LaFleur & Godfrey LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), LaFleur & Godfrey LLC reported 145 stock positions worth $825.8 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by JPMorgan Chase (JPM, 5.0%) and Microsoft (MSFT, 4.7%). Compared with Q3 2025, it opened 7 new positions, sold out of 5, added to 46 and reduced 69. The biggest buy was Waste Management (WM, shares +888%) and the biggest sale Zscaler (ZS, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001387458
- Portfolio Value
- $825.8M (Q4 2025)
- SEC Filing
- 0001387458-26-000002 ↗ filed Feb 3, 2026
Holdings Value
Holdings 145 stocks · $825.8M
| AAPL Apple Inc. | 7.03% | 213,498 | $58.0M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 4.98% | 127,637 | $41.1M | Reduce -3.4% |
| MSFT Microsoft Corp. | 4.67% | 79,687 | $38.5M | Reduce -1.7% |
| JNJ Johnson & Johnson | 3.38% | 134,767 | $27.9M | Reduce -3.8% |
| CAT Caterpillar Inc. | 3.30% | 47,543 | $27.2M | Reduce -6.6% |
| AVGO Broadcom Inc. | 3.16% | 75,449 | $26.1M | Reduce -4.1% |
| RTX RTX Corp. | 3.14% | 141,232 | $25.9M | Reduce -5.3% |
| SYK Stryker Corp. | 3.01% | 70,840 | $24.9M | Reduce -2.6% |
| PLTR Palantir Technologies Inc. Class A | 2.65% | 123,213 | $21.9M | Reduce -4.5% |
| CEG Constellation Energy | 2.58% | 60,389 | $21.3M | Reduce -2.1% |
| FLOT iShares Floating Rate Bond E | 2.50% | 405,647 | $20.6M | Add +5.0% |
| ECL Ecolab Inc. | 2.30% | 72,253 | $19.0M | Reduce -2.3% |
| WWD Woodward Inc. | 2.24% | 61,163 | $18.5M | Reduce -4.7% |
| TMO Thermo Fisher Scientific Inc. | 2.10% | 29,864 | $17.3M | Reduce -2.5% |
| ABBV Abbvie Inc. | 1.98% | 71,689 | $16.4M | Reduce -5.1% |
| VMC Vulcan Materials Co. | 1.96% | 56,611 | $16.1M | Reduce -3.2% |
| AXP American Express Co. | 1.92% | 42,836 | $15.8M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.89% | 67,480 | $15.6M | Reduce -2.5% |
| ALC Alcon Inc. filed as ALCON AG | 1.75% | 183,679 | $14.5M | Reduce -1.6% |
| WSO Watsco Inc. | 1.51% | 36,999 | $12.5M | Reduce -3.7% |
| PAYX Paychex Inc. | 1.47% | 108,183 | $12.1M | Reduce -1.5% |
| ZS Zscaler Inc. | 1.44% | 52,948 | $11.9M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 1.40% | 96,338 | $11.6M | Reduce -3.3% |
| CW Curtiss-Wright Corp. | 1.39% | 20,857 | $11.5M | Reduce -0.6% |
| GEV GE Vernova Inc. | 1.38% | 17,393 | $11.4M | Reduce -3.9% |
| APH Amphenol Corp. Class A | 1.31% | 79,953 | $10.8M | Reduce -7.3% |
| NEE Nextera Energy Inc. | 1.30% | 133,761 | $10.7M | Add +6.2% |
| ABT Abbott Laboratories | 1.26% | 83,167 | $10.4M | Reduce -1.5% |
| CVX Chevron Corp. | 1.24% | 67,443 | $10.3M | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.23% | 34,366 | $10.2M | Add +4.7% |
| HON Honeywell International Inc. | 1.23% | 51,955 | $10.1M | Reduce -4.1% |
| MRK Merck & Co. Inc. | 1.18% | 92,201 | $9.7M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 1.06% | 27,962 | $8.8M | Reduce -2.8% |
| STE Steris PLC | 1.04% | 34,024 | $8.6M | Reduce -7.9% |
| CPRT Copart Inc. | 0.94% | 197,281 | $7.7M | Reduce -4.5% |
| PG The Procter & Gamble Co. | 0.90% | 51,977 | $7.4M | Add +1.0% |
| WMT Walmart Inc. | 0.89% | 66,177 | $7.4M | Reduce -1.4% |
| CHD Church & Dwight Co. Inc. | 0.89% | 87,393 | $7.3M | Add +1.8% |
| HOLX Hologic Inc. | 0.86% | 95,362 | $7.1M | Reduce -12.7% |
| GOOGL Alphabet Inc. Class A | 0.84% | 22,285 | $7.0M | Add +1.8% |
| BXSL Blackstone Secured Lending F | 0.82% | 256,860 | $6.8M | Add +14.3% |
| PEP Pepsico Inc. | 0.81% | 46,413 | $6.7M | Reduce -2.4% |
| SCHW Schwab (charles) Corp. | 0.77% | 63,232 | $6.3M | Reduce -8.7% |
| CSCO Cisco Systems Inc. | 0.73% | 77,966 | $6.0M | Add +0.1% |
| TFC Truist Financial Corp. | 0.71% | 119,706 | $5.9M | Add +1.6% |
| IDXX Idexx Laboratories Inc. | 0.69% | 8,481 | $5.7M | Reduce -4.4% |
| LHX L3HARRIS Technologies Inc. | 0.61% | 17,128 | $5.0M | Reduce -2.6% |
| MDT Medtronic PLC | 0.60% | 51,774 | $5.0M | Add +12.2% |
| AMAT Applied Materials Inc. | 0.53% | 16,909 | $4.3M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 8,373 | $4.2M | Add +1.6% |
| DHR Danaher Corp. | 0.48% | 17,346 | $4.0M | Reduce -7.0% |
| HSY The Hershey Co. | 0.47% | 21,212 | $3.9M | Reduce -2.1% |
| AMGN Amgen Inc. | 0.43% | 10,868 | $3.6M | Reduce -1.3% |
| ADP Automatic Data Processing | 0.41% | 13,251 | $3.4M | Reduce -3.1% |
| HD Home Depot Inc. | 0.40% | 9,554 | $3.3M | Add +0.5% |
| APD Air Products & Chemicals Inc. | 0.40% | 13,234 | $3.3M | Add +1.9% |
| MCD McDonald's Corp. | 0.39% | 10,429 | $3.2M | Reduce -5.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.31% | 48,985 | $2.6M | Reduce -8.0% |
| WM Waste Management Inc. | 0.30% | 11,378 | $2.5M | Add +887.7% |
| OKE Oneok Inc. | 0.29% | 32,661 | $2.4M | Reduce -9.3% |
| VZ Verizon Communications Inc. | 0.28% | 57,429 | $2.3M | Add +3.5% |
| GNTX Gentex Corp. | 0.28% | 99,570 | $2.3M | Reduce -13.3% |
| KO The Coca-Cola Co. | 0.25% | 30,035 | $2.1M | Add +1.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.25% | 54,227 | $2.1M | Reduce -18.0% |
| FSLR First Solar Inc. | 0.24% | 7,689 | $2.0M | Reduce -0.8% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 35,185 | $1.9M | Reduce -6.0% |
| ZTS Zoetis Inc. | 0.22% | 14,674 | $1.8M | Reduce -24.9% |
| EVRG Evergy Inc. | 0.22% | 25,354 | $1.8M | Add +4.1% |
| ADBE Adobe Inc. | 0.22% | 5,129 | $1.8M | Reduce -7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 3,645 | $1.8M | Add +7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 2,602 | $1.8M | Reduce -1.1% |
| ITW Illinois Tool Works | 0.20% | 6,735 | $1.7M | Reduce -0.1% |
| SBUX Starbucks Corp. | 0.20% | 19,163 | $1.6M | Add +6.4% |
| STT State Street Corp. | 0.19% | 12,400 | $1.6M | Add +24.6% |
| ULTA Ulta Beauty Inc. | 0.19% | 2,580 | $1.6M | Reduce -1.3% |
| BLK BlackRock Inc. | 0.19% | 1,441 | $1.5M | Add +1.1% |
| MBWM Mercantile Bank Corp. | 0.17% | 29,233 | $1.4M | Reduce -11.1% |
| ROP Roper Technologies Inc. | 0.16% | 3,007 | $1.3M | Add +40.6% |
| WAT Waters Corp. | 0.15% | 3,329 | $1.3M | Reduce -11.0% |
| ACN Accenture PLC Class A | 0.15% | 4,520 | $1.2M | Add +5.6% |
| CMA Comerica Inc. | 0.14% | 13,378 | $1.2M | Reduce -18.2% |
| NKE Nike Inc. Class B | 0.13% | 16,401 | $1.0M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 5,233 | $999K | Add +11.1% |
| XLK SS Technology Select Sector | 0.12% | 6,770 | $975K | Reduce -1.2% |
| NFLX Netflix Inc. | 0.11% | 9,919 | $930K | New |
| IMCG iShares Morningstar Mid-Cap | 0.11% | 11,153 | $890K | Add +14.7% |
| EOG EOG Resources Inc. | 0.10% | 8,085 | $849K | Add +1.8% |
| SO The Southern Co. | 0.10% | 9,340 | $814K | Reduce -2.1% |
| IMCV iShares Morningstar Mid-Cap | 0.10% | 9,836 | $810K | Add +12.1% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 5,555 | $797K | Add +4.4% |
| MRCC Monroe Capital Corp. | 0.09% | 122,470 | $780K | Add +14.5% |
| KAI Kadant Inc. | 0.09% | 2,718 | $775K | Reduce -24.1% |
| UPS United Parcel Service Class B | 0.09% | 7,690 | $763K | Add +0.1% |
| WDAY Workday Inc. Class A | 0.09% | 3,508 | $753K | Add +7.0% |
| MRVL Marvell Technology Inc. | 0.09% | 8,786 | $747K | Reduce -1.8% |
| JPIE JPMorgan Income ETF | 0.09% | 15,772 | $730K | Add +13.7% |
| TSN Tyson Foods Inc. Class A | 0.08% | 11,234 | $659K | New |
| XCEM Columbia Em Core Ex-China | 0.07% | 15,662 | $601K | Add +12.7% |
| SYY Sysco Corp. | 0.07% | 8,128 | $599K | No change |
| IVW iShares S&P 500 Growth ETF | 0.07% | 4,625 | $570K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ZS Zscaler Inc. | Reduce -3.1% | 1.44% | −0.54 |
| MSFT Microsoft Corp. | Reduce -1.7% | 4.67% | −0.42 |
| WSO Watsco Inc. | Reduce -3.7% | 1.51% | −0.37 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.34 |
| SYK Stryker Corp. | Reduce -2.6% | 3.01% | −0.24 |
| VMC Vulcan Materials Co. | Reduce -3.2% | 1.96% | −0.23 |
| PAYX Paychex Inc. | Reduce -1.5% | 1.47% | −0.22 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.5% | 2.65% | −0.20 |
| CPRT Copart Inc. | Reduce -4.5% | 0.94% | −0.19 |
| ECL Ecolab Inc. | Reduce -2.3% | 2.30% | −0.16 |
| HON Honeywell International Inc. | Reduce -4.1% | 1.23% | −0.15 |
| TTD Trade Desk Inc./the Class A | Reduce -18.0% | 0.25% | −0.14 |
| ABBV Abbvie Inc. | Reduce -5.1% | 1.98% | −0.14 |
| ZTS Zoetis Inc. | Reduce -24.9% | 0.22% | −0.12 |
| GNTX Gentex Corp. | Reduce -13.3% | 0.28% | −0.11 |
| ABT Abbott Laboratories | Reduce -1.5% | 1.26% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 4.98% | −0.08 |
| ADP Automatic Data Processing | Reduce -3.1% | 0.41% | −0.07 |
| STE Steris PLC | Reduce -7.9% | 1.04% | −0.06 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -2.6% | 0.61% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -8.7% | 0.77% | −0.04 |
| KAI Kadant Inc. | Reduce -24.1% | 0.09% | −0.04 |
| HOLX Hologic Inc. | Reduce -12.7% | 0.86% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -8.0% | 0.31% | −0.03 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.03 |
| OKE Oneok Inc. | Reduce -9.3% | 0.29% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -22.8% | 0.05% | −0.03 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.02 |
| HSY The Hershey Co. | Reduce -2.1% | 0.47% | −0.02 |
| ADBE Adobe Inc. | Reduce -7.8% | 0.22% | −0.02 |
| SOLS Solstice Adv Materials Inc. | Reduce -24.9% | 0.06% | −0.02 |
| KDP Keurig Dr Pepper Inc. | Reduce -35.7% | 0.04% | −0.02 |
| MCD McDonald's Corp. | Reduce -5.0% | 0.39% | −0.02 |
| ITW Illinois Tool Works | Reduce -0.1% | 0.20% | −0.01 |
| FITB Fifth Third Bancorp | Reduce -20.8% | 0.06% | −0.01 |
| SO The Southern Co. | Reduce -2.1% | 0.10% | −0.01 |
| MBWM Mercantile Bank Corp. | Reduce -11.1% | 0.17% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -29.6% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.81% | −0.00 |
| ETR Entergy Corp. | Reduce -4.4% | 0.03% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -3.2% | 0.04% | −0.00 |
| MRVL Marvell Technology Inc. | Reduce -1.8% | 0.09% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -3.8% | 0.04% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.3% | 0.05% | +0.00 |
| XLK SS Technology Select Sector | Reduce -1.2% | 0.12% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.21% | +0.00 |
| CMA Comerica Inc. | Reduce -18.2% | 0.14% | +0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -4.4% | 0.69% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| WM Waste Management Inc. | Add +887.7% | 0.30% | +0.27 |
| AXP American Express Co. | Add +1.1% | 1.92% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 0.84% | +0.20 |
| NEE Nextera Energy Inc. | Add +6.2% | 1.30% | +0.15 |
| NFLX Netflix Inc. | New | 0.11% | +0.11 |
| IBM Intl Business Machines Corp. | Add +4.7% | 1.23% | +0.11 |
| BXSL Blackstone Secured Lending F | Add +14.3% | 0.82% | +0.11 |
| FLOT iShares Floating Rate Bond E | Add +5.0% | 2.50% | +0.11 |
| CSCO Cisco Systems Inc. | Add +0.1% | 0.73% | +0.08 |
| TSN Tyson Foods Inc. Class A | New | 0.08% | +0.08 |
| MDT Medtronic PLC | Add +12.2% | 0.60% | +0.07 |
| TFC Truist Financial Corp. | Add +1.6% | 0.71% | +0.06 |
| STT State Street Corp. | Add +24.6% | 0.19% | +0.05 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| ROP Roper Technologies Inc. | Add +40.6% | 0.16% | +0.03 |
| MFC Manulife Financial Corp. | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.03% | +0.03 |
| XLF SS Financial Select Sector | New | 0.02% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +7.9% | 0.22% | +0.02 |
| ACN Accenture PLC Class A | Add +5.6% | 0.15% | +0.02 |
| KO The Coca-Cola Co. | Add +1.0% | 0.25% | +0.02 |
| UPS United Parcel Service Class B | Add +0.1% | 0.09% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +11.1% | 0.12% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +4.8% | 0.05% | +0.01 |
| IMCV iShares Morningstar Mid-Cap | Add +12.1% | 0.10% | +0.01 |
| XCEM Columbia Em Core Ex-China | Add +12.7% | 0.07% | +0.01 |
| SBUX Starbucks Corp. | Add +6.4% | 0.20% | +0.01 |
| JPIE JPMorgan Income ETF | Add +13.7% | 0.09% | +0.01 |
| IMCG iShares Morningstar Mid-Cap | Add +14.7% | 0.11% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 0.51% | +0.01 |
| IHI iShares U.S. Medical Devices | Add +14.6% | 0.04% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +4.4% | 0.10% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +12.2% | 0.04% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +11.8% | 0.05% | +0.00 |
| NTRS Northern Trust Corp. | Add +5.3% | 0.07% | +0.00 |
| MRCC Monroe Capital Corp. | Add +14.5% | 0.09% | +0.00 |
| HBAN Huntington Bancshares Inc. | Add +9.8% | 0.03% | +0.00 |
| IFRA iShares US Infrastructure | Add +9.1% | 0.03% | +0.00 |
| BIV Vanguard Intermediate-Term B | Add +7.1% | 0.04% | +0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.5% | 0.06% | +0.00 |
| EVRG Evergy Inc. | Add +4.1% | 0.22% | −0.00 |
| WDAY Workday Inc. Class A | Add +7.0% | 0.09% | −0.00 |
| EOG EOG Resources Inc. | Add +1.8% | 0.10% | −0.01 |
| NKE Nike Inc. Class B | Add +1.1% | 0.13% | −0.01 |
| VZ Verizon Communications Inc. | Add +3.5% | 0.28% | −0.01 |
| BLK BlackRock Inc. | Add +1.1% | 0.19% | −0.01 |
| ORCL Oracle Corp. | Add +8.0% | 0.06% | −0.02 |
| CVX Chevron Corp. | Add +0.4% | 1.24% | −0.02 |
| CHD Church & Dwight Co. Inc. | Add +1.8% | 0.89% | −0.03 |
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 |