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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $675.5M Q1 2024 Q2 2024: $681.5M $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 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%
FITB Fifth Third Bancorp 0.07% 13,298 $485K Add +0.6%
IVW iShares S&P 500 Growth ETF 0.07% 5,096 $472K Add +82.5%
SUB iShares Short-Term National 0.07% 4,475 $468K No change
CL Colgate-Palmolive Co. 0.07% 4,800 $466K No change
LMT Lockheed Martin Corp. 0.07% 979 $457K Reduce -2.9%
GD General Dynamics Corp. 0.06% 1,390 $403K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 3,892 $386K Reduce -22.8%
NVDA Nvidia Corp. 0.06% 3,100 $383K Reduce -13.9%
NVS Novartis AG-Sponsored ADR 0.05% 3,497 $372K Add +20.7%
XCEM Columbia Em Core Ex-China 0.05% 11,356 $362K Add +48.4%
SCHG Schwab US Large-Cap Growth 0.05% 3,504 $353K Add +0.1%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 2,985 $344K No change
ORCL Oracle Corp. 0.05% 2,325 $328K No change
IWD iShares Russell 1000 Value E 0.05% 1,817 $317K Reduce -1.4%
IJT iShares S&P Small-Cap 600 GR 0.04% 2,300 $295K Add +20.9%
NEE Nextera Energy Inc. 0.04% 4,100 $290K No change
GDX Vaneck Gold Miners ETF 0.04% 8,431 $286K New
MUSA Murphy USA Inc. 0.04% 600 $282K No change
BIV Vanguard Intermediate-Term B 0.04% 3,706 $278K New
IVE iShares S&P 500 Value ETF 0.04% 1,516 $276K New
IWF iShares Russell 1000 Growth 0.04% 720 $262K No change
SWK Stanley Black & Decker Inc. 0.04% 3,250 $260K No change
ZBH Zimmer Biomet Holdings Inc. 0.04% 2,388 $259K No change
SPHY SS SPDR P High Yield ETF 0.04% 10,988 $255K New
CB Chubb Ltd. 0.04% 968 $247K No change
WM Waste Management Inc. 0.04% 1,152 $246K No change
IVV iShares Core S&P 500 ETF 0.03% 429 $235K No change
UNP Union Pacific Corp. 0.03% 1,000 $226K No change
GLD SPDR Gold Shares 0.03% 1,050 $226K No change
AMT American Tower Corp. 0.03% 1,149 $223K No change
IJK iShares S&P Mid-Cap 400 Grow 0.03% 2,452 $216K New
SLVP iShares MSCI Global Silver A 0.03% 15,994 $184K New
HBAN Huntington Bancshares Inc. 0.03% 13,439 $177K No change
MRCC Monroe Capital Corp. 0.02% 21,800 $166K No change
RVT Royce Small-Cap Trust Inc. 0.02% 10,247 $148K No change
RIG Transocean Ltd. 0.01% 15,300 $82K No change

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

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