§ 13F · FUND PROFILE
LaFleur & Godfrey LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $825M (13F)Positions · 142Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$409K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 206K | $52M | 6.5% | −3% |
| 2 | JPM | JPMORGAN CHASE & CO | 125K | $37M | 4.6% | −2% |
| 3 | CAT | CATERPILLAR INC | 46K | $33M | 4.1% | −3% |
| 4 | JNJ | JOHNSON & JOHNSON | 132K | $32M | 4.0% | −2% |
| 5 | MSFT | MICROSOFT CORP | 81K | $30M | 3.7% | +2% |
| 6 | RTX | RTX CORPORATION | 137K | $26M | 3.3% | −3% |
| 7 | FLOT | ISHARES TR | 466K | $24M | 3.0% | +15% |
| 8 | SYK | STRYKER CORPORATION | 72K | $24M | 3.0% | +2% |
| 9 | AVGO | BROADCOM INC | 73K | $23M | 2.8% | −3% |
| 10 | WWD | WOODWARD INC | 59K | $21M | 2.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAFLEUR SIGNAL
AC read
LaFleur & Godfrey LLC is a Other fund managing $825 million in assets. The fund runs a portfolio of 142 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed