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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $675.5M Q1 2024 Q2 2024: $681.5M Q2 2024 Q3 2024: $725.2M Q3 2024 Q4 2024: $729.5M $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 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%
MRCC Monroe Capital Corp. 0.08% 64,810 $551K Add +197.3%
ROP Roper Technologies Inc. 0.07% 1,040 $541K Reduce -3.7%
IVW iShares S&P 500 Growth ETF 0.07% 5,096 $517K No change
STIP iShares 0-5 Year Tips Bond E 0.07% 4,895 $492K Reduce -2.7%
QCOM Qualcomm Inc. 0.07% 3,126 $480K Add +10.6%
SUB iShares Short-Term National 0.06% 4,235 $447K No change
CL Colgate-Palmolive Co. 0.06% 4,800 $436K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 3,570 $398K Reduce -3.3%
ORCL Oracle Corp. 0.05% 2,325 $387K No change
XCEM Columbia Em Core Ex-China 0.05% 12,897 $382K Add +9.1%
SCHG Schwab US Large-Cap Growth 0.05% 13,553 $378K Reduce -0.1%
GD General Dynamics Corp. 0.05% 1,390 $366K No change
NVDA Nvidia Corp. 0.05% 2,725 $366K Reduce -17.4%
DT Dynatrace Inc. 0.05% 6,480 $352K New
NVS Novartis AG-Sponsored ADR 0.05% 3,497 $340K No change
VGSH Vanguard Short-Term Treasury 0.05% 5,737 $334K Reduce -71.6%
IWD iShares Russell 1000 Value E 0.05% 1,779 $329K Reduce -2.1%
NEE Nextera Energy Inc. 0.04% 4,500 $323K Add +9.8%
SPHY SS SPDR P High Yield ETF 0.04% 13,449 $316K Add +7.5%
IJT iShares S&P Small-Cap 600 GR 0.04% 2,300 $311K No change
BIV Vanguard Intermediate-Term B 0.04% 4,163 $311K Add +5.0%
MUSA Murphy USA Inc. 0.04% 600 $301K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.04% 2,580 $292K No change
IVE iShares S&P 500 Value ETF 0.04% 1,516 $289K No change
IWF iShares Russell 1000 Growth 0.04% 720 $289K No change
MU Micron Technology Inc. 0.04% 3,184 $268K Reduce -96.1%
CB Chubb Ltd. 0.04% 968 $267K No change
DXCM Dexcom Inc. 0.04% 3,374 $262K Add +1.1%
SWK Stanley Black & Decker Inc. 0.04% 3,250 $261K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.03% 908 $254K Add +4.7%
GLD SPDR Gold Shares 0.03% 1,050 $254K No change
CW Curtiss-Wright Corp. 0.03% 685 $243K No change
GDX Vaneck Gold Miners ETF 0.03% 7,047 $239K Add +1.2%
WM Waste Management Inc. 0.03% 1,152 $232K No change
VOO Vanguard S&P 500 ETF 0.03% 430 $232K New
UNP Union Pacific Corp. 0.03% 1,000 $228K No change
IJK iShares S&P Mid-Cap 400 Grow 0.03% 2,452 $223K No change
IHI iShares U.S. Medical Devices 0.03% 3,805 $222K Add +6.4%
TSM Taiwan Semiconductor-SP ADR 0.03% 1,117 $221K New
ZBH Zimmer Biomet Holdings Inc. 0.03% 2,088 $221K No change
HBAN Huntington Bancshares Inc. 0.03% 13,439 $219K No change
CVS CVS Health Corp. 0.03% 4,836 $217K Add +49.9%
ETR Entergy Corp. 0.03% 2,860 $217K New
IVV iShares Core S&P 500 ETF 0.03% 364 $214K Reduce -15.3%
AMT American Tower Corp. 0.03% 1,149 $211K No change
INTC Intel Corp. 0.03% 10,282 $206K Reduce -25.3%
IWS iShares Russell Mid-Cap Valu 0.03% 1,590 $206K No change
LNT Alliant Energy Corp. 0.03% 3,470 $205K No change
RVT Royce Small-Cap Trust Inc. 0.02% 10,247 $162K No change
RIG Transocean Ltd. 0.01% 12,300 $46K Reduce -19.6%

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

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