§ 13F · FUND PROFILE
LaFleur & Godfrey LLC.
AUM · $842M (13F)Positions · 149Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 203K | $59M | 7.0% | −2% |
| 2 | CAT | CATERPILLAR INC | 40K | $43M | 5.1% | −12% |
| 3 | JPM | JPMORGAN CHASE & CO | 123K | $40M | 4.8% | −2% |
| 4 | JNJ | JOHNSON & JOHNSON | 126K | $32M | 3.8% | −4% |
| 5 | MSFT | MICROSOFT CORP | 84K | $31M | 3.7% | +3% |
| 6 | AVGO | BROADCOM INC | 68K | $26M | 3.1% | −7% |
| 7 | RTX | RTX CORPORATION | 132K | $25M | 3.0% | −3% |
| 8 | FLOT | ISHARES TR | 485K | $25M | 2.9% | +4% |
| 9 | WWD | WOODWARD INC | 56K | $24M | 2.8% | −5% |
| 10 | SYK | STRYKER CORPORATION | 76K | $24M | 2.8% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAFLEUR SIGNAL
AC read
LaFleur & Godfrey LLC is a Other fund managing $842 million in assets. The fund runs a portfolio of 149 positions.
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