EdgeMarket › What Lafleur & Godfrey Llc reported owning
What Lafleur & Godfrey Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
803.2MPositions
141Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 52.3M | 6.5% | 206.2K | 309.35 | +36.9% |
| JPM JPMORGAN CHASE & CO | 36.9M | 4.6% | 125.3K | 351.58 | +20.3% |
| CAT CATERPILLAR INC | 32.6M | 4.1% | 46.1K | 827.90 | +96.8% |
| JNJ JOHNSON & JOHNSON | 32.2M | 4.0% | 131.8K | 270.24 | +51.1% |
| MSFT MICROSOFT CORP | 30.0M | 3.7% | 81.1K | 483.24 | -4.4% |
| RTX RTX Corp | 26.4M | 3.3% | 136.8K | 209.91 | +34.1% |
| FLOT iShares Floating Rate Bond ETF | 23.7M | 3.0% | 466.1K | 51.01 | -0.1% |
| SYK STRYKER CORP | 23.7M | 3.0% | 72.1K | 329.45 | -15.9% |
| AVGO Broadcom Inc. | 22.7M | 2.8% | 73.5K | 368.45 | +26.5% |
| WWD Woodward, Inc. | 21.2M | 2.6% | 59.3K | 343.26 | +39.4% |
| ECL ECOLAB INC. | 19.0M | 2.4% | 71.4K | 281.63 | -1.3% |
| PLTR Palantir Technologies Inc. | 17.6M | 2.2% | 120.1K | 179.94 | +15.3% |
| CEG Constellation Energy Corp | 17.5M | 2.2% | 62.5K | 272.88 | -13.2% |
| XOM ExxonMobil Holdings Corp | 15.9M | 2.0% | 93.5K | 165.11 | +52.1% |
| ABBV AbbVie Inc. | 15.5M | 1.9% | 71.2K | 264.96 | +26.7% |
| VMC Vulcan Materials CO | 15.4M | 1.9% | 56.6K | 276.04 | -3.6% |
| TMO THERMO FISHER SCIENTIFIC INC. | 15.1M | 1.9% | 30.6K | 629.27 | +27.2% |
| GEV GE Vernova Inc. | 14.8M | 1.8% | 16.9K | 956.85 | +58.3% |
| AMZN AMAZON COM INC | 14.4M | 1.8% | 69.1K | 258.63 | +15.6% |
| CVX CHEVRON CORP | 13.9M | 1.7% | 67.3K | 205.27 | +34.0% |
| CW CURTISS WRIGHT CORP | 13.9M | 1.7% | 20.4K | 634.99 | +32.2% |
| ALC ALCON INC | 13.6M | 1.7% | 180.4K | 73.63 | -9.1% |
| WSO WATSCO INC | 13.5M | 1.7% | 37.0K | 311.94 | -25.5% |
| NEE NEXTERA ENERGY INC | 13.1M | 1.6% | 141.1K | 83.65 | +9.8% |
| AXP AMERICAN EXPRESS CO | 13.0M | 1.6% | 42.9K | 336.00 | +8.9% |
| HON HONEYWELL INTERNATIONAL INC | 11.4M | 1.4% | 50.5K | 215.90 | -50.3% |
| NFLX NETFLIX INC | 10.7M | 1.3% | 111.2K | 79.59 | -34.4% |
| MRK Merck & Co., Inc. | 10.6M | 1.3% | 88.2K | 152.55 | +80.2% |
| APH AMPHENOL CORP /DE/ | 10.0M | 1.2% | 79.1K | 157.01 | +44.5% |
| PAYX PAYCHEX INC | 10.0M | 1.2% | 108.5K | 124.47 | -10.4% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 8.9M | 1.1% | 36.6K | 235.68 | -2.8% |
| CHD CHURCH & DWIGHT CO INC /DE/ | 8.2M | 1.0% | 87.6K | 98.80 | +4.1% |
| ABT ABBOTT LABORATORIES | 8.1M | 1.0% | 78.4K | 116.64 | -11.9% |
| PG PROCTER & GAMBLE Co | 7.5M | 0.9% | 51.8K | 144.68 | -9.3% |
| GOOG Alphabet Inc. | 7.4M | 0.9% | 25.9K | 341.75 | +70.7% |
| WMT Walmart Inc. | 7.2M | 0.9% | 58.1K | 103.70 | +1.1% |
| ZS Zscaler, Inc. | 7.2M | 0.9% | 51.3K | 181.75 | -33.6% |
| PEP PEPSICO INC | 7.1M | 0.9% | 45.4K | 143.48 | -4.8% |
| STE STERIS plc | 7.0M | 0.9% | 31.7K | 237.93 | -4.7% |
| BXSL Blackstone Secured Lending Fund | 6.6M | 0.8% | 279.4K | 24.76 | -17.3% |
| CPRT COPART INC | 6.5M | 0.8% | 195.7K | 33.80 | -29.0% |
| GOOGL Alphabet Inc. | 6.4M | 0.8% | 22.2K | 344.82 | +73.0% |
| SCHW SCHWAB CHARLES CORP | 6.4M | 0.8% | 67.9K | 112.30 | +17.6% |
| CSCO CISCO SYSTEMS, INC. | 5.9M | 0.7% | 76.0K | 111.04 | +65.5% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 5.5M | 0.7% | 16.0K | 266.73 | -3.4% |
| TFC TRUIST FINANCIAL CORP | 5.4M | 0.7% | 117.9K | 50.42 | +13.6% |
| AMAT APPLIED MATERIALS INC /DE | 5.1M | 0.6% | 15.1K | 492.32 | +205.9% |
| IDXX IDEXX LABORATORIES INC /DE | 4.7M | 0.6% | 8.4K | 556.93 | -13.0% |
| MDT Medtronic plc | 4.4M | 0.5% | 50.9K | 93.35 | +0.1% |
| HSY HERSHEY CO | 4.4M | 0.5% | 21.2K | 186.46 | +2.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →