LaFleur & Godfrey LLC

13F filer · CIK 0001387458

Reported Jul 15, 2026

13F portfolio value$842MU.S. long equity reported on 13F

Positions120Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight38.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026120 positions
AAPLApple Inc.	$58.6M	6.96%	0.00%	-1.8%	Q2 2013
CATCaterpillar Inc	$43M	5.10%	0.01%	-12.5%	Q2 2013
JPMJPMorgan Chase & Co	$40.2M	4.77%	0.00%	-2.0%	Q2 2013
JNJJohnson & Johnson	$32.1M	3.81%	0.01%	-4.2%	Q2 2013
MSFTMicrosoft Corp	$31.3M	3.72%	0.00%	+3.4%	Q2 2013
AVGOBroadcom Inc.	$25.8M	3.07%	0.00%	-6.9%	Q3 2024
RTXRTX Corp	$25M	2.97%	0.01%	-3.5%	Q2 2020
WWDWoodward, Inc.	$23.9M	2.84%	0.09%	-5.3%	Q2 2013
SYKStryker Corp	$23.9M	2.83%	0.02%	+5.1%	Q2 2013
ECLEcolab Inc.	$20M	2.37%	0.03%	+0.4%	Q2 2013
ABBVAbbVie Inc.	$18.4M	2.18%	0.00%	+2.7%	Q2 2013
GEVGE Vernova Inc.	$17.1M	2.04%	0.01%	-13.9%	Q1 2025
VMCVulcan Materials CO	$16.5M	1.96%	0.04%	-1.1%	Q4 2016
AMZNAmazon Com Inc	$16.4M	1.94%	0.00%	-0.7%	Q3 2020
CEGConstellation Energy Corp	$16M	1.90%	0.02%	+3.2%	Q4 2024
WSOWatsco Inc	$15.2M	1.81%	Not reported	-1.3%	Q2 2013
TMOThermo Fisher Scientific Inc.	$15.1M	1.79%	0.01%	-1.9%	Q2 2018
CWCurtiss Wright Corp	$14.5M	1.72%	0.05%	-6.0%	Q3 2019
AXPAmerican Express Co	$14.4M	1.71%	0.01%	-0.9%	Q2 2021
PLTRPalantir Technologies Inc.	$14.3M	1.70%	0.01%	+2.2%	Q1 2023
NFLXNetflix Inc	$14.3M	1.70%	0.00%	+80.4%	Q4 2025
APHAmphenol Corp	$13.1M	1.56%	0.01%	-5.8%	Q2 2023
NEENextera Energy Inc	$12.8M	1.52%	0.01%	+3.7%	Q3 2021
ALCAlcon Inc	$11.8M	1.40%	0.04%	-2.6%	Q2 2019
PAYXPaychex Inc	$11.6M	1.38%	0.03%	+9.0%	Q2 2013
IBMInternational Business Machines Corp	$11.1M	1.32%	0.00%	+7.6%	Q2 2021
MRKMerck & Co., Inc.	$11M	1.30%	0.00%	-3.0%	Q3 2015
CVXChevron Corp	$10.8M	1.28%	0.00%	-3.4%	Q2 2013
AMATApplied Materials Inc	$9.37M	1.11%	0.00%	-14.0%	Q2 2021
GOOGAlphabet Inc.	$9M	1.07%	Not reported	-1.8%	Q2 2021
CSCOCisco Systems, Inc.	$8.59M	1.02%	0.00%	-3.8%	Q2 2013
CHDChurch & Dwight Co Inc	$8.18M	0.97%	0.04%	-3.6%	Q2 2013
GOOGLAlphabet Inc.	$7.67M	0.91%	0.00%	-3.5%	Q2 2021
PGPROCTER & GAMBLE Co	$7.39M	0.88%	0.00%	-2.8%	Q2 2013
CRMSalesforce, Inc.	$7.18M	0.85%	0.01%	New	Q2 2026
ABTAbbott Laboratories	$7.01M	0.83%	0.00%	-1.6%	Q2 2013
BXSLBlackstone Secured Lending Fund	$6.59M	0.78%	0.12%	-0.5%	Q3 2024
STESTERIS plc	$6.34M	0.75%	0.03%	-5.0%	Q1 2020
WMTWalmart Inc.	$6.33M	0.75%	0.00%	-3.7%	Q2 2021
SCHWSchwab Charles Corp	$6.1M	0.72%	0.00%	-2.6%	Q2 2023
PEPPepsico Inc	$6.07M	0.72%	0.00%	-1.3%	Q2 2013
TFCTruist Financial Corp	$5.7M	0.68%	0.01%	-3.0%	Q4 2019
XOMExxonMobil Holdings Corp	$5.55M	0.66%	0.00%	-56.6%	Q2 2013
HONHoneywell International Inc	$5.54M	0.66%	0.01%	-2.0%	Q4 2023
HONAHoneywell Aerospace Inc.	$5.45M	0.65%	Not reported	-2.3%	Q2 2026
CPRTCopart Inc	$5.06M	0.60%	0.02%	-8.3%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.46M	0.53%	Not reported	+7.4%	Q1 2021
LHXL3harris Technologies, Inc.	$4.46M	0.53%	0.01%	-4.2%	Q2 2021
IDXXIdexx Laboratories Inc	$4.33M	0.51%	0.01%	-1.5%	Q3 2015
APDAir Products & Chemicals, Inc.	$3.6M	0.43%	0.01%	-5.4%	Q2 2021

Q1 2026Reported May 4, 2026115 positions
AAPLApple Inc.	$52.3M	6.52%	0.00%	-3.4%	Q2 2013
JPMJPMorgan Chase & Co	$36.9M	4.59%	0.00%	-1.8%	Q2 2013
CATCaterpillar Inc	$32.6M	4.06%	0.01%	-3.1%	Q2 2013
JNJJohnson & Johnson	$32.2M	4.01%	0.01%	-2.2%	Q2 2013
MSFTMicrosoft Corp	$30M	3.74%	0.00%	+1.8%	Q2 2013
RTXRTX Corp	$26.4M	3.28%	0.01%	-3.2%	Q2 2020
SYKStryker Corp	$23.7M	2.95%	0.02%	+1.8%	Q2 2013
AVGOBroadcom Inc.	$22.7M	2.83%	0.00%	-2.6%	Q3 2024
WWDWoodward, Inc.	$21.2M	2.64%	0.10%	-3.0%	Q2 2013
ECLEcolab Inc.	$19M	2.36%	0.03%	-1.2%	Q2 2013
PLTRPalantir Technologies Inc.	$17.6M	2.19%	0.01%	-2.5%	Q1 2023
CEGConstellation Energy Corp	$17.5M	2.17%	0.02%	+3.5%	Q4 2024
XOMExxonMobil Holdings Corp	$15.9M	1.98%	0.00%	-2.9%	Q2 2013
ABBVAbbVie Inc.	$15.5M	1.93%	0.00%	-0.7%	Q2 2013
VMCVulcan Materials CO	$15.4M	1.92%	0.04%	-0.1%	Q4 2016
TMOThermo Fisher Scientific Inc.	$15.1M	1.88%	0.01%	+2.6%	Q2 2018
GEVGE Vernova Inc.	$14.8M	1.84%	0.01%	-2.6%	Q1 2025
AMZNAmazon Com Inc	$14.4M	1.79%	0.00%	+2.4%	Q3 2020
CVXChevron Corp	$13.9M	1.73%	0.00%	-0.1%	Q2 2013
CWCurtiss Wright Corp	$13.9M	1.73%	0.06%	-2.3%	Q3 2019
ALCAlcon Inc	$13.6M	1.69%	0.04%	-1.8%	Q2 2019
WSOWatsco Inc	$13.5M	1.68%	Not reported	+0.1%	Q2 2013
NEENextera Energy Inc	$13.1M	1.63%	0.01%	+5.5%	Q3 2021
AXPAmerican Express Co	$13M	1.62%	0.01%	+0.2%	Q2 2021
HONHoneywell International Inc	$11.4M	1.42%	0.01%	-2.8%	Q4 2023
NFLXNetflix Inc	$10.7M	1.33%	0.00%	+1021.1%	Q4 2025
MRKMerck & Co., Inc.	$10.6M	1.32%	0.00%	-4.4%	Q3 2015
APHAmphenol Corp	$10M	1.24%	0.01%	-1.0%	Q2 2023
PAYXPaychex Inc	$9.99M	1.24%	0.03%	+0.3%	Q2 2013
IBMInternational Business Machines Corp	$8.88M	1.11%	0.00%	+6.6%	Q2 2021
CHDChurch & Dwight Co Inc	$8.17M	1.02%	0.04%	+0.2%	Q2 2013
ABTAbbott Laboratories	$8.05M	1.00%	0.00%	-5.7%	Q2 2013
PGPROCTER & GAMBLE Co	$7.49M	0.93%	0.00%	-0.3%	Q2 2013
GOOGAlphabet Inc.	$7.44M	0.93%	Not reported	-7.3%	Q2 2021
WMTWalmart Inc.	$7.22M	0.90%	0.00%	-12.2%	Q2 2021
ZSZscaler, Inc.	$7.2M	0.90%	0.03%	-3.1%	Q4 2020
PEPPepsico Inc	$7.05M	0.88%	0.00%	-2.1%	Q2 2013
STESTERIS plc	$7M	0.87%	0.03%	-6.9%	Q1 2020
BXSLBlackstone Secured Lending Fund	$6.62M	0.82%	0.12%	+8.8%	Q3 2024
CPRTCopart Inc	$6.5M	0.81%	0.02%	-0.8%	Q2 2013
GOOGLAlphabet Inc.	$6.39M	0.80%	0.00%	-0.2%	Q2 2021
SCHWSchwab Charles Corp	$6.38M	0.79%	0.00%	+7.4%	Q2 2023
CSCOCisco Systems, Inc.	$5.9M	0.73%	0.00%	-2.5%	Q2 2013
LHXL3harris Technologies, Inc.	$5.53M	0.69%	0.01%	-6.5%	Q2 2021
TFCTruist Financial Corp	$5.42M	0.67%	0.01%	-1.5%	Q4 2019
AMATApplied Materials Inc	$5.15M	0.64%	0.00%	-10.9%	Q2 2021
IDXXIdexx Laboratories Inc	$4.7M	0.58%	0.01%	-1.4%	Q3 2015
MDTMedtronic plc	$4.41M	0.55%	0.00%	-1.6%	Q2 2013
HSYHershey Co	$4.41M	0.55%	0.01%	Not reported	Q1 2022
BRK.BBerkshire Hathaway Inc	$3.98M	0.50%	Not reported	-0.9%	Q1 2021

Q4 2025Reported Feb 3, 2026118 positions
AAPLApple Inc.	$58M	7.03%	0.00%	-2.4%	Q2 2013
JPMJPMorgan Chase & Co	$41.1M	4.98%	0.00%	-3.4%	Q2 2013
MSFTMicrosoft Corp	$38.5M	4.67%	0.00%	-1.7%	Q2 2013
JNJJohnson & Johnson	$27.9M	3.38%	0.01%	-3.8%	Q2 2013
CATCaterpillar Inc	$27.2M	3.30%	0.01%	-6.6%	Q2 2013
AVGOBroadcom Inc.	$26.1M	3.16%	0.00%	-4.1%	Q3 2024
RTXRTX Corp	$25.9M	3.14%	0.01%	-5.3%	Q2 2020
SYKStryker Corp	$24.9M	3.01%	0.02%	-2.6%	Q2 2013
PLTRPalantir Technologies Inc.	$21.9M	2.65%	0.01%	-4.5%	Q1 2023
CEGConstellation Energy Corp	$21.3M	2.58%	0.02%	-2.1%	Q4 2024
ECLEcolab Inc.	$19M	2.30%	0.03%	-2.3%	Q2 2013
WWDWoodward, Inc.	$18.5M	2.24%	0.10%	-4.7%	Q2 2013
TMOThermo Fisher Scientific Inc.	$17.3M	2.10%	0.01%	-2.5%	Q2 2018
ABBVAbbVie Inc.	$16.4M	1.98%	0.00%	-5.1%	Q2 2013
VMCVulcan Materials CO	$16.1M	1.96%	0.04%	-3.2%	Q4 2016
AXPAmerican Express Co	$15.8M	1.92%	0.01%	+1.1%	Q2 2021
AMZNAmazon Com Inc	$15.6M	1.89%	0.00%	-2.6%	Q3 2020
ALCAlcon Inc	$14.5M	1.75%	0.04%	-1.6%	Q2 2019
WSOWatsco Inc	$12.5M	1.51%	Not reported	-3.7%	Q2 2013
PAYXPaychex Inc	$12.1M	1.47%	0.03%	-1.5%	Q2 2013
ZSZscaler, Inc.	$11.9M	1.44%	0.03%	-3.1%	Q4 2020
XOMExxonMobil Holdings Corp	$11.6M	1.40%	0.00%	-3.3%	Q2 2013
CWCurtiss Wright Corp	$11.5M	1.39%	0.06%	-0.6%	Q3 2019
GEVGE Vernova Inc.	$11.4M	1.38%	0.01%	-3.9%	Q1 2025
APHAmphenol Corp	$10.8M	1.31%	0.01%	-7.3%	Q2 2023
NEENextera Energy Inc	$10.7M	1.30%	0.01%	+6.2%	Q3 2021
ABTAbbott Laboratories	$10.4M	1.26%	0.00%	-1.5%	Q2 2013
CVXChevron Corp	$10.3M	1.24%	0.00%	+0.4%	Q2 2013
IBMInternational Business Machines Corp	$10.2M	1.23%	0.00%	+4.7%	Q2 2021
HONHoneywell International Inc	$10.1M	1.23%	0.01%	-4.1%	Q4 2023
MRKMerck & Co., Inc.	$9.71M	1.18%	0.00%	-1.2%	Q3 2015
GOOGAlphabet Inc.	$8.77M	1.06%	Not reported	-2.8%	Q2 2021
STESTERIS plc	$8.63M	1.04%	0.03%	-7.9%	Q1 2020
CPRTCopart Inc	$7.72M	0.94%	0.02%	-4.6%	Q2 2013
PGPROCTER & GAMBLE Co	$7.45M	0.90%	0.00%	+1.0%	Q2 2013
WMTWalmart Inc.	$7.37M	0.89%	0.00%	-1.4%	Q2 2021
CHDChurch & Dwight Co Inc	$7.33M	0.89%	0.04%	+1.8%	Q2 2013
HOLXHologic Inc	$7.1M	0.86%	0.04%	-12.7%	Q2 2013
GOOGLAlphabet Inc.	$6.98M	0.84%	0.00%	+1.8%	Q2 2021
BXSLBlackstone Secured Lending Fund	$6.76M	0.82%	0.11%	+14.4%	Q3 2024
PEPPepsico Inc	$6.66M	0.81%	0.00%	-2.4%	Q2 2013
SCHWSchwab Charles Corp	$6.32M	0.76%	0.00%	-8.7%	Q2 2023
CSCOCisco Systems, Inc.	$6.01M	0.73%	0.00%	+0.1%	Q2 2013
TFCTruist Financial Corp	$5.89M	0.71%	0.01%	+1.6%	Q4 2019
IDXXIdexx Laboratories Inc	$5.74M	0.69%	0.01%	-4.4%	Q3 2015
LHXL3harris Technologies, Inc.	$5.03M	0.61%	0.01%	-2.6%	Q2 2021
MDTMedtronic plc	$4.97M	0.60%	0.00%	+12.2%	Q2 2013
AMATApplied Materials Inc	$4.35M	0.53%	0.00%	-2.5%	Q2 2021
BRK.BBerkshire Hathaway Inc	$4.21M	0.51%	Not reported	+1.6%	Q1 2021
DHRDanaher Corp	$3.97M	0.48%	0.00%	-7.0%	Q1 2014

Q3 2025Reported Nov 10, 2025115 positions
AAPLApple Inc.	$55.7M	6.75%	0.00%	-1.5%	Q2 2013
MSFTMicrosoft Corp	$42M	5.09%	0.00%	-7.6%	Q2 2013
JPMJPMorgan Chase & Co	$41.7M	5.06%	0.00%	-4.8%	Q2 2013
SYKStryker Corp	$26.9M	3.26%	0.02%	-3.5%	Q2 2013
JNJJohnson & Johnson	$26M	3.15%	0.01%	-2.4%	Q2 2013
AVGOBroadcom Inc.	$26M	3.15%	0.00%	-10.6%	Q3 2024
RTXRTX Corp	$24.9M	3.02%	0.01%	-5.9%	Q2 2020
CATCaterpillar Inc	$24.3M	2.95%	0.01%	-5.7%	Q2 2013
PLTRPalantir Technologies Inc.	$23.5M	2.86%	0.01%	-19.0%	Q1 2023
CEGConstellation Energy Corp	$20.3M	2.46%	0.02%	+9.7%	Q4 2024
ECLEcolab Inc.	$20.2M	2.45%	0.03%	-4.1%	Q2 2013
VMCVulcan Materials CO	$18M	2.18%	0.04%	-4.5%	Q4 2016
ABBVAbbVie Inc.	$17.5M	2.12%	0.00%	-3.8%	Q2 2013
ZSZscaler, Inc.	$16.4M	1.98%	0.03%	-8.2%	Q4 2020
WWDWoodward, Inc.	$16.2M	1.97%	0.11%	-8.5%	Q2 2013
WSOWatsco Inc	$15.5M	1.88%	Not reported	-2.4%	Q2 2013
AMZNAmazon Com Inc	$15.2M	1.84%	0.00%	+14.2%	Q3 2020
TMOThermo Fisher Scientific Inc.	$14.9M	1.80%	0.01%	-1.3%	Q2 2018
AXPAmerican Express Co	$14.1M	1.71%	0.01%	+17.3%	Q2 2021
PAYXPaychex Inc	$13.9M	1.69%	0.03%	-1.1%	Q2 2013
ALCAlcon Inc	$13.9M	1.69%	0.04%	-0.3%	Q2 2019
HONHoneywell International Inc	$11.4M	1.38%	0.01%	+1.4%	Q4 2023
CWCurtiss Wright Corp	$11.4M	1.38%	0.06%	-6.1%	Q3 2019
ABTAbbott Laboratories	$11.3M	1.37%	0.00%	-6.4%	Q2 2013
XOMExxonMobil Holdings Corp	$11.2M	1.36%	0.00%	-2.3%	Q2 2013
GEVGE Vernova Inc.	$11.1M	1.35%	0.01%	-12.2%	Q1 2025
APHAmphenol Corp	$10.7M	1.29%	0.01%	-8.2%	Q2 2023
CVXChevron Corp	$10.4M	1.27%	0.00%	-2.3%	Q2 2013
NEENextera Energy Inc	$9.51M	1.15%	0.01%	+28.8%	Q3 2021
CPRTCopart Inc	$9.3M	1.13%	0.02%	-2.8%	Q2 2013
IBMInternational Business Machines Corp	$9.26M	1.12%	0.00%	+16.3%	Q2 2021
STESTERIS plc	$9.14M	1.11%	0.04%	-11.5%	Q1 2020
PGPROCTER & GAMBLE Co	$7.91M	0.96%	0.00%	+4.0%	Q2 2013
MRKMerck & Co., Inc.	$7.83M	0.95%	0.00%	-3.8%	Q3 2015
CHDChurch & Dwight Co Inc	$7.53M	0.91%	0.04%	+5.5%	Q2 2013
HOLXHologic Inc	$7.38M	0.89%	0.05%	-5.6%	Q2 2013
GOOGAlphabet Inc.	$7M	0.85%	Not reported	-7.7%	Q2 2021
WMTWalmart Inc.	$6.92M	0.84%	0.00%	-2.4%	Q2 2021
PEPPepsico Inc	$6.68M	0.81%	0.00%	-7.0%	Q2 2013
SCHWSchwab Charles Corp	$6.61M	0.80%	0.00%	-4.9%	Q2 2023
BXSLBlackstone Secured Lending Fund	$5.86M	0.71%	0.10%	+18.8%	Q3 2024
IDXXIdexx Laboratories Inc	$5.67M	0.69%	0.01%	-9.6%	Q3 2015
TFCTruist Financial Corp	$5.38M	0.65%	0.01%	-0.7%	Q4 2019
LHXL3harris Technologies, Inc.	$5.37M	0.65%	0.01%	-1.9%	Q2 2021
CSCOCisco Systems, Inc.	$5.33M	0.65%	0.00%	-3.9%	Q2 2013
GOOGLAlphabet Inc.	$5.32M	0.65%	0.00%	+16.9%	Q2 2021
MDTMedtronic plc	$4.4M	0.53%	0.00%	+15.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$4.14M	0.50%	Not reported	-2.7%	Q1 2021
HSYHershey Co	$4.05M	0.49%	0.01%	-47.1%	Q1 2022
ADPAutomatic Data Processing Inc	$4.02M	0.49%	0.00%	Not reported	Q2 2021

Premium opens every quarter this fund has filed