LaFleur & Godfrey LLC holds a diversified book of 149 reported positions worth $842.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Salesforce Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +23% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning LaFleur & Godfrey LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
+4 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LaFleur & Godfrey LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 29 / 80 | $425.9M |
| Ardent Capital Management, Inc. | 17 / 80 | $191.3M |
| Marest Capital, LLC | 15 / 80 | $153.3M |
| Westchester Capital Management, Inc. | 24 / 80 | $413.6M |
| Prospect Hill Management, LLC | 8 / 80 | $187.2M |
| Miramar Capital, LLC | 25 / 80 | $328.6M |
| Trust Asset Management LLC | 38 / 80 | $1.2B |
| AdviceOne Advisory Services, LLC | 15 / 80 | $126.3M |
Ranked by the share of each fund's own book sitting in the names it shares with LaFleur & Godfrey LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $58.6M | 202.6K | 7.0% | ▼−1.8% Reduced · −4K sh | |
| 2 | Caterpillar Inc COM | $43.0M | 40.3K | 5.1% | ▼−12% Reduced · −6K sh | |
| 3 | JPMorgan Chase & Co COM | $40.2M | 122.8K | 4.8% | ▼−2.0% Reduced · −3K sh | |
| 4 | Johnson & Johnson COM | $32.1M | 126.2K | 3.8% | ▼−4.2% Reduced · −6K sh | |
| 5 | Microsoft Corp COM | $31.3M | 83.9K | 3.7% | ▲+3.4% Added · +3K sh | |
| 6 | Broadcom Inc COM | $25.8M | 68.4K | 3.1% | ▼−6.9% Reduced · −5K sh | |
| 7 | RTX Corporation COM | $25.0M | 132.0K | 3.0% | ▼−3.5% Reduced · −5K sh | |
| 8 | Ishares TR FLTG RATE NT ETF | $24.7M | 484.6K | 2.9% | ▲+4.0% Added · +18K sh | |
| 9 | Woodward Inc COM | $23.9M | 56.2K | 2.8% | ▼−5.3% Reduced · −3K sh | |
| 10 | Stryker Corporation COM | $23.9M | 75.8K | 2.8% | ▲+5.0% Added · +4K sh | |
| 11 | Ecolab Inc COM | $20.0M | 71.7K | 2.4% | ▲+0.3% Added · +248 sh | |
| 12 | Abbvie Inc COM | $18.4M | 73.1K | 2.2% | ▲+2.7% Added · +2K sh | |
| 13 | Ge Vernova Inc COM | $17.1M | 14.6K | 2.0% | ▼−14% Reduced · −2K sh | |
| 14 | Vulcan Matls Co COM | $16.5M | 56.0K | 2.0% | ▼−1.0% Reduced · −592 sh | |
| 15 | Amazon Com Inc COM | $16.4M | 68.6K | 1.9% | ▼−0.7% Reduced · −477 sh | |
| 16 | Constellation Energy Corp COM | $16.0M | 64.5K | 1.9% | ▲+3.2% Added · +2K sh | |
| 17 | Watsco Inc COM | $15.2M | 36.6K | 1.8% | ▼−1.3% Reduced · −477 sh | |
| 18 | Thermo Fisher Scientific Inc COM | $15.1M | 30.1K | 1.8% | ▼−1.9% Reduced · −569 sh | |
| 19 | Curtiss Wright Corp COM | $14.5M | 19.1K | 1.7% | ▼−6.0% Reduced · −1K sh | |
| 20 | American Express Co COM | $14.4M | 42.5K | 1.7% | ▼−0.9% Reduced · −375 sh | |
| 21 | Palantir Technologies Inc CL A | $14.3M | 122.8K | 1.7% | ▲+2.2% Added · +3K sh | |
| 22 | Netflix Inc. COM | $14.3M | 200.6K | 1.7% | ▲+80% Added · +89K sh | |
| 23 | Amphenol Corp CL A | $13.1M | 74.5K | 1.6% | ▼−5.8% Reduced · −5K sh | |
| 24 | NextEra Energy Inc COM | $12.8M | 146.3K | 1.5% | ▲+3.7% Added · +5K sh | |
| 25 | Alcon AG ORD SHS | $11.8M | 175.8K | 1.4% | ▼−2.5% Reduced · −5K sh | |
| 26 | Paychex Inc COM | $11.6M | 118.3K | 1.4% | ▲+9.0% Added · +10K sh | |
| 27 | International Business Machs COM | $11.1M | 39.4K | 1.3% | ▲+7.5% Added · +3K sh | |
| 28 | Merck & Co Inc COM | $11.0M | 85.5K | 1.3% | ▼−3.0% Reduced · −3K sh | |
| 29 | Chevron Corporation COM | $10.8M | 65.1K | 1.3% | ▼−3.4% Reduced · −2K sh | |
| 30 | Applied Matls Inc COM | $9.4M | 13.0K | 1.1% | ▼−14% Reduced · −2K sh | |
| 31 | Alphabet Inc CAP STK CL C | $9.0M | 25.5K | 1.1% | ▼−1.8% Reduced · −463 sh | |
| 32 | Cisco Sys Inc COM | $8.6M | 73.1K | 1.0% | ▼−3.8% Reduced · −3K sh | |
| 33 | Church & Dwight Co Inc COM | $8.2M | 84.4K | 1.0% | ▼−3.6% Reduced · −3K sh | |
| 34 | Alphabet Inc CAP STK CL A | $7.7M | 21.5K | 0.9% | ▼−3.5% Reduced · −769 sh | |
| 35 | Procter & Gamble Co COM | $7.4M | 50.4K | 0.9% | ▼−2.8% Reduced · −1K sh | |
| 36 | Salesforce Inc COM | $7.2M | 45.8K | 0.9% | ▲New New position | |
| 37 | Abbott Laboratories COM | $7.0M | 77.2K | 0.8% | ▼−1.6% Reduced · −1K sh | |
| 38 | Blackstone Secd Lending FD COMMON STOCK | $6.6M | 277.9K | 0.8% | ▼−0.5% Reduced · −2K sh | |
| 39 | Steris PLC SHS USD | $6.3M | 30.1K | 0.8% | ▼−5.0% Reduced · −2K sh | |
| 40 | Walmart Inc COM | $6.3M | 55.9K | 0.8% | ▼−3.7% Reduced · −2K sh | |
| 41 | Schwab Charles Corp COM | $6.1M | 66.1K | 0.7% | ▼−2.6% Reduced · −2K sh | |
| 42 | Pepsico Inc COM | $6.1M | 44.8K | 0.7% | ▼−1.3% Reduced · −603 sh | |
| 43 | Truist Finl Corp COM | $5.7M | 114.4K | 0.7% | ▼−3.0% Reduced · −4K sh | |
| 44 | Exxon Mobil Corp COM | $5.5M | 40.6K | 0.7% | ▼−57% Reduced · −53K sh | |
| 45 | Honeywell Intl Inc COM | $5.5M | 24.7K | 0.7% | ▲New New position | |
| 46 | Honeywell Aerospace Inc COM | $5.5M | 24.7K | 0.6% | →Listed Newly reportable | |
| 47 | Copart Inc COM | $5.1M | 179.5K | 0.6% | ▼−8.3% Reduced · −16K sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $4.5M | 8.9K | 0.5% | ▲+7.4% Added · +615 sh | |
| 49 | L3harris Technologies Inc COM | $4.5M | 15.3K | 0.5% | ▼−4.2% Reduced · −671 sh | |
| 50 | Idexx Labs Inc COM | $4.3M | 8.2K | 0.5% | ▼−1.5% Reduced · −126 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1387458/holdings"
Use Arkolith to show LaFleur & Godfrey LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 15d | 149 | $842.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 141 | $803.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 34d | 145 | $825.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 142 | $824.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 14d | 146 | $800.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 145 | $737.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 150 | $729.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.