LaFleur & Godfrey LLC
CIK
1387458
Location
GRAND RAPIDS, MI
Portfolio Value
Small
$179,956,314
Diversification
Diversified
Filing Date
Global Rank
#1,808
/ 8,232
▲ 93
Top Industry
Aerospace & Defense
9.0%
3Y Alpha vs SPY
-4.2%
Period ended 2 months ago
Filed May 4, 2026 · 41d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.4%
SPY
+76.3%
Annualised alpha
-4.2%
Max drawdown
−16.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
112 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.9%
−0.5 pts
Top 5
24.4%
−0.4 pts
Top 10
39.3%
−0.8 pts
HHI
251
Diversified−8
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.8% | $179,956,314 |
| Industrials | 20.2% | $152,499,923 |
| Healthcare | 19.5% | $146,895,431 |
| Financial Services | 10.5% | $79,196,893 |
| Consumer Defensive | 5.3% | $40,127,512 |
| Basic Materials | 5.1% | $38,551,836 |
| Energy | 4.5% | $33,955,912 |
| Utilities | 4.5% | $33,789,200 |
| Consumer Cyclical | 3.5% | $26,296,637 |
| Communication Services | 2.9% | $22,164,801 |
| Unclassified | 0.2% | $1,799,308 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +101,283 | 111,202 | $10,692,072 | |
| BXSL | Blackstone Secured Lending Fund | +22,575 | 279,435 | $6,619,815 | |
| TSN | Tyson Foods, Inc. | +19,134 | 30,368 | $1,945,677 | |
| FITB | Fifth Third Bancorp | +15,214 | 25,911 | $1,203,825 | |
| TTD | Trade Desk, Inc. | +13,967 | 68,194 | $1,547,321 | |
| NEE | Nextera Energy Inc | +7,341 | 141,102 | $13,105,553 | |
| VZ | Verizon Communications Inc | +7,183 | 64,612 | $3,243,522 | |
| SCHW | Schwab Charles Corp | +4,680 | 67,912 | $6,382,369 | |
| SBUX | Starbucks Corp | +3,112 | 22,275 | $1,995,617 | |
| IBM | International Business Machines Corp | +2,278 | 36,644 | $8,882,139 | |
| MBWM | Mercantile Bank Corp | +2,266 | 31,499 | $1,590,699 | |
| CEG | Constellation Energy Corp | +2,123 | 62,512 | $17,456,476 | |
| BMY | Bristol Myers Squibb Co | +1,636 | 36,821 | $2,233,193 | |
| AMZN | Amazon Com Inc | +1,623 | 69,103 | $14,392,081 | |
| MSFT | Microsoft Corp | +1,403 | 81,090 | $30,017,085 | |
| SYK | Stryker Corp | +1,282 | 72,122 | $23,698,567 | |
| UPS | United Parcel Service Inc | +993 | 8,683 | $854,233 | |
| TMO | Thermo Fisher Scientific Inc. | +786 | 30,650 | $15,065,394 | |
| STT | State Street Corp | +445 | 12,845 | $1,625,663 | |
| NVDA | Nvidia Corp | +400 | 3,014 | $525,641 | |
| ACN | Accenture plc | +352 | 4,872 | $966,068 | |
| PAYX | Paychex Inc | +316 | 108,499 | $9,994,927 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | +262 | 744 | $332,225 | |
| EVRG | Evergy, Inc. | +203 | 25,557 | $2,093,629 | |
| EOG | Eog Resources Inc | +175 | 8,260 | $1,194,148 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GNTX | Gentex Corp | −27,604 | 71,966 | $1,572,457 | |
| WMT | Walmart Inc. | −8,101 | 58,076 | $7,217,685 | |
| AAPL | Apple Inc. | −7,271 | 206,227 | $52,338,350 | |
| KO | Coca Cola Co | −6,705 | 23,330 | $1,774,246 | |
| SOLS | Solstice Advanced Materials Inc. | −5,148 | 5,019 | $382,247 | |
| ABT | Abbott Laboratories | −4,743 | 78,424 | $8,051,792 | |
| RTX | RTX Corp | −4,460 | 136,772 | $26,383,318 | |
| MRK | Merck & Co., Inc. | −4,049 | 88,152 | $10,603,804 | |
| DHR | Danaher Corp /De/ | −3,876 | 13,470 | $2,553,912 | |
| ALC | Alcon Inc | −3,313 | 180,366 | $13,590,578 | |
| PLTR | Palantir Technologies Inc. | −3,096 | 120,117 | $17,570,714 | |
| JNJ | Johnson & Johnson | −2,970 | 131,797 | $32,216,458 | |
| XOM | Exxon Mobil Corp | −2,824 | 93,514 | $15,865,585 | |
| STE | STERIS plc | −2,347 | 31,677 | $7,004,735 | |
| JPM | Jpmorgan Chase & Co | −2,298 | 125,339 | $36,869,720 | |
| SO | Southern Co | −2,284 | 7,056 | $681,045 | |
| MRVL | Marvell Technology, Inc. | −2,115 | 6,671 | $660,762 | |
| AVGO | Broadcom Inc. | −1,968 | 73,481 | $22,743,104 | |
| CSCO | Cisco Systems, Inc. | −1,961 | 76,005 | $5,897,227 | |
| WWD | Woodward, Inc. | −1,856 | 59,307 | $21,227,161 | |
| AMAT | Applied Materials Inc /De | −1,847 | 15,062 | $5,148,040 | |
| TFC | Truist Financial Corp | −1,789 | 117,917 | $5,420,644 | |
| ZS | Zscaler, Inc. | −1,631 | 51,317 | $7,199,261 | |
| CPRT | Copart Inc | −1,600 | 195,681 | $6,496,609 | |
| ADP | Automatic Data Processing Inc | −1,524 | 11,727 | $2,382,691 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LNT | Alliant Energy Corp | 2,861 | $205,305 | |
| No positions match the current search. | ||||
23 positions ·
$179,956,314 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 206,227 | $52,338,350 | 29.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 81,090 | $30,017,085 | 16.68% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 73,481 | $22,743,104 | 12.64% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 120,117 | $17,570,714 | 9.76% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 79,122 | $9,997,064 | 5.56% | |
| PAYX |
Paychex Inc
Technology
|
Added | 108,499 | $9,994,927 | 5.55% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 36,644 | $8,882,139 | 4.94% | |
| ZS |
Zscaler, Inc.
Technology
|
Reduced | 51,317 | $7,199,261 | 4.00% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 76,005 | $5,897,227 | 3.28% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 15,062 | $5,148,040 | 2.86% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 11,727 | $2,382,691 | 1.32% | |
| FSLR |
First Solar, Inc.
Technology
|
Held | 7,689 | $1,516,732 | 0.84% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 5,103 | $1,240,437 | 0.69% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 2,913 | $1,030,794 | 0.57% | |
| ACN |
Accenture plc
Technology
|
Added | 4,872 | $966,068 | 0.54% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 6,671 | $660,762 | 0.37% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,014 | $525,641 | 0.29% | |
| WDAY |
Workday, Inc.
Technology
|
Added | 3,679 | $477,975 | 0.27% | |
| MU |
Micron Technology Inc
Technology
|
Added | 964 | $325,677 | 0.18% | |
| INTC |
Intel Corp
Technology
|
Reduced | 7,222 | $318,706 | 0.18% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,434 | $291,718 | 0.16% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 667 | $225,412 | 0.13% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,598 | $205,790 | 0.11% |