1y return+13.5%S&P 500 +20.9%
3y return+49.3%S&P 500 +68.5%
5y return+53.6%S&P 500 +74.5%
10y return+183.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $284 against $357 in the S&P 500.2
LaFleur & Godfrey LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $58.6M | 7.0% | −1.8% |
| CATCaterpillar Inc | $43.0M | 5.1% | −12.5% |
| JPMJpmorgan Chase & Co | $40.2M | 4.8% | −2.0% |
| JNJJohnson & Johnson | $32.1M | 3.8% | −4.2% |
| MSFTMicrosoft Corp | $31.3M | 3.7% | +3.4% |
| AVGOBroadcom Inc | $25.8M | 3.1% | −6.9% |
| RTXRtx Corporation | $25.0M | 3.0% | −3.5% |
| FLOTIshares Tr | $24.7M | 2.9% | +4.0% |
| WWDWoodward Inc | $23.9M | 2.8% | −5.3% |
| SYKStryker Corporation | $23.9M | 2.8% | +5.1% |
| ECLEcolab Inc | $20.0M | 2.4% | |
| ABBVAbbvie Inc | $18.4M | 2.2% | +2.7% |
| GEVGe Vernova Inc | $17.1M | 2.0% | −13.9% |
| VMCVulcan Matls Co | $16.5M | 2.0% | −1.0% |
| AMZNAmazon Com Inc | $16.4M | 1.9% | |
| CEGConstellation Energy Corp | $16.0M | 1.9% | +3.2% |
| WSOWatsco Inc | $15.2M | 1.8% | −1.3% |
| TMOThermo Fisher Scientific Inc | $15.1M | 1.8% | −1.9% |
| CWCurtiss Wright Corp | $14.5M | 1.7% | −6.0% |
| AXPAmerican Express Co | $14.4M | 1.7% | |
| PLTRPalantir Technologies Inc | $14.3M | 1.7% | +2.2% |
| NFLXNetflix Inc. | $14.3M | 1.7% | +80.4% |
| APHAmphenol Corp | $13.1M | 1.6% | −5.8% |
| NEENextera Energy Inc | $12.8M | 1.5% | +3.7% |
| Alcon AgCUSIP H01301128 | $11.8M | 1.4% | −2.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | March 31, 2023 | +1280.7% | $14.3M |
| CATCaterpillar Inc | September 30, 2020 | +614.0% | $43.0M |
| WWDWoodward Inc | June 30, 2020 | +448.6% | $23.9M |
| AMATApplied Matls Inc | June 30, 2021 | +407.7% | $9.4M |
| APHAmphenol Corp | June 30, 2023 | +315.1% | $13.1M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $17.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $40.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $58.6M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $25.0M |
| GOOGLAlphabet Inc | June 30, 2021 | +192.7% | $7.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $11.4M
- Monroe Cap CorpCUSIP 610335101 was $563K
- WDAYWorkday Inc was $478K
- AMDAdvanced Micro Devices Inc was $292K
- IWSIshares Tr was $204K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.1% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +9.1% | +11.2% |
| September 30, 2023 | −4.8% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −14.2% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | +0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LaFleur & Godfrey LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1387458&type=13F-HR&dateb=&owner=include&count=40CIK 1387458
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1387458/000138745826000006/Filed July 15, 2026 · accession 0001387458-26-000006