LaFleur & Godfrey LLC

CIK 0001387458 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026

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Filer information

Filed by: LaFleur & Godfrey LLC, COO, CCO
Address: 625 KENMOOR AVE SE, SUITE 209, GRAND RAPIDS, MI, 49546
Phone: 6169421580
AUM: $825.8M

AUM over time

$842.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $825.8M145 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$10.4M	1.3%Prev: 1.4%	83,167 SH	Decreased-1,292 SH
ABBVIE INC	COM	$16.4M	2.0%Prev: 2.1%	71,689 SH	Decreased-3,873 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.2M	0.1%Prev: 0.1%	4,520 SH	Increased+240 SH
ADOBE INC	COM	$1.8M	0.2%Prev: 0.2%	5,129 SH	Decreased-432 SH
ADVANCED MICRO DEVICES INC	COM	$275K	0.0%	1,284 SH	New
AIR PRODS & CHEMS INC	COM	$3.3M	0.4%Prev: 0.4%	13,234 SH	Decreased+251 SH
ALCON AG	ORD SHS	$14.5M	1.8%Prev: 1.7%	183,679 SH	Increased-3,068 SH
ALPHABET INC	CAP STK CL A	$7.0M	0.8%Prev: 0.6%	22,285 SH	Increased+390 SH
ALPHABET INC	CAP STK CL C	$8.8M	1.1%Prev: 0.8%	27,962 SH	Increased-793 SH
AMAZON COM INC	COM	$15.6M	1.9%Prev: 1.8%	67,480 SH	Increased-1,768 SH
AMERICAN EXPRESS CO	COM	$15.8M	1.9%Prev: 1.7%	42,836 SH	Increased+467 SH
AMGEN INC	COM	$3.6M	0.4%Prev: 0.4%	10,868 SH	Increased-139 SH
AMPHENOL CORP NEW	CL A	$10.8M	1.3%Prev: 1.3%	79,953 SH	Increased-6,284 SH
APPLE INC	COM	$58.0M	7.0%Prev: 6.8%	213,498 SH	Increased-5,161 SH
APPLIED MATLS INC	COM	$4.3M	0.5%Prev: 0.4%	16,909 SH	Increased-426 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.4M	0.4%Prev: 0.5%	13,251 SH	Decreased-429 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.2M	0.5%Prev: 0.5%	8,373 SH	Increased+134 SH
BLACKROCK INC	COM	$1.5M	0.2%Prev: 0.2%	1,441 SH	Decreased+16 SH
BLACKSTONE SECD LENDING FD	COMMON STOCK	$6.8M	0.8%Prev: 0.7%	256,860 SH	Increased+32,230 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.9M	0.2%Prev: 0.2%	35,185 SH	Increased-2,251 SH
BROADCOM INC	COM	$26.1M	3.2%Prev: 3.1%	75,449 SH	Increased-3,261 SH
CATERPILLAR INC	COM	$27.2M	3.3%Prev: 2.9%	47,543 SH	Increased-3,371 SH
CHEVRON CORP NEW	COM	$10.3M	1.2%Prev: 1.3%	67,443 SH	Decreased+265 SH
CHURCH & DWIGHT CO INC	COM	$7.3M	0.9%Prev: 0.9%	87,393 SH	Decreased+1,510 SH
CISCO SYS INC	COM	$6.0M	0.7%Prev: 0.6%	77,966 SH	Increased+108 SH
COCA COLA CO	COM	$2.1M	0.3%Prev: 0.2%	30,035 SH	Increased+310 SH
COLGATE PALMOLIVE CO	COM	$379K	0.0%Prev: 0.0%	4,800 SH	Decreased
COLUMBIA ETF TR II	EM CORE EX ETF	$601K	0.1%Prev: 0.1%	15,662 SH	Increased+1,767 SH
COMERICA INC	COM	$1.2M	0.1%Prev: 0.1%	13,378 SH	Increased-2,980 SH
CONSTELLATION ENERGY CORP	COM	$21.3M	2.6%Prev: 2.5%	60,389 SH	Increased-1,270 SH
COPART INC	COM	$7.7M	0.9%Prev: 1.1%	197,281 SH	Decreased-9,414 SH
COSTCO WHSL CORP NEW	COM	$300K	0.0%Prev: 0.0%	348 SH	Decreased
CURTISS WRIGHT CORP	COM	$11.5M	1.4%Prev: 1.4%	20,857 SH	Increased-115 SH
DANAHER CORPORATION	COM	$4.0M	0.5%Prev: 0.4%	17,346 SH	Increased-1,296 SH
DISNEY WALT CO	COM	$341K	0.0%Prev: 0.0%	3,000 SH	Decreased
ECOLAB INC	COM	$19.0M	2.3%Prev: 2.5%	72,253 SH	Decreased-1,667 SH
ENTERGY CORP NEW	COM	$233K	0.0%Prev: 0.0%	2,525 SH	Decreased-115 SH
EOG RES INC	COM	$849K	0.1%Prev: 0.1%	8,085 SH	Decreased+140 SH
EVERGY INC	COM	$1.8M	0.2%Prev: 0.2%	25,354 SH	Decreased+1,002 SH
EXXON MOBIL CORP	COM	$11.6M	1.4%Prev: 1.4%	96,338 SH	Increased-3,332 SH
FIFTH THIRD BANCORP	COM	$501K	0.1%Prev: 0.1%	10,697 SH	Decreased-2,811 SH
FIRST SOLAR INC	COM	$2.0M	0.2%Prev: 0.2%	7,689 SH	Increased-65 SH
GE VERNOVA INC	COM	$11.4M	1.4%Prev: 1.3%	17,393 SH	Increased-704 SH
GENERAL DYNAMICS CORP	COM	$468K	0.1%Prev: 0.1%	1,390 SH	Decreased
GENTEX CORP	COM	$2.3M	0.3%Prev: 0.4%	99,570 SH	Decreased-15,333 SH
HERSHEY CO	COM	$3.9M	0.5%Prev: 0.5%	21,212 SH	Decreased-455 SH
HOLOGIC INC	COM	$7.1M	0.9%Prev: 0.9%	95,362 SH	Decreased-13,920 SH
HOME DEPOT INC	COM	$3.3M	0.4%Prev: 0.5%	9,554 SH	Decreased+48 SH
HONEYWELL INTL INC	COM	$10.1M	1.2%Prev: 1.4%	51,955 SH	Decreased-2,202 SH
HUNTINGTON BANCSHARES INC	COM	$241K	0.0%Prev: 0.0%	13,902 SH	Increased+1,242 SH
IDEXX LABS INC	COM	$5.7M	0.7%Prev: 0.7%	8,481 SH	Increased-390 SH
ILLINOIS TOOL WKS INC	COM	$1.7M	0.2%Prev: 0.2%	6,735 SH	Decreased-9 SH
INTEL CORP	COM	$272K	0.0%Prev: 0.0%	7,376 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$10.2M	1.2%Prev: 1.1%	34,366 SH	Increased+1,539 SH
INTUITIVE SURGICAL INC	COM NEW	$437K	0.1%Prev: 0.0%	771 SH	Increased+35 SH
ISHARES TR	0-5 YR TIPS ETF	$516K	0.1%Prev: 0.1%	5,044 SH	Increased+125 SH
ISHARES TR	CORE S&P500 ETF	$248K	0.0%Prev: 0.0%	362 SH	Increased
ISHARES TR	FLTG RATE NT ETF	$20.6M	2.5%Prev: 2.4%	405,647 SH	Increased+19,468 SH
ISHARES TR	ISHS 1-5YR INVS	$2.6M	0.3%Prev: 0.3%	48,985 SH	Decreased-4,235 SH
ISHARES TR	MRGSTR MD CP GRW	$890K	0.1%Prev: 0.1%	11,153 SH	Increased+1,426 SH
ISHARES TR	MRGSTR MD CP VAL	$810K	0.1%Prev: 0.1%	9,836 SH	Increased+1,060 SH
ISHARES TR	RUS 1000 GRW ETF	$316K	0.0%Prev: 0.0%	668 SH	Decreased-22 SH
ISHARES TR	RUS 1000 VAL ETF	$342K	0.0%Prev: 0.0%	1,626 SH	Decreased-64 SH
ISHARES TR	S&P 500 GRWT ETF	$570K	0.1%Prev: 0.1%	4,625 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$313K	0.0%Prev: 0.0%	1,475 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$222K	0.0%Prev: 0.0%	2,287 SH	Increased
ISHARES TR	S&P SML 600 GWT	$325K	0.0%Prev: 0.0%	2,300 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$460K	0.1%Prev: 0.1%	4,310 SH	Decreased
ISHARES TR	U.S. MED DVC ETF	$312K	0.0%Prev: 0.0%	5,020 SH	Increased+638 SH
ISHARES TR	US INFRASTRUC	$258K	0.0%Prev: 0.0%	4,905 SH	Increased+410 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$730K	0.1%Prev: 0.1%	15,772 SH	Increased+1,905 SH
JOHNSON & JOHNSON	COM	$27.9M	3.4%Prev: 3.2%	134,767 SH	Increased-5,370 SH
JPMORGAN CHASE & CO.	COM	$41.1M	5.0%Prev: 5.1%	127,637 SH	Decreased-4,540 SH
KADANT INC	COM	$775K	0.1%Prev: 0.1%	2,718 SH	Decreased-865 SH
KEURIG DR PEPPER INC	COM	$365K	0.0%Prev: 0.1%	13,040 SH	Decreased-7,228 SH
KIMBERLY-CLARK CORP	COM	$374K	0.0%Prev: 0.1%	3,710 SH	Decreased-1,096 SH
L3HARRIS TECHNOLOGIES INC	COM	$5.0M	0.6%Prev: 0.7%	17,128 SH	Decreased-463 SH
MANULIFE FINL CORP	COM	$258K	0.0%	7,106 SH	New
MARVELL TECHNOLOGY INC	COM	$747K	0.1%Prev: 0.1%	8,786 SH	Decreased-165 SH
MCDONALDS CORP	COM	$3.2M	0.4%Prev: 0.4%	10,429 SH	Decreased-543 SH
MEDTRONIC PLC	SHS	$5.0M	0.6%Prev: 0.5%	51,774 SH	Increased+5,620 SH
MERCANTILE BK CORP	COM	$1.4M	0.2%Prev: 0.2%	29,233 SH	Decreased-3,633 SH
MERCK & CO INC	COM	$9.7M	1.2%Prev: 0.9%	92,201 SH	Increased-1,117 SH
MICRON TECHNOLOGY INC	COM	$228K	0.0%	799 SH	New
MICROSOFT CORP	COM	$38.5M	4.7%Prev: 5.1%	79,687 SH	Decreased-1,359 SH
MONROE CAP CORP	COM	$780K	0.1%Prev: 0.1%	122,470 SH	Increased+15,500 SH
MURPHY USA INC	COM	$242K	0.0%Prev: 0.0%	600 SH	Increased
NETFLIX INC	COM	$930K	0.1%	9,919 SH	New
NEXTERA ENERGY INC	COM	$10.7M	1.3%Prev: 1.2%	133,761 SH	Increased+7,807 SH
NIKE INC	CL B	$1.0M	0.1%Prev: 0.1%	16,401 SH	Decreased+184 SH
NORTHERN TR CORP	COM	$568K	0.1%Prev: 0.1%	4,156 SH	Increased+210 SH
NOVARTIS AG	SPONSORED ADR	$460K	0.1%Prev: 0.1%	3,337 SH	Increased
NVIDIA CORPORATION	COM	$488K	0.1%Prev: 0.1%	2,614 SH	Decreased
ONEOK INC NEW	COM	$2.4M	0.3%Prev: 0.3%	32,661 SH	Decreased-3,367 SH
ORACLE CORP	COM	$489K	0.1%Prev: 0.1%	2,511 SH	Decreased+186 SH
PALANTIR TECHNOLOGIES INC	CL A	$21.9M	2.7%Prev: 2.9%	123,213 SH	Decreased-5,862 SH
PAYCHEX INC	COM	$12.1M	1.5%Prev: 1.7%	108,183 SH	Decreased-1,685 SH
PEPSICO INC	COM	$6.7M	0.8%Prev: 0.8%	46,413 SH	Decreased-1,139 SH
PRICE T ROWE GROUP INC	COM	$264K	0.0%Prev: 0.0%	2,580 SH	Decreased
PROCTER AND GAMBLE CO	COM	$7.4M	0.9%Prev: 1.0%	51,977 SH	Decreased+519 SH
QUALCOMM INC	COM	$415K	0.1%Prev: 0.0%	2,426 SH	Increased
ROPER TECHNOLOGIES INC	COM	$1.3M	0.2%Prev: 0.1%	3,007 SH	Increased+869 SH
RTX CORPORATION	COM	$25.9M	3.1%Prev: 3.0%	141,232 SH	Increased-7,824 SH
SCHWAB CHARLES CORP	COM	$6.3M	0.8%Prev: 0.8%	63,232 SH	Decreased-5,988 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$376K	0.0%Prev: 0.0%	11,525 SH	Increased-155 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$201K	0.0%	3,668 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$975K	0.1%	6,770 SH	New
SOLSTICE ADVANCED MATLS INC	COM SHS	$494K	0.1%	10,167 SH	New
SOUTHERN CO	COM	$814K	0.1%Prev: 0.1%	9,340 SH	Decreased-200 SH
SPDR GOLD TR	GOLD SHS	$416K	0.1%Prev: 0.0%	1,050 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$1.8M	0.2%Prev: 0.2%	2,602 SH	Increased-30 SH
SPDR SERIES TRUST	STATE STREET SPD	$386K	0.0%	16,309 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$201K	0.0%Prev: 0.0%	346 SH	Decreased
STARBUCKS CORP	COM	$1.6M	0.2%Prev: 0.2%	19,163 SH	Increased+1,146 SH
STATE STR CORP	COM	$1.6M	0.2%Prev: 0.1%	12,400 SH	Increased+2,445 SH
STERIS PLC	SHS USD	$8.6M	1.0%Prev: 1.1%	34,024 SH	Decreased-2,903 SH
STRYKER CORPORATION	COM	$24.9M	3.0%Prev: 3.3%	70,840 SH	Decreased-1,879 SH
SYSCO CORP	COM	$599K	0.1%Prev: 0.1%	8,128 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$339K	0.0%Prev: 0.0%	1,117 SH	Increased
THE TRADE DESK INC	COM CL A	$2.1M	0.2%Prev: 0.4%	54,227 SH	Decreased-11,900 SH
THERMO FISHER SCIENTIFIC INC	COM	$17.3M	2.1%Prev: 1.8%	29,864 SH	Increased-763 SH
TRANSOCEAN LTD	REGISTERED SHS	$51K	0.0%Prev: 0.0%	12,300 SH	Increased
TRUIST FINL CORP	COM	$5.9M	0.7%Prev: 0.7%	119,706 SH	Increased+1,937 SH
TYSON FOODS INC	CL A	$659K	0.1%	11,234 SH	New
ULTA BEAUTY INC	COM	$1.6M	0.2%Prev: 0.2%	2,580 SH	Increased-35 SH
UNION PAC CORP	COM	$231K	0.0%Prev: 0.0%	1,000 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$763K	0.1%Prev: 0.1%	7,690 SH	Increased+8 SH
VANECK ETF TRUST	GOLD MINERS ETF	$265K	0.0%Prev: 0.0%	3,094 SH	Decreased-1,303 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$335K	0.0%Prev: 0.0%	4,297 SH	Increased+285 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.8M	0.2%Prev: 0.2%	3,645 SH	Increased+267 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$323K	0.0%Prev: 0.0%	1,068 SH	Increased+116 SH
VANGUARD INDEX FDS	VALUE ETF	$999K	0.1%Prev: 0.1%	5,233 SH	Increased+524 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$532K	0.1%Prev: 0.1%	6,675 SH	Decreased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$797K	0.1%Prev: 0.1%	5,555 SH	Increased+233 SH
VERIZON COMMUNICATIONS INC	COM	$2.3M	0.3%Prev: 0.3%	57,429 SH	Decreased+1,950 SH
VERTEX PHARMACEUTICALS INC	COM	$219K	0.0%	482 SH	New
VULCAN MATLS CO	COM	$16.1M	2.0%Prev: 2.2%	56,611 SH	Decreased-1,862 SH
WALMART INC	COM	$7.4M	0.9%Prev: 0.8%	66,177 SH	Increased-941 SH
WASTE MGMT INC DEL	COM	$2.5M	0.3%Prev: 0.0%	11,378 SH	Increased+10,226 SH
WATERS CORP	COM	$1.3M	0.2%Prev: 0.1%	3,329 SH	Increased-410 SH
WATSCO INC	COM	$12.5M	1.5%Prev: 1.9%	36,999 SH	Decreased-1,420 SH
WOODWARD INC	COM	$18.5M	2.2%Prev: 2.0%	61,163 SH	Increased-3,017 SH
WORKDAY INC	CL A	$753K	0.1%Prev: 0.1%	3,508 SH	Decreased+230 SH
ZOETIS INC	CL A	$1.8M	0.2%Prev: 0.3%	14,674 SH	Decreased-4,876 SH
ZSCALER INC	COM	$11.9M	1.4%Prev: 2.0%	52,948 SH	Decreased-1,671 SH

Sold (vs prior filing)

ALLIANT ENERGY CORP — $234K
FISERV INC — $2.8M
ISHARES TR — $206K
ISHARES TR — $204K
SCHLUMBERGER LTD — $495K
SELECT SECTOR SPDR TR — $965K
SPDR SERIES TRUST — $349K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001387458-26-000002	$825.8M	View
Nov 10, 2025	Q3 2025	13F-HR	0001387458-25-000011	$824.7M	View
Jul 15, 2026	Q2 2026