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%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%HealthcareMSFTMicrosoft$31,285,096$1,036,993 â–²3.4%83,8703.7%TechnologyAVGOBroadcom$25,844,900$1,912,548 â–¼-6.9%68,4183.1%TechnologyRTXRTX$25,046,637$903,115 â–¼-3.5%132,0123.0%IndustrialsFLOTiShares 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%IndustrialsSYKStryker$23,854,161$1,147,277 â–²5.1%75,7662.8%HealthcareECLEcolab$19,963,720$69,095 â–²0.3%71,6552.4%MaterialsABBVAbbVie$18,399,675$489,188 â–²2.7%73,1192.2%HealthcareGE 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%MaterialsAMZNAmazon.com$16,356,207$113,687 â–¼-0.7%68,6261.9%Consumer DiscretionaryCEGConstellation Energy$16,026,075$499,969 â–²3.2%64,5251.9%UtilitiesWSOWatsco$15,232,772$198,781 â–¼-1.3%36,5531.8%IndustrialsTMOThermo Fisher Scientific$15,081,411$285,274 â–¼-1.9%30,0811.8%HealthcareCWCurtiss-Wright$14,510,449$932,051 â–¼-6.0%19,1491.7%IndustrialsAXPAmerican 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%Communication ServicesAPHAmphenol$13,143,237$807,545 â–¼-5.8%74,5421.6%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%HealthcarePAYXPaychex$11,629,996$961,275 â–²9.0%118,2751.4%IndustrialsIBMInternational Business Machines$11,083,474$778,942 â–²7.6%39,4141.3%TechnologyMRKMerck & Co., Inc.$10,983,681$343,866 â–¼-3.0%85,4761.3%HealthcareCVXChevron$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%TechnologyGOOGAlphabet$8,999,819$163,595 â–¼-1.8%25,4711.1%Communication ServicesCSCOCisco Systems$8,586,630$340,867 â–¼-3.8%73,1031.0%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%Communication ServicesPGProcter & 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%TechnologyABTAbbott Laboratories$7,005,631$110,521 â–¼-1.6%77,2060.8%HealthcareBXSLBlackstone 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%HealthcareWALMART 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%IndustrialsBRK.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%IndustrialsIDXXIDEXX Laboratories$4,334,707$66,331 â–¼-1.5%8,2340.5%HealthcareAPDAir Products and Chemicals$3,600,803$206,983 â–¼-5.4%12,2820.4%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%ETFAMGNAmgen$3,419,894$229,586 â–¼-6.3%9,4440.4%HealthcareMDTMedtronic$3,366,078$617,782 â–¼-15.5%43,0280.4%HealthcareHDHome Depot$3,173,549$166,119 â–¼-5.0%8,9980.4%Consumer DiscretionaryOKEONEOK$2,895,346$125,367 â–²4.5%33,3030.3%EnergyVZVerizon Communications$2,740,166$4,488 â–²0.2%64,7180.3%Communication ServicesADPAutomatic Data Processing$2,641,491$15,229 â–²0.6%11,7950.3%IndustrialsDHRDanaher$2,563,861$1,905 â–¼-0.1%13,4600.3%HealthcareMCDMcDonald's$2,469,080$27,032 â–²1.1%9,1340.3%Consumer DiscretionaryWMWaste Management$2,450,789$64,412 â–¼-2.6%10,9960.3%IndustrialsEVERGY 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%HealthcareVUGVanguard 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%Communication ServicesSBUXStarbucks$1,996,282$280,001 â–¼-12.3%19,5350.2%Consumer DiscretionaryMRVLMarvell Technology$1,987,2250.0%6,6710.2%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%TechnologyITWIllinois 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%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,420,357$126,951 â–¼-8.2%1,9020.2%ETFBLACKROCK 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%TechnologyWATWaters$1,098,493$34,879 â–¼-3.1%2,9290.1%HealthcareEOGEOG 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%IndustrialsINTCIntel$1,034,659$26,250 â–²2.6%7,4100.1%TechnologyULTAUlta Beauty$1,016,058$131,235 â–¼-11.4%2,2530.1%Consumer DiscretionaryXLKTechnology 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%ETFROPER 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%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%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. 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