LaFleur & Godfrey LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), LaFleur & Godfrey LLC reported 136 stock positions worth $681.5 million. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Microsoft (MSFT, 5.9%) and JPMorgan Chase (JPM, 4.4%). Compared with Q1 2024, it opened 7 new positions, sold out of 5, added to 43 and reduced 62. The biggest buy was a new position in Hershey (HSY) and the biggest sale Coca-Cola (KO, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001387458
- Portfolio Value
- $681.5M (Q2 2024)
- SEC Filing
- 0001387458-24-000005 ↗ filed Jul 23, 2024
Holdings Value
Holdings 136 stocks · $681.5M
| AAPL Apple Inc. | 7.16% | 231,756 | $48.8M | Reduce -4.6% |
| MSFT Microsoft Corp. | 5.93% | 90,399 | $40.4M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 4.40% | 148,287 | $30.0M | Reduce -2.5% |
| SYK Stryker Corp. | 3.94% | 78,836 | $26.8M | Reduce -1.1% |
| ECL Ecolab Inc. | 2.93% | 83,928 | $20.0M | Reduce -2.2% |
| WSO Watsco Inc. | 2.88% | 42,404 | $19.6M | Reduce -2.5% |
| JNJ Johnson & Johnson | 2.82% | 131,689 | $19.2M | Add +2.8% |
| RTX RTX Corp. | 2.66% | 180,279 | $18.1M | Reduce -0.2% |
| CAT Caterpillar Inc. | 2.59% | 53,073 | $17.7M | Add +2.7% |
| ALC Alcon Inc. filed as ALCON AG | 2.32% | 177,419 | $15.8M | Add +1.1% |
| TMO Thermo Fisher Scientific Inc. | 2.23% | 27,501 | $15.2M | Add +0.7% |
| VMC Vulcan Materials Co. | 2.22% | 60,967 | $15.2M | Reduce -0.7% |
| PLTR Palantir Technologies Inc. Class A | 2.12% | 570,381 | $14.4M | Add +7.0% |
| PAYX Paychex Inc. | 2.04% | 117,028 | $13.9M | Add +0.5% |
| ABBV Abbvie Inc. | 1.97% | 78,093 | $13.4M | Reduce -1.6% |
| MRK Merck & Co. Inc. | 1.91% | 105,413 | $13.1M | Reduce -1.1% |
| WWD Woodward Inc. | 1.89% | 73,699 | $12.9M | Reduce -2.3% |
| STE Steris PLC | 1.86% | 57,713 | $12.7M | Add +0.7% |
| CPRT Copart Inc. | 1.77% | 223,305 | $12.1M | Reduce -0.3% |
| CVX Chevron Corp. | 1.77% | 76,966 | $12.0M | Add +3.0% |
| XOM Exxon Mobil Corp. | 1.68% | 99,235 | $11.4M | Add +1.5% |
| ZS Zscaler Inc. | 1.64% | 58,052 | $11.2M | Add +8.8% |
| HOLX Hologic Inc. | 1.43% | 131,198 | $9.7M | Add +3.1% |
| PEP Pepsico Inc. | 1.29% | 53,493 | $8.8M | Reduce -0.1% |
| CHD Church & Dwight Co. Inc. | 1.25% | 82,098 | $8.5M | Add +0.2% |
| PG The Procter & Gamble Co. | 1.23% | 50,780 | $8.4M | Reduce -4.3% |
| HSY The Hershey Co. | 1.22% | 45,406 | $8.3M | New |
| MU Micron Technology Inc. | 1.22% | 62,968 | $8.3M | Add +1.2% |
| DHR Danaher Corp. | 1.13% | 30,814 | $7.7M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.12% | 44,279 | $7.7M | Add +12.3% |
| SCHW Schwab (charles) Corp. | 1.04% | 96,171 | $7.1M | Reduce -4.9% |
| HON Honeywell International Inc. | 1.03% | 32,834 | $7.0M | Add +1.9% |
| AMZN Amazon.com Inc. | 0.99% | 34,987 | $6.8M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 0.98% | 36,231 | $6.6M | Reduce -6.9% |
| ZTS Zoetis Inc. | 0.91% | 35,589 | $6.2M | Add +10.8% |
| MRVL Marvell Technology Inc. | 0.88% | 86,034 | $6.0M | Reduce -1.4% |
| GNTX Gentex Corp. | 0.86% | 173,051 | $5.8M | Add +1.0% |
| GNRC Generac Holdings Inc. | 0.84% | 43,365 | $5.7M | Add +5.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.81% | 117,487 | $5.5M | Reduce -1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.81% | 71,411 | $5.5M | Reduce -3.6% |
| ABT Abbott Laboratories | 0.75% | 49,433 | $5.1M | Add +3.5% |
| CSCO Cisco Systems Inc. | 0.75% | 107,738 | $5.1M | Reduce -0.5% |
| IDXX Idexx Laboratories Inc. | 0.74% | 10,297 | $5.0M | Reduce -0.7% |
| AXP American Express Co. | 0.69% | 20,439 | $4.7M | Reduce -1.6% |
| WMT Walmart Inc. | 0.69% | 69,857 | $4.7M | Reduce -8.2% |
| MDT Medtronic PLC | 0.63% | 54,791 | $4.3M | Reduce -6.9% |
| MCD McDonald's Corp. | 0.61% | 16,347 | $4.2M | Reduce -2.1% |
| TFC Truist Financial Corp. | 0.58% | 102,290 | $4.0M | Reduce -0.3% |
| LHX L3HARRIS Technologies Inc. | 0.58% | 17,556 | $3.9M | Reduce -0.6% |
| APH Amphenol Corp. Class A | 0.57% | 57,281 | $3.9M | Reduce -3.0% |
| VMI Valmont Industries | 0.56% | 13,965 | $3.8M | Reduce -3.7% |
| AMGN Amgen Inc. | 0.52% | 11,353 | $3.5M | Add +1.3% |
| HD Home Depot Inc. | 0.52% | 10,296 | $3.5M | Reduce -1.8% |
| APD Air Products & Chemicals Inc. | 0.52% | 13,630 | $3.5M | Add +4.3% |
| ADP Automatic Data Processing | 0.51% | 14,448 | $3.4M | Reduce -1.3% |
| AMAT Applied Materials Inc. | 0.50% | 14,375 | $3.4M | Reduce -4.8% |
| NKE Nike Inc. Class B | 0.50% | 45,008 | $3.4M | Reduce -5.4% |
| FLOT iShares Floating Rate Bond E | 0.50% | 66,102 | $3.4M | Reduce -2.5% |
| CMA Comerica Inc. | 0.48% | 63,537 | $3.2M | Add +13.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 7,838 | $3.2M | Reduce -0.5% |
| FISV Fiserv Inc. | 0.43% | 19,461 | $2.9M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 0.42% | 15,838 | $2.9M | Reduce -1.9% |
| INTC Intel Corp. | 0.36% | 79,686 | $2.5M | Reduce -7.0% |
| KO The Coca-Cola Co. | 0.35% | 37,102 | $2.4M | Reduce -71.7% |
| UNH Unitedhealth Group Inc. | 0.33% | 4,414 | $2.2M | Add +1.3% |
| FSLR First Solar Inc. | 0.28% | 8,602 | $1.9M | Reduce -1.9% |
| ITW Illinois Tool Works | 0.28% | 8,134 | $1.9M | Reduce -8.1% |
| EOG EOG Resources Inc. | 0.24% | 13,031 | $1.6M | Reduce -3.5% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 38,842 | $1.6M | Reduce -24.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 2,867 | $1.6M | No change |
| VZ Verizon Communications Inc. | 0.22% | 36,921 | $1.5M | Reduce -9.0% |
| MBWM Mercantile Bank Corp. | 0.21% | 35,565 | $1.4M | Reduce -0.8% |
| WAT Waters Corp. | 0.19% | 4,539 | $1.3M | Reduce -10.4% |
| KMB Kimberly-Clark Corp. | 0.19% | 9,355 | $1.3M | Reduce -7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 3,388 | $1.3M | Add +34.0% |
| VGSH Vanguard Short-Term Treasury | 0.18% | 21,166 | $1.2M | Add +7.0% |
| BLK BlackRock Finance Inc. | 0.18% | 1,553 | $1.2M | Reduce -6.6% |
| ACN Accenture PLC Class A | 0.17% | 3,825 | $1.2M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.16% | 1,256 | $1.1M | Reduce -2.4% |
| KAI Kadant Inc. | 0.15% | 3,588 | $1.1M | No change |
| KVUE Kenvue Inc. | 0.15% | 55,665 | $1.0M | Add +42.7% |
| ISRG Intuitive Surgical Inc. | 0.14% | 2,101 | $935K | Reduce -4.8% |
| WDAY Workday Inc. Class A | 0.13% | 4,113 | $920K | Add +41.0% |
| MRCY Mercury Systems Inc. | 0.13% | 32,370 | $874K | Reduce -14.2% |
| SO The Southern Co. | 0.13% | 11,148 | $865K | Reduce -1.7% |
| SYY Sysco Corp. | 0.12% | 11,278 | $805K | Reduce -21.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.10% | 13,496 | $692K | Reduce -1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 4,216 | $676K | Add +47.6% |
| XLK SS Technology Select Sector | 0.10% | 2,958 | $669K | No change |
| EVRG Evergy Inc. | 0.10% | 12,292 | $651K | Reduce -2.3% |
| ROP Roper Technologies Inc. | 0.09% | 1,080 | $609K | Reduce -1.4% |
| DXCM Dexcom Inc. | 0.09% | 5,244 | $595K | Add +5.2% |
| IMCG iShares Morningstar Mid-Cap | 0.08% | 8,545 | $579K | Add +45.6% |
| BSV Vanguard Short-Term Bond ETF | 0.08% | 7,528 | $577K | Add +80.0% |
| QCOM Qualcomm Inc. | 0.08% | 2,826 | $563K | Reduce -6.3% |
| MA Mastercard Inc. Class A | 0.08% | 1,250 | $551K | No change |
| IMCV iShares Morningstar Mid-Cap | 0.08% | 7,455 | $524K | Add +47.1% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 4,323 | $513K | Add +15.3% |
| JPIE JPMorgan Income ETF | 0.07% | 10,883 | $495K | Add +86.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.07% | 4,941 | $492K | Add +20.6% |
Portfolio Sells Q1 2024 → Q2 2024
| KO The Coca-Cola Co. | Reduce -71.7% | 0.35% | −0.84 |
| SYK Stryker Corp. | Reduce -1.1% | 3.94% | −0.29 |
| VMC Vulcan Materials Co. | Reduce -0.7% | 2.22% | −0.26 |
| INTC Intel Corp. | Reduce -7.0% | 0.36% | −0.20 |
| BMY Bristol-Myers Squibb Co. | Reduce -24.6% | 0.24% | −0.18 |
| ABBV Abbvie Inc. | Reduce -1.6% | 1.97% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 1.91% | −0.17 |
| NKE Nike Inc. Class B | Reduce -5.4% | 0.50% | −0.16 |
| SLB SLB Ltd. | Reduce -1.6% | 0.81% | −0.16 |
| CPRT Copart Inc. | Reduce -0.3% | 1.77% | −0.14 |
| MDT Medtronic PLC | Reduce -6.9% | 0.63% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 4.40% | −0.11 |
| PEP Pepsico Inc. | Reduce -0.1% | 1.29% | −0.09 |
| IDXX Idexx Laboratories Inc. | Reduce -0.7% | 0.74% | −0.09 |
| MCD McDonald's Corp. | Reduce -2.1% | 0.61% | −0.09 |
| HD Home Depot Inc. | Reduce -1.8% | 0.52% | −0.07 |
| ITW Illinois Tool Works | Reduce -8.1% | 0.28% | −0.07 |
| WAT Waters Corp. | Reduce -10.4% | 0.19% | −0.06 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.06 |
| SYY Sysco Corp. | Reduce -21.5% | 0.12% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.75% | −0.05 |
| FISV Fiserv Inc. | Reduce -2.4% | 0.43% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.3% | 1.23% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -4.9% | 1.04% | −0.04 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.6% | 0.81% | −0.04 |
| MRCY Mercury Systems Inc. | Reduce -14.2% | 0.13% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.3% | 0.51% | −0.04 |
| MMM 3M Co. | Sold out | 0.00% | −0.04 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -22.8% | 0.06% | −0.03 |
| MRVL Marvell Technology Inc. | Reduce -1.4% | 0.88% | −0.03 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -9.0% | 0.22% | −0.03 |
| BLK BlackRock Finance Inc. | Reduce -6.6% | 0.18% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.47% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -2.5% | 0.50% | −0.02 |
| EOG EOG Resources Inc. | Reduce -3.5% | 0.24% | −0.01 |
| TFC Truist Financial Corp. | Reduce -0.3% | 0.58% | −0.01 |
| AXP American Express Co. | Reduce -1.6% | 0.69% | −0.01 |
| EVRG Evergy Inc. | Reduce -2.3% | 0.10% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -7.5% | 0.19% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -1.4% | 0.05% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.2% | 0.10% | −0.00 |
| ROP Roper Technologies Inc. | Reduce -1.4% | 0.09% | −0.00 |
| ECL Ecolab Inc. | Reduce -2.2% | 2.93% | −0.00 |
| LMT Lockheed Martin Corp. | Reduce -2.9% | 0.07% | −0.00 |
| SO The Southern Co. | Reduce -1.7% | 0.13% | +0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -4.8% | 0.14% | +0.01 |
| QCOM Qualcomm Inc. | Reduce -6.3% | 0.08% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| HSY The Hershey Co. | New | 1.22% | +1.22 |
| PLTR Palantir Technologies Inc. Class A | Add +7.0% | 2.12% | +0.30 |
| ALC Alcon Inc. | Add +1.1% | 2.32% | +0.15 |
| MU Micron Technology Inc. | Add +1.2% | 1.22% | +0.13 |
| ZS Zscaler Inc. | Add +8.8% | 1.64% | +0.11 |
| ZTS Zoetis Inc. | Add +10.8% | 0.91% | +0.10 |
| GNRC Generac Holdings Inc. | Add +5.7% | 0.84% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +34.0% | 0.19% | +0.06 |
| HON Honeywell International Inc. | Add +1.9% | 1.03% | +0.05 |
| AMGN Amgen Inc. | Add +1.3% | 0.52% | +0.05 |
| APD Air Products & Chemicals Inc. | Add +4.3% | 0.52% | +0.05 |
| GDX Vaneck Gold Miners ETF | New | 0.04% | +0.04 |
| BIV Vanguard Intermediate-Term B | New | 0.04% | +0.04 |
| IVE iShares S&P 500 Value ETF | New | 0.04% | +0.04 |
| SPHY SS SPDR P High Yield ETF | New | 0.04% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +80.0% | 0.08% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +82.5% | 0.07% | +0.03 |
| JPIE JPMorgan Income ETF | Add +86.4% | 0.07% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.03% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +47.6% | 0.10% | +0.03 |
| SLVP iShares MSCI Global Silver A | New | 0.03% | +0.03 |
| KVUE Kenvue Inc. | Add +42.7% | 0.15% | +0.02 |
| IMCG iShares Morningstar Mid-Cap | Add +45.6% | 0.08% | +0.02 |
| IMCV iShares Morningstar Mid-Cap | Add +47.1% | 0.08% | +0.02 |
| CVX Chevron Corp. | Add +3.0% | 1.77% | +0.02 |
| CMA Comerica Inc. | Add +13.4% | 0.48% | +0.02 |
| XCEM Columbia Em Core Ex-China | Add +48.4% | 0.05% | +0.02 |
| WDAY Workday Inc. Class A | Add +41.0% | 0.13% | +0.02 |
| NVS Novartis AG-Sponsored ADR | Add +20.7% | 0.05% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +20.6% | 0.07% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +1.3% | 0.33% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Add +7.0% | 0.18% | +0.01 |
| IBM Intl Business Machines Corp. | Add +12.3% | 1.12% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +15.3% | 0.08% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | Add +20.9% | 0.04% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.05% | +0.00 |
| DHR Danaher Corp. | Add +1.1% | 1.13% | +0.00 |
| FITB Fifth Third Bancorp | Add +0.6% | 0.07% | −0.00 |
| XOM Exxon Mobil Corp. | Add +1.5% | 1.68% | −0.01 |
| DXCM Dexcom Inc. | Add +5.2% | 0.09% | −0.02 |
| CHD Church & Dwight Co. Inc. | Add +0.2% | 1.25% | −0.02 |
| ACN Accenture PLC Class A | Add +2.3% | 0.17% | −0.02 |
| HOLX Hologic Inc. | Add +3.1% | 1.43% | −0.04 |
| STE Steris PLC | Add +0.7% | 1.86% | −0.05 |
| ABT Abbott Laboratories | Add +3.5% | 0.75% | −0.05 |
| GNTX Gentex Corp. | Add +1.0% | 0.86% | −0.06 |
| PAYX Paychex Inc. | Add +0.5% | 2.04% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +0.7% | 2.23% | −0.12 |
| JNJ Johnson & Johnson | Add +2.8% | 2.82% | −0.18 |
| CAT Caterpillar Inc. | Add +2.7% | 2.59% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 149 | $842.1M | AAPL, CAT, JPM, JNJ, MSFT |
| Q1 2026 | 141 | $803.2M | AAPL, JPM, CAT, JNJ, MSFT |
| Q4 2025 | 145 | $825.8M | AAPL, JPM, MSFT, JNJ, CAT |
| Q3 2025 | 142 | $824.7M | AAPL, MSFT, JPM, SYK, JNJ |
| Q2 2025 | 146 | $800.7M | AAPL, MSFT, JPM, SYK, AVGO |
| Q1 2025 | 145 | $737.1M | AAPL, JPM, MSFT, SYK, RTX |
| Q4 2024Amended | 150 | $729.5M | AAPL, MSFT, JPM, PLTR, SYK |
| Q3 2024 | 147 | $725.2M | AAPL, MSFT, JPM, SYK, JNJ |
| Q2 2024 | 136 | $681.5M | AAPL, MSFT, JPM, SYK, ECL |
| Q1 2024 | 134 | $675.5M | AAPL, MSFT, JPM, SYK, JNJ |