LaFleur & Godfrey LLC
Sector Allocation
- Technology30.1%$253.2M
- Healthcare17.1%$144.4M
- Industrials13.9%$116.7M
- Financials9.3%$78.3M
- Other6.3%$52.9M
- Consumer Discretionary5.5%$46.8M
- Materials4.8%$40.5M
- Consumer Staples4.4%$36.9M
- Utilities4.1%$34.7M
- Energy2.4%$20.3M
AUM History
13fpro.ai/research/fund/lafleur-and-godfrey-llc-1387458
Conviction and streaks
Concentrating · top 10 = 39.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$58.6MCAT
$43.0MJPM
$40.2MJNJ
$32.1MMSFT
$31.3MAVGO
$25.8MRTX
$25.0M- ISHARES$24.7M
WWD
$23.9MSYK
$23.9MECL
$20.0MABBV
$18.4MGEV
$17.1MVMC
$16.5MAMZN
$16.4MCEG
$16.0MWSO
$15.2MTMO
$15.1MCW
$14.5MAXP
$14.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lafleur-and-godfrey-llc-1387458
LaFleur & Godfrey LLC 13F holdings — Q2 2026
$842.1M portfolio (+4.8% QoQ) · 149 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$58.6M
7.0% of stocks
-2%This quarter+5.0%Since filed6+ qtrsHeld$43.0M
5.1% of stocks
-12%This quarter-24.3%Since filed6+ qtrsHeldAIQuality66.6#402Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$40.2M
4.8% of stocks
-2%This quarter-3.7%Since filed6+ qtrsHeldAIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$32.1M
3.8% of stocks
-4%This quarter+7.8%Since filed6+ qtrsHeldAIQuality69.2#266Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$31.3M
3.7% of stocks
+3%This quarter+34.6%Since filed6+ qtrsHeld$25.8M
3.1% of stocks
-7%This quarter-16.5%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$25.0M
3.0% of stocks
-3%This quarter+0.8%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row- 8
ISHARES TR - FLTG RATE NT ETF
$24.7M
2.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $23.9M
2.8% of stocks
-5%This quarter-24.0%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$23.9M
2.8% of stocks
+5%This quarter-3.3%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — LaFleur & Godfrey LLC (Q2 2026)
149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ECOLAB INC. | Materials | $20.0M | 2.4% | 72K | +0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AbbVie Inc. | Healthcare | $18.4M | 2.2% | 73K | +3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | GE Vernova Inc. | Industrials | $17.1M | 2.0% | 15K | -14% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Vulcan Materials CO | Materials | $16.5M | 2.0% | 56K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $16.4M | 1.9% | 69K | -0.7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Constellation Energy Corp | Utilities | $16.0M | 1.9% | 65K | +3% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | WATSCO INC | Consumer Discretionary | $15.2M | 1.8% | 37K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $15.1M | 1.8% | 30K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CURTISS WRIGHT CORP | Industrials | $14.5M | 1.7% | 19K | -6% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMERICAN EXPRESS CO | Financials | $14.4M | 1.7% | 43K | -0.9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Palantir Technologies Inc. | Technology | $14.3M | 1.7% | 123K | +2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NETFLIX INC | Communication Services | $14.3M | 1.7% | 201K | +80% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMPHENOL CORP /DE/ | Technology | $13.1M | 1.6% | 75K | -6% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | NEXTERA ENERGY INC | Utilities | $12.8M | 1.5% | 146K | +4% | 6+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | ALCON INC | Healthcare | $11.8M | 1.4% | 176K | -3% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PAYX | PAYCHEX INC | Technology | $11.6M | 1.4% | 118K | +9% | |||
| 27 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $11.1M | 1.3% | 39K | +8% | |||
| 28 | $MRK | Merck & Co., Inc. | Healthcare | $11.0M | 1.3% | 85K | -3% | |||
| 29 | $CVX | CHEVRON CORP | Energy | $10.8M | 1.3% | 65K | -3% | |||
| 30 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $9.4M | 1.1% | 13K | -14% | |||
| 31 | $GOOG | Alphabet Inc. | Technology | $9.0M | 1.1% | 25K | -2% | |||
| 32 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.6M | 1.0% | 73K | -4% | |||
| 33 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $8.2M | 1.0% | 84K | -4% | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $7.7M | 0.9% | 21K | -3% | |||
| 35 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $7.4M | 0.9% | 50K | -3% | |||
| 36 | $CRM | Salesforce, Inc. | Technology | $7.2M | 0.8% | 46K | New | |||
| 37 | $ABT | ABBOTT LABORATORIES | Healthcare | $7.0M | 0.8% | 77K | -2% | |||
| 38 | $BXSL | Blackstone Secured Lending Fund | Other | $6.6M | 0.8% | 278K | -0.5% | |||
| 39 | $STE | STERIS plc | Healthcare | $6.3M | 0.8% | 30K | -5% | |||
| 40 | $WMT | Walmart Inc. | Consumer Staples | $6.3M | 0.8% | 56K | -4% | |||
| 41 | $SCHW | SCHWAB CHARLES CORP | Financials | $6.1M | 0.7% | 66K | -3% | |||
| 42 | $PEP | PEPSICO INC | Consumer Staples | $6.1M | 0.7% | 45K | -1% | |||
| 43 | $TFC | TRUIST FINANCIAL CORP | Financials | $5.7M | 0.7% | 114K | -3% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.5M | 0.7% | 41K | -57% | |||
| 45 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $5.5M | 0.7% | 25K | -51% | |||
| 46 | $HONA | Honeywell Aerospace Inc. | Industrials | $5.5M | 0.7% | 25K | New | |||
| 47 | $CPRT | COPART INC | Consumer Discretionary | $5.1M | 0.6% | 179K | -8% | |||
| 48 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.5M | 0.5% | 8,915 | +7% | |||
| 49 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $4.5M | 0.5% | 15K | -4% | |||
| 50 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $4.3M | 0.5% | 8,234 | -2% | |||
| 51 | $APD | Air Products & Chemicals, Inc. | Materials | $3.6M | 0.4% | 12K | -5% | |||
| 52 | $HSY | HERSHEY CO | Consumer Staples | $3.6M | 0.4% | 20K | -4% | |||
| 53 | — | ISHARES TR - ISHS 1-5YR INVS | — | $3.6M | 0.4% | 68K | +10% | |||
| 54 | $AMGN | AMGEN INC | Healthcare | $3.4M | 0.4% | 9,444 | -6% | |||
| 55 | $MDT | Medtronic plc | Healthcare | $3.4M | 0.4% | 43K | -16% | |||
| 56 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.2M | 0.4% | 8,998 | -5% | |||
| 57 | $OKE | ONEOK INC /NEW/ | Energy | $2.9M | 0.3% | 33K | +5% | |||
| 58 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.7M | 0.3% | 65K | +0.2% | |||
| 59 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.6M | 0.3% | 12K | +0.6% | |||
| 60 | $DHR | DANAHER CORP /DE/ | Healthcare | $2.6M | 0.3% | 13K | -0.1% | |||
| 61 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.5M | 0.3% | 9,134 | +1% | |||
| 62 | $WM | WASTE MANAGEMENT INC | Utilities | $2.5M | 0.3% | 11K | -3% | |||
| 63 | $EVRG | Evergy, Inc. | Utilities | $2.2M | 0.3% | 26K | +0.1% | |||
| 64 | $TSN | TYSON FOODS, INC. | Consumer Staples | $2.2M | 0.3% | 38K | +26% | |||
| 65 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.1M | 0.3% | 37K | -0.5% | |||
| 66 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $2.0M | 0.2% | 24K | +542% | |||
| 67 | $TTD | Trade Desk, Inc. | Technology | $2.0M | 0.2% | 112K | +64% | |||
| 68 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.0M | 0.2% | 20K | -12% | |||
| 69 | $MRVL | Marvell Technology, Inc. | Technology | $2.0M | 0.2% | 6,671 | — | |||
| 70 | $TEL | TE Connectivity plc | Technology | $2.0M | 0.2% | 9,715 | New | |||
| 71 | $KO | COCA COLA CO | Consumer Staples | $1.9M | 0.2% | 24K | +0.7% | |||
| 72 | $STT | STATE STREET CORP | Financials | $1.8M | 0.2% | 11K | -16% | |||
| 73 | $FSLR | FIRST SOLAR, INC. | Technology | $1.8M | 0.2% | 7,689 | — | |||
| 74 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.8M | 0.2% | 6,533 | +0.0% | |||
| 75 | $MBWM | MERCANTILE BANK CORP | Financials | $1.8M | 0.2% | 31K | -3% | |||
| 76 | $GNTX | GENTEX CORP | Industrials | $1.5M | 0.2% | 59K | -18% | |||
| 77 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.4M | 0.2% | 1,902 | -8% | |||
| 78 | $BLK | BlackRock, Inc. | Financials | $1.2M | 0.1% | 1,290 | -2% | |||
| 79 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.2M | 0.1% | 5,487 | +5% | |||
| 80 | — | ISHARES TR - MRGSTR MD CP GRW | — | $1.2M | 0.1% | 12K | +7% | |||
| 81 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.1% | 964 | — | |||
| 82 | $WAT | WATERS CORP /DE/ | Healthcare | $1.1M | 0.1% | 2,929 | -3% | |||
| 83 | $EOG | EOG RESOURCES INC | Energy | $1.0M | 0.1% | 8,015 | -3% | |||
| 84 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.0M | 0.1% | 9,636 | +11% | |||
| 85 | $INTC | INTEL CORP | Technology | $1.0M | 0.1% | 7,410 | +3% | |||
| 86 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $1.0M | 0.1% | 2,253 | -11% | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.0M | 0.1% | 5,275 | -16% | |||
| 88 | $FITB | FIFTH THIRD BANCORP | Financials | $998K | 0.1% | 18K | -32% | |||
| 89 | — | ISHARES TR - MRGSTR MD CP VAL | — | $945K | 0.1% | 10K | +6% | |||
| 90 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $910K | 0.1% | 5,759 | +3% | |||
| 91 | $ROP | ROPER TECHNOLOGIES INC | Technology | $877K | 0.1% | 2,591 | -11% | |||
| 92 | $ADBE | ADOBE INC. | Technology | $861K | 0.1% | 4,202 | -18% | |||
| 93 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $855K | 0.1% | 19K | +11% | |||
| 94 | — | COLUMBIA ETF TR II - EM CORE EX ETF | — | $820K | 0.1% | 16K | +0.5% | |||
| 95 | $KAI | KADANT INC | Industrials | $747K | 0.1% | 2,378 | -11% | |||
| 96 | $SO | SOUTHERN CO | Utilities | $709K | 0.1% | 7,403 | +5% | |||
| 97 | $NVDA | NVIDIA CORP | Technology | $687K | 0.1% | 3,435 | +14% | |||
| 98 | $SYY | SYSCO CORP | Consumer Discretionary | $673K | 0.1% | 8,048 | -0.3% | |||
| 99 | — | ISHARES TR - SHRT NAT MUN ETF | — | $552K | 0.1% | 5,185 | +7% | |||
| 100 | — | ISHARES TR - S&P 500 GRWT ETF | — | $551K | 0.1% | 4,005 | — | |||
| 101 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $548K | 0.1% | 5,367 | +4% | |||
| 102 | $HRZN | Horizon Technology Finance Corp | Other | $542K | 0.1% | 115K | New | |||
| 103 | $ZTS | Zoetis Inc. | Healthcare | $538K | 0.1% | 7,489 | -46% | |||
| 104 | $ACN | Accenture plc | Technology | $518K | 0.1% | 4,162 | -15% | |||
| 105 | $GD | GENERAL DYNAMICS CORP | Industrials | $512K | 0.1% | 1,445 | +1% | |||
| 106 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $507K | 0.1% | 6,420 | -4% | |||
| 107 | $NVS | NOVARTIS AG | Healthcare | $479K | 0.1% | 3,058 | -8% | |||
| 108 | $NKE | NIKE, Inc. | Consumer Discretionary | $466K | 0.1% | 11K | -24% | |||
| 109 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $466K | 0.1% | 5,081 | +3% | |||
| 110 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $437K | 0.1% | 19K | +10% | |||
| 111 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $419K | 0.1% | 5,459 | +15% | |||
| 112 | — | ISHARES TR - S&P SML 600 GWT | — | $411K | 0.1% | 2,300 | — | |||
| 113 | $KDP | Keurig Dr Pepper Inc. | Consumer Staples | $409K | 0.1% | 13K | -4% | |||
| 114 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $404K | 0.1% | 1,106 | +5% | |||
| 115 | $KMB | KIMBERLY CLARK CORP | Materials | $397K | 0.1% | 3,615 | — | |||
| 116 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $382K | 0.1% | 11K | +0.4% | |||
| 117 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $382K | 0.1% | 769 | +3% | |||
| 118 | — | ISHARES TR - RUS 1000 VAL ETF | — | $360K | 0.0% | 1,484 | -5% | |||
| 119 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $345K | 0.0% | 369 | -2% | |||
| 120 | $GLD | SPDR GOLD TRUST | Financials | $343K | 0.0% | 930 | -11% | |||
| 121 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $342K | 0.0% | 926 | New | |||
| 122 | — | ISHARES TR - S&P 500 VAL ETF | — | $335K | 0.0% | 1,475 | — | |||
| 123 | — | ISHARES TR - US INFRASTRUC | — | $329K | 0.0% | 5,223 | +6% | |||
| 124 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $329K | 0.0% | 689 | +3% | |||
| 125 | — | ISHARES TR - RUS 1000 GRW ETF | — | $323K | 0.0% | 2,605 | +290% | |||
| 126 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $323K | 0.0% | 600 | — | |||
| 127 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $315K | 0.0% | 3,554 | -29% | |||
| 128 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $309K | 0.0% | 777 | +0.8% | |||
| 129 | $IVZ | Invesco Ltd. | Financials | $308K | 0.0% | 1,449 | New | |||
| 130 | — | ISHARES TR - U.S. MED DVC ETF | — | $302K | 0.0% | 6,112 | +18% | |||
| 131 | $DIS | Walt Disney Co | Communication Services | $295K | 0.0% | 3,070 | +2% | |||
| 132 | $QCOM | QUALCOMM INC/DE | Technology | $295K | 0.0% | 1,598 | — | |||
| 133 | $MFC | MANULIFE FINANCIAL CORP | Financials | $288K | 0.0% | 7,106 | — | |||
| 134 | $UNP | UNION PACIFIC CORP | Industrials | $283K | 0.0% | 1,039 | +4% | |||
| 135 | — | ISHARES TR - CORE S&P500 ETF | — | $271K | 0.0% | 362 | — | |||
| 136 | — | ISHARES TR - S&P MC 400GR ETF | — | $269K | 0.0% | 2,287 | — | |||
| 137 | $ZS | Zscaler, Inc. | Technology | $266K | 0.0% | 1,887 | -96% | |||
| 138 | $VRT | Vertiv Holdings Co | Technology | $259K | 0.0% | 775 | New | |||
| 139 | $TROW | PRICE T ROWE GROUP INC | Financials | $248K | 0.0% | 2,179 | -16% | |||
| 140 | $UBER | Uber Technologies, Inc | Technology | $239K | 0.0% | 3,316 | New | |||
| 141 | $NVT | nVent Electric plc | Industrials | $234K | 0.0% | 1,377 | New | |||
| 142 | $ETR | ENTERGY CORP /DE/ | Utilities | $233K | 0.0% | 2,026 | -8% | |||
| 143 | $MARA | MARA Holdings, Inc. | Financials | $233K | 0.0% | 17K | New | |||
| 144 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $229K | 0.0% | 13K | -7% | |||
| 145 | $GNRC | GENERAC HOLDINGS INC. | Technology | $219K | 0.0% | 749 | New | |||
| 146 | $LNT | ALLIANT ENERGY CORP | Utilities | $218K | 0.0% | 2,861 | — | |||
| 147 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $213K | 0.0% | 2,826 | +5% | |||
| 148 | — | ISHARES TR - SP SMCP600VL ETF | — | $208K | 0.0% | 1,524 | New | |||
| 149 | $RIG | Transocean Ltd. | Energy | $60K | 0.0% | 12K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 12 new, 50 added to, 73 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (12)
$CRMSalesforce, Inc.$7.2M
first bought this quarter
$HONAHoneywell Aerospace Inc.$5.5M
first bought this quarter
$TELTE Connectivity plc$2.0M
first bought this quarter
$HRZNHorizon Technology Finance Corp$542K
first bought this quarter
- VANGUARD INDEX FDS - TOTAL STK MKT$342K
first bought this quarter
$IVZInvesco Ltd.$308K
first bought this quarter
+6 more in the Excel export
Added to (50)
$NFLXNETFLIX INC+80%
now $14.3M · held 3 qtrs, 3 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+542%
now $2.0M
now $23.9M · held 6+ qtrs, 2 adds in a row
now $31.3M · held 6+ qtrs, 2 adds in a row
$PAYXPAYCHEX INC+9%
now $11.6M · held 6+ qtrs
- ISHARES TR - FLTG RATE NT ETF+4%
now $24.7M
+44 more in the Excel export
Trimmed (73)
$XOM.R34088EXXON MOBIL CORP-57%
now $5.5M · held 6+ qtrs, 4 trims in a row
$ZSZscaler, Inc.-96%
now $266K · held 6+ qtrs, 5 trims in a row
now $43.0M · held 6+ qtrs, 4 trims in a row
$HONHONEYWELL INTERNATIONAL INC-51%
now $5.5M · held 6+ qtrs, 3 trims in a row
now $17.1M · held 6+ qtrs, 4 trims in a row
now $25.8M · held 6+ qtrs, 4 trims in a row
+67 more in the Excel export
Holdings by quarter
Every 13F LaFleur & Godfrey LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow LaFleur & Godfrey?
Q2 2026 13F filed with the SEC on Jul 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LaFleur & Godfrey's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-1.5%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 11% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LaFleur & Godfrey LLC disclosed 149 positions worth $842.1M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.0% of the equity portfolio, followed by $CAT and $JPM. During the quarter the fund opened 12 new positions and exited 4 — including a new stake in $CRM and a full exit from $MRCC. The portfolio is most concentrated in Technology (30.1% of disclosed assets). All figures are sourced directly from LaFleur & Godfrey LLC’s Form 13F-HR filing with the SEC under CIK 1387458.
Funds like this
managers whose biggest positions overlap LaFleur & Godfrey'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: LaFleur & Godfrey LLC
13F Pro is an AI hedge fund tracker and stock research platform. For LaFleur & Godfrey LLC (SEC CIK: 1387458), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LaFleur & Godfrey LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.