LaFleur & Godfrey LLC
Top Portfolio Positions
112 positions ·
$755,233,767 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
206,227 | $52,338,350 | 6.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
125,339 | $36,869,720 | 4.88% | |
| CAT |
Caterpillar Inc
Industrials
|
46,081 | $32,646,545 | 4.32% | |
| JNJ |
Johnson & Johnson
Healthcare
|
131,797 | $32,216,458 | 4.27% | |
| MSFT |
Microsoft Corp
Technology
|
81,090 | $30,017,085 | 3.97% | |
| RTX |
RTX Corp
Industrials
|
136,772 | $26,383,318 | 3.49% | |
| SYK |
Stryker Corp
Healthcare
|
72,122 | $23,698,567 | 3.14% | |
| AVGO |
Broadcom Inc.
Technology
|
73,481 | $22,743,104 | 3.01% | |
| WWD |
Woodward, Inc.
Industrials
|
59,307 | $21,227,161 | 2.81% | |
| ECL |
Ecolab Inc.
Basic Materials
|
71,407 | $18,995,690 | 2.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MBWM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,590,699 | 31,499 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,406,107 | 29,233 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,478,970 | 32,866 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,638,087 | 35,296 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,532,997 | 35,290 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,569,740 | 35,283 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,555,164 | 35,571 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,442,872 | 35,565 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,380,174 | 35,858 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,501,207 | 37,177 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,163,885 | 37,654 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,039,810 | 37,647 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,176,534 | 38,474 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,402,175 | 41,881 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,247,047 | 41,974 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,421,295 | 44,485 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,571,337 | 44,363 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,553,825 | 44,357 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,420,594 | 44,352 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,549,682 | 51,314 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,768,121 | 54,454 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,503,397 | 55,333 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,066,333 | 59,175 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,337,151 | 59,166 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,313,492 | 62,045 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||