LaFleur & Godfrey LLC
150 holdingsFiling period: 2026-06-30Current AUM: $853.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 202.6K | $58.6M | $67.1M | 7.87% | -3,619 | 2026-06-30 |
| 2 | CAT | CATERPILLAR INC | 40.3K | $43.0M | $31.6M | 3.71% | -5,738 | 2026-06-30 |
| 3 | JPM | JPMORGAN CHASE & CO | 122.8K | $40.2M | $43.3M | 5.08% | -2,510 | 2026-06-30 |
| 4 | JNJ | JOHNSON & JOHNSON | 126.2K | $32.1M | $33.7M | 3.95% | -5,552 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP | 83.9K | $31.3M | $41.7M | 4.89% | +2.8K | 2026-06-30 |
| 6 | AVGO | BROADCOM INC | 68.4K | $25.8M | $23.2M | 2.72% | -5,063 | 2026-06-30 |
| 7 | RTX | RTX CORPORATION | 132.0K | $25.0M | $25.8M | 3.03% | -4,760 | 2026-06-30 |
| 8 | FLOT | ISHARES TR | 484.6K | $24.7M | $24.7M | 2.90% | +18.4K | 2026-06-30 |
| 9 | WWD | WOODWARD INC | 56.2K | $23.9M | $17.9M | 2.10% | -3,149 | 2026-06-30 |
| 10 | SYK | STRYKER CORPORATION | 75.8K | $23.9M | $21.3M | 2.50% | +3.6K | 2026-06-30 |
| 11 | ECL | ECOLAB INC | 71.7K | $20.0M | $19.7M | 2.31% | +248 | 2026-06-30 |
| 12 | ABBV | ABBVIE INC | 73.1K | $18.4M | $19.2M | 2.25% | +1.9K | 2026-06-30 |
| 13 | GEV | GE VERNOVA INC | 14.6K | $17.1M | $12.9M | 1.51% | -2,361 | 2026-06-30 |
| 14 | VMC | VULCAN MATLS CO | 56.0K | $16.5M | $13.9M | 1.63% | -592 | 2026-06-30 |
| 15 | AMZN | AMAZON COM INC | 68.6K | $16.4M | $17.0M | 2.00% | -477 | 2026-06-30 |
| 16 | CEG | CONSTELLATION ENERGY CORP | 64.5K | $16.0M | $16.8M | 1.97% | +2.0K | 2026-06-30 |
| 17 | WSO | WATSCO INC | 36.6K | $15.2M | $11.1M | 1.30% | -477 | 2026-06-30 |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | 30.1K | $15.1M | $19.3M | 2.26% | -569 | 2026-06-30 |
| 19 | CW | CURTISS WRIGHT CORP | 19.1K | $14.5M | $10.8M | 1.26% | -1,230 | 2026-06-30 |
| 20 | AXP | AMERICAN EXPRESS CO | 42.5K | $14.4M | $13.8M | 1.62% | -375 | 2026-06-30 |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC | 122.8K | $14.3M | $21.2M | 2.48% | +2.7K | 2026-06-30 |
| 22 | NFLX | NETFLIX INC. | 200.6K | $14.3M | $15.6M | 1.83% | +89.4K | 2026-06-30 |
| 23 | APH | AMPHENOL CORP | 74.5K | $13.1M | $11.6M | 1.36% | -4,580 | 2026-06-30 |
| 24 | NEE | NEXTERA ENERGY INC | 146.3K | $12.8M | $11.9M | 1.39% | +5.2K | 2026-06-30 |
| 25 | — | ALCON AG | 175.8K | $11.8M | $11.8M | 1.38% | -4,593 | 2026-06-30 |
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