LaFleur & Godfrey LLC 13F Holdings · Q2 2026
LaFleur & Godfrey LLC reported 149 securities worth $842.12M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (6.96%), CAT (5.10%), JPM (4.77%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $58.6M | 6.96% | 202,608 | Trimmed |
| 2 | CAT | CATERPILLAR INC | $43.0M | 5.10% | 40,343 | Trimmed |
| 3 | JPM | JPMORGAN CHASE & CO | $40.2M | 4.77% | 122,829 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $32.1M | 3.81% | 126,245 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $31.3M | 3.72% | 83,870 | Added |
| 6 | AVGO | BROADCOM INC | $25.8M | 3.07% | 68,418 | Trimmed |
| 7 | RTX | RTX CORPORATION | $25.0M | 2.97% | 132,012 | Trimmed |
| 8 | FLOT | ISHARES TR | $24.7M | 2.94% | 484,553 | Added |
| 9 | WWD | WOODWARD INC | $23.9M | 2.84% | 56,158 | Trimmed |
| 10 | SYK | STRYKER CORPORATION | $23.9M | 2.83% | 75,766 | Added |
| 11 | ECL | ECOLAB INC | $20.0M | 2.37% | 71,655 | Added |
| 12 | ABBV | ABBVIE INC | $18.4M | 2.18% | 73,119 | Added |
| 13 | GEV | GE VERNOVA INC | $17.1M | 2.04% | 14,587 | Trimmed |
| 14 | VMC | VULCAN MATLS CO | $16.5M | 1.96% | 55,967 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $16.4M | 1.94% | 68,626 | Trimmed |
| 16 | CEG | CONSTELLATION ENERGY CORP | $16.0M | 1.90% | 64,525 | Added |
| 17 | WSO | WATSCO INC | $15.2M | 1.81% | 36,553 | Trimmed |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $15.1M | 1.79% | 30,081 | Trimmed |
| 19 | CW | CURTISS WRIGHT CORP | $14.5M | 1.72% | 19,149 | Trimmed |
| 20 | AXP | AMERICAN EXPRESS CO | $14.4M | 1.71% | 42,539 | Trimmed |
| 21 | NFLX | NETFLIX INC. | $14.3M | 1.70% | 200,644 | Added |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | $14.3M | 1.70% | 122,802 | Added |
| 23 | APH | AMPHENOL CORP | $13.1M | 1.56% | 74,542 | Trimmed |
| 24 | NEE | NEXTERA ENERGY INC | $12.8M | 1.52% | 146,268 | Added |
| 25 | ALC | ALCON AG | $11.8M | 1.40% | 175,773 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR