LaFleur & Godfrey LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), LaFleur & Godfrey LLC reported 134 stock positions worth $675.5 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 5.8%) and JPMorgan Chase (JPM, 4.5%). Compared with Q4 2023, it opened 3 new positions, sold out of 5, added to 36 and reduced 73. The biggest buy was Micron Technology (MU, shares +32%) and the biggest sale Apple (AAPL, shares −10%).

Most Recent 13F
Q2 2026
Location
GRAND RAPIDS, MI
CIK
0001387458
Portfolio Value
$675.5M (Q1 2024)
SEC Filing
0001387458-24-000003 ↗ filed Apr 23, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $675.5M $675.5M Q1 2024 Q2 2024: $681.5M Q2 2024 Q3 2024: $725.2M Q3 2024 Q4 2024: $729.5M Q4 2024 Q1 2025: $737.1M Q1 2025 Q2 2025: $800.7M Q2 2025 Q3 2025: $824.7M Q3 2025 Q4 2025: $825.8M Q4 2025 Q1 2026: $803.2M Q1 2026 Q2 2026: $842.1M Q2 2026

Holdings 134 stocks · $675.5M
AAPL Apple Inc. 6.16% 242,857 $41.6M Reduce -10.2%
MSFT Microsoft Corp. 5.75% 92,328 $38.8M Reduce -8.8%
JPM JPMorgan Chase & Co. 4.51% 152,145 $30.5M Reduce -9.5%
SYK Stryker Corp. 4.22% 79,686 $28.5M Reduce -9.8%
JNJ Johnson & Johnson 3.00% 128,119 $20.3M Add +2.0%
ECL Ecolab Inc. 2.93% 85,787 $19.8M Reduce -9.3%
CAT Caterpillar Inc. 2.80% 51,690 $18.9M Reduce -9.1%
WSO Watsco Inc. 2.78% 43,491 $18.8M Reduce -10.9%
RTX RTX Corp. 2.61% 180,660 $17.6M Reduce -4.2%
VMC Vulcan Materials Co. 2.48% 61,422 $16.8M Reduce -6.1%
TMO Thermo Fisher Scientific Inc. 2.35% 27,314 $15.9M Reduce -12.1%
ALC Alcon Inc. filed as ALCON AG 2.16% 175,557 $14.6M Reduce -1.2%
ABBV Abbvie Inc. 2.14% 79,352 $14.5M Reduce -10.9%
PAYX Paychex Inc. 2.12% 116,467 $14.3M Reduce -7.8%
MRK Merck & Co. Inc. 2.08% 106,599 $14.1M Reduce -5.9%
CPRT Copart Inc. 1.92% 223,880 $13.0M Reduce -10.6%
STE Steris PLC 1.91% 57,313 $12.9M Reduce -9.8%
PLTR Palantir Technologies Inc. Class A 1.82% 533,106 $12.3M Reduce -21.1%
CVX Chevron Corp. 1.75% 74,741 $11.8M Add +0.8%
WWD Woodward Inc. 1.72% 75,429 $11.6M Reduce -7.5%
XOM Exxon Mobil Corp. 1.68% 97,770 $11.4M Add +3.1%
ZS Zscaler Inc. 1.52% 53,381 $10.3M Reduce -1.2%
HOLX Hologic Inc. 1.47% 127,238 $9.9M Reduce -5.4%
PEP Pepsico Inc. 1.39% 53,559 $9.4M Reduce -4.4%
PG The Procter & Gamble Co. 1.27% 53,060 $8.6M Reduce -3.7%
CHD Church & Dwight Co. Inc. 1.27% 81,965 $8.5M Reduce -7.5%
KO The Coca-Cola Co. 1.19% 130,994 $8.0M Reduce -4.0%
DHR Danaher Corp. 1.13% 30,493 $7.6M Reduce -7.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.11% 39,443 $7.5M Add +1.5%
MU Micron Technology Inc. 1.09% 62,243 $7.3M Add +32.3%
SCHW Schwab (charles) Corp. 1.08% 101,105 $7.3M Reduce -10.2%
HON Honeywell International Inc. 0.98% 32,229 $6.6M Add +24.1%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.97% 119,451 $6.5M Add +1.2%
AMZN Amazon.com Inc. 0.95% 35,720 $6.4M Reduce -1.5%
GNTX Gentex Corp. 0.92% 171,388 $6.2M Reduce -8.5%
MRVL Marvell Technology Inc. 0.92% 87,213 $6.2M Reduce -26.2%
GOOG Alphabet Inc. Class C 0.88% 38,904 $5.9M Reduce -10.6%
VCSH Vanguard S/T Corp. Bond ETF 0.85% 74,116 $5.7M Reduce -40.4%
IDXX Idexx Laboratories Inc. 0.83% 10,369 $5.6M Reduce -5.7%
ZTS Zoetis Inc. 0.80% 32,130 $5.4M Add +43.4%
ABT Abbott Laboratories 0.80% 47,785 $5.4M Add +18.1%
CSCO Cisco Systems Inc. 0.80% 108,226 $5.4M Reduce -8.3%
GNRC Generac Holdings Inc. 0.77% 41,013 $5.2M Add +0.4%
MDT Medtronic PLC 0.76% 58,826 $5.1M Add +0.9%
AXP American Express Co. 0.70% 20,764 $4.7M Reduce -0.2%
MCD McDonald's Corp. 0.70% 16,707 $4.7M Reduce -2.8%
WMT Walmart Inc. 0.68% 76,068 $4.6M Reduce -1.8%
NKE Nike Inc. Class B 0.66% 47,592 $4.5M Add +2.8%
HD Home Depot Inc. 0.60% 10,480 $4.0M Reduce -4.4%
TFC Truist Financial Corp. 0.59% 102,552 $4.0M Reduce -1.0%
INTC Intel Corp. 0.56% 85,653 $3.8M Reduce -11.5%
LHX L3HARRIS Technologies Inc. 0.56% 17,665 $3.8M Add +0.5%
ADP Automatic Data Processing 0.54% 14,636 $3.7M Reduce -6.2%
FLOT iShares Floating Rate Bond E 0.51% 67,827 $3.5M Reduce -3.2%
APH Amphenol Corp. Class A 0.50% 29,524 $3.4M Add +2.1%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 7,875 $3.3M Add +3.8%
VMI Valmont Industries 0.49% 14,504 $3.3M Reduce -11.3%
FISV Fiserv Inc. 0.47% 19,944 $3.2M Reduce -9.8%
AMGN Amgen Inc. 0.47% 11,207 $3.2M Reduce -1.2%
APD Air Products & Chemicals Inc. 0.47% 13,074 $3.2M Reduce -27.4%
AMAT Applied Materials Inc. 0.46% 15,107 $3.1M Reduce -10.4%
CMA Comerica Inc. 0.46% 56,041 $3.1M Reduce -3.1%
BMY Bristol-Myers Squibb Co. 0.41% 51,490 $2.8M Add +22.4%
GOOGL Alphabet Inc. Class A 0.36% 16,143 $2.4M Add +29.9%
ITW Illinois Tool Works 0.35% 8,849 $2.4M Reduce -18.0%
UNH Unitedhealth Group Inc. 0.32% 4,357 $2.2M Add +63.1%
WAT Waters Corp. 0.26% 5,064 $1.7M Reduce -12.0%
EOG EOG Resources Inc. 0.26% 13,506 $1.7M Reduce -10.4%
VZ Verizon Communications Inc. 0.25% 40,566 $1.7M Add +13.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 2,867 $1.5M Reduce -22.2%
FSLR First Solar Inc. 0.22% 8,767 $1.5M Reduce -22.2%
BLK BlackRock Finance Inc. 0.21% 1,663 $1.4M Reduce -14.4%
MBWM Mercantile Bank Corp. 0.20% 35,858 $1.4M Reduce -3.5%
KMB Kimberly-Clark Corp. 0.19% 10,111 $1.3M Add +19.7%
ACN Accenture PLC Class A 0.19% 3,738 $1.3M Add +57.5%
KAI Kadant Inc. 0.17% 3,588 $1.2M No change
SYY Sysco Corp. 0.17% 14,365 $1.2M Reduce -7.6%
VGSH Vanguard Short-Term Treasury 0.17% 19,788 $1.1M Add +0.9%
MRCY Mercury Systems Inc. 0.16% 37,745 $1.1M Reduce -58.9%
COST Costco Wholesale Corp. 0.14% 1,287 $943K Add +22.3%
ISRG Intuitive Surgical Inc. 0.13% 2,206 $880K Reduce -7.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 2,529 $871K Add +46.7%
KVUE Kenvue Inc. 0.12% 39,020 $837K Add +161.8%
SO The Southern Co. 0.12% 11,340 $814K Add +0.1%
WDAY Workday Inc. Class A 0.12% 2,918 $796K Reduce -41.7%
IGSB iShares 1-5Y Inv Grade Corp. 0.10% 13,655 $700K Add +10.7%
DXCM Dexcom Inc. 0.10% 4,983 $691K Add +19.0%
EVRG Evergy Inc. 0.10% 12,585 $672K Add +12.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 5,042 $617K Reduce -23.0%
XLK SS Technology Select Sector 0.09% 2,958 $616K No change
ROP Roper Technologies Inc. 0.09% 1,095 $614K Reduce -3.5%
MA Mastercard Inc. Class A 0.09% 1,250 $602K No change
QCOM Qualcomm Inc. 0.08% 3,016 $511K Reduce -15.8%
FITB Fifth Third Bancorp 0.07% 13,216 $492K Add +0.6%
SUB iShares Short-Term National 0.07% 4,475 $469K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 2,857 $465K Add +49.4%
LMT Lockheed Martin Corp. 0.07% 1,008 $459K No change
VYM Vanguard High DVD Yield ETF 0.07% 3,751 $454K Add +55.8%
CL Colgate-Palmolive Co. 0.06% 4,800 $432K No change
IMCG iShares Morningstar Mid-Cap 0.06% 5,868 $415K Add +55.4%
STIP iShares 0-5 Year Tips Bond E 0.06% 4,096 $407K Add +7.8%
GD General Dynamics Corp. 0.06% 1,390 $393K No change
CVS CVS Health Corp. 0.06% 4,792 $382K Reduce -84.3%
IMCV iShares Morningstar Mid-Cap 0.05% 5,067 $368K Add +57.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 2,985 $364K No change
IWD iShares Russell 1000 Value E 0.05% 1,842 $330K Reduce -0.5%
NVDA Nvidia Corp. 0.05% 360 $325K New
SCHG Schwab US Large-Cap Growth 0.05% 3,500 $325K Reduce -0.4%
BSV Vanguard Short-Term Bond ETF 0.05% 4,181 $321K Add +53.8%
SWK Stanley Black & Decker Inc. 0.05% 3,250 $318K Reduce -0.6%
ZBH Zimmer Biomet Holdings Inc. 0.05% 2,388 $315K Reduce -14.3%
ORCL Oracle Corp. 0.04% 2,325 $292K No change
NVS Novartis AG-Sponsored ADR 0.04% 2,898 $280K Reduce -17.1%
JPIE JPMorgan Income ETF 0.04% 5,838 $266K New
KHC The Kraft Heinz Co. 0.04% 7,186 $265K Reduce -18.6%
NEE Nextera Energy Inc. 0.04% 4,100 $262K No change
MUSA Murphy USA Inc. 0.04% 600 $252K No change
CB Chubb Ltd. 0.04% 968 $251K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 1,902 $249K No change
UNP Union Pacific Corp. 0.04% 1,000 $246K No change
WM Waste Management Inc. 0.04% 1,152 $246K No change
IWF iShares Russell 1000 Growth 0.04% 720 $243K No change
XCEM Columbia Em Core Ex-China 0.04% 7,654 $238K New
MMM 3M Co. 0.04% 2,232 $237K Reduce -4.4%
IVW iShares S&P 500 Growth ETF 0.03% 2,792 $236K Reduce -14.7%
PYPL PayPal Holdings Inc. 0.03% 3,500 $234K Reduce -15.4%
AMT American Tower Corp. 0.03% 1,149 $227K No change
IVV iShares Core S&P 500 ETF 0.03% 429 $226K No change
GLD SPDR Gold Shares 0.03% 1,050 $216K No change
DOCU Docusign Inc. 0.03% 3,529 $210K Reduce -7.8%
HBAN Huntington Bancshares Inc. 0.03% 13,439 $187K No change
MRCC Monroe Capital Corp. 0.02% 21,800 $157K No change
RVT Royce Small-Cap Trust Inc. 0.02% 10,247 $155K Reduce -1.5%
RIG Transocean Ltd. 0.01% 15,300 $96K No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -10.2% 6.16% −1.60
VCSH Vanguard S/T Corp. Bond ETF Reduce -40.4% 0.85% −0.59
WSO Watsco Inc. Reduce -10.9% 2.78% −0.34
MRCY Mercury Systems Inc. Reduce -58.9% 0.16% −0.34
CVS CVS Health Corp. Reduce -84.3% 0.06% −0.30
APD Air Products & Chemicals Inc. Reduce -27.4% 0.47% −0.27
ZS Zscaler Inc. Reduce -1.2% 1.52% −0.26
STE Steris PLC Reduce -9.8% 1.91% −0.18
INTC Intel Corp. Reduce -11.5% 0.56% −0.17
MRVL Marvell Technology Inc. Reduce -26.2% 0.92% −0.15
PAYX Paychex Inc. Reduce -7.8% 2.12% −0.13
TMO Thermo Fisher Scientific Inc. Reduce -12.1% 2.35% −0.11
CSCO Cisco Systems Inc. Reduce -8.3% 0.80% −0.09
WDAY Workday Inc. Class A Reduce -41.7% 0.12% −0.09
IDXX Idexx Laboratories Inc. Reduce -5.7% 0.83% −0.08
VMI Valmont Industries Reduce -11.3% 0.49% −0.08
SCHW Schwab (charles) Corp. Reduce -10.2% 1.08% −0.07
FSLR First Solar Inc. Reduce -22.2% 0.22% −0.07
ITW Illinois Tool Works Reduce -18.0% 0.35% −0.07
MCD McDonald's Corp. Reduce -2.8% 0.70% −0.06
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -22.2% 0.22% −0.04
GOOG Alphabet Inc. Class C Reduce -10.6% 0.88% −0.04
BA The Boeing Co. Sold out 0.00% −0.04
EXAS Exact Sciences Corp. Sold out 0.00% −0.04
XRAY Dentsply Sirona Inc. Sold out 0.00% −0.03
CLX Clorox Company Sold out 0.00% −0.03
PEP Pepsico Inc. Reduce -4.4% 1.39% −0.03
BLK BlackRock Finance Inc. Reduce -14.4% 0.21% −0.03
CMA Comerica Inc. Reduce -3.1% 0.46% −0.03
WAT Waters Corp. Reduce -12.0% 0.26% −0.02
MBWM Mercantile Bank Corp. Reduce -3.5% 0.20% −0.02
EOG EOG Resources Inc. Reduce -10.4% 0.26% −0.02
FLOT iShares Floating Rate Bond E Reduce -3.2% 0.51% −0.02
AMGN Amgen Inc. Reduce -1.2% 0.47% −0.02
KO The Coca-Cola Co. Reduce -4.0% 1.19% −0.01
NVS Novartis AG-Sponsored ADR Reduce -17.1% 0.04% −0.01
KHC The Kraft Heinz Co. Reduce -18.6% 0.04% −0.01
DHR Danaher Corp. Reduce -7.1% 1.13% −0.00
ZBH Zimmer Biomet Holdings Inc. Reduce -14.3% 0.05% −0.00
PYPL PayPal Holdings Inc. Reduce -15.4% 0.03% −0.00
MMM 3M Co. Reduce -4.4% 0.04% −0.00
DOCU Docusign Inc. Reduce -7.8% 0.03% −0.00
IVW iShares S&P 500 Growth ETF Reduce -14.7% 0.03% −0.00
QCOM Qualcomm Inc. Reduce -15.8% 0.08% −0.00
ROP Roper Technologies Inc. Reduce -3.5% 0.09% −0.00
ADP Automatic Data Processing Reduce -6.2% 0.54% −0.00
SWK Stanley Black & Decker Inc. Reduce -0.6% 0.05% −0.00
RVT Royce Small-Cap Trust Inc. Reduce -1.5% 0.02% +0.00
SYY Sysco Corp. Reduce -7.6% 0.17% +0.00

Portfolio Buys Q4 2023 → Q1 2024
MU Micron Technology Inc. Add +32.3% 1.09% +0.49
XOM Exxon Mobil Corp. Add +3.1% 1.68% +0.27
IBM Intl Business Machines Corp. Add +1.5% 1.11% +0.17
HON Honeywell International Inc. Add +24.1% 0.98% +0.17
ZTS Zoetis Inc. Add +43.4% 0.80% +0.15
ABT Abbott Laboratories Add +18.1% 0.80% +0.14
UNH Unitedhealth Group Inc. Add +63.1% 0.32% +0.11
GOOGL Alphabet Inc. Class A Add +29.9% 0.36% +0.10
CVX Chevron Corp. Add +0.8% 1.75% +0.10
BMY Bristol-Myers Squibb Co. Add +22.4% 0.41% +0.09
BRK.B Berkshire Hathaway Inc. Class B Add +3.8% 0.49% +0.09
APH Amphenol Corp. Class A Add +2.1% 0.50% +0.08
KVUE Kenvue Inc. Add +161.8% 0.12% +0.08
ACN Accenture PLC Class A Add +57.5% 0.19% +0.07
JNJ Johnson & Johnson Add +2.0% 3.00% +0.06
SLB SLB Ltd. Add +1.2% 0.97% +0.05
VZ Verizon Communications Inc. Add +13.3% 0.25% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Add +46.7% 0.13% +0.05
NVDA Nvidia Corp. New 0.05% +0.05
MDT Medtronic PLC Add +0.9% 0.76% +0.04
KMB Kimberly-Clark Corp. Add +19.7% 0.19% +0.04
JPIE JPMorgan Income ETF New 0.04% +0.04
COST Costco Wholesale Corp. Add +22.3% 0.14% +0.04
XCEM Columbia Em Core Ex-China New 0.04% +0.04
VYM Vanguard High DVD Yield ETF Add +55.8% 0.07% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +49.4% 0.07% +0.03
IMCG iShares Morningstar Mid-Cap Add +55.4% 0.06% +0.03
DXCM Dexcom Inc. Add +19.0% 0.10% +0.02
IMCV iShares Morningstar Mid-Cap Add +57.6% 0.05% +0.02
BSV Vanguard Short-Term Bond ETF Add +53.8% 0.05% +0.02
EVRG Evergy Inc. Add +12.5% 0.10% +0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +10.7% 0.10% +0.01
LHX L3HARRIS Technologies Inc. Add +0.5% 0.56% +0.01
FITB Fifth Third Bancorp Add +0.6% 0.07% +0.01
STIP iShares 0-5 Year Tips Bond E Add +7.8% 0.06% +0.00
SO The Southern Co. Add +0.1% 0.12% +0.00
VGSH Vanguard Short-Term Treasury Add +0.9% 0.17% −0.00
GNRC Generac Holdings Inc. Add +0.4% 0.77% −0.02
NKE Nike Inc. Class B Add +2.8% 0.66% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 149$842.1MAAPL, CAT, JPM, JNJ, MSFT
Q1 2026 141$803.2MAAPL, JPM, CAT, JNJ, MSFT
Q4 2025 145$825.8MAAPL, JPM, MSFT, JNJ, CAT
Q3 2025 142$824.7MAAPL, MSFT, JPM, SYK, JNJ
Q2 2025 146$800.7MAAPL, MSFT, JPM, SYK, AVGO
Q1 2025 145$737.1MAAPL, JPM, MSFT, SYK, RTX
Q4 2024Amended 150$729.5MAAPL, MSFT, JPM, PLTR, SYK
Q3 2024 147$725.2MAAPL, MSFT, JPM, SYK, JNJ
Q2 2024 136$681.5MAAPL, MSFT, JPM, SYK, ECL
Q1 2024 134$675.5MAAPL, MSFT, JPM, SYK, JNJ