John DIce

@Lafleur & Godfrey Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$729.493M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DXCMDexcom Inc Recent Activity Increased 1.05%	0.04%	$262,396 3,374 shares@ $77.78 avg price	Increased 1.05%
VBKVanguard Index Fds Recent Activity Increased 4.73%	0.04%	$254,295 908 shares@ $280.07 avg price	Increased 4.73%
GDXVaneck Etf Trust Recent Activity Increased 1.17%	0.04%	$238,980 7,047 shares@ $33.92 avg price	Increased 1.17%
IHIIshares Tr Recent Activity Increased 6.38%	0.04%	$222,022 3,805 shares@ $58.36 avg price	Increased 6.38%
CVSCvs Health Corp Recent Activity Increased 49.91%	0.03%	$217,089 4,836 shares@ $44.9 avg price	Increased 49.91%