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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
WATWaters Corp
Recent Activity
Decreased -4.38%
0.22%
$1.537M
4,144 shares@ $370.99 avg price
FSLRFirst Solar Inc
Recent Activity
Decreased -2.03%
0.21%
$1.485M
8,427 shares@ $176.25 avg price
EOGEog Res Inc
Recent Activity
Decreased -9.36%
0.17%
$1.204M
9,819 shares@ $122.59 avg price
KAIKadant Inc
Recent Activity
Decreased -6.16%
0.16%
$1.103M
3,198 shares@ $345.0 avg price
SLBSchlumberger Ltd
Recent Activity
Decreased -49.05%
0.15%
$1.036M
27,023 shares@ $38.35 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -5.77%
0.15%
$1.023M
1,959 shares@ $521.97 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -12.24%
0.14%
$962,313
7,344 shares@ $131.04 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -8.42%
0.11%
$796,381
3,425 shares@ $232.52 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -66.58%
0.11%
$736,533
1,456 shares@ $505.87 avg price
SYYSysco Corp
Recent Activity
Decreased -3.11%
0.09%
$653,963
8,553 shares@ $76.47 avg price