Lafleur & Godfrey Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$803.2M
Q ending 2026-03-31
Prior quarter
$825.8M
Q ending 2025-12-31
Change
-2.7% QoQ · +9.0% YoY
Positions
141
reported holdings
Largest positions
Top 100 of 141 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $52.3M | 206K |
| Jpmorgan Chase & Co | JPM | Shares | $36.9M | 125K |
| Caterpillar Inc | CAT | Shares | $32.6M | 46K |
| Johnson & Johnson | JNJ | Shares | $32.2M | 132K |
| Microsoft Corp | MSFT | Shares | $30.0M | 81K |
| Rtx Corporation | RTX | Shares | $26.4M | 137K |
| Ishares Tr | FLOT | Shares | $23.7M | 466K |
| Stryker Corporation | SYK | Shares | $23.7M | 72K |
| Broadcom Inc | AVGO | Shares | $22.7M | 73K |
| Woodward Inc | WWD | Shares | $21.2M | 59K |
| Ecolab Inc | ECL | Shares | $19.0M | 71K |
| Palantir Technologies Inc | PLTR | Shares | $17.6M | 120K |
| Constellation Energy Corp | CEG | Shares | $17.5M | 63K |
| Exxon Mobil Corp | XOM | Shares | $15.9M | 94K |
| Abbvie Inc | ABBV | Shares | $15.5M | 71K |
| Vulcan Matls Co | VMC | Shares | $15.4M | 57K |
| Thermo Fisher Scientific Inc | TMO | Shares | $15.1M | 31K |
| Ge Vernova Inc | GEV | Shares | $14.8M | 17K |
| Amazon Com Inc | AMZN | Shares | $14.4M | 69K |
| Chevron Corporation | CVX | Shares | $13.9M | 67K |
| Curtiss Wright Corp | CW | Shares | $13.9M | 20K |
| Alcon Ag | Shares | $13.6M | 180K | |
| Watsco Inc | WSO | Shares | $13.5M | 37K |
| Nextera Energy Inc | NEE | Shares | $13.1M | 141K |
| American Express Co | AXP | Shares | $13.0M | 43K |
| Honeywell Intl Inc | HONGBP | Shares | $11.4M | 51K |
| Netflix Inc. | NFLX | Shares | $10.7M | 111K |
| Merck & Co Inc | MRK | Shares | $10.6M | 88K |
| Amphenol Corp | APH | Shares | $10.0M | 79K |
| Paychex Inc | PAYX | Shares | $10.0M | 108K |
| International Business Machs | IBM | Shares | $8.9M | 37K |
| Church & Dwight Co Inc | CHD | Shares | $8.2M | 88K |
| Abbott Laboratories | ABT | Shares | $8.1M | 78K |
| Procter & Gamble Co | PG | Shares | $7.5M | 52K |
| Alphabet Inc | GOOG | Shares | $7.4M | 26K |
| Walmart Inc | WMT | Shares | $7.2M | 58K |
| Zscaler Inc | ZS | Shares | $7.2M | 51K |
| Pepsico Inc | PEP | Shares | $7.1M | 45K |
| Steris Plc | Shares | $7.0M | 32K | |
| Blackstone Secd Lending Fd | BXSL | Shares | $6.6M | 279K |
| Copart Inc | CPRT | Shares | $6.5M | 196K |
| Alphabet Inc | GOOGL | Shares | $6.4M | 22K |
| Schwab Charles Corp | SCHW | Shares | $6.4M | 68K |
| Cisco Sys Inc | CSCO | Shares | $5.9M | 76K |
| L3Harris Technologies Inc | LHX | Shares | $5.5M | 16K |
| Truist Finl Corp | TFC | Shares | $5.4M | 118K |
| Applied Matls Inc | AMAT | Shares | $5.1M | 15K |
| Idexx Labs Inc | IDXX | Shares | $4.7M | 8K |
| Medtronic Plc | Shares | $4.4M | 51K | |
| Hershey Co | HSY | Shares | $4.4M | 21K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.0M | 8K |
| Air Products And Chemicals I | APD | Shares | $3.8M | 13K |
| Amgen Inc | AMGN | Shares | $3.5M | 10K |
| Verizon Communications Inc | VZ | Shares | $3.2M | 65K |
| Ishares Tr | IGSB | Shares | $3.2M | 62K |
| Home Depot Inc | HD | Shares | $3.1M | 9K |
| Oneok Inc New | OKE | Shares | $2.9M | 32K |
| Mcdonalds Corp | MCD | Shares | $2.8M | 9K |
| Waste Mgmt Inc Del | WM | Shares | $2.6M | 11K |
| Danaher Corp Del | DHR | Shares | $2.6M | 13K |
| Automatic Data Processing In | ADP | Shares | $2.4M | 12K |
| Bristol-Myers Squibb Co | BMY | Shares | $2.2M | 37K |
| Evergy Inc | EVRG | Shares | $2.1M | 26K |
| Starbucks Corp | SBUX | Shares | $2.0M | 22K |
| Tyson Foods Inc | TSN | Shares | $1.9M | 30K |
| Coca Cola Co | KO | Shares | $1.8M | 23K |
| Illinois Tool Wks Inc | ITW | Shares | $1.7M | 7K |
| Zoetis Inc | ZTS | Shares | $1.6M | 14K |
| State Str Corp | STT | Shares | $1.6M | 13K |
| Vanguard Index Fds | VUG | Shares | $1.6M | 4K |
| Mercantile Bk Corp | MBWM | Shares | $1.6M | 31K |
| Gentex Corp | GNTX | Shares | $1.6M | 72K |
| The Trade Desk Inc | TTD | Shares | $1.5M | 68K |
| First Solar Inc | FSLR | Shares | $1.5M | 8K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.3M | 2K |
| Ulta Beauty Inc | ULTA | Shares | $1.3M | 3K |
| Blackrock Inc | BLK | Shares | $1.3M | 1K |
| Adobe Inc | ADBE | Shares | $1.2M | 5K |
| Fifth Third Bancorp | FITB | Shares | $1.2M | 26K |
| Eog Res Inc | EOG | Shares | $1.2M | 8K |
| Roper Technologies Inc | ROP | Shares | $1.0M | 3K |
| Vanguard Index Fds | VTV | Shares | $1.0M | 5K |
| Accenture Plc Ireland | Shares | $966K | 5K | |
| Waters Corp | WAT | Shares | $900K | 3K |
| Ishares Tr | IMCG | Shares | $887K | 11K |
| United Parcel Svcs Inc | UPS | Shares | $854K | 9K |
| Select Sector Spdr Tr | XLK | Shares | $831K | 6K |
| Ishares Tr | IMCV | Shares | $830K | 10K |
| Vanguard Whitehall Fds | VYM | Shares | $827K | 6K |
| Nike Inc | NKE | Shares | $788K | 15K |
| Kadant Inc | KAI | Shares | $777K | 3K |
| J P Morgan Exchange Traded F | JPIE | Shares | $773K | 17K |
| Southern Co | SO | Shares | $681K | 7K |
| Marvell Technology Inc | MRVL | Shares | $661K | 7K |
| Columbia Etf Tr Ii | XCEM | Shares | $629K | 15K |
| Sysco Corp | SYY | Shares | $576K | 8K |
| Monroe Cap Corp | MRCC | Shares | $563K | 122K |
| Ishares Tr | STIP | Shares | $533K | 5K |
| Vanguard Scottsdale Fds | VCSH | Shares | $529K | 7K |
| Nvidia Corporation | NVDA | Shares | $526K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.