John DIce

Lafleur & Godfrey Llc

Assets Managed

$842.12M

Holdings

149

Last Quarter

2026 - Q2

Filed Date

6d ago

Growth Rate

4.85%(2Q avg: 1.06%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lafleur & Godfrey Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 149 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 842.12M in assets, with a quarterly growth rate of 4.85% and a 2-quarter average growth rate of 1.06%. The portfolio is managed by John DIce, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -1.75%	6.97%	$58.627M 202,608 shares@ $289.37 avg price	Decreased -1.75%
CAT Caterpillar Inc Recent Activity Decreased -12.45%	5.11%	$42.961M 40,343 shares@ $1064.89 avg price	Decreased -12.45%
JPM Jpmorgan Chase & Co Recent Activity Decreased -2%	4.78%	$40.206M 122,829 shares@ $327.33 avg price	Decreased -2%
JNJ Johnson & Johnson Recent Activity Decreased -4.21%	3.81%	$32.063M 126,245 shares@ $253.98 avg price	Decreased -4.21%
MSFT Microsoft Corp Recent Activity Increased 3.43%	3.72%	$31.285M 83,870 shares@ $373.02 avg price	Increased 3.43%
AVGO Broadcom Inc Recent Activity Decreased -6.89%	3.07%	$25.845M 68,418 shares@ $377.76 avg price	Decreased -6.89%
RTX Rtx Corp Recent Activity Decreased -3.48%	2.98%	$25.047M 132,012 shares@ $189.74 avg price	Decreased -3.48%
FLOT Ishares Floating Rate Bond E Recent Activity Increased 3.96%	2.94%	$24.736M 484,553 shares@ $51.05 avg price	Increased 3.96%
WWD Woodward Inc Recent Activity Decreased -5.3%	2.84%	$23.892M 56,158 shares@ $425.45 avg price	Decreased -5.3%
SYK Stryker Corp Recent Activity Increased 5.06%	2.84%	$23.854M 75,766 shares@ $314.84 avg price	Increased 5.06%

1-10 of 149