LaFleur & Godfrey LLC
CIK 1387458
13F filing for Q2 2026・No. 2,868
- Holdings
- US$842.12M
- Quarter change
- +US$38.88M
- Entries
- 149
- Net bought (estimate)
- −US$12.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 5
- Cut 73
- Added 49
- Corporate actions 2
- Unchanged 14
Largest holdings
149 stocks worth US$842.12M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 202,608 | US$58.63M | 6.96% |
| CATCATERPILLAR INCCOM | Cut | 40,343 | US$42.96M | 5.10% |
| JPMJPMORGAN CHASE & COCOM | Cut | 122,829 | US$40.21M | 4.77% |
| JNJJOHNSON & JOHNSONCOM | Cut | 126,245 | US$32.06M | 3.81% |
| MSFTMicrosoftCOM | Added | 83,870 | US$31.29M | 3.72% |
| AVGOBroadcomCOM | Cut | 68,418 | US$25.84M | 3.07% |
| RTXRTX CORPORATIONCOM | Cut | 132,012 | US$25.05M | 2.97% |
| ISHARES TRFLTG RATE NT ETF | Added | 484,553 | US$24.74M | 2.94% |
| WWDWOODWARD INCCOM | Cut | 56,158 | US$23.89M | 2.84% |
| SYKSTRYKER CORPORATIONCOM | Added | 75,766 | US$23.85M | 2.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.