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13F-HR filed by LaFleur & Godfrey LLC

LaFleur & Godfrey LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-23, with 145 holding rows worth $737,061,047.

Accession
0001387458-25-000005
Filed
2025-04-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 145 entries on the cover page, a total value of $737,061,047 stated on the cover page (in dollars after the unit check, H1), rows summing to $737,061,047 with VALUE read as dollars as filed, 13F file number 028-12331. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM219,874$48,840,598dollars as filed
JPMorgan Chase & Co46625H100COM139,280$34,165,289dollars as filed
Microsoft Corp594918104COM88,968$33,397,585dollars as filed
Stryker Corporation863667101COM76,020$28,298,393dollars as filed
Raytheon Technologies Corporation75513E101COM178,586$23,655,502dollars as filed
Johnson & Johnson478160104COM138,853$23,027,380dollars as filed
ECOLAB INC COM278865100Stock78,211$19,827,930dollars as filed
WATSCO INC COM942622200Stock38,256$19,445,672dollars as filed
ALCON AG ORD SHSH01301128Stock184,051$17,471,963dollars as filed
PAYCHEX INC704326107COM112,899$17,418,061dollars as filed
Caterpillar Inc.149123101COM51,353$16,936,189dollars as filed
iShares Floating Rate Bond ETF46429B655SHS329,986$16,845,777dollars as filed
AbbVie,Inc.00287Y109COM79,341$16,623,616dollars as filed
Palantir Technologies Inc. Class A69608A108COM193,376$16,320,935dollars as filed
Thermo Fisher Scientific Inc.883556102COM30,939$15,395,247dollars as filed
Broadcom Inc.11135F101COM88,775$14,863,599dollars as filed
VULCAN MATLS CO COM929160109Stock59,011$13,767,267dollars as filed
WOODWARD INC COM980745103Stock72,743$13,274,871dollars as filed
ZSCALERINC98980G102STOK63,523$12,604,234dollars as filed
Chevron Corporation166764100COM75,027$12,551,331dollars as filed
COPART INC COM217204106Stock215,741$12,208,784dollars as filed
Abbott Laboratories002824100COM91,351$12,117,728dollars as filed
EXXON MOBIL CORP30231G102COM99,411$11,822,911dollars as filed
Honeywell Technologies438516106COM52,338$11,082,572dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock53,049$10,696,270dollars as filed
STERIS PLC SHS USDG8473T100Stock46,641$10,571,183dollars as filed
Amazon.com, Inc023135106COM53,417$10,163,028dollars as filed
Merck & Co.,Inc.58933Y105COM101,982$9,153,870dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock80,888$8,904,960dollars as filed
Procter & Gamble Co742718109COM49,862$8,497,454dollars as filed
PepsiCo,Inc.713448108COM51,814$7,769,060dollars as filed
HERSHEY CO COM427866108Stock44,416$7,596,416dollars as filed
International Business Machines Corporation459200101COM29,541$7,345,757dollars as filed
HOLOGIC INC436440101COM117,597$7,263,967dollars as filed
Walmart Inc.931142103COM69,035$6,060,544dollars as filed
Charles Schwab Corp808513105COM76,010$5,950,063dollars as filed
Danaher Corporation235851102COM28,720$5,887,600dollars as filed
GE Vernova Inc.36828A101COM18,463$5,636,387dollars as filed
GENERAC HLDGS INC368736104COM43,492$5,508,262dollars as filed
TRUIST FINL CORP COM89832Q109Stock129,370$5,323,581dollars as filed
BLACKSTONE SECD LENDING FD09261X102COMMON STOCK164,180$5,312,865dollars as filed
American Express Company025816109COM19,649$5,286,564dollars as filed
Cisco Systems,Inc.17275R102COM80,547$4,970,535dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM31,292$4,888,748dollars as filed
Berkshire Hathaway Inc084670702COM8,685$4,625,458dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock21,638$4,529,138dollars as filed
FISERV INC337738108COM20,239$4,469,379dollars as filed
ZOETIS INC CL A98978V103Stock26,654$4,388,582dollars as filed
AMPHENOL CORP NEW032095101COM66,348$4,351,766dollars as filed
IDEXX LABS INC COM45168D104Stock10,294$4,322,966dollars as filed
Automatic Data Processing,Inc.053015103COM13,785$4,211,732dollars as filed
ONEOK INC NEW682680103COM41,403$4,108,006dollars as filed
COMERICAINC200340107COM67,802$4,004,382dollars as filed
AIR PRODS & CHEMS INC009158106COM13,298$3,921,812dollars as filed
VALMONT INDS INC COM920253101Stock13,718$3,914,764dollars as filed
Medtronic PlcG5960L103COM40,532$3,642,202dollars as filed
Home Depot, Inc437076102COM9,807$3,594,307dollars as filed
Amgen Inc.031162100COM11,510$3,585,968dollars as filed
McDonalds Corporation580135101COM11,177$3,491,360dollars as filed
GENTEX CORP COM371901109Stock140,619$3,276,434dollars as filed
KENVUE INC49177J102COM133,714$3,206,452dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM18,746$2,898,882dollars as filed
Applied Materials,Inc.038222105COM19,933$2,892,677dollars as filed
Bristol-Myers Squibb Company110122108COM43,571$2,657,398dollars as filed
Coca-Cola Company191216100COM32,239$2,308,958dollars as filed
Verizon Communications Inc92343V104COM45,452$2,061,697dollars as filed
ILLINOIS TOOL WKS INC452308109COM7,104$1,761,864dollars as filed
SPY78462F103SHS2,890$1,616,638dollars as filed
EVERGY INC COM30034W106Stock23,360$1,610,672dollars as filed
MERCANTILE BANK CORP587376104COMMON STOCK35,290$1,532,986dollars as filed
Accenture Plc Class AG1151C101COM4,685$1,461,908dollars as filed
WATERS CORP COM941848103Stock3,944$1,453,641dollars as filed
Starbucks Corporation855244109COM14,403$1,412,791dollars as filed
BlackRock,Inc.09290D101COM1,478$1,398,898dollars as filed
Vanguard Growth922908736COM3,760$1,394,407dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock36,290$1,241,844dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF23,695$1,240,908dollars as filed
EOG RES INC COM26875P101Stock9,580$1,228,540dollars as filed
Costco Wholesale Corporation22160K105COM1,255$1,187,314dollars as filed
Schlumberger Limited806857108COM27,754$1,160,118dollars as filed
United Parcel Service,Inc. Class B911312106COM10,242$1,126,559dollars as filed
MARVELL TECHNOLOGY INC573874104COM17,891$1,101,549dollars as filed
NIKE,Inc. Class B654106103COM17,028$1,080,938dollars as filed
KADANT INC48282T104COM3,198$1,077,439dollars as filed
FIRST SOLAR INC COM336433107Stock8,325$1,052,530dollars as filed
Adobe Inc00724F101COM2,696$1,033,997dollars as filed
Southern Company842587107COM11,070$1,017,875dollars as filed
WORKDAY INC CL A98138H101Stock4,113$960,509dollars as filed
Intuitive Surgical,Inc.46120E602COM1,939$960,329dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock6,738$958,213dollars as filed
ULTA BEAUTY INC COM90384S303Stock2,485$910,852dollars as filed
Vanguard Value ETF922908744SHS4,984$860,991dollars as filed
MONROE CAPITAL CORP610335101COM108,910$849,498dollars as filed
NextEra Energy,Inc.65339F101COM10,220$724,496dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,425$707,194dollars as filed
ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307ETF9,627$687,657dollars as filed
MasterCard, Inc57636Q104COM1,250$685,150dollars as filed
Vanguard High Dividend Yield ETF921946406SHS5,271$679,749dollars as filed
SYSCOCORP871829107COM8,553$641,818dollars as filed
iShares Morningstar Mid-Cap Value ETF464288406SHS8,400$623,196dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock1,030$607,268dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM7,535$594,813dollars as filed
JPMORGAN INCOME ETF46641Q159ETF12,900$594,303dollars as filed
FIFTH THIRD BANCORP COM316773100Stock13,367$523,999dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS4,858$502,658dollars as filed
Qualcomm Incorporated747525103COM3,126$480,209dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF4,310$455,136dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock4,800$449,760dollars as filed
iShares S&P 500 Growth ETF464287309SHS4,840$449,298dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR3,497$389,846dollars as filed
COLUMBIA ETF TR II19762B202EM CORE EX ETF12,962$382,833dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,390$378,887dollars as filed
NORTHERN TR CORP COM665859104Stock3,641$359,185dollars as filed
Walt Disney Co254687106COM3,570$352,359dollars as filed
NVIDIA Corp67066G104COM3,175$344,107dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS13,619$341,029dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,779$334,737dollars as filed
Oracle Corporation68389X105COM2,325$325,059dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS4,177$319,833dollars as filed
SPDR Portfolio High Yield Bond ETF78468R606SHS13,543$317,178dollars as filed
DYNATRACE INC COM NEW268150109Stock6,480$305,532dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,050$302,547dollars as filed
Chubb LimitedH1467J104COM968$292,327dollars as filed
ISHARES TR464287887S&P SML 600 GWT2,300$286,350dollars as filed
MURPHY USA INC COM626755102Stock600$281,886dollars as filed
iShares S&P 500 Value ETF464287408SHS1,475$281,106dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS4,754$279,013dollars as filed
Waste Management, Inc.94106L109COM1,152$266,700dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK720$259,985dollars as filed
American Tower Corporation03027X100COM1,149$250,023dollars as filed
iShares U.S. Medical Devices ETF464288810SHS4,041$243,228dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock2,580$237,025dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF5,147$236,629dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock2,088$236,320dollars as filed
Union Pacific Corporation907818108COM1,000$236,240dollars as filed
ENTERGY CORP NEW COM29364G103Stock2,740$234,243dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS909$228,859dollars as filed
ALLIANT ENERGY CORP COM018802108Stock3,470$223,295dollars as filed
CURTISS WRIGHT CORP COM231561101Stock685$217,330dollars as filed
Lockheed Martin Corporation539830109COM463$206,612dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS364$204,532dollars as filed
ISHARES TR464287606S&P MC 400GR ETF2,452$204,203dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock13,439$201,720dollars as filed
ROYCE VALUE TRUST780910105COM10,247$145,918dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock12,300$38,991dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001387458-25-000005this filing2025-04-23acceptance time not in the bulk data set