LaFleur & Godfrey LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), LaFleur & Godfrey LLC reported 141 stock positions worth $803.2 million. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by JPMorgan Chase (JPM, 4.6%) and Caterpillar (CAT, 4.1%). Compared with Q4 2025, it opened 2 new positions, sold out of 6, added to 47 and reduced 74. The biggest buy was Netflix (NFLX, shares +1021%) and the biggest sale an exit from Hologic (HOLX).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001387458
- Portfolio Value
- $803.2M (Q1 2026)
- SEC Filing
- 0001387458-26-000004 ↗ filed May 4, 2026
Holdings Value
Holdings 141 stocks · $803.2M
| AAPL Apple Inc. | 6.52% | 206,227 | $52.3M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 4.59% | 125,339 | $36.9M | Reduce -1.8% |
| CAT Caterpillar Inc. | 4.06% | 46,081 | $32.6M | Reduce -3.1% |
| JNJ Johnson & Johnson | 4.01% | 131,797 | $32.2M | Reduce -2.2% |
| MSFT Microsoft Corp. | 3.74% | 81,090 | $30.0M | Add +1.8% |
| RTX RTX Corp. | 3.28% | 136,772 | $26.4M | Reduce -3.2% |
| FLOT iShares Floating Rate Bond E | 2.96% | 466,134 | $23.7M | Add +14.9% |
| SYK Stryker Corp. | 2.95% | 72,122 | $23.7M | Add +1.8% |
| AVGO Broadcom Inc. | 2.83% | 73,481 | $22.7M | Reduce -2.6% |
| WWD Woodward Inc. | 2.64% | 59,307 | $21.2M | Reduce -3.0% |
| ECL Ecolab Inc. | 2.36% | 71,407 | $19.0M | Reduce -1.2% |
| PLTR Palantir Technologies Inc. Class A | 2.19% | 120,117 | $17.6M | Reduce -2.5% |
| CEG Constellation Energy | 2.17% | 62,512 | $17.5M | Add +3.5% |
| XOM Exxon Mobil Corp. | 1.98% | 93,514 | $15.9M | Reduce -2.9% |
| ABBV Abbvie Inc. | 1.93% | 71,175 | $15.5M | Reduce -0.7% |
| VMC Vulcan Materials Co. | 1.92% | 56,559 | $15.4M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 1.88% | 30,650 | $15.1M | Add +2.6% |
| GEV GE Vernova Inc. | 1.84% | 16,948 | $14.8M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 1.79% | 69,103 | $14.4M | Add +2.4% |
| CVX Chevron Corp. | 1.73% | 67,350 | $13.9M | Reduce -0.1% |
| CW Curtiss-Wright Corp. | 1.73% | 20,379 | $13.9M | Reduce -2.3% |
| ALC Alcon Inc. filed as ALCON AG | 1.69% | 180,366 | $13.6M | Reduce -1.8% |
| WSO Watsco Inc. | 1.68% | 37,030 | $13.5M | Add +0.1% |
| NEE Nextera Energy Inc. | 1.63% | 141,102 | $13.1M | Add +5.5% |
| AXP American Express Co. | 1.62% | 42,914 | $13.0M | Add +0.2% |
| HON Honeywell International Inc. | 1.42% | 50,509 | $11.4M | Reduce -2.8% |
| NFLX Netflix Inc. | 1.33% | 111,202 | $10.7M | Add +1021.1% |
| MRK Merck & Co. Inc. | 1.32% | 88,152 | $10.6M | Reduce -4.4% |
| APH Amphenol Corp. Class A | 1.24% | 79,122 | $10.0M | Reduce -1.0% |
| PAYX Paychex Inc. | 1.24% | 108,499 | $10.0M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.11% | 36,644 | $8.9M | Add +6.6% |
| CHD Church & Dwight Co. Inc. | 1.02% | 87,563 | $8.2M | Add +0.2% |
| ABT Abbott Laboratories | 1.00% | 78,424 | $8.1M | Reduce -5.7% |
| PG The Procter & Gamble Co. | 0.93% | 51,841 | $7.5M | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.93% | 25,934 | $7.4M | Reduce -7.3% |
| WMT Walmart Inc. | 0.90% | 58,076 | $7.2M | Reduce -12.2% |
| ZS Zscaler Inc. | 0.90% | 51,317 | $7.2M | Reduce -3.1% |
| PEP Pepsico Inc. | 0.88% | 45,429 | $7.1M | Reduce -2.1% |
| STE Steris PLC | 0.87% | 31,677 | $7.0M | Reduce -6.9% |
| BXSL Blackstone Secured Lending F | 0.82% | 279,435 | $6.6M | Add +8.8% |
| CPRT Copart Inc. | 0.81% | 195,681 | $6.5M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 0.80% | 22,231 | $6.4M | Reduce -0.2% |
| SCHW Schwab (charles) Corp. | 0.79% | 67,912 | $6.4M | Add +7.4% |
| CSCO Cisco Systems Inc. | 0.73% | 76,005 | $5.9M | Reduce -2.5% |
| LHX L3HARRIS Technologies Inc. | 0.69% | 16,016 | $5.5M | Reduce -6.5% |
| TFC Truist Financial Corp. | 0.67% | 117,917 | $5.4M | Reduce -1.5% |
| AMAT Applied Materials Inc. | 0.64% | 15,062 | $5.1M | Reduce -10.9% |
| IDXX Idexx Laboratories Inc. | 0.58% | 8,360 | $4.7M | Reduce -1.4% |
| MDT Medtronic PLC | 0.55% | 50,925 | $4.4M | Reduce -1.6% |
| HSY The Hershey Co. | 0.55% | 21,212 | $4.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 8,300 | $4.0M | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 0.47% | 12,988 | $3.8M | Reduce -1.9% |
| AMGN Amgen Inc. | 0.44% | 10,078 | $3.5M | Reduce -7.3% |
| VZ Verizon Communications Inc. | 0.40% | 64,612 | $3.2M | Add +12.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.40% | 61,640 | $3.2M | Add +25.8% |
| HD Home Depot Inc. | 0.39% | 9,469 | $3.1M | Reduce -0.9% |
| OKE Oneok Inc. | 0.36% | 31,861 | $2.9M | Reduce -2.5% |
| MCD McDonald's Corp. | 0.35% | 9,034 | $2.8M | Reduce -13.4% |
| WM Waste Management Inc. | 0.32% | 11,285 | $2.6M | Reduce -0.8% |
| DHR Danaher Corp. | 0.32% | 13,470 | $2.6M | Reduce -22.4% |
| ADP Automatic Data Processing | 0.30% | 11,727 | $2.4M | Reduce -11.5% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 36,821 | $2.2M | Add +4.7% |
| EVRG Evergy Inc. | 0.26% | 25,557 | $2.1M | Add +0.8% |
| SBUX Starbucks Corp. | 0.25% | 22,275 | $2.0M | Add +16.2% |
| TSN Tyson Foods Inc. Class A | 0.24% | 30,368 | $1.9M | Add +170.3% |
| KO The Coca-Cola Co. | 0.22% | 23,330 | $1.8M | Reduce -22.3% |
| ITW Illinois Tool Works | 0.21% | 6,530 | $1.7M | Reduce -3.0% |
| ZTS Zoetis Inc. | 0.20% | 13,906 | $1.6M | Reduce -5.2% |
| STT State Street Corp. | 0.20% | 12,845 | $1.6M | Add +3.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 3,665 | $1.6M | Add +0.6% |
| MBWM Mercantile Bank Corp. | 0.20% | 31,499 | $1.6M | Add +7.8% |
| GNTX Gentex Corp. | 0.20% | 71,966 | $1.6M | Reduce -27.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.19% | 68,194 | $1.5M | Add +25.8% |
| FSLR First Solar Inc. | 0.19% | 7,689 | $1.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.17% | 2,072 | $1.3M | Reduce -20.4% |
| ULTA Ulta Beauty Inc. | 0.17% | 2,544 | $1.3M | Reduce -1.4% |
| BLK BlackRock Inc. | 0.16% | 1,316 | $1.3M | Reduce -8.7% |
| ADBE Adobe Inc. | 0.15% | 5,103 | $1.2M | Reduce -0.5% |
| FITB Fifth Third Bancorp | 0.15% | 25,911 | $1.2M | Add +142.2% |
| EOG EOG Resources Inc. | 0.15% | 8,260 | $1.2M | Add +2.2% |
| ROP Roper Technologies Inc. | 0.13% | 2,913 | $1.0M | Reduce -3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 5,218 | $1.0M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.12% | 4,872 | $966K | Add +7.8% |
| WAT Waters Corp. | 0.11% | 3,022 | $900K | Reduce -9.2% |
| IMCG iShares Morningstar Mid-Cap | 0.11% | 11,257 | $887K | Add +0.9% |
| UPS United Parcel Service Class B | 0.11% | 8,683 | $854K | Add +12.9% |
| XLK SS Technology Select Sector | 0.10% | 6,255 | $831K | Reduce -7.6% |
| IMCV iShares Morningstar Mid-Cap | 0.10% | 9,786 | $830K | Reduce -0.5% |
| VYM Vanguard High DVD Yield ETF | 0.10% | 5,581 | $827K | Add +0.5% |
| NKE Nike Inc. Class B | 0.10% | 14,926 | $788K | Reduce -9.0% |
| KAI Kadant Inc. | 0.10% | 2,658 | $777K | Reduce -2.2% |
| JPIE JPMorgan Income ETF | 0.10% | 16,785 | $773K | Add +6.4% |
| SO The Southern Co. | 0.08% | 7,056 | $681K | Reduce -24.4% |
| MRVL Marvell Technology Inc. | 0.08% | 6,671 | $661K | Reduce -24.1% |
| XCEM Columbia Em Core Ex-China | 0.08% | 15,423 | $629K | Reduce -1.5% |
| SYY Sysco Corp. | 0.07% | 8,076 | $576K | Reduce -0.6% |
| MRCC Monroe Capital Corp. | 0.07% | 122,470 | $563K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.07% | 5,156 | $533K | Add +2.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 6,675 | $529K | No change |
| NVDA Nvidia Corp. | 0.07% | 3,014 | $526K | Add +15.3% |
Portfolio Sells Q4 2025 → Q1 2026
| HOLX Hologic Inc. | Sold out | 0.00% | −0.86 |
| ZS Zscaler Inc. | Reduce -3.1% | 0.90% | −0.55 |
| AAPL Apple Inc. | Reduce -3.4% | 6.52% | −0.51 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.5% | 2.19% | −0.46 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 4.59% | −0.39 |
| AVGO Broadcom Inc. | Reduce -2.6% | 2.83% | −0.33 |
| ABT Abbott Laboratories | Reduce -5.7% | 1.00% | −0.26 |
| STE Steris PLC | Reduce -6.9% | 0.87% | −0.17 |
| DHR Danaher Corp. | Reduce -22.4% | 0.32% | −0.16 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -7.3% | 0.93% | −0.14 |
| CPRT Copart Inc. | Reduce -0.8% | 0.81% | −0.13 |
| ADP Automatic Data Processing | Reduce -11.5% | 0.30% | −0.12 |
| IDXX Idexx Laboratories Inc. | Reduce -1.4% | 0.58% | −0.11 |
| GNTX Gentex Corp. | Reduce -27.7% | 0.20% | −0.08 |
| NTRS Northern Trust Corp. | Sold out | 0.00% | −0.07 |
| APH Amphenol Corp. Class A | Reduce -1.0% | 1.24% | −0.06 |
| ADBE Adobe Inc. | Reduce -0.5% | 0.15% | −0.06 |
| ALC Alcon Inc. | Reduce -1.8% | 1.69% | −0.06 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.06 |
| ABBV Abbvie Inc. | Reduce -0.7% | 1.93% | −0.06 |
| MDT Medtronic PLC | Reduce -1.6% | 0.55% | −0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.80% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -20.4% | 0.17% | −0.05 |
| WAT Waters Corp. | Reduce -9.2% | 0.11% | −0.04 |
| TFC Truist Financial Corp. | Reduce -1.5% | 0.67% | −0.04 |
| VMC Vulcan Materials Co. | Reduce -0.1% | 1.92% | −0.04 |
| MCD McDonald's Corp. | Reduce -13.4% | 0.35% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -3.1% | 0.13% | −0.03 |
| KO The Coca-Cola Co. | Reduce -22.3% | 0.22% | −0.03 |
| BLK BlackRock Inc. | Reduce -8.7% | 0.16% | −0.03 |
| NKE Nike Inc. Class B | Reduce -9.0% | 0.10% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -34.1% | 0.03% | −0.02 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.02 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.02 |
| ULTA Ulta Beauty Inc. | Reduce -1.4% | 0.17% | −0.02 |
| ZTS Zoetis Inc. | Reduce -5.2% | 0.20% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.50% | −0.01 |
| XLK SS Technology Select Sector | Reduce -7.6% | 0.10% | −0.01 |
| SO The Southern Co. | Reduce -24.4% | 0.08% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -40.3% | 0.03% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -13.4% | 0.06% | −0.01 |
| SOLS Solstice Adv Materials Inc. | Reduce -50.6% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -0.9% | 0.39% | −0.01 |
| MRVL Marvell Technology Inc. | Reduce -24.1% | 0.08% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.3% | 0.04% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -2.6% | 0.04% | −0.00 |
| KDP Keurig Dr Pepper Inc. | Reduce -0.1% | 0.04% | −0.00 |
| GDX Vaneck Gold Miners ETF | Reduce -12.6% | 0.03% | −0.00 |
| SYY Sysco Corp. | Reduce -0.6% | 0.07% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| NFLX Netflix Inc. | Add +1021.1% | 1.33% | +1.22 |
| FLOT iShares Floating Rate Bond E | Add +14.9% | 2.96% | +0.46 |
| NEE Nextera Energy Inc. | Add +5.5% | 1.63% | +0.33 |
| WSO Watsco Inc. | Add +0.1% | 1.68% | +0.17 |
| TSN Tyson Foods Inc. Class A | Add +170.3% | 0.24% | +0.16 |
| CHD Church & Dwight Co. Inc. | Add +0.2% | 1.02% | +0.13 |
| VZ Verizon Communications Inc. | Add +12.5% | 0.40% | +0.12 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +25.8% | 0.40% | +0.09 |
| FITB Fifth Third Bancorp | Add +142.2% | 0.15% | +0.09 |
| SBUX Starbucks Corp. | Add +16.2% | 0.25% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +4.7% | 0.28% | +0.05 |
| EOG EOG Resources Inc. | Add +2.2% | 0.15% | +0.05 |
| EVRG Evergy Inc. | Add +0.8% | 0.26% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +7.4% | 0.79% | +0.03 |
| MBWM Mercantile Bank Corp. | Add +7.8% | 0.20% | +0.03 |
| LNT Alliant Energy Corp. | New | 0.03% | +0.03 |
| IWS iShares Russell Mid-Cap Valu | New | 0.03% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +54.4% | 0.04% | +0.01 |
| UPS United Parcel Service Class B | Add +12.9% | 0.11% | +0.01 |
| MU Micron Technology Inc. | Add +20.6% | 0.04% | +0.01 |
| COST Costco Wholesale Corp. | Add +8.6% | 0.05% | +0.01 |
| STT State Street Corp. | Add +3.6% | 0.20% | +0.01 |
| SUB iShares Short-Term National | Add +12.2% | 0.06% | +0.01 |
| JPIE JPMorgan Income ETF | Add +6.4% | 0.10% | +0.01 |
| CL Colgate-Palmolive Co. | Add +3.1% | 0.05% | +0.01 |
| NVDA Nvidia Corp. | Add +15.3% | 0.07% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 0.10% | +0.01 |
| BXSL Blackstone Secured Lending F | Add +8.8% | 0.82% | +0.01 |
| BIV Vanguard Intermediate-Term B | Add +10.7% | 0.05% | +0.01 |
| GD General Dynamics Corp. | Add +2.6% | 0.06% | +0.00 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.2% | 0.07% | +0.00 |
| IFRA iShares US Infrastructure | Add +0.6% | 0.04% | +0.00 |
| AMD Advanced Micro Devices | Add +11.7% | 0.04% | +0.00 |
| IMCG iShares Morningstar Mid-Cap | Add +0.9% | 0.11% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +3.5% | 0.05% | +0.00 |
| TROW T Rowe Price Group Inc. | Add +1.0% | 0.03% | −0.00 |
| IHI iShares U.S. Medical Devices | Add +3.4% | 0.03% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.6% | 0.20% | −0.02 |
| ACN Accenture PLC Class A | Add +7.8% | 0.12% | −0.03 |
| WDAY Workday Inc. Class A | Add +4.9% | 0.06% | −0.03 |
| TTD Trade Desk Inc./the Class A | Add +25.8% | 0.19% | −0.06 |
| SYK Stryker Corp. | Add +1.8% | 2.95% | −0.06 |
| AMZN Amazon.com Inc. | Add +2.4% | 1.79% | −0.09 |
| IBM Intl Business Machines Corp. | Add +6.6% | 1.11% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Add +2.6% | 1.88% | −0.22 |
| PAYX Paychex Inc. | Add +0.3% | 1.24% | −0.23 |
| AXP American Express Co. | Add +0.2% | 1.62% | −0.30 |
| CEG Constellation Energy | Add +3.5% | 2.17% | −0.41 |
| MSFT Microsoft Corp. | Add +1.8% | 3.74% | −0.93 |
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 |