LaFleur & Godfrey LLC

CIK
1387458
City
GRAND RAPIDS
State / Country
MI

Top Portfolio Positions

111 positions · $751,256,407 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
206,227 $52,338,350 6.97%
JPM
Jpmorgan Chase & Co
Financial Services
125,339 $36,869,720 4.91%
CAT
Caterpillar Inc
Industrials
46,081 $32,646,545 4.35%
JNJ
Johnson & Johnson
Healthcare
131,797 $32,216,458 4.29%
MSFT
Microsoft Corp
Technology
81,090 $30,017,085 4.00%
RTX
RTX Corp
Industrials
136,772 $26,383,318 3.51%
SYK
Stryker Corp
Healthcare
72,122 $23,698,567 3.15%
AVGO
Broadcom Inc.
Technology
73,481 $22,743,104 3.03%
WWD
Woodward, Inc.
Industrials
59,307 $21,227,161 2.83%
ECL
Ecolab Inc.
Basic Materials
71,407 $18,995,690 2.53%

Portfolio Trend

25 quarters · across all stocks

Holdings in MRCC

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $563,362 122,470
2025-12-31 $780,133 122,470
2025-09-30 $750,929 106,970
2025-06-30 $680,329 106,970
2025-03-31 $849,498 108,910
2024-12-31 $550,885 64,810
2024-09-30 $176,144 21,800
2024-06-30 $165,898 21,800
2024-03-31 $156,960 21,800
2023-12-31 $154,017 21,800
2023-09-30 $162,410 21,800
2023-06-30 $178,324 21,800
2023-03-31 $166,770 21,800
2022-12-31 $186,172 21,800
2022-09-30 $157,832 21,800
2022-06-30 $196,854 21,800
2022-03-31 $235,222 21,800
2021-12-31 $244,596 21,800
2021-09-30 $226,502 21,800
2021-06-30 $233,914 21,800
2021-03-31 $218,872 21,800
2020-12-31 $175,054 21,800
2020-06-30 $151,510 21,800
2020-03-31 $154,780 21,800