LaFleur & Godfrey LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), LaFleur & Godfrey LLC reported 145 stock positions worth $737.1 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by JPMorgan Chase (JPM, 4.6%) and Microsoft (MSFT, 4.5%). Compared with Q4 2024, it opened 4 new positions, sold out of 9, added to 59 and reduced 51. The biggest buy was iShares Floating Rate Bond E (FLOT, shares +68%) and the biggest sale Palantir Technologies Class A (PLTR, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001387458
- Portfolio Value
- $737.1M (Q1 2025)
- SEC Filing
- 0001387458-25-000005 ↗ filed Apr 23, 2025
Holdings Value
Holdings 145 stocks · $737.1M
| AAPL Apple Inc. | 6.63% | 219,874 | $48.8M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 4.64% | 139,280 | $34.2M | Add +0.6% |
| MSFT Microsoft Corp. | 4.53% | 88,968 | $33.4M | Add +0.5% |
| SYK Stryker Corp. | 3.84% | 76,020 | $28.3M | Reduce -0.0% |
| RTX RTX Corp. | 3.21% | 178,586 | $23.7M | Add +0.2% |
| JNJ Johnson & Johnson | 3.12% | 138,853 | $23.0M | Add +6.9% |
| ECL Ecolab Inc. | 2.69% | 78,211 | $19.8M | Add +2.2% |
| WSO Watsco Inc. | 2.64% | 38,256 | $19.4M | Reduce -1.0% |
| ALC Alcon Inc. filed as ALCON AG | 2.37% | 184,051 | $17.5M | Add +0.5% |
| PAYX Paychex Inc. | 2.36% | 112,899 | $17.4M | Reduce -1.4% |
| CAT Caterpillar Inc. | 2.30% | 51,353 | $16.9M | Add +1.1% |
| FLOT iShares Floating Rate Bond E | 2.29% | 329,986 | $16.8M | Add +67.6% |
| ABBV Abbvie Inc. | 2.26% | 79,341 | $16.6M | Reduce -0.1% |
| PLTR Palantir Technologies Inc. Class A | 2.21% | 193,376 | $16.3M | Reduce -47.8% |
| TMO Thermo Fisher Scientific Inc. | 2.09% | 30,939 | $15.4M | Add +3.9% |
| AVGO Broadcom Inc. | 2.02% | 88,775 | $14.9M | Add +13.4% |
| VMC Vulcan Materials Co. | 1.87% | 59,011 | $13.8M | Add +2.4% |
| WWD Woodward Inc. | 1.80% | 72,743 | $13.3M | Reduce -0.3% |
| ZS Zscaler Inc. | 1.71% | 63,523 | $12.6M | Add +2.5% |
| CVX Chevron Corp. | 1.70% | 75,027 | $12.6M | Add +12.2% |
| CPRT Copart Inc. | 1.66% | 215,741 | $12.2M | Reduce -1.1% |
| ABT Abbott Laboratories | 1.64% | 91,351 | $12.1M | Add +10.8% |
| XOM Exxon Mobil Corp. | 1.60% | 99,411 | $11.8M | Add +6.4% |
| HON Honeywell International Inc. | 1.50% | 52,338 | $11.1M | Add +23.8% |
| CEG Constellation Energy | 1.45% | 53,049 | $10.7M | Add +72.9% |
| STE Steris PLC | 1.43% | 46,641 | $10.6M | Reduce -14.9% |
| AMZN Amazon.com Inc. | 1.38% | 53,417 | $10.2M | Add +8.1% |
| MRK Merck & Co. Inc. | 1.24% | 101,982 | $9.2M | Reduce -0.7% |
| CHD Church & Dwight Co. Inc. | 1.21% | 80,888 | $8.9M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 1.15% | 49,862 | $8.5M | Add +0.2% |
| PEP Pepsico Inc. | 1.05% | 51,814 | $7.8M | Reduce -1.3% |
| HSY The Hershey Co. | 1.03% | 44,416 | $7.6M | Reduce -4.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.00% | 29,541 | $7.3M | Reduce -0.8% |
| HOLX Hologic Inc. | 0.99% | 117,597 | $7.3M | Reduce -9.8% |
| WMT Walmart Inc. | 0.82% | 69,035 | $6.1M | Reduce -0.7% |
| SCHW Schwab (charles) Corp. | 0.81% | 76,010 | $6.0M | Reduce -12.1% |
| DHR Danaher Corp. | 0.80% | 28,720 | $5.9M | Reduce -3.8% |
| GEV GE Vernova Inc. | 0.76% | 18,463 | $5.6M | New |
| GNRC Generac Holdings Inc. | 0.75% | 43,492 | $5.5M | Reduce -34.6% |
| TFC Truist Financial Corp. | 0.72% | 129,370 | $5.3M | Add +19.6% |
| BXSL Blackstone Secured Lending F | 0.72% | 164,180 | $5.3M | Add +25.2% |
| AXP American Express Co. | 0.72% | 19,649 | $5.3M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.67% | 80,547 | $5.0M | Reduce -6.3% |
| GOOG Alphabet Inc. Class C | 0.66% | 31,292 | $4.9M | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 8,685 | $4.6M | Add +3.0% |
| LHX L3HARRIS Technologies Inc. | 0.61% | 21,638 | $4.5M | Reduce -19.3% |
| FISV Fiserv Inc. | 0.61% | 20,239 | $4.5M | Add +11.7% |
| ZTS Zoetis Inc. | 0.60% | 26,654 | $4.4M | Reduce -25.6% |
| APH Amphenol Corp. Class A | 0.59% | 66,348 | $4.4M | Add +16.8% |
| IDXX Idexx Laboratories Inc. | 0.59% | 10,294 | $4.3M | Add +4.7% |
| ADP Automatic Data Processing | 0.57% | 13,785 | $4.2M | Reduce -2.5% |
| OKE Oneok Inc. | 0.56% | 41,403 | $4.1M | Add +346.6% |
| CMA Comerica Inc. | 0.54% | 67,802 | $4.0M | Add +10.4% |
| APD Air Products & Chemicals Inc. | 0.53% | 13,298 | $3.9M | Reduce -1.0% |
| VMI Valmont Industries | 0.53% | 13,718 | $3.9M | Reduce -1.1% |
| MDT Medtronic PLC | 0.49% | 40,532 | $3.6M | Add +1.5% |
| HD Home Depot Inc. | 0.49% | 9,807 | $3.6M | Reduce -2.8% |
| AMGN Amgen Inc. | 0.49% | 11,510 | $3.6M | Add +2.1% |
| MCD McDonald's Corp. | 0.47% | 11,177 | $3.5M | Reduce -31.6% |
| GNTX Gentex Corp. | 0.44% | 140,619 | $3.3M | Reduce -5.1% |
| KVUE Kenvue Inc. | 0.43% | 133,714 | $3.2M | Add +64.5% |
| GOOGL Alphabet Inc. Class A | 0.39% | 18,746 | $2.9M | Add +7.4% |
| AMAT Applied Materials Inc. | 0.39% | 19,933 | $2.9M | Add +15.6% |
| BMY Bristol-Myers Squibb Co. | 0.36% | 43,571 | $2.7M | Add +0.1% |
| KO The Coca-Cola Co. | 0.31% | 32,239 | $2.3M | Reduce -2.8% |
| VZ Verizon Communications Inc. | 0.28% | 45,452 | $2.1M | Add +2.0% |
| ITW Illinois Tool Works | 0.24% | 7,104 | $1.8M | Reduce -4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 2,890 | $1.6M | Add +2.2% |
| EVRG Evergy Inc. | 0.22% | 23,360 | $1.6M | Add +41.6% |
| MBWM Mercantile Bank Corp. | 0.21% | 35,290 | $1.5M | Add +0.0% |
| ACN Accenture PLC Class A | 0.20% | 4,685 | $1.5M | Add +9.4% |
| WAT Waters Corp. | 0.20% | 3,944 | $1.5M | Reduce -4.8% |
| SBUX Starbucks Corp. | 0.19% | 14,403 | $1.4M | New |
| BLK BlackRock Inc. | 0.19% | 1,478 | $1.4M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 3,760 | $1.4M | Add +0.7% |
| KDP Keurig Dr Pepper Inc. | 0.17% | 36,290 | $1.2M | Add +44.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.17% | 23,695 | $1.2M | Add +42.7% |
| EOG EOG Resources Inc. | 0.17% | 9,580 | $1.2M | Reduce -2.4% |
| COST Costco Wholesale Corp. | 0.16% | 1,255 | $1.2M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.16% | 27,754 | $1.2M | Add +2.7% |
| UPS United Parcel Service Class B | 0.15% | 10,242 | $1.1M | Add +64.5% |
| MRVL Marvell Technology Inc. | 0.15% | 17,891 | $1.1M | Reduce -4.2% |
| NKE Nike Inc. Class B | 0.15% | 17,028 | $1.1M | Reduce -50.1% |
| KAI Kadant Inc. | 0.15% | 3,198 | $1.1M | No change |
| FSLR First Solar Inc. | 0.14% | 8,325 | $1.1M | Reduce -1.2% |
| ADBE Adobe Inc. | 0.14% | 2,696 | $1.0M | New |
| SO The Southern Co. | 0.14% | 11,070 | $1.0M | Add +0.1% |
| WDAY Workday Inc. Class A | 0.13% | 4,113 | $961K | No change |
| ISRG Intuitive Surgical Inc. | 0.13% | 1,939 | $960K | Reduce -1.0% |
| KMB Kimberly-Clark Corp. | 0.13% | 6,738 | $958K | Reduce -8.3% |
| ULTA Ulta Beauty Inc. | 0.12% | 2,485 | $911K | Add +1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 4,984 | $861K | Reduce -0.6% |
| MRCC Monroe Capital Corp. | 0.12% | 108,910 | $849K | Add +68.0% |
| NEE Nextera Energy Inc. | 0.10% | 10,220 | $724K | Add +127.1% |
| XLK SS Technology Select Sector | 0.10% | 3,425 | $707K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.09% | 9,627 | $688K | Add +1.1% |
| MA Mastercard Inc. Class A | 0.09% | 1,250 | $685K | No change |
| VYM Vanguard High DVD Yield ETF | 0.09% | 5,271 | $680K | Add +2.3% |
| SYY Sysco Corp. | 0.09% | 8,553 | $642K | No change |
| IMCV iShares Morningstar Mid-Cap | 0.08% | 8,400 | $623K | Add +1.4% |
Portfolio Sells Q4 2024 → Q1 2025
| PLTR Palantir Technologies Inc. Class A | Reduce -47.8% | 2.21% | −1.63 |
| AAPL Apple Inc. | Reduce -0.5% | 6.63% | −0.96 |
| GNRC Generac Holdings Inc. | Reduce -34.6% | 0.75% | −0.67 |
| HOLX Hologic Inc. | Reduce -9.8% | 0.99% | −0.30 |
| NKE Nike Inc. Class B | Reduce -50.1% | 0.15% | −0.21 |
| ZTS Zoetis Inc. | Reduce -25.6% | 0.60% | −0.20 |
| MCD McDonald's Corp. | Reduce -31.6% | 0.47% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -2.1% | 0.66% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 1.24% | −0.16 |
| LHX L3HARRIS Technologies Inc. | Reduce -19.3% | 0.61% | −0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -65.0% | 0.08% | −0.15 |
| DHR Danaher Corp. | Reduce -3.8% | 0.80% | −0.14 |
| GNTX Gentex Corp. | Reduce -5.1% | 0.44% | −0.14 |
| MRVL Marvell Technology Inc. | Reduce -4.2% | 0.15% | −0.13 |
| STE Steris PLC | Reduce -14.9% | 1.43% | −0.11 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.10 |
| AXP American Express Co. | Reduce -1.3% | 0.72% | −0.09 |
| SCHW Schwab (charles) Corp. | Reduce -12.1% | 0.81% | −0.07 |
| FSLR First Solar Inc. | Reduce -1.2% | 0.14% | −0.06 |
| CPRT Copart Inc. | Reduce -1.1% | 1.66% | −0.06 |
| HSY The Hershey Co. | Reduce -4.9% | 1.03% | −0.05 |
| VMI Valmont Industries | Reduce -1.1% | 0.53% | −0.05 |
| HD Home Depot Inc. | Reduce -2.8% | 0.49% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -60.0% | 0.03% | −0.05 |
| PEP Pepsico Inc. | Reduce -1.3% | 1.05% | −0.04 |
| WMT Walmart Inc. | Reduce -0.7% | 0.82% | −0.04 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.04 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.04 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.04 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -6.3% | 0.67% | −0.02 |
| BLK BlackRock Inc. | Reduce -0.7% | 0.19% | −0.02 |
| ITW Illinois Tool Works | Reduce -4.0% | 0.24% | −0.02 |
| WAT Waters Corp. | Reduce -4.8% | 0.20% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.0% | 0.06% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.0% | 0.13% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -17.1% | 0.04% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -1.0% | 0.53% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -8.3% | 0.13% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -2.7% | 0.04% | −0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -27.0% | 0.03% | −0.00 |
| JPIE JPMorgan Income ETF | Reduce -0.2% | 0.08% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 0.12% | +0.00 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -0.8% | 0.07% | +0.00 |
| EOG EOG Resources Inc. | Reduce -2.4% | 0.17% | +0.00 |
| ETR Entergy Corp. | Reduce -4.2% | 0.03% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| FLOT iShares Floating Rate Bond E | Add +67.6% | 2.29% | +0.91 |
| GEV GE Vernova Inc. | New | 0.76% | +0.76 |
| JNJ Johnson & Johnson | Add +6.9% | 3.12% | +0.55 |
| CEG Constellation Energy | Add +72.9% | 1.45% | +0.51 |
| OKE Oneok Inc. | Add +346.6% | 0.56% | +0.43 |
| RTX RTX Corp. | Add +0.2% | 3.21% | +0.38 |
| CVX Chevron Corp. | Add +12.2% | 1.70% | +0.37 |
| ABT Abbott Laboratories | Add +10.8% | 1.64% | +0.37 |
| ALC Alcon Inc. | Add +0.5% | 2.37% | +0.24 |
| ECL Ecolab Inc. | Add +2.2% | 2.69% | +0.23 |
| XOM Exxon Mobil Corp. | Add +6.4% | 1.60% | +0.23 |
| KVUE Kenvue Inc. | Add +64.5% | 0.43% | +0.20 |
| HON Honeywell International Inc. | Add +23.8% | 1.50% | +0.19 |
| SBUX Starbucks Corp. | New | 0.19% | +0.19 |
| ZS Zscaler Inc. | Add +2.5% | 1.71% | +0.18 |
| ADBE Adobe Inc. | New | 0.14% | +0.14 |
| BXSL Blackstone Secured Lending F | Add +25.2% | 0.72% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 0.63% | +0.10 |
| FISV Fiserv Inc. | Add +11.7% | 0.61% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 4.64% | +0.08 |
| AMGN Amgen Inc. | Add +2.1% | 0.49% | +0.08 |
| EVRG Evergy Inc. | Add +41.6% | 0.22% | +0.08 |
| TFC Truist Financial Corp. | Add +19.6% | 0.72% | +0.08 |
| KDP Keurig Dr Pepper Inc. | Add +44.6% | 0.17% | +0.06 |
| MDT Medtronic PLC | Add +1.5% | 0.49% | +0.06 |
| NEE Nextera Energy Inc. | Add +127.1% | 0.10% | +0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +42.7% | 0.17% | +0.05 |
| APH Amphenol Corp. Class A | Add +16.8% | 0.59% | +0.05 |
| NTRS Northern Trust Corp. | New | 0.05% | +0.05 |
| UPS United Parcel Service Class B | Add +64.5% | 0.15% | +0.05 |
| MRCC Monroe Capital Corp. | Add +68.0% | 0.12% | +0.04 |
| VZ Verizon Communications Inc. | Add +2.0% | 0.28% | +0.04 |
| IDXX Idexx Laboratories Inc. | Add +4.7% | 0.59% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.36% | +0.02 |
| CMA Comerica Inc. | Add +10.4% | 0.54% | +0.02 |
| SLB SLB Ltd. | Add +2.7% | 0.16% | +0.02 |
| SO The Southern Co. | Add +0.1% | 0.14% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.2% | 1.15% | +0.01 |
| AMAT Applied Materials Inc. | Add +15.6% | 0.39% | +0.01 |
| IHI iShares U.S. Medical Devices | Add +6.2% | 0.03% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +2.3% | 0.09% | +0.00 |
| BIV Vanguard Intermediate-Term B | Add +0.3% | 0.04% | +0.00 |
| SUB iShares Short-Term National | Add +1.8% | 0.06% | +0.00 |
| IMCV iShares Morningstar Mid-Cap | Add +1.4% | 0.08% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +0.7% | 0.04% | −0.00 |
| XCEM Columbia Em Core Ex-China | Add +0.5% | 0.05% | −0.00 |
| NVDA Nvidia Corp. | Add +16.5% | 0.05% | −0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.1% | 0.03% | −0.00 |
| IMCG iShares Morningstar Mid-Cap | Add +1.1% | 0.09% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Add +0.5% | 0.05% | −0.01 |
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 |