StockDriftsStockDriftsTop 50 LaFleur & Godfrey LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.96% | 202.6K | $58.6M | -1.75%(-3.62K) | $47.98(+536.42%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 5.1% | 40.3K | $43.0M | -12.45%(-5.74K) | $168.81(+415.06%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.77% | 122.8K | $40.2M | -2.00%(-2.51K) | $96.37(+278.47%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.81% | 126.2K | $32.1M | -4.21%(-5.55K) | $119.90(+117.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.72% | 83.9K | $31.3M | +3.43%(+2.78K) | $153.85(+215.93%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.07% | 68.4K | $25.8M | -6.89%(-5.06K) | $175.40(+124.48%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 2.97% | 132.0K | $25.0M | -3.48%(-4.76K) | $72.36(+208.97%) | 2026-06-30 | |
| FLOT | ISHARES TR | 2.94% | 484.6K | $24.7M | +3.95%(+18.42K) | $50.94(+0.05%) | 2026-06-30 | |
| WWD | WOODWARD INC | 2.84% | 56.2K | $23.9M | -5.31%(-3.15K) | $36.15(+923.25%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 2.83% | 75.8K | $23.9M | +5.05%(+3.64K) | $135.06(+145.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.46% | +70.47% | +12.18% | +77.66% |
| Top 20 Holdings Unweighted | +19.15% | +69.15% | +11.75% | +74.29% |
LaFleur & Godfrey LLC reports $842.12M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.0%), CAT (5.1%) and JPM (4.8%). The top 20 holdings account for 58.43% of reported assets. Its disclosed equity book has returned +70.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track LaFleur & Godfrey LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from LaFleur & Godfrey LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1387458). View LaFleur & Godfrey LLC’s 13F filings on SEC