LaFleur & Godfrey LLC
142 holdingsFiling period: 2026-03-31Current AUM: $876.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 206.2K | $52.3M | $63.7M | 7.27% | -7,271 | 2026-03-31 |
| 2 | JPM | JPMORGAN CHASE & CO | 125.3K | $36.9M | $44.1M | 5.03% | -2,298 | 2026-03-31 |
| 3 | CAT | CATERPILLAR INC | 46.1K | $32.6M | $37.5M | 4.28% | -1,462 | 2026-03-31 |
| 4 | JNJ | JOHNSON & JOHNSON | 131.8K | $32.2M | $33.8M | 3.86% | -2,970 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 81.1K | $30.0M | $37.7M | 4.30% | +1.4K | 2026-03-31 |
| 6 | RTX | RTX CORPORATION | 136.8K | $26.4M | $29.4M | 3.36% | -4,460 | 2026-03-31 |
| 7 | FLOT | ISHARES TR | 466.1K | $23.7M | $23.8M | 2.72% | +60.5K | 2026-03-31 |
| 8 | SYK | STRYKER CORPORATION | 72.1K | $23.7M | $23.5M | 2.68% | +1.3K | 2026-03-31 |
| 9 | AVGO | BROADCOM INC | 73.5K | $22.7M | $28.6M | 3.26% | -1,968 | 2026-03-31 |
| 10 | WWD | WOODWARD INC | 59.3K | $21.2M | $21.4M | 2.44% | -1,856 | 2026-03-31 |
| 11 | ECL | ECOLAB INC | 71.4K | $19.0M | $19.8M | 2.26% | -846 | 2026-03-31 |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | 120.1K | $17.6M | $14.8M | 1.69% | -3,096 | 2026-03-31 |
| 13 | CEG | CONSTELLATION ENERGY CORP | 62.5K | $17.5M | $16.4M | 1.87% | +2.1K | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 93.5K | $15.9M | $14.5M | 1.66% | -2,824 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 93.5K | $15.9M | $14.5M | 1.66% | -2,824 | 2026-03-31 |
| 16 | ABBV | ABBVIE INC | 71.2K | $15.5M | $17.9M | 2.04% | -514 | 2026-03-31 |
| 17 | VMC | VULCAN MATLS CO | 56.6K | $15.4M | $15.2M | 1.73% | -52 | 2026-03-31 |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | 30.6K | $15.1M | $17.6M | 2.01% | +786 | 2026-03-31 |
| 19 | GEV | GE VERNOVA INC | 16.9K | $14.8M | $16.8M | 1.92% | -445 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 69.1K | $14.4M | $18.8M | 2.14% | +1.6K | 2026-03-31 |
| 21 | CVX | CHEVRON CORPORATION | 67.3K | $13.9M | $13.3M | 1.51% | -93 | 2026-03-31 |
| 22 | CW | CURTISS WRIGHT CORP | 20.4K | $13.9M | $14.8M | 1.68% | -478 | 2026-03-31 |
| 23 | — | ALCON AG | 180.4K | $13.6M | $13.6M | 1.55% | -3,313 | 2026-03-31 |
| 24 | WSO | WATSCO INC | 37.0K | $13.5M | $11.5M | 1.31% | +31 | 2026-03-31 |
| 25 | NEE | NEXTERA ENERGY INC | 141.1K | $13.1M | $12.3M | 1.40% | +7.3K | 2026-03-31 |
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