LaFleur & Godfrey LLC
LaFleur & Godfrey LLC reported 149 positions worth $842.1M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: AAPL (7.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $58.6M | 6.96% | 202,608 | — | — | |
| ▸ 2 | CAT | SH | $43.0M | 5.10% | 40,343 | — | — | |
| ▸ 3 | JPM | SH | $40.2M | 4.77% | 122,829 | — | — | |
| ▸ 4 | JNJ | SH | $32.1M | 3.81% | 126,245 | — | — | |
| ▸ 5 | MSFT | SH | $31.3M | 3.72% | 83,870 | — | — | |
| ▸ 6 | AVGO | SH | $25.8M | 3.07% | 68,418 | — | — | |
| ▸ 7 | RTX | SH | $25.0M | 2.97% | 132,012 | — | — | |
| ▸ 8 | FLOT | SH | $24.7M | 2.94% | 484,553 | — | — | |
| ▸ 9 | WWD | SH | $23.9M | 2.84% | 56,158 | — | — | |
| ▸ 10 | SYK | SH | $23.9M | 2.83% | 75,766 | — | — |
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Frequently Asked Questions
What stocks does LaFleur & Godfrey LLC hold as of Q2 2026?
LaFleur & Godfrey LLC reported 149 positions worth $842.1M in its Q2 2026 13F filing. Largest positions: AAPL (7.0%), CAT (5.1%), JPM (4.8%), JNJ (3.8%) and MSFT (3.7%).
What did LaFleur & Godfrey LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LaFleur & Godfrey LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.