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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
AAPLApple Inc
Recent Activity
Decreased -3.21%
7.59%
$55.358M
221,060 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.6%
5.12%
$37.333M
88,573 shares@ $421.5 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.06%
4.56%
$33.2M
138,499 shares@ $239.72 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -30.3%
3.85%
$28.031M
370,637 shares@ $75.64 avg price
SYKStryker Corporation
Recent Activity
Decreased -2.84%
3.76%
$27.374M
76,029 shares@ $360.05 avg price
RTXRtx Corporation
Recent Activity
Increased 0.51%
2.83%
$20.62M
178,191 shares@ $115.73 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.8%
2.58%
$18.785M
129,889 shares@ $144.63 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.87%
2.53%
$18.423M
50,785 shares@ $362.77 avg price
WSOWatsco Inc
Recent Activity
Decreased -6.4%
2.51%
$18.308M
38,634 shares@ $473.9 avg price
AVGOBroadcom Inc
Recent Activity
Increased 18.73%
2.49%
$18.145M
78,265 shares@ $231.85 avg price