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John DIce

@Lafleur & Godfrey Llc

Latest period2024 - Q4ReportedManaged Assets$729.493MTotal holdings150
Assets growth rate0.6%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lafleur & Godfrey Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 150 positions.

Assets under management

The assets under management (AUM) of Lafleur & Godfrey Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 729.493M in assets, with a quarterly growth rate of 0.6% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by John DIce, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RTXRtx Corporation
Recent Activity
Increased 0.51%
2.83%
$20.62M
178,191 shares@ $115.73 avg price
AVGOBroadcom Inc
Recent Activity
Increased 18.73%
2.49%
$18.145M
78,265 shares@ $231.85 avg price
ALCAlcon Ag
Recent Activity
Increased 2.17%
2.14%
$15.552M
183,204 shares@ $84.9 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 9.13%
2.13%
$15.486M
29,767 shares@ $520.24 avg price
VMCVulcan Matls Co
Recent Activity
Increased 0.07%
2.04%
$14.83M
57,654 shares@ $257.24 avg price
ABBVAbbvie Inc
Recent Activity
Increased 4.08%
1.94%
$14.109M
79,396 shares@ $177.71 avg price
ZSZscaler Inc
Recent Activity
Increased 0.65%
1.54%
$11.183M
61,985 shares@ $180.42 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.78%
1.49%
$10.839M
49,407 shares@ $219.39 avg price
GNRCGenerac Hldgs Inc
Recent Activity
Increased 7%
1.42%
$10.311M
66,500 shares@ $155.05 avg price
FLOTIshares Tr
Recent Activity
Increased 199.23%
1.38%
$10.018M
196,895 shares@ $50.89 avg price