LaFleur & Godfrey LLC: 13F holdings
CIK 13874582026Q2
| Positions | 149 |
|---|
| Reported value | $842.1m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 149 (+8 vs prior quarter) |
|---|
| Reported value | $842.1m (+4.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 202,608 | $58.6m | 7.0% |
| CAT CATERPILLAR INC | 40,343 | $43.0m | 5.1% |
| JPM JPMORGAN CHASE & CO | 122,829 | $40.2m | 4.8% |
| JNJ JOHNSON & JOHNSON | 126,245 | $32.1m | 3.8% |
| MSFT MICROSOFT CORP | 83,870 | $31.3m | 3.7% |
| AVGO BROADCOM INC | 68,418 | $25.8m | 3.1% |
| RTX RTX CORPORATION | 132,012 | $25.0m | 3.0% |
| FLOT ISHARES TR | 484,553 | $24.7m | 2.9% |
| WWD WOODWARD INC | 56,158 | $23.9m | 2.8% |
| SYK STRYKER CORPORATION | 75,766 | $23.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1387458")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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