§ 13F · FUND PROFILE
LaFleur & Godfrey LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $824.7T (13F)Positions · 142Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 213K | $58.0T | 7.0% | −2% |
| 2 | JPM | JPMORGAN CHASE & CO. | 128K | $41.1T | 5.0% | −3% |
| 3 | MSFT | MICROSOFT CORP | 80K | $38.5T | 4.7% | −2% |
| 4 | JNJ | JOHNSON & JOHNSON | 135K | $27.9T | 3.4% | −4% |
| 5 | CAT | CATERPILLAR INC | 48K | $27.2T | 3.3% | −7% |
| 6 | AVGO | BROADCOM INC | 75K | $26.1T | 3.2% | −4% |
| 7 | RTX | RTX CORPORATION | 141K | $25.9T | 3.1% | −5% |
| 8 | SYK | STRYKER CORPORATION | 71K | $24.9T | 3.0% | −3% |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | 123K | $21.9T | 2.7% | −5% |
| 10 | CEG | CONSTELLATION ENERGY CORP | 60K | $21.3T | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAFLEUR SIGNAL
AC read
LaFleur & Godfrey LLC is a Other fund managing $824671.6 trillion in assets. The fund runs a portfolio of 142 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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