LaFleur & Godfrey LLC
SEC Form 13F institutional filer · CIK 0001387458
13F-HR · 101 reported holdings · 2026-03-31
Investment advisor.
Reported long-US-equity value
$0.68B
Top-10 concentration
43.0%
LaFleur & Godfrey LLC — $683M AUM allocation strategy
LaFleur & Godfrey LLC files SEC Form 13F and reports $683M of long US equity value across 101 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.0%, followed by Health Care 12.7% and Industrials 10.8%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LaFleur & Godfrey LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$683M
total across 101 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +101K sh · +$9.76M+$TSN +19.1K sh · +$1.29M+$FITB +15.2K sh · +$703K
Biggest trims (shares)
−$WMT −8.1K sh · −$155K−$AAPL −7.27K sh · −$5.7M−$KO −6.71K sh · −$326K
Exited to nil (held last quarter, gone now)
$NTRS ($568K last qtr)$ORCL ($489K last qtr)$XLF ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.6%—
- Diversified Banks5.4%—
- Construction Machinery & Heavy Transportation Equipment4.8%—
- Pharmaceuticals4.7%—
- Systems Software4.4%—
- Integrated Oil & Gas4.3%—
- Aerospace & Defense3.9%—
- Health Care Equipment3.5%—
- Other holdings61.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 206K | $52.3M | -7.27K | 7.7% |
| $JPM | JP Morgan Chase & Co | 125K | $36.9M | -2.3K | 5.4% |
| $CAT | Caterpillar Inc | 46.1K | $32.6M | -1.46K | 4.8% |
| $JNJ | Johnson & Johnson | 132K | $32.2M | -2.97K | 4.7% |
| $MSFT | Microsoft Corporation | 81.1K | $30M | +1.4K | 4.4% |
| $RTX | RTX Corporation | 137K | $26.4M | -4.46K | 3.9% |
| $SYK | Stryker Corporation | 72.1K | $23.7M | +1.28K | 3.5% |
| $AVGO | Broadcom Inc | 73.5K | $22.7M | -1.97K | 3.3% |
| $ECL | Ecolab Inc | 71.4K | $19M | -846 | 2.8% |
| $PLTR | Palantir Technologies Inc | 120K | $17.6M | -3.1K | 2.6% |
…and 91 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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