConstellation Energy$17,456,476$592,848 ▲3.5%62,5122.2%EnergyXOMExxonMobil$15,865,503$479,117 ▼-2.9%93,5142.0%EnergyABBVAbbVie$15,479,859$111,790 ▼-0.7%71,1751.9%MedicalVMCVulcan Materials$15,401,016$14,160 ▼-0.1%56,5591.9%ConstructionTMOThermo Fisher Scientific$15,065,395$386,343 ▲2.6%30,6501.9%MedicalGE VERNOVA INC$14,793,934$388,441 ▼-2.6%16,9481.8%COMAMZNAmazon.com$14,391,982$338,020 ▲2.4%69,1031.8%Retail/WholesaleCVXChevron$13,934,794$19,242 ▼-0.1%67,3501.7%EnergyCWCurtiss-Wright$13,880,636$325,578 ▼-2.3%20,3791.7%AerospaceALCAlcon$13,590,579$249,635 ▼-1.8%180,3661.7%MedicalWSOWatsco$13,471,154$11,277 ▲0.1%37,0301.7%ConstructionNEENextEra Energy$13,105,554$681,832 ▲5.5%141,1021.6%UtilitiesAXPAmerican Express$12,980,627$23,593 ▲0.2%42,9141.6%FinanceHONHoneywell International$11,416,550$326,839 ▼-2.8%50,5091.4%Multi-Sector ConglomeratesNFLXNetflix$10,692,073$9,738,361 ▲1,021.1%111,2021.3%Consumer DiscretionaryMRKMerck & Co., Inc.$10,603,819$487,055 ▼-4.4%88,1521.3%MedicalAPHAmphenol$9,997,059$104,997 ▼-1.0%79,1221.2%Computer and TechnologyPAYXPaychex$9,994,942$29,110 ▲0.3%108,4991.2%Computer and TechnologyIBMInternational Business Machines$8,882,087$552,161 ▲6.6%36,6441.1%Computer and TechnologyCHDChurch & Dwight$8,171,380$15,864 ▲0.2%87,5631.0%Consumer StaplesABTAbbott Laboratories$8,051,746$486,961 ▼-5.7%78,4241.0%MedicalPGProcter & Gamble$7,487,859$19,644 ▼-0.3%51,8410.9%Consumer StaplesGOOGAlphabet$7,439,549$581,762 ▼-7.3%25,9340.9%Computer and TechnologyWALMART INC$7,217,631$1,006,785 ▼-12.2%58,0760.9%COMZSZscaler$7,199,262$228,813 ▼-3.1%51,3170.9%Computer and TechnologyPEPPepsiCo$7,054,665$152,805 ▼-2.1%45,4290.9%Consumer StaplesSTESTERIS$7,004,736$518,992 ▼-6.9%31,6770.9%MedicalBXSLBlackstone Secured Lending Fund$6,619,816$534,802 ▲8.8%279,4350.8%FinanceCPRTCopart$6,496,610$53,120 ▼-0.8%195,6810.8%Business ServicesGOOGLAlphabet$6,392,747$15,528 ▼-0.2%22,2310.8%Computer and TechnologySCHWCharles Schwab$6,382,370$439,826 ▲7.4%67,9120.8%FinanceCSCOCisco Systems$5,897,196$152,153 ▼-2.5%76,0050.7%Computer and TechnologyLHXL3Harris Technologies$5,527,903$383,805 ▼-6.5%16,0160.7%AerospaceTFCTruist Financial$5,420,662$82,241 ▼-1.5%117,9170.7%FinanceAMATApplied Materials$5,148,041$631,286 ▼-10.9%15,0620.6%Computer and TechnologyIDXXIDEXX Laboratories$4,697,401$67,989 ▼-1.4%8,3600.6%MedicalMDTMedtronic$4,412,648$73,566 ▼-1.6%50,9250.5%MedicalHSYHershey$4,409,8320.0%21,2120.5%Consumer StaplesBRK.BBerkshire Hathaway$3,977,360$34,982 ▼-0.9%8,3000.5%FinanceAPDAir Products and Chemicals$3,772,850$71,460 ▼-1.9%12,9880.5%Basic MaterialsAMGNAmgen$3,545,976$277,964 ▼-7.3%10,0780.4%MedicalVZVerizon Communications$3,243,529$360,587 ▲12.5%64,6120.4%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,239,799$665,147 ▲25.8%61,6400.4%ManufacturingHDHome Depot$3,114,385$27,957 ▼-0.9%9,4690.4%Retail/WholesaleOKEONEOK$2,879,898$72,312 ▼-2.4%31,8610.4%EnergyMCDMcDonald's$2,807,755$433,564 ▼-13.4%9,0340.3%Retail/WholesaleWMWaste Management$2,593,181$21,370 ▼-0.8%11,2850.3%Business ServicesDHRDanaher$2,553,912$734,890 ▼-22.3%13,4700.3%MedicalADPAutomatic Data Processing$2,382,692$309,646 ▼-11.5%11,7270.3%Computer and TechnologyBMYBristol Myers Squibb$2,233,208$99,224 ▲4.6%36,8210.3%MedicalEVERGY INC$2,093,630$16,630 ▲0.8%25,5570.3%COMSBUXStarbucks$1,995,618$278,804 ▲16.2%22,2750.2%Retail/WholesaleTSNTyson Foods$1,945,678$1,225,916 ▲170.3%30,3680.2%Consumer StaplesKOCocaCola$1,774,247$509,915 ▼-22.3%23,3300.2%Consumer StaplesITWIllinois Tool Works$1,699,694$53,359 ▼-3.0%6,5300.2%IndustrialsZTSZoetis$1,643,829$90,785 ▼-5.2%13,9060.2%MedicalSTTState Street$1,625,664$56,319 ▲3.6%12,8450.2%FinanceVUGVanguard Growth ETF$1,600,996$8,737 ▲0.5%3,6650.2%ETFMBWMMercantile Bank$1,590,704$114,433 ▲7.8%31,4990.2%FinanceGNTXGentex$1,572,458$603,148 ▼-27.7%71,9660.2%Auto/Tires/TrucksTTDTrade Desk$1,547,322$316,911 ▲25.8%68,1940.2%Computer and TechnologyFSLRFirst Solar$1,516,7330.0%7,6890.2%EnergySPYSPDR S&P 500 ETF Trust$1,347,505$344,680 ▼-20.4%2,0720.2%FinanceULTAUlta Beauty$1,329,775$18,818 ▼-1.4%2,5440.2%Retail/WholesaleBLACKROCK INC$1,265,611$120,214 ▼-8.7%1,3160.2%COMADBEAdobe$1,240,438$6,320 ▼-0.5%5,1030.2%Computer and TechnologyFITBFifth Third Bancorp$1,203,836$706,849 ▲142.2%25,9110.1%FinanceEOGEOG Resources$1,194,149$25,300 ▲2.2%8,2600.1%EnergyROPER TECHNOLOGIES INC$1,030,795$33,263 ▼-3.1%2,9130.1%COMVTVVanguard Value ETF$1,023,752$2,943 ▼-0.3%5,2180.1%ETFACNAccenture$966,069$69,798 ▲7.8%4,8720.1%Computer and TechnologyWATWaters$899,952$91,425 ▼-9.2%3,0220.1%MedicalIMCGiShares Morningstar Mid-Cap Growth ETF$886,714$8,192 ▲0.9%11,2570.1%ETFUPSUnited Parcel Service$854,237$97,692 ▲12.9%8,6830.1%TransportationXLKTechnology Select Sector SPDR Fund$831,290$68,444 ▼-7.6%6,2550.1%ETFIMCViShares Morningstar Mid-Cap Value ETF$829,714$4,239 ▼-0.5%9,7860.1%ETFVYMVanguard High Dividend Yield ETF$826,547$3,851 ▲0.5%5,5810.1%ETFNKENIKE$788,392$77,910 ▼-9.0%14,9260.1%Consumer DiscretionaryKAIKadant$777,067$17,541 ▼-2.2%2,6580.1%IndustrialsJPIEJPMorgan Income ETF$773,285$46,669 ▲6.4%16,7850.1%ETFSOSouthern$681,029$220,446 ▼-24.5%7,0560.1%UtilitiesMRVLMarvell Technology$660,763$209,491 ▼-24.1%6,6710.1%Computer and TechnologyXCEMColumbia EM Core ex-China ETF$629,413$9,754 ▼-1.5%15,4230.1%ETFSYYSysco$576,062$3,709 ▼-0.6%8,0760.1%Consumer StaplesMRCCMonroe Capital$563,3620.0%122,4700.1%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$533,286$11,584 ▲2.2%5,1560.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$529,1280.0%6,6750.1%ETFNVDANVIDIA$525,643$69,760 ▲15.3%3,0140.1%Computer and TechnologyShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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