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

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 Q4 2024 Q1 2025: $737.1M $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 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%
ROP Roper Technologies Inc. 0.08% 1,030 $607K Reduce -1.0%
VCSH Vanguard S/T Corp. Bond ETF 0.08% 7,535 $595K Reduce -65.0%
JPIE JPMorgan Income ETF 0.08% 12,900 $594K Reduce -0.2%
FITB Fifth Third Bancorp 0.07% 13,367 $524K Add +0.5%
STIP iShares 0-5 Year Tips Bond E 0.07% 4,858 $503K Reduce -0.8%
QCOM Qualcomm Inc. 0.07% 3,126 $480K No change
SUB iShares Short-Term National 0.06% 4,310 $455K Add +1.8%
CL Colgate-Palmolive Co. 0.06% 4,800 $450K No change
IVW iShares S&P 500 Growth ETF 0.06% 4,840 $449K Reduce -5.0%
NVS Novartis AG-Sponsored ADR 0.05% 3,497 $390K No change
XCEM Columbia Em Core Ex-China 0.05% 12,962 $383K Add +0.5%
GD General Dynamics Corp. 0.05% 1,390 $379K No change
NTRS Northern Trust Corp. 0.05% 3,641 $359K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 3,570 $352K No change
NVDA Nvidia Corp. 0.05% 3,175 $344K Add +16.5%
SCHG Schwab US Large-Cap Growth 0.05% 13,619 $341K Add +0.5%
IWD iShares Russell 1000 Value E 0.05% 1,779 $335K No change
ORCL Oracle Corp. 0.04% 2,325 $325K No change
BIV Vanguard Intermediate-Term B 0.04% 4,177 $320K Add +0.3%
SPHY SS SPDR P High Yield ETF 0.04% 13,543 $317K Add +0.7%
DT Dynatrace Inc. 0.04% 6,480 $306K No change
GLD SPDR Gold Shares 0.04% 1,050 $303K No change
CB Chubb Ltd. 0.04% 968 $292K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 2,300 $286K No change
MUSA Murphy USA Inc. 0.04% 600 $282K No change
IVE iShares S&P 500 Value ETF 0.04% 1,475 $281K Reduce -2.7%
VGSH Vanguard Short-Term Treasury 0.04% 4,754 $279K Reduce -17.1%
WM Waste Management Inc. 0.04% 1,152 $267K No change
IWF iShares Russell 1000 Growth 0.04% 720 $260K No change
AMT American Tower Corp. 0.03% 1,149 $250K No change
IHI iShares U.S. Medical Devices 0.03% 4,041 $243K Add +6.2%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.03% 2,580 $237K No change
GDX Vaneck Gold Miners ETF 0.03% 5,147 $237K Reduce -27.0%
ZBH Zimmer Biomet Holdings Inc. 0.03% 2,088 $236K No change
UNP Union Pacific Corp. 0.03% 1,000 $236K No change
ETR Entergy Corp. 0.03% 2,740 $234K Reduce -4.2%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.03% 909 $229K Add +0.1%
LNT Alliant Energy Corp. 0.03% 3,470 $223K No change
CW Curtiss-Wright Corp. 0.03% 685 $217K No change
LMT Lockheed Martin Corp. 0.03% 463 $207K Reduce -60.0%
IVV iShares Core S&P 500 ETF 0.03% 364 $205K No change
IJK iShares S&P Mid-Cap 400 Grow 0.03% 2,452 $204K No change
HBAN Huntington Bancshares Inc. 0.03% 13,439 $202K No change
RVT Royce Small-Cap Trust Inc. 0.02% 10,247 $146K No change
RIG Transocean Ltd. 0.01% 12,300 $39K No change

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

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