LaFleur & Godfrey LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LG LaFleur & Godfrey LLC | Institutional Filer | ▼ 2.74% | $803.2M | 141 |
Current Portfolio Holdings
Showing all 141 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 206K | $52.3M | 6.52% |
| 2 | JPM | JPMorgan Chase & Co. | Financial Services | 125K | $36.9M | 4.59% |
| 3 | CAT | Caterpillar Inc. | Industrials | 46K | $32.6M | 4.06% |
| 4 | JNJ | Johnson & Johnson | Healthcare | 132K | $32.2M | 4.01% |
| 5 | MSFT | Microsoft Corporation | Technology | 81K | $30.0M | 3.74% |
| 6 | RTX | RTX Corporation | Industrials | 137K | $26.4M | 3.28% |
| 7 | FLOT | ISHARES TR | — | 466K | $23.7M | 2.96% |
| 8 | SYK | Stryker Corporation | Healthcare | 72K | $23.7M | 2.95% |
| 9 | AVGO | Broadcom Inc. | Technology | 73K | $22.7M | 2.83% |
| 10 | WWD | Woodward, Inc. | Industrials | 59K | $21.2M | 2.64% |
| 11 | ECL | Ecolab Inc. | Basic Materials | 71K | $19.0M | 2.36% |
| 12 | PLTR | Palantir Technologies Inc. | Technology | 120K | $17.6M | 2.19% |
| 13 | CEG | Constellation Energy Corporation | Utilities | 63K | $17.5M | 2.17% |
| 14 | XOM | Exxon Mobil Corporation | Energy | 94K | $15.9M | 1.98% |
| 15 | ABBV | AbbVie Inc. | Healthcare | 71K | $15.5M | 1.93% |
Showing 1 to 15 of 141 holdings