LaFleur & Godfrey LLC holds a diversified book of 149 stocks worth $842.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Salesforce Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book.
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Use Arkolith to show LaFleur & Godfrey LLC's latest holdings, largest changes, and filing provenance.
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.
92% mapped to company sectors
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, no cost basis
Bars show each stock'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% | ▲New New position | |
| 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 149 | $842.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 141 | $803.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 145 | $825.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 142 | $824.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 146 | $800.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 145 | $737.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 150 | $729.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.