LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- Latest filing
- Jul 15, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 30, 2021. Long positions only.
- Positions
- 90
- No 13F data for Q4 2020
- Portfolio value
- $513.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 299,247 | $36.6M | 7.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 160,093 | $24.4M | 4.7% | – | – | History |
| SYKStryker Corp | Stock | 85,520 | $20.8M | 4.1% | – | – | History |
| ECLEcolab Inc. | Stock | 87,122 | $18.6M | 3.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 73,926 | $17.4M | 3.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 100,953 | $16.6M | 3.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 35,525 | $16.2M | 3.2% | – | – | History |
| CATCaterpillar Inc | Stock | 62,094 | $14.4M | 2.8% | – | – | History |
| PAYXPaychex Inc | Stock | 145,157 | $14.2M | 2.8% | – | – | History |
| VMCVulcan Materials CO | COM | 78,024 | $13.2M | 2.6% | – | – | History |
| RTXRTX Corp | Stock | 161,769 | $12.5M | 2.4% | – | – | History |
| ABBVAbbVie Inc. | Stock | 113,874 | $12.3M | 2.4% | – | – | History |
| WWDWoodward, Inc. | COM | 92,598 | $11.2M | 2.2% | – | – | History |
| INTCIntel Corp | Stock | 172,979 | $11.1M | 2.2% | – | – | History |
| ALCAlcon Inc | Stock | 156,359 | $11.0M | 2.1% | – | – | History |
| STESTERIS plc | SHS USD | 56,974 | $10.9M | 2.1% | – | – | History |
| CPRTCopart Inc | COM | 94,408 | $10.3M | 2.0% | – | – | History |
| WSOWatsco Inc | COM | 38,299 | $9.99M | 1.9% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 110,428 | $9.65M | 1.9% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 52,939 | $9.62M | 1.9% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 182,528 | $9.44M | 1.8% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 122,135 | $9.41M | 1.8% | – | – | History |
| HOLXHologic Inc | COM | 120,280 | $8.95M | 1.7% | – | – | History |
| MRVLMarvell Technology, Inc. | ORD | 172,176 | $8.43M | 1.6% | – | – | History |
| CIENCiena Corp | COM NEW | 152,873 | $8.37M | 1.6% | – | – | History |
| FSLRFirst Solar, Inc. | Stock | 91,072 | $7.95M | 1.5% | – | – | History |
| GNTXGentex Corp | COM | 216,627 | $7.73M | 1.5% | – | – | History |
| NTNXNutanix, Inc. | Stock | 282,376 | $7.50M | 1.5% | – | – | History |
| KOCoca Cola Co | Stock | 139,268 | $7.34M | 1.4% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 114,262 | $7.21M | 1.4% | – | – | History |
| ZSZscaler, Inc. | Stock | 39,553 | $6.79M | 1.3% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 41,257 | $6.60M | 1.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 42,913 | $6.07M | 1.2% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 110,414 | $6.04M | 1.2% | – | – | – |
| RMDResmed Inc | COM | 30,019 | $5.82M | 1.1% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 45,627 | $5.73M | 1.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 112,293 | $5.70M | 1.1% | – | – | – |
| VMWVmware LLC | CL A COM | 33,455 | $5.03M | 1.0% | – | – | History |
| DISWalt Disney Co | Stock | 26,747 | $4.93M | 1.0% | – | – | History |
| DHRDanaher Corp | Stock | 21,096 | $4.75M | 0.9% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 13,219 | $4.32M | 0.8% | – | – | History |
| TFCTruist Financial Corp | COM | 69,059 | $4.03M | 0.8% | – | – | History |
| USBUS Bancorp DE | COM NEW | 70,109 | $3.88M | 0.8% | – | – | History |
| LMTLockheed Martin Corp | Stock | 10,468 | $3.87M | 0.8% | – | – | History |
| PGProcter & Gamble Co | Stock | 26,057 | $3.53M | 0.7% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 36,053 | $3.35M | 0.7% | – | – | – |
| VZVerizon Communications Inc | Stock | 55,984 | $3.25M | 0.6% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 15,521 | $3.14M | 0.6% | – | – | History |
| KHCKraft Heinz Co | Stock | 73,209 | $2.93M | 0.6% | – | – | History |
| CVXChevron Corp | Stock | 26,390 | $2.77M | 0.5% | – | – | History |
| MMM3M Co | Stock | 13,385 | $2.58M | 0.5% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 37,635 | $2.23M | 0.4% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 9,383 | $2.14M | 0.4% | – | – | History |
| SYYSysco Corp | Stock | 26,395 | $2.08M | 0.4% | – | – | History |
| XRAYDentsply Sirona Inc. | Stock | 29,493 | $1.88M | 0.4% | – | – | History |
| WDAYWorkday, Inc. | CL A | 7,257 | $1.80M | 0.4% | – | – | History |
| MBWMMercantile Bank Corp | COM | 54,454 | $1.77M | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 54,554 | $1.65M | 0.3% | – | – | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 91,200 | $1.53M | 0.3% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 30,435 | $1.53M | 0.3% | – | – | – |
| NVSNovartis AG | ADR | 15,981 | $1.37M | 0.3% | – | – | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 25,620 | $1.29M | 0.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,985 | $1.29M | 0.3% | – | – | – |
| BABoeing Co | Stock | 5,030 | $1.28M | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,097 | $1.25M | 0.2% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,663 | $1.23M | 0.2% | – | – | History |
| AMGNAmgen Inc | Stock | 4,553 | $1.13M | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 293 | $907.0K | 0.2% | – | – | History |
| ROPRoper Technologies Inc | Stock | 1,922 | $775.0K | 0.2% | – | – | History |
| PFEPfizer Inc | Stock | 21,083 | $764.0K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,341 | $715.0K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 12,375 | $691.0K | 0.1% | – | – | History |
| MDTMedtronic plc | Stock | 5,810 | $686.0K | 0.1% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 1,365 | $668.0K | 0.1% | – | – | History |
| CMAComerica Inc | COM | 8,410 | $603.0K | 0.1% | – | – | History |
| QDELQuidelOrtho Corp | COM | 3,640 | $466.0K | 0.1% | – | – | History |
| HUBBHubbell Inc | COM | 2,465 | $461.0K | 0.1% | – | – | History |
| Varian Med Sys Inc92220P105 | COM | 2,300 | $406.0K | 0.1% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,295 | $348.0K | 0.1% | – | – | – |
| RPMRPM International Inc | COM | 3,175 | $292.0K | 0.1% | – | – | History |
| FITBFifth Third Bancorp | COM | 7,319 | $274.0K | 0.1% | – | – | History |
| COPConocoPhillips | Stock | 4,985 | $264.0K | 0.1% | – | – | History |
| Kirkland Lake Gold Ltd49741E100 | COM | 7,434 | $251.0K | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,722 | $221.0K | <0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,000 | $220.0K | <0.1% | – | – | History |
| RVTRoyce Small-Cap Trust, Inc. | COM | 12,127 | $220.0K | <0.1% | – | – | History |
| MRCCMonroe Capital Corp | COM | 21,800 | $219.0K | <0.1% | – | – | History |
| SONOSonos Inc | COM | 5,800 | $217.0K | <0.1% | – | – | History |
| BYNDBeyond Meat, Inc. | COM | 1,655 | $215.0K | <0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 790 | $202.0K | <0.1% | – | – | History |