Institutional Fund
Lafleur & Godfrey LLC
Grand Rapids, MICIK 13874585 filings on record
Portfolio Value
$803.24M
Q1 2026
Holdings
141
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-2.7%
from $825.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc6.5%
- Jpmorgan Chase & Co.4.6%
- Caterpillar Inc4.1%
- Johnson & Johnson4.0%
- Microsoft Corp3.7%
- Rtx Corporation3.3%
- Other73.8%
Portfolio Holdings
141 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 206.2K | $52.34M | 6.5% | −7.3K | Reduced |
| 2 | Jpmorgan Chase & Co. | 125.3K | $36.87M | 4.6% | −2.3K | Reduced |
| 3 | Caterpillar Inc | 46.1K | $32.65M | 4.1% | −1.5K | Reduced |
| 4 | Johnson & Johnson | 131.8K | $32.22M | 4.0% | −3.0K | Reduced |
| 5 | Microsoft Corp | 81.1K | $30.02M | 3.7% | +1.4K | Added |
| 6 | Rtx Corporation | 136.8K | $26.38M | 3.3% | −4.5K | Reduced |
| 7 | Ishares Tr | 466.1K | $23.75M | 3.0% | +60.5K | Added |
| 8 | Stryker Corporation | 72.1K | $23.70M | 3.0% | +1.3K | Added |
| 9 | Broadcom Inc | 73.5K | $22.74M | 2.8% | −2.0K | Reduced |
| 10 | Woodward Inc | 59.3K | $21.23M | 2.6% | −1.9K | Reduced |
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