LG

LaFleur & Godfrey LLC

13F
LaFleur & Godfrey LLC
Last update 2024-10-16 147 Stocks (12 new)
Value $725.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(7.34%)MSFT(5.34%)JPM(4.07%)SYK(3.90%)JNJ(3.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
LaFleur & Godfrey LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
228,400
53217.190
-1.45%
7.340
-0.10%
0.000
+6.64%
+18.46%
3430687.188
Hardware
MSFT 		Microsoft Corp
90,021
38735.910
-0.42%
5.340
-0.02%
0.000
+5.12%
+12.98%
3141534.523
Software
JPM 		JPMorgan Chase & Co
139,983
29516.720
-5.60%
4.070
-0.25%
0.000
+16.84%
+42.64%
667179.373
Banks
SYK 		Stryker Corp
78,259
28271.900
-0.73%
3.900
-0.03%
0.020
+15.59%
+26.41%
143321.882
Medical Devices & Instruments
JNJ 		Johnson & Johnson
135,027
21882.470
+2.53%
3.020
+0.07%
0.010
-2.23%
+1.52%
374313.143
Drug Manufacturers
RTX 		RTX Corp
177,291
21480.580
-1.66%
2.960
-0.04%
0.010
+7.92%
+49.49%
164447.076
Aerospace & Defense
WSO 		Watsco Inc
41,276
20302.830
-2.66%
2.800
-0.08%
0.100
+12.80%
+26.27%
21288.803
Industrial Distribution
CAT 		Caterpillar Inc
51,233
20038.410
-3.47%
2.760
-0.09%
0.010
+17.44%
+35.18%
189920.015
Farm & Heavy Construction Machinery
ECL 		Ecolab Inc
77,541
19798.660
-7.61%
2.730
-0.22%
0.030
+5.67%
+26.96%
70801.781
Chemicals
PLTR 		Palantir Technologies Inc
531,805
19783.150
-6.76%
2.730
-0.14%
0.020
+99.42%
+240.07%
133013.646
Software

LaFleur & Godfrey LLC's Historical Top Holdings Breakdowns

LaFleur & Godfrey LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO 		Broadcom Inc2024-09-30New Buy
+1.57%
●
136.27 ($160.32) 178.09
$183.64
14.55%
New holding
65,920
65,920
MRVL 		Marvell Technology Inc2024-09-30Reduce
-0.69%
●
56.15 ($69.07) 76.24
$93.80
35.80%
Reduce -78.3%
18,668
-67,366
SLB 		Schlumberger Ltd2024-09-30Reduce
-0.44%
●
39.57 ($44.52) 49.67
$43.18
-3.01%
Reduce -54.85%
53,044
-64,443
GNRC 		Generac Holdings Inc2024-09-30Add
+0.41%
●
133.16 ($148.36) 159.78
$189.35
27.63%
Add 43.32%
62,150
18,785
AMZN 		Amazon.com Inc2024-09-30Add
+0.35%
●
161.02 ($182.46) 200
$208.18
14.10%
Add 38.76%
48,547
13,560
BXSL 		Blackstone Secured Lending Fund2024-09-30New Buy
+0.32%
●
28.75 ($30.2) 31.59
$31.42
4.04%
New holding
79,785
79,785
IBM 		International Business Machines Corp2024-09-30Reduce
-0.32%
●
175.1 ($196.07) 223.43
$213.72
9.00%
Reduce -28.91%
31,477
-12,802
INTC 		Intel Corp2024-09-30Reduce
-0.30%
●
18.89 ($24.97) 34.87
$26.20
4.93%
Reduce -82.73%
13,760
-65,926
MU 		Micron Technology Inc2024-09-30Add
+0.28%
●
86.27 ($104.58) 136.82
$111.94
7.04%
Add 30.8%
82,363
19,395
ABT 		Abbott Laboratories2024-09-30Add
+0.27%
●
100.07 ($109.68) 118.13
$116.59
6.30%
Add 35.03%
66,751
17,318

LaFleur & Godfrey LLC Total Holding History ($B)

To

LaFleur & Godfrey LLC's Asset Allocation

To

LaFleur & Godfrey LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LaFleur & Godfrey LLC's Hypothetical Growth since 2024-09-30

LaFleur & Godfrey LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LaFleur & Godfrey LLC's Holdings Heat Map

Size field:

LaFleur & Godfrey LLC's Holdings Bubble Chart

LaFleur & Godfrey LLC News

  • 1

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