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