13F Insight
DOSSIER · 13F-HR · Q2 2026

LaFleur & Godfrey LLC

$842M in tracked AUM across 149 positions as of Q2 2026.

L&
CIK 0001387458 · last filed Jun 30, 2026
Total AUM
$842M
as of Q2 2026
Holdings
149
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LaFleur & Godfrey LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$59M203K7.0%02
CAT
CATERPILLAR INC
$43M40K5.1%03
JPM
JPMORGAN CHASE & CO
$40M123K4.8%04
JNJ
JOHNSON & JOHNSON
$32M126K3.8%05
MSFT
MICROSOFT CORP
$31M84K3.7%06
AVGO
BROADCOM INC
$26M68K3.1%07
RTX
RTX CORPORATION
$25M132K3.0%08
FLOT
ISHARES TR
$25M485K2.9%09
WWD
WOODWARD INC
$24M56K2.8%10
SYK
STRYKER CORPORATION
$24M76K2.8%

Filing history

2026Q2Jun 30
$842M▲ 4.8%
149 positionsView →2026Q1Mar 31
$803M▼ 2.7%
141 positionsView →2025Q4Dec 31
$826M▲ 0.1%
145 positionsView →2025Q3Sep 30
$825M▲ 3.0%
142 positionsView →2025Q2Jun 30
$801M▲ 8.6%
146 positionsLocked2025Q1Mar 31
$737M▲ 1.0%
145 positionsLocked2024Q4Dec 31
$729M▲ 0.6%
150 positionsLocked2024Q3Sep 30
$725M▲ 6.4%
147 positionsLocked2024Q2Jun 30
$682M▲ 0.9%
136 positionsLocked2024Q1Mar 31
$676M▲ 0.7%
134 positionsLocked2023Q4Dec 31
$671M▲ 7.4%
136 positionsLocked2023Q3Sep 30
$625M▼ 6.4%
126 positionsLocked
Showing 12 of 97