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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
VMIValmont Inds Inc
Recent Activity
Increased 2.28%
0.59%
$4.254M
13,873 shares@ $306.68 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Increased 64.31%
0.59%
$4.236M
131,090 shares@ $32.32 avg price
APHAmphenol Corp New
Recent Activity
Increased 1.48%
0.55%
$3.945M
56,801 shares@ $69.46 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 10.11%
0.53%
$3.822M
8,432 shares@ $453.29 avg price
CMAComerica Inc
Recent Activity
Increased 0.21%
0.53%
$3.797M
61,392 shares@ $61.85 avg price
FIFiserv Inc
Recent Activity
Increased 0.42%
0.52%
$3.721M
18,116 shares@ $205.43 avg price
AMATApplied Matls Inc
Recent Activity
Increased 17.24%
0.39%
$2.805M
17,246 shares@ $162.64 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 3.54%
0.34%
$2.463M
43,551 shares@ $56.57 avg price
KVUEKenvue Inc
Recent Activity
Increased 29.77%
0.24%
$1.736M
81,300 shares@ $21.35 avg price
VUGVanguard Index Fds
Recent Activity
Increased 5.16%
0.22%
$1.532M
3,733 shares@ $410.45 avg price