LaFleur & Godfrey LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), LaFleur & Godfrey LLC reported 146 stock positions worth $800.7 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Microsoft (MSFT, 5.5%) and JPMorgan Chase (JPM, 5.0%). Compared with Q1 2025, it opened 5 new positions, sold out of 4, added to 39 and reduced 76. The biggest buy was Curtiss-Wright (CW, shares +3162%) and the biggest sale an exit from Generac (GNRC).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001387458
- Portfolio Value
- $800.7M (Q2 2025)
- SEC Filing
- 0001387458-25-000007 ↗ filed Jul 14, 2025
Holdings Value
Holdings 146 stocks · $800.7M
| AAPL Apple Inc. | 5.69% | 222,002 | $45.5M | Add +1.0% |
| MSFT Microsoft Corp. | 5.45% | 87,740 | $43.6M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 5.03% | 138,838 | $40.3M | Reduce -0.3% |
| SYK Stryker Corp. | 3.72% | 75,323 | $29.8M | Reduce -0.9% |
| AVGO Broadcom Inc. | 3.03% | 87,992 | $24.3M | Reduce -0.9% |
| RTX RTX Corp. | 2.89% | 158,372 | $23.1M | Reduce -11.3% |
| JNJ Johnson & Johnson | 2.74% | 143,635 | $21.9M | Add +3.4% |
| PLTR Palantir Technologies Inc. Class A | 2.71% | 159,261 | $21.7M | Reduce -17.6% |
| CAT Caterpillar Inc. | 2.62% | 53,984 | $21.0M | Add +5.1% |
| ECL Ecolab Inc. | 2.59% | 77,037 | $20.8M | Reduce -1.5% |
| ZS Zscaler Inc. | 2.33% | 59,469 | $18.7M | Reduce -6.4% |
| CEG Constellation Energy | 2.27% | 56,200 | $18.1M | Add +5.9% |
| FLOT iShares Floating Rate Bond E | 2.21% | 346,876 | $17.7M | Add +5.1% |
| WSO Watsco Inc. | 2.17% | 39,378 | $17.4M | Add +2.9% |
| WWD Woodward Inc. | 2.15% | 70,137 | $17.2M | Reduce -3.6% |
| ALC Alcon Inc. filed as ALCON AG | 2.07% | 187,327 | $16.5M | Add +1.8% |
| PAYX Paychex Inc. | 2.02% | 111,043 | $16.2M | Reduce -1.6% |
| VMC Vulcan Materials Co. | 1.99% | 61,243 | $16.0M | Add +3.8% |
| ABBV Abbvie Inc. | 1.82% | 78,537 | $14.6M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 1.66% | 60,644 | $13.3M | Add +13.5% |
| TMO Thermo Fisher Scientific Inc. | 1.57% | 31,017 | $12.6M | Add +0.3% |
| HON Honeywell International Inc. | 1.55% | 53,438 | $12.4M | Add +2.1% |
| ABT Abbott Laboratories | 1.53% | 90,217 | $12.3M | Reduce -1.2% |
| AXP American Express Co. | 1.44% | 36,121 | $11.5M | Add +83.8% |
| XOM Exxon Mobil Corp. | 1.37% | 102,049 | $11.0M | Add +2.6% |
| CW Curtiss-Wright Corp. | 1.36% | 22,344 | $10.9M | Add +3161.9% |
| GEV GE Vernova Inc. | 1.36% | 20,608 | $10.9M | Add +11.6% |
| CPRT Copart Inc. | 1.30% | 212,665 | $10.4M | Reduce -1.4% |
| STE Steris PLC | 1.25% | 41,727 | $10.0M | Reduce -10.5% |
| CVX Chevron Corp. | 1.23% | 68,736 | $9.8M | Reduce -8.4% |
| APH Amphenol Corp. Class A | 1.16% | 93,900 | $9.3M | Add +41.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.04% | 28,228 | $8.3M | Reduce -4.4% |
| PG The Procter & Gamble Co. | 0.98% | 49,463 | $7.9M | Reduce -0.8% |
| CHD Church & Dwight Co. Inc. | 0.98% | 81,428 | $7.8M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.96% | 96,974 | $7.7M | Reduce -4.9% |
| HOLX Hologic Inc. | 0.94% | 115,730 | $7.5M | Reduce -1.6% |
| HSY The Hershey Co. | 0.85% | 40,966 | $6.8M | Reduce -7.8% |
| NEE Nextera Energy Inc. | 0.85% | 97,781 | $6.8M | Add +856.8% |
| PEP Pepsico Inc. | 0.84% | 51,120 | $6.7M | Reduce -1.3% |
| WMT Walmart Inc. | 0.84% | 68,792 | $6.7M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 0.83% | 72,780 | $6.6M | Reduce -4.3% |
| BXSL Blackstone Secured Lending F | 0.73% | 189,085 | $5.8M | Add +15.2% |
| CSCO Cisco Systems Inc. | 0.70% | 81,046 | $5.6M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.69% | 31,165 | $5.5M | Reduce -0.4% |
| IDXX Idexx Laboratories Inc. | 0.66% | 9,816 | $5.3M | Reduce -4.6% |
| DHR Danaher Corp. | 0.65% | 26,160 | $5.2M | Reduce -8.9% |
| TFC Truist Financial Corp. | 0.64% | 118,553 | $5.1M | Reduce -8.4% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.63% | 69,860 | $5.0M | New |
| LHX L3HARRIS Technologies Inc. | 0.56% | 17,938 | $4.5M | Reduce -17.1% |
| ADP Automatic Data Processing | 0.53% | 13,680 | $4.2M | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 8,464 | $4.1M | Reduce -2.5% |
| APD Air Products & Chemicals Inc. | 0.47% | 13,300 | $3.8M | Add +0.0% |
| FISV Fiserv Inc. | 0.45% | 21,028 | $3.6M | Add +3.9% |
| HD Home Depot Inc. | 0.44% | 9,597 | $3.5M | Reduce -2.1% |
| MDT Medtronic PLC | 0.43% | 39,936 | $3.5M | Reduce -1.5% |
| KVUE Kenvue Inc. | 0.43% | 165,450 | $3.5M | Add +23.7% |
| GOOGL Alphabet Inc. Class A | 0.41% | 18,723 | $3.3M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 0.41% | 17,793 | $3.3M | Reduce -10.7% |
| MCD McDonald's Corp. | 0.40% | 11,015 | $3.2M | Reduce -1.4% |
| AMGN Amgen Inc. | 0.38% | 10,887 | $3.0M | Reduce -5.4% |
| GNTX Gentex Corp. | 0.37% | 135,743 | $3.0M | Reduce -3.5% |
| OKE Oneok Inc. | 0.37% | 35,873 | $2.9M | Reduce -13.4% |
| ZTS Zoetis Inc. | 0.34% | 17,414 | $2.7M | Reduce -34.7% |
| KO The Coca-Cola Co. | 0.26% | 29,945 | $2.1M | Reduce -7.1% |
| VZ Verizon Communications Inc. | 0.25% | 46,253 | $2.0M | Add +1.8% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 41,443 | $1.9M | Reduce -4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 2,850 | $1.8M | Reduce -1.4% |
| ITW Illinois Tool Works | 0.22% | 7,064 | $1.7M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 3,760 | $1.6M | No change |
| EVRG Evergy Inc. | 0.21% | 23,902 | $1.6M | Add +2.3% |
| MBWM Mercantile Bank Corp. | 0.20% | 35,296 | $1.6M | Add +0.0% |
| BLK BlackRock Inc. | 0.19% | 1,455 | $1.5M | Reduce -1.6% |
| SBUX Starbucks Corp. | 0.18% | 16,122 | $1.5M | Add +11.9% |
| ADBE Adobe Inc. | 0.18% | 3,761 | $1.5M | Add +39.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 26,645 | $1.4M | Add +12.4% |
| ACN Accenture PLC Class A | 0.17% | 4,560 | $1.4M | Reduce -2.7% |
| FSLR First Solar Inc. | 0.17% | 8,176 | $1.4M | Reduce -1.8% |
| WAT Waters Corp. | 0.17% | 3,814 | $1.3M | Reduce -3.3% |
| KDP Keurig Dr Pepper Inc. | 0.16% | 37,945 | $1.3M | Add +4.6% |
| COST Costco Wholesale Corp. | 0.15% | 1,223 | $1.2M | Reduce -2.5% |
| ULTA Ulta Beauty Inc. | 0.15% | 2,585 | $1.2M | Add +4.0% |
| NKE Nike Inc. Class B | 0.15% | 16,377 | $1.2M | Reduce -3.8% |
| EOG EOG Resources Inc. | 0.13% | 8,975 | $1.1M | Reduce -6.3% |
| ISRG Intuitive Surgical Inc. | 0.13% | 1,923 | $1.0M | Reduce -0.8% |
| KAI Kadant Inc. | 0.13% | 3,198 | $1.0M | No change |
| WDAY Workday Inc. Class A | 0.12% | 4,113 | $987K | No change |
| CMA Comerica Inc. | 0.12% | 15,654 | $934K | Reduce -76.9% |
| SO The Southern Co. | 0.11% | 9,532 | $875K | Reduce -13.9% |
| XLK SS Technology Select Sector | 0.11% | 3,425 | $867K | No change |
| UPS United Parcel Service Class B | 0.11% | 8,457 | $854K | Reduce -17.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 4,822 | $852K | Reduce -3.3% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.10% | 23,379 | $790K | Reduce -15.8% |
| IMCG iShares Morningstar Mid-Cap | 0.10% | 9,657 | $775K | Add +0.3% |
| ROP Roper Technologies Inc. | 0.09% | 1,249 | $708K | Add +21.3% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 5,277 | $703K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.09% | 1,250 | $702K | No change |
| MRVL Marvell Technology Inc. | 0.09% | 8,981 | $695K | Reduce -49.8% |
| MRCC Monroe Capital Corp. | 0.09% | 106,970 | $680K | Reduce -1.8% |
| SYY Sysco Corp. | 0.08% | 8,553 | $648K | No change |
| IMCV iShares Morningstar Mid-Cap | 0.08% | 8,456 | $642K | Add +0.7% |
Portfolio Sells Q1 2025 → Q2 2025
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.75 |
| VMI Valmont Industries | Sold out | 0.00% | −0.53 |
| CVX Chevron Corp. | Reduce -8.4% | 1.23% | −0.47 |
| ABBV Abbvie Inc. | Reduce -1.0% | 1.82% | −0.43 |
| CMA Comerica Inc. | Reduce -76.9% | 0.12% | −0.43 |
| CPRT Copart Inc. | Reduce -1.4% | 1.30% | −0.35 |
| PAYX Paychex Inc. | Reduce -1.6% | 2.02% | −0.35 |
| RTX RTX Corp. | Reduce -11.3% | 2.89% | −0.32 |
| MRK Merck & Co. Inc. | Reduce -4.9% | 0.96% | −0.28 |
| ZTS Zoetis Inc. | Reduce -34.7% | 0.34% | −0.26 |
| PEP Pepsico Inc. | Reduce -1.3% | 0.84% | −0.21 |
| OKE Oneok Inc. | Reduce -13.4% | 0.37% | −0.19 |
| STE Steris PLC | Reduce -10.5% | 1.25% | −0.18 |
| HSY The Hershey Co. | Reduce -7.8% | 0.85% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.98% | −0.17 |
| DHR Danaher Corp. | Reduce -8.9% | 0.65% | −0.15 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.9% | 0.24% | −0.12 |
| SYK Stryker Corp. | Reduce -0.9% | 3.72% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.51% | −0.11 |
| ABT Abbott Laboratories | Reduce -1.2% | 1.53% | −0.11 |
| AMGN Amgen Inc. | Reduce -5.4% | 0.38% | −0.11 |
| ECL Ecolab Inc. | Reduce -1.5% | 2.59% | −0.10 |
| TFC Truist Financial Corp. | Reduce -8.4% | 0.64% | −0.09 |
| MCD McDonald's Corp. | Reduce -1.4% | 0.40% | −0.07 |
| GNTX Gentex Corp. | Reduce -3.5% | 0.37% | −0.07 |
| MRVL Marvell Technology Inc. | Reduce -49.8% | 0.09% | −0.06 |
| MDT Medtronic PLC | Reduce -1.5% | 0.43% | −0.06 |
| SLB SLB Ltd. | Reduce -15.8% | 0.10% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -17.1% | 0.56% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -27.0% | 0.08% | −0.05 |
| KO The Coca-Cola Co. | Reduce -7.1% | 0.26% | −0.05 |
| HD Home Depot Inc. | Reduce -2.1% | 0.44% | −0.05 |
| UPS United Parcel Service Class B | Reduce -17.4% | 0.11% | −0.05 |
| ADP Automatic Data Processing | Reduce -0.8% | 0.53% | −0.04 |
| HOLX Hologic Inc. | Reduce -1.6% | 0.94% | −0.04 |
| EOG EOG Resources Inc. | Reduce -6.3% | 0.13% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.03 |
| WAT Waters Corp. | Reduce -3.3% | 0.17% | −0.03 |
| MRCC Monroe Capital Corp. | Reduce -1.8% | 0.09% | −0.03 |
| SO The Southern Co. | Reduce -13.9% | 0.11% | −0.03 |
| ACN Accenture PLC Class A | Reduce -2.7% | 0.17% | −0.03 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.03 |
| ITW Illinois Tool Works | Reduce -0.6% | 0.22% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -22.4% | 0.05% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.3% | 0.11% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 0.15% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -16.2% | 0.03% | −0.01 |
| CB Chubb Ltd. | Reduce -10.3% | 0.03% | −0.01 |
| JPIE JPMorgan Income ETF | Reduce -1.3% | 0.07% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -1.7% | 0.06% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| CW Curtiss-Wright Corp. | Add +3161.9% | 1.36% | +1.33 |
| CEG Constellation Energy | Add +5.9% | 2.27% | +0.81 |
| NEE Nextera Energy Inc. | Add +856.8% | 0.85% | +0.75 |
| AXP American Express Co. | Add +83.8% | 1.44% | +0.72 |
| TTD Trade Desk Inc./the Class A | New | 0.63% | +0.63 |
| GEV GE Vernova Inc. | Add +11.6% | 1.36% | +0.60 |
| APH Amphenol Corp. Class A | Add +41.5% | 1.16% | +0.57 |
| CAT Caterpillar Inc. | Add +5.1% | 2.62% | +0.32 |
| AMZN Amazon.com Inc. | Add +13.5% | 1.66% | +0.28 |
| VMC Vulcan Materials Co. | Add +3.8% | 1.99% | +0.13 |
| HON Honeywell International Inc. | Add +2.1% | 1.55% | +0.05 |
| ADBE Adobe Inc. | Add +39.5% | 0.18% | +0.04 |
| SPOT Spotify Technology SA | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.70% | +0.03 |
| ULTA Ulta Beauty Inc. | Add +4.0% | 0.15% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | New | 0.03% | +0.03 |
| IWS iShares Russell Mid-Cap Valu | New | 0.03% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +12.4% | 0.18% | +0.01 |
| ROP Roper Technologies Inc. | Add +21.3% | 0.09% | +0.01 |
| BXSL Blackstone Secured Lending F | Add +15.2% | 0.73% | +0.01 |
| IMCG iShares Morningstar Mid-Cap | Add +0.3% | 0.10% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.6% | 0.03% | +0.00 |
| IHI iShares U.S. Medical Devices | Add +0.3% | 0.03% | −0.00 |
| FITB Fifth Third Bancorp | Add +0.5% | 0.07% | −0.00 |
| KVUE Kenvue Inc. | Add +23.7% | 0.43% | −0.00 |
| MBWM Mercantile Bank Corp. | Add +0.0% | 0.20% | −0.00 |
| IMCV iShares Morningstar Mid-Cap | Add +0.7% | 0.08% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.1% | 0.09% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 0.08% | −0.01 |
| SBUX Starbucks Corp. | Add +11.9% | 0.18% | −0.01 |
| KDP Keurig Dr Pepper Inc. | Add +4.6% | 0.16% | −0.01 |
| EVRG Evergy Inc. | Add +2.3% | 0.21% | −0.01 |
| VZ Verizon Communications Inc. | Add +1.8% | 0.25% | −0.03 |
| APD Air Products & Chemicals Inc. | Add +0.0% | 0.47% | −0.06 |
| FLOT iShares Floating Rate Bond E | Add +5.1% | 2.21% | −0.08 |
| FISV Fiserv Inc. | Add +3.9% | 0.45% | −0.15 |
| XOM Exxon Mobil Corp. | Add +2.6% | 1.37% | −0.23 |
| CHD Church & Dwight Co. Inc. | Add +0.7% | 0.98% | −0.23 |
| ALC Alcon Inc. | Add +1.8% | 2.07% | −0.31 |
| JNJ Johnson & Johnson | Add +3.4% | 2.74% | −0.38 |
| WSO Watsco Inc. | Add +2.9% | 2.17% | −0.47 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 1.57% | −0.52 |
| AAPL Apple Inc. | Add +1.0% | 5.69% | −0.94 |
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 |