Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LaFleur & Godfrey LLC (CIK 1387458) reported $803.2M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($52.3M, 6.52%), JPM ($36.9M, 4.59%), CAT ($32.6M, 4.06%), JNJ ($32.2M, 4.01%), MSFT ($30.0M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $52.3M | 6.52% | 206,227 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $36.9M | 4.59% | 125,339 | Trimmed |
| 3 | CAT | CATERPILLAR INC | $32.6M | 4.06% | 46,081 | Trimmed |
| 4 | JNJ | JOHNSON & JOHNSON | $32.2M | 4.01% | 131,797 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $30.0M | 3.74% | 81,090 | Added |
| 6 | RTX | RTX CORPORATION | $26.4M | 3.28% | 136,772 | Trimmed |
| 7 | FLOT | ISHARES TR | $23.7M | 2.96% | 466,134 | Added |
| 8 | SYK | STRYKER CORPORATION | $23.7M | 2.95% | 72,122 | Added |
| 9 | AVGO | BROADCOM INC | $22.7M | 2.83% | 73,481 | Trimmed |
| 10 | WWD | WOODWARD INC | $21.2M | 2.64% | 59,307 | Trimmed |
| 11 | ECL | ECOLAB INC | $19.0M | 2.36% | 71,407 | Trimmed |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $17.6M | 2.19% | 120,117 | Trimmed |
| 13 | CEG | CONSTELLATION ENERGY CORP | $17.5M | 2.17% | 62,512 | Added |
| 14 | XOM | EXXON MOBIL CORP | $15.9M | 1.98% | 93,514 | Trimmed |
| 15 | ABBV | ABBVIE INC | $15.5M | 1.93% | 71,175 | Trimmed |
| 16 | VMC | VULCAN MATLS CO | $15.4M | 1.92% | 56,559 | Trimmed |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $15.1M | 1.88% | 30,650 | Added |
| 18 | GEV | GE VERNOVA INC | $14.8M | 1.84% | 16,948 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $14.4M | 1.79% | 69,103 | Added |
| 20 | CVX | CHEVRON CORPORATION | $13.9M | 1.73% | 67,350 | Trimmed |
| 21 | CW | CURTISS WRIGHT CORP | $13.9M | 1.73% | 20,379 | Trimmed |
| 22 | ALC | ALCON AG | $13.6M | 1.69% | 180,366 | Trimmed |
| 23 | WSO | WATSCO INC | $13.5M | 1.68% | 37,030 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $13.1M | 1.63% | 141,102 | Added |
| 25 | AXP | AMERICAN EXPRESS CO | $13.0M | 1.62% | 42,914 | Added |
Source: SEC Form 13F filings · as of 2026-03-31