LaFleur & Godfrey LLC 13F 持仓 · 2026年Q2
LaFleur & Godfrey 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 8.42 亿美元。前几大持仓：AAPL（6.96%）、CAT（5.10%）、JPM（4.77%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $58.6M | 6.96% | 202,608 | 减持 |
| 2 | CAT | CATERPILLAR INC | $43.0M | 5.10% | 40,343 | 减持 |
| 3 | JPM | JPMORGAN CHASE & CO | $40.2M | 4.77% | 122,829 | 减持 |
| 4 | JNJ | JOHNSON & JOHNSON | $32.1M | 3.81% | 126,245 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $31.3M | 3.72% | 83,870 | 增持 |
| 6 | AVGO | BROADCOM INC | $25.8M | 3.07% | 68,418 | 减持 |
| 7 | RTX | RTX CORPORATION | $25.0M | 2.97% | 132,012 | 减持 |
| 8 | FLOT | ISHARES TR | $24.7M | 2.94% | 484,553 | 增持 |
| 9 | WWD | WOODWARD INC | $23.9M | 2.84% | 56,158 | 减持 |
| 10 | SYK | STRYKER CORPORATION | $23.9M | 2.83% | 75,766 | 增持 |
| 11 | ECL | ECOLAB INC | $20.0M | 2.37% | 71,655 | 增持 |
| 12 | ABBV | ABBVIE INC | $18.4M | 2.18% | 73,119 | 增持 |
| 13 | GEV | GE VERNOVA INC | $17.1M | 2.04% | 14,587 | 减持 |
| 14 | VMC | VULCAN MATLS CO | $16.5M | 1.96% | 55,967 | 减持 |
| 15 | AMZN | AMAZON COM INC | $16.4M | 1.94% | 68,626 | 减持 |
| 16 | CEG | CONSTELLATION ENERGY CORP | $16.0M | 1.90% | 64,525 | 增持 |
| 17 | WSO | WATSCO INC | $15.2M | 1.81% | 36,553 | 减持 |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $15.1M | 1.79% | 30,081 | 减持 |
| 19 | CW | CURTISS WRIGHT CORP | $14.5M | 1.72% | 19,149 | 减持 |
| 20 | AXP | AMERICAN EXPRESS CO | $14.4M | 1.71% | 42,539 | 减持 |
| 21 | NFLX | NETFLIX INC. | $14.3M | 1.70% | 200,644 | 增持 |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | $14.3M | 1.70% | 122,802 | 增持 |
| 23 | APH | AMPHENOL CORP | $13.1M | 1.56% | 74,542 | 减持 |
| 24 | NEE | NEXTERA ENERGY INC | $12.8M | 1.52% | 146,268 | 增持 |
| 25 | ALC | ALCON AG | $11.8M | 1.40% | 175,773 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR