account_balance
Investment manager · 13F filer · SEC CIK 1387458
LaFleur & Godfrey LLC
Reported value$832Mas of Sep 30, 2026
Positions144 5 new, 10 sold out
Top 10 weight39.1%AAPL alone is 8%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.8%Trimmed −4%
MSFTMicrosoft Corp
5.2%
JPMJPMorgan Chase & Co
4.7%Trimmed −5%
JNJJohnson & Johnson
3.9%Trimmed −3%
CATCaterpillar Inc
3.6%Trimmed −8%
FLOTiShares Tr
3.0%
PLTRPalantir Technologies Inc.
2.9%Added +4%
RTXRTX Corp
2.8%Trimmed −6%
SYKStryker Corp
2.7%Added +9%
AVGOBroadcom Inc.
2.6%Trimmed −11%
TMOThermo Fisher Scientific Inc.
2.4%−3%
ECLEcolab Inc.
2.3%Trimmed −2%
AAPLApple Inc.
7.8%Trimmed −4%
MSFTMicrosoft Corp
5.2%
JPMJPMorgan Chase & Co
4.7%−5%
JNJJohnson & Johnson
3.9%−3%
CATCaterpillar Inc
3.6%−8%
FLOTiShares Tr
3.0%
PLTRPalantir Technologies Inc.
2.9%
RTXRTX Corp
2.8%
SYKStryker Corp
2.7%
AVGO2.6%TMO2.4%ECL2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.8% Trimmed −4%MSFT Microsoft Corp 5.2% HeldJPM JPMorgan Chase & Co 4.7% Trimmed −5%JNJ Johnson & Johnson 3.9% Trimmed −3%CAT Caterpillar Inc 3.6% Trimmed −8%
FLOT iShares Tr 3.0% Held
PLTR Palantir Technologies Inc. 2.9% Added +4%RTX RTX Corp 2.8% Trimmed −6%SYK Stryker Corp 2.7% Added +9%AVGO Broadcom Inc. 2.6% Trimmed −11%TMO Thermo Fisher Scientific Inc. 2.4% Trimmed −3%ECL Ecolab Inc. 2.3% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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