The Analysis of LaFleur & Godfrey LLC's Holdings


Currently, LaFleur & Godfrey LLC holds 145 types of securities in its portfolio with a total value $825.8M. In the most recent quarter, they have increased their positions in WM (+10.2K shares, valued at $2.2M), FLOT (+19.5K shares, valued at $990.1K), NFLX (+9.9K shares, valued at $930.0K); decreased their positions in CAT (-3.4K shares, valued at $1.9M), JPM (-4.5K shares, valued at $1.5M), RTX (-7.8K shares, valued at $1.4M); initiated new positions in NFLX (+9.9K shares, valued at $930.0K), TSN (+11.2K shares, valued at $658.5K), N/A (+10.2K shares, valued at $493.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC213.5K shares-2.36%2025-12-312026-02-03history
JPM JPMORGAN CHASE & CO.127.6K shares-3.43%2025-12-312026-02-03history
MSFT MICROSOFT CORP79.7K shares-1.68%2025-12-312026-02-03history
JNJ JOHNSON & JOHNSON134.8K shares-3.83%2025-12-312026-02-03history
CAT CATERPILLAR INC47.5K shares-6.62%2025-12-312026-02-03history
BROADCOM INC BROADCOM INC75.4K shares-4.14%2025-12-312026-02-03history
RTX RTX CORPORATION141.2K shares-5.25%2025-12-312026-02-03history
SYK STRYKER CORPORATION70.8K shares-2.58%2025-12-312026-02-03history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC123.2K shares-4.54%2025-12-312026-02-03history
CEG CONSTELLATION ENERGY CORP60.4K shares-2.06%2025-12-312026-02-03history
FLOT ISHARES TR405.6K shares5.04%2025-12-312026-02-03history
ECL ECOLAB INC72.3K shares-2.26%2025-12-312026-02-03history
WWD WOODWARD INC61.2K shares-4.70%2025-12-312026-02-03history
TMO THERMO FISHER SCIENTIFIC INC29.9K shares-2.49%2025-12-312026-02-03history
ABBV ABBVIE INC71.7K shares-5.13%2025-12-312026-02-03history
VMC VULCAN MATLS CO56.6K shares-3.18%2025-12-312026-02-03history
Sponsored
AXP AMERICAN EXPRESS CO42.8K shares1.10%2025-12-312026-02-03history
AMZN AMAZON COM INC67.5K shares-2.55%2025-12-312026-02-03history
ALC ALCON AG183.7K shares-1.64%2025-12-312026-02-03history
WSO WATSCO INC37.0K shares-3.70%2025-12-312026-02-03history
PAYX PAYCHEX INC108.2K shares-1.53%2025-12-312026-02-03history
ZS ZSCALER INC52.9K shares-3.06%2025-12-312026-02-03history
XOM EXXON MOBIL CORP96.3K shares-3.34%2025-12-312026-02-03history
CW CURTISS WRIGHT CORP20.9K shares-0.55%2025-12-312026-02-03history
Sponsored
GEV GE VERNOVA INC17.4K shares-3.89%2025-12-312026-02-03history
APH AMPHENOL CORP NEW80.0K shares-7.29%2025-12-312026-02-03history
NEE NEXTERA ENERGY INC133.8K shares6.20%2025-12-312026-02-03history
ABT ABBOTT LABS83.2K shares-1.53%2025-12-312026-02-03history
CVX CHEVRON CORP NEW67.4K shares0.39%2025-12-312026-02-03history
IBM INTERNATIONAL BUSINESS MACHS34.4K shares4.69%2025-12-312026-02-03history
HON HONEYWELL INTL INC52.0K shares-4.07%2025-12-312026-02-03history
MERCK & CO INC MERCK & CO INC92.2K shares-1.20%2025-12-312026-02-03history
Sponsored
ALPHABET INC ALPHABET INC28.0K shares-2.76%2025-12-312026-02-03history
STERIS PLC STERIS PLC34.0K shares-7.86%2025-12-312026-02-03history
CPRT COPART INC197.3K shares-4.55%2025-12-312026-02-03history
PG PROCTER AND GAMBLE CO52.0K shares1.01%2025-12-312026-02-03history
WMT WALMART INC66.2K shares-1.40%2025-12-312026-02-03history
CHD CHURCH & DWIGHT CO INC87.4K shares1.76%2025-12-312026-02-03history
HOLX HOLOGIC INC95.4K shares-12.74%2025-12-312026-02-03history
ALPHABET INC ALPHABET INC22.3K shares1.78%2025-12-312026-02-03history
Sponsored
BXSL BLACKSTONE SECD LENDING FD256.9K shares14.35%2025-12-312026-02-03history
PEP PEPSICO INC46.4K shares-2.40%2025-12-312026-02-03history
SCHW SCHWAB CHARLES CORP63.2K shares-8.65%2025-12-312026-02-03history
CSCO CISCO SYS INC78.0K shares0.14%2025-12-312026-02-03history
TFC TRUIST FINL CORP119.7K shares1.64%2025-12-312026-02-03history
IDXX IDEXX LABS INC8.5K shares-4.40%2025-12-312026-02-03history
LHX L3HARRIS TECHNOLOGIES INC17.1K shares-2.63%2025-12-312026-02-03history
MEDTRONIC PLC MEDTRONIC PLC51.8K shares12.18%2025-12-312026-02-03history
Sponsored
AMAT APPLIED MATLS INC16.9K shares-2.46%2025-12-312026-02-03history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.4K shares1.63%2025-12-312026-02-03history
DHR DANAHER CORPORATION17.3K shares-6.95%2025-12-312026-02-03history
HSY HERSHEY CO21.2K shares-2.10%2025-12-312026-02-03history
AMGN AMGEN INC10.9K shares-1.26%2025-12-312026-02-03history
ADP AUTOMATIC DATA PROCESSING IN13.3K shares-3.14%2025-12-312026-02-03history
HD HOME DEPOT INC9.6K shares0.50%2025-12-312026-02-03history
APD AIR PRODS & CHEMS INC13.2K shares1.93%2025-12-312026-02-03history
Sponsored
MCD MCDONALDS CORP10.4K shares-4.95%2025-12-312026-02-03history
IGSB ISHARES TR49.0K shares-7.96%2025-12-312026-02-03history
WM WASTE MGMT INC DEL11.4K shares887.67%2025-12-312026-02-03history
OKE ONEOK INC NEW32.7K shares-9.35%2025-12-312026-02-03history
VZ VERIZON COMMUNICATIONS INC57.4K shares3.51%2025-12-312026-02-03history
GNTX GENTEX CORP99.6K shares-13.34%2025-12-312026-02-03history
KO COCA COLA CO30.0K shares1.04%2025-12-312026-02-03history
TTD THE TRADE DESK INC54.2K shares-18.00%2025-12-312026-02-03history
Sponsored
FSLR FIRST SOLAR INC7.7K shares-0.84%2025-12-312026-02-03history
BMY BRISTOL-MYERS SQUIBB CO35.2K shares-6.01%2025-12-312026-02-03history
ZTS ZOETIS INC14.7K shares-24.94%2025-12-312026-02-03history
EVRG EVERGY INC25.4K shares4.11%2025-12-312026-02-03history
ADBE ADOBE INC5.1K shares-7.77%2025-12-312026-02-03history
VUG VANGUARD INDEX FDS3.6K shares7.90%2025-12-312026-02-03history
SPY SPDR S&P 500 ETF TR2.6K shares-1.14%2025-12-312026-02-03history
ITW ILLINOIS TOOL WKS INC6.7K shares-0.13%2025-12-312026-02-03history
Sponsored
SBUX STARBUCKS CORP19.2K shares6.36%2025-12-312026-02-03history
STT STATE STR CORP12.4K shares24.56%2025-12-312026-02-03history
ULTA ULTA BEAUTY INC2.6K shares-1.34%2025-12-312026-02-03history
BLACKROCK INC BLACKROCK INC1.4K shares1.12%2025-12-312026-02-03history
MBWM MERCANTILE BK CORP29.2K shares-11.05%2025-12-312026-02-03history
ROP ROPER TECHNOLOGIES INC3.0K shares40.65%2025-12-312026-02-03history
WAT WATERS CORP3.3K shares-10.97%2025-12-312026-02-03history
ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.5K shares5.61%2025-12-312026-02-03history
Sponsored
CMA COMERICA INC13.4K shares-18.22%2025-12-312026-02-03history
NKE NIKE INC16.4K shares1.13%2025-12-312026-02-03history
VTV VANGUARD INDEX FDS5.2K shares11.13%2025-12-312026-02-03history
XLK SELECT SECTOR SPDR TR6.8K shares97.66%2025-12-312026-02-03history
NFLX NETFLIX INC9.9K sharesnew addition2025-12-312026-02-03history
IMCG ISHARES TR11.2K shares14.66%2025-12-312026-02-03history
EOG EOG RES INC8.1K shares1.76%2025-12-312026-02-03history
SO SOUTHERN CO9.3K shares-2.10%2025-12-312026-02-03history
Sponsored
IMCV ISHARES TR9.8K shares12.08%2025-12-312026-02-03history
VYM VANGUARD WHITEHALL FDS5.6K shares4.38%2025-12-312026-02-03history
MRCC MONROE CAP CORP122.5K shares14.49%2025-12-312026-02-03history
KAI KADANT INC2.7K shares-24.14%2025-12-312026-02-03history
UPS UNITED PARCEL SERVICE INC7.7K shares0.10%2025-12-312026-02-03history
WDAY WORKDAY INC3.5K shares7.02%2025-12-312026-02-03history
MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC8.8K shares-1.84%2025-12-312026-02-03history
JPIE J P MORGAN EXCHANGE TRADED F15.8K shares13.74%2025-12-312026-02-03history
Sponsored
TSN TYSON FOODS INC11.2K sharesnew addition2025-12-312026-02-03history
XCEM COLUMBIA ETF TR II15.7K shares12.72%2025-12-312026-02-03history
SYY SYSCO CORP8.1K shares0.00%2025-12-312026-02-03history
IVW ISHARES TR4.6K shares0.00%2025-12-312026-02-03history
NTRS NORTHERN TR CORP4.2K shares5.32%2025-12-312026-02-03history
VCSH VANGUARD SCOTTSDALE FDS6.7K shares0.00%2025-12-312026-02-03history
STIP ISHARES TR5.0K shares2.54%2025-12-312026-02-03history
FITB FIFTH THIRD BANCORP10.7K shares-20.81%2025-12-312026-02-03history
Sponsored
SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC10.2K sharesnew addition2025-12-312026-02-03history
ORCL ORACLE CORP2.5K shares8.00%2025-12-312026-02-03history
NVDA NVIDIA CORPORATION2.6K shares0.00%2025-12-312026-02-03history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.4K shares0.00%2025-12-312026-02-03history
NVS NOVARTIS AG3.3K shares0.00%2025-12-312026-02-03history
SUB ISHARES TR4.3K shares0.00%2025-12-312026-02-03history
ISRG INTUITIVE SURGICAL INC771 shares4.76%2025-12-312026-02-03history
GLD SPDR GOLD TR1.1K shares0.00%2025-12-312026-02-03history
Sponsored
QCOM QUALCOMM INC2.4K shares0.00%2025-12-312026-02-03history
SPHY SPDR SERIES TRUST16.3K shares11.80%2025-12-312026-02-03history
CL COLGATE PALMOLIVE CO4.8K shares0.00%2025-12-312026-02-03history
SCHG SCHWAB STRATEGIC TR11.5K shares-1.33%2025-12-312026-02-03history
KMB KIMBERLY-CLARK CORP3.7K shares-22.80%2025-12-312026-02-03history
KDP KEURIG DR PEPPER INC13.0K shares-35.66%2025-12-312026-02-03history
IWD ISHARES TR1.6K shares-3.79%2025-12-312026-02-03history
DIS DISNEY WALT CO3.0K shares0.00%2025-12-312026-02-03history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-12-312026-02-03history
BIV VANGUARD BD INDEX FDS4.3K shares7.10%2025-12-312026-02-03history
IJT ISHARES TR2.3K shares0.00%2025-12-312026-02-03history
VBK VANGUARD INDEX FDS1.1K shares12.18%2025-12-312026-02-03history
IWF ISHARES TR668 shares-3.19%2025-12-312026-02-03history
IVE ISHARES TR1.5K shares0.00%2025-12-312026-02-03history
IHI ISHARES TR5.0K shares14.56%2025-12-312026-02-03history
COST COSTCO WHSL CORP NEW348 shares0.00%2025-12-312026-02-03history
Sponsored
AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-12-312026-02-03history
INTC INTEL CORP7.4K shares0.00%2025-12-312026-02-03history
GDX VANECK ETF TRUST3.1K shares-29.63%2025-12-312026-02-03history
TROW PRICE T ROWE GROUP INC2.6K shares0.00%2025-12-312026-02-03history
IFRA ISHARES TR4.9K shares9.12%2025-12-312026-02-03history
MFC MANULIFE FINL CORP7.1K sharesnew addition2025-12-312026-02-03history
IVV ISHARES TR362 shares0.00%2025-12-312026-02-03history
MUSA MURPHY USA INC600 shares0.00%2025-12-312026-02-03history
Sponsored
HBAN HUNTINGTON BANCSHARES INC13.9K shares9.81%2025-12-312026-02-03history
ETR ENTERGY CORP NEW2.5K shares-4.36%2025-12-312026-02-03history
UNP UNION PAC CORP1.0K shares0.00%2025-12-312026-02-03history
MU MICRON TECHNOLOGY INC799 sharesnew addition2025-12-312026-02-03history
IJK ISHARES TR2.3K shares0.00%2025-12-312026-02-03history
VRTX VERTEX PHARMACEUTICALS INC482 sharesnew addition2025-12-312026-02-03history
SPOT SPOTIFY TECHNOLOGY S A346 shares0.00%2025-12-312026-02-03history
XLF SELECT SECTOR SPDR TR3.7K sharesnew addition2025-12-312026-02-03history
Sponsored
RIG TRANSOCEAN LTD12.3K shares0.00%2025-12-312026-02-03history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available