StockDriftsStockDriftsTop 50 LaFleur & Godfrey LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.52% | 206.2K | $52.3M | -3.41%(-7.27K) | $47.98(+522.86%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.59% | 125.3K | $36.9M | -1.80%(-2.30K) | $96.37(+211.57%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 4.06% | 46.1K | $32.6M | -3.08%(-1.46K) | $168.81(+434.50%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 4.01% | 131.8K | $32.2M | -2.20%(-2.97K) | $120.57(+91.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.74% | 81.1K | $30.0M | +1.76%(+1.40K) | $146.58(+176.44%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 3.28% | 136.8K | $26.4M | -3.16%(-4.46K) | $72.36(+146.15%) | 2026-03-31 | |
| FLOT | ISHARES TR | 2.96% | 466.1K | $23.7M | +14.91%(+60.49K) | $50.94(-0.02%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 2.95% | 72.1K | $23.7M | +1.81%(+1.28K) | $125.70(+140.33%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.83% | 73.5K | $22.7M | -2.61%(-1.97K) | $175.40(+137.62%) | 2026-03-31 | |
| WWD | WOODWARD INC | 2.64% | 59.3K | $21.2M | -3.03%(-1.86K) | $36.15(+922.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.13% | +64.84% |
| Top 20 Holdings Unweighted | +18.68% | +67.16% |
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