LaFleur & Godfrey LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), LaFleur & Godfrey LLC reported 150 stock positions worth $729.5 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Microsoft (MSFT, 5.1%) and JPMorgan Chase (JPM, 4.6%). Compared with Q3 2024, it opened 7 new positions, sold out of 4, added to 54 and reduced 62. The biggest buy was a new position in Constellation Energy (CEG) and the biggest sale Micron Technology (MU, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001387458
- Portfolio Value
- $729.5M (Q4 2024)
- SEC Filing
- 0001387458-25-000003 ↗ filed Feb 6, 2025
Holdings Value
Holdings 150 stocks · $729.5M
| AAPL Apple Inc. | 7.59% | 221,060 | $55.4M | Reduce -3.2% |
| MSFT Microsoft Corp. | 5.12% | 88,573 | $37.3M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 4.55% | 138,499 | $33.2M | Reduce -1.1% |
| PLTR Palantir Technologies Inc. Class A | 3.84% | 370,637 | $28.0M | Reduce -30.3% |
| SYK Stryker Corp. | 3.75% | 76,029 | $27.4M | Reduce -2.9% |
| RTX RTX Corp. | 2.83% | 178,191 | $20.6M | Add +0.5% |
| JNJ Johnson & Johnson | 2.58% | 129,889 | $18.8M | Reduce -3.8% |
| CAT Caterpillar Inc. | 2.53% | 50,785 | $18.4M | Reduce -0.9% |
| WSO Watsco Inc. | 2.51% | 38,634 | $18.3M | Reduce -6.4% |
| AVGO Broadcom Inc. | 2.49% | 78,265 | $18.1M | Add +18.7% |
| ECL Ecolab Inc. | 2.46% | 76,556 | $17.9M | Reduce -1.3% |
| PAYX Paychex Inc. | 2.20% | 114,487 | $16.1M | Reduce -1.7% |
| ALC Alcon Inc. filed as ALCON AG | 2.13% | 183,204 | $15.6M | Add +2.2% |
| TMO Thermo Fisher Scientific Inc. | 2.12% | 29,767 | $15.5M | Add +9.1% |
| VMC Vulcan Materials Co. | 2.03% | 57,654 | $14.8M | Add +0.1% |
| ABBV Abbvie Inc. | 1.93% | 79,396 | $14.1M | Add +4.1% |
| CPRT Copart Inc. | 1.72% | 218,191 | $12.5M | Reduce -2.0% |
| WWD Woodward Inc. | 1.66% | 72,973 | $12.1M | Reduce -1.0% |
| STE Steris PLC | 1.54% | 54,803 | $11.3M | Reduce -3.5% |
| ZS Zscaler Inc. | 1.53% | 61,985 | $11.2M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.49% | 49,407 | $10.8M | Add +1.8% |
| GNRC Generac Holdings Inc. | 1.41% | 66,500 | $10.3M | Add +7.0% |
| MRK Merck & Co. Inc. | 1.40% | 102,673 | $10.2M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 1.38% | 93,458 | $10.1M | Reduce -2.3% |
| FLOT iShares Floating Rate Bond E | 1.37% | 196,895 | $10.0M | Add +199.2% |
| CVX Chevron Corp. | 1.33% | 66,900 | $9.7M | Reduce -5.2% |
| HON Honeywell International Inc. | 1.31% | 42,277 | $9.5M | Add +40.7% |
| HOLX Hologic Inc. | 1.29% | 130,373 | $9.4M | Add +2.9% |
| ABT Abbott Laboratories | 1.28% | 82,443 | $9.3M | Add +23.5% |
| CHD Church & Dwight Co. Inc. | 1.17% | 81,553 | $8.5M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 1.14% | 49,752 | $8.3M | Reduce -1.0% |
| PEP Pepsico Inc. | 1.09% | 52,477 | $8.0M | Reduce -1.4% |
| HSY The Hershey Co. | 1.08% | 46,708 | $7.9M | Add +8.3% |
| CEG Constellation Energy | 0.94% | 30,686 | $6.9M | New |
| DHR Danaher Corp. | 0.94% | 29,855 | $6.9M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.90% | 29,789 | $6.5M | Reduce -5.4% |
| SCHW Schwab (charles) Corp. | 0.88% | 86,486 | $6.4M | Reduce -0.9% |
| WMT Walmart Inc. | 0.86% | 69,542 | $6.3M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.83% | 31,967 | $6.1M | Add +1.2% |
| AXP American Express Co. | 0.81% | 19,914 | $5.9M | Add +0.2% |
| ZTS Zoetis Inc. | 0.80% | 35,812 | $5.8M | Reduce -0.8% |
| LHX L3HARRIS Technologies Inc. | 0.77% | 26,799 | $5.6M | Add +58.3% |
| CSCO Cisco Systems Inc. | 0.70% | 85,948 | $5.1M | Reduce -6.7% |
| MCD McDonald's Corp. | 0.65% | 16,346 | $4.7M | Reduce -0.8% |
| TFC Truist Financial Corp. | 0.64% | 108,168 | $4.7M | Add +4.5% |
| GNTX Gentex Corp. | 0.58% | 148,165 | $4.3M | Reduce -14.0% |
| VMI Valmont Industries | 0.58% | 13,873 | $4.3M | Add +2.3% |
| BXSL Blackstone Secured Lending F | 0.58% | 131,090 | $4.2M | Add +64.3% |
| ADP Automatic Data Processing | 0.57% | 14,135 | $4.1M | Reduce -1.0% |
| IDXX Idexx Laboratories Inc. | 0.56% | 9,829 | $4.1M | Reduce -1.4% |
| APH Amphenol Corp. Class A | 0.54% | 56,801 | $3.9M | Add +1.5% |
| HD Home Depot Inc. | 0.54% | 10,092 | $3.9M | Reduce -1.8% |
| APD Air Products & Chemicals Inc. | 0.53% | 13,434 | $3.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 8,432 | $3.8M | Add +10.1% |
| CMA Comerica Inc. | 0.52% | 61,392 | $3.8M | Add +0.2% |
| FISV Fiserv Inc. | 0.51% | 18,116 | $3.7M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.45% | 17,448 | $3.3M | Reduce -0.9% |
| MDT Medtronic PLC | 0.44% | 39,923 | $3.2M | Reduce -24.3% |
| AMGN Amgen Inc. | 0.40% | 11,274 | $2.9M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 0.38% | 17,246 | $2.8M | Add +17.2% |
| NKE Nike Inc. Class B | 0.35% | 34,149 | $2.6M | Reduce -13.3% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 43,551 | $2.5M | Add +3.5% |
| KO The Coca-Cola Co. | 0.28% | 33,154 | $2.1M | Reduce -5.8% |
| MRVL Marvell Technology Inc. | 0.28% | 18,665 | $2.1M | Reduce -0.0% |
| ITW Illinois Tool Works | 0.26% | 7,404 | $1.9M | Reduce -0.3% |
| VZ Verizon Communications Inc. | 0.24% | 44,560 | $1.8M | Reduce -5.0% |
| KVUE Kenvue Inc. | 0.24% | 81,300 | $1.7M | Add +29.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 21,540 | $1.7M | Reduce -69.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 2,829 | $1.7M | Reduce -0.3% |
| MBWM Mercantile Bank Corp. | 0.22% | 35,283 | $1.6M | Reduce -0.8% |
| WAT Waters Corp. | 0.21% | 4,144 | $1.5M | Reduce -4.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 3,733 | $1.5M | Add +5.2% |
| BLK BlackRock Inc. | 0.21% | 1,488 | $1.5M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.21% | 4,282 | $1.5M | Add +0.5% |
| FSLR First Solar Inc. | 0.20% | 8,427 | $1.5M | Reduce -2.0% |
| EOG EOG Resources Inc. | 0.17% | 9,819 | $1.2M | Reduce -9.4% |
| COST Costco Wholesale Corp. | 0.16% | 1,255 | $1.2M | Add +0.2% |
| KAI Kadant Inc. | 0.15% | 3,198 | $1.1M | Reduce -6.2% |
| ULTA Ulta Beauty Inc. | 0.15% | 2,455 | $1.1M | Add +32.1% |
| WDAY Workday Inc. Class A | 0.15% | 4,113 | $1.1M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.14% | 27,023 | $1.0M | Reduce -49.1% |
| ISRG Intuitive Surgical Inc. | 0.14% | 1,959 | $1.0M | Reduce -5.8% |
| EVRG Evergy Inc. | 0.14% | 16,492 | $1.0M | Add +11.5% |
| KMB Kimberly-Clark Corp. | 0.13% | 7,344 | $962K | Reduce -12.3% |
| OKE Oneok Inc. | 0.13% | 9,271 | $931K | New |
| SO The Southern Co. | 0.12% | 11,063 | $911K | Add +0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.12% | 16,609 | $859K | Add +25.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 5,016 | $849K | Add +8.4% |
| KDP Keurig Dr Pepper Inc. | 0.11% | 25,090 | $806K | New |
| XLK SS Technology Select Sector | 0.11% | 3,425 | $796K | Reduce -8.4% |
| UPS United Parcel Service Class B | 0.11% | 6,225 | $785K | Add +62.8% |
| UNH Unitedhealth Group Inc. | 0.10% | 1,456 | $737K | Reduce -66.6% |
| IMCG iShares Morningstar Mid-Cap | 0.10% | 9,525 | $719K | Add +5.9% |
| MA Mastercard Inc. Class A | 0.09% | 1,250 | $658K | No change |
| VYM Vanguard High DVD Yield ETF | 0.09% | 5,154 | $658K | Add +4.5% |
| SYY Sysco Corp. | 0.09% | 8,553 | $654K | Reduce -3.1% |
| IMCV iShares Morningstar Mid-Cap | 0.08% | 8,286 | $615K | Add +6.1% |
| JPIE JPMorgan Income ETF | 0.08% | 12,921 | $589K | Add +7.1% |
| FITB Fifth Third Bancorp | 0.08% | 13,298 | $562K | No change |
| LMT Lockheed Martin Corp. | 0.08% | 1,156 | $562K | Add +18.0% |
Portfolio Sells Q3 2024 → Q4 2024
| MU Micron Technology Inc. | Reduce -96.1% | 0.04% | −1.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -69.3% | 0.23% | −0.54 |
| JNJ Johnson & Johnson | Reduce -3.8% | 2.58% | −0.44 |
| STE Steris PLC | Reduce -3.5% | 1.54% | −0.35 |
| WSO Watsco Inc. | Reduce -6.4% | 2.51% | −0.29 |
| ECL Ecolab Inc. | Reduce -1.3% | 2.46% | −0.27 |
| UNH Unitedhealth Group Inc. | Reduce -66.6% | 0.10% | −0.25 |
| CAT Caterpillar Inc. | Reduce -0.9% | 2.53% | −0.24 |
| MSFT Microsoft Corp. | Reduce -1.6% | 5.12% | −0.22 |
| MDT Medtronic PLC | Reduce -24.3% | 0.44% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 1.40% | −0.21 |
| ZTS Zoetis Inc. | Reduce -0.8% | 0.80% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -2.3% | 1.38% | −0.17 |
| SLB SLB Ltd. | Reduce -49.1% | 0.14% | −0.16 |
| PEP Pepsico Inc. | Reduce -1.4% | 1.09% | −0.15 |
| SYK Stryker Corp. | Reduce -2.9% | 3.75% | −0.15 |
| IDXX Idexx Laboratories Inc. | Reduce -1.4% | 0.56% | −0.14 |
| NKE Nike Inc. Class B | Reduce -13.3% | 0.35% | −0.13 |
| GNTX Gentex Corp. | Reduce -14.0% | 0.58% | −0.12 |
| VGSH Vanguard Short-Term Treasury | Reduce -71.6% | 0.05% | −0.12 |
| CVX Chevron Corp. | Reduce -5.2% | 1.33% | −0.11 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.40% | −0.10 |
| FSLR First Solar Inc. | Reduce -2.0% | 0.20% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.09 |
| WWD Woodward Inc. | Reduce -1.0% | 1.66% | −0.08 |
| KO The Coca-Cola Co. | Reduce -5.8% | 0.28% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -5.4% | 0.90% | −0.06 |
| MRCY Mercury Systems Inc. | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 1.14% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -5.0% | 0.24% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.65% | −0.04 |
| HD Home Depot Inc. | Reduce -1.8% | 0.54% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -12.3% | 0.13% | −0.03 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.03 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -0.6% | 0.53% | −0.02 |
| EOG EOG Resources Inc. | Reduce -9.4% | 0.17% | −0.02 |
| INTC Intel Corp. | Reduce -25.3% | 0.03% | −0.02 |
| ITW Illinois Tool Works | Reduce -0.3% | 0.26% | −0.01 |
| CHD Church & Dwight Co. Inc. | Reduce -0.3% | 1.17% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -3.7% | 0.07% | −0.01 |
| KAI Kadant Inc. | Reduce -6.2% | 0.15% | −0.01 |
| XLK SS Technology Select Sector | Reduce -8.4% | 0.11% | −0.01 |
| SYY Sysco Corp. | Reduce -3.1% | 0.09% | −0.01 |
| NVDA Nvidia Corp. | Reduce -17.4% | 0.05% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -15.3% | 0.03% | −0.00 |
| WAT Waters Corp. | Reduce -4.4% | 0.21% | −0.00 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -2.7% | 0.07% | −0.00 |
| RIG Transocean Ltd. | Reduce -19.6% | 0.01% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -2.1% | 0.05% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| CEG Constellation Energy | New | 0.94% | +0.94 |
| AVGO Broadcom Inc. | Add +18.7% | 2.49% | +0.92 |
| FLOT iShares Floating Rate Bond E | Add +199.2% | 1.37% | +0.91 |
| HON Honeywell International Inc. | Add +40.7% | 1.31% | +0.45 |
| BXSL Blackstone Secured Lending F | Add +64.3% | 0.58% | +0.26 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.49% | +0.24 |
| ABT Abbott Laboratories | Add +23.5% | 1.28% | +0.23 |
| LHX L3HARRIS Technologies Inc. | Add +58.3% | 0.77% | +0.22 |
| OKE Oneok Inc. | New | 0.13% | +0.13 |
| KDP Keurig Dr Pepper Inc. | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +1.2% | 0.83% | +0.11 |
| WMT Walmart Inc. | Add +1.4% | 0.86% | +0.10 |
| ZS Zscaler Inc. | Add +0.7% | 1.53% | +0.08 |
| AXP American Express Co. | Add +0.2% | 0.81% | +0.07 |
| FISV Fiserv Inc. | Add +0.4% | 0.51% | +0.06 |
| GNRC Generac Holdings Inc. | Add +7.0% | 1.41% | +0.05 |
| MRCC Monroe Capital Corp. | Add +197.3% | 0.08% | +0.05 |
| DT Dynatrace Inc. | New | 0.05% | +0.05 |
| ULTA Ulta Beauty Inc. | Add +32.1% | 0.15% | +0.05 |
| VMC Vulcan Materials Co. | Add +0.1% | 2.03% | +0.04 |
| VMI Valmont Industries | Add +2.3% | 0.58% | +0.04 |
| KVUE Kenvue Inc. | Add +29.8% | 0.24% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.1% | 0.52% | +0.04 |
| APH Amphenol Corp. Class A | Add +1.5% | 0.54% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +3.5% | 0.34% | +0.04 |
| UPS United Parcel Service Class B | Add +62.8% | 0.11% | +0.04 |
| TFC Truist Financial Corp. | Add +4.5% | 0.64% | +0.03 |
| VOO Vanguard S&P 500 ETF | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.03% | +0.03 |
| ETR Entergy Corp. | New | 0.03% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.2% | 0.21% | +0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +25.9% | 0.12% | +0.02 |
| CMA Comerica Inc. | Add +0.2% | 0.52% | +0.01 |
| EVRG Evergy Inc. | Add +11.5% | 0.14% | +0.01 |
| IMCG iShares Morningstar Mid-Cap | Add +5.9% | 0.10% | +0.01 |
| DXCM Dexcom Inc. | Add +1.1% | 0.04% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.4% | 0.12% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.16% | +0.00 |
| JPIE JPMorgan Income ETF | Add +7.1% | 0.08% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +4.5% | 0.09% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +4.7% | 0.03% | +0.00 |
| CVS CVS Health Corp. | Add +49.9% | 0.03% | +0.00 |
| IMCV iShares Morningstar Mid-Cap | Add +6.1% | 0.08% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +7.5% | 0.04% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +6.4% | 0.03% | +0.00 |
| BIV Vanguard Intermediate-Term B | Add +5.0% | 0.04% | −0.00 |
| QCOM Qualcomm Inc. | Add +10.6% | 0.07% | −0.00 |
| XCEM Columbia Em Core Ex-China | Add +9.1% | 0.05% | −0.00 |
| ACN Accenture PLC Class A | Add +0.5% | 0.21% | −0.00 |
| LMT Lockheed Martin Corp. | Add +18.0% | 0.08% | −0.00 |
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 |