LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 90
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.14 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 299,247 | $3,655 萬 | 7.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 160,093 | $2,437 萬 | 4.7% | – | – | 歷史 |
| SYKStryker Corp | Stock | 85,520 | $2,083 萬 | 4.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 87,122 | $1,865 萬 | 3.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 73,926 | $1,743 萬 | 3.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 100,953 | $1,659 萬 | 3.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 35,525 | $1,621 萬 | 3.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 62,094 | $1,440 萬 | 2.8% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 145,157 | $1,423 萬 | 2.8% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 78,024 | $1,317 萬 | 2.6% | – | – | 歷史 |
| RTXRTX Corp | Stock | 161,769 | $1,250 萬 | 2.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 113,874 | $1,232 萬 | 2.4% | – | – | 歷史 |
| WWDWoodward, Inc. | COM | 92,598 | $1,117 萬 | 2.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 172,979 | $1,107 萬 | 2.2% | – | – | 歷史 |
| ALCAlcon Inc | Stock | 156,359 | $1,097 萬 | 2.1% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 56,974 | $1,085 萬 | 2.1% | – | – | 歷史 |
| CPRTCopart Inc | COM | 94,408 | $1,025 萬 | 2.0% | – | – | 歷史 |
| WSOWatsco Inc | COM | 38,299 | $998.7 萬 | 1.9% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 110,428 | $964.6 萬 | 1.9% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 52,939 | $962.2 萬 | 1.9% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 182,528 | $943.9 萬 | 1.8% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 122,135 | $941.5 萬 | 1.8% | – | – | 歷史 |
| HOLXHologic Inc | COM | 120,280 | $894.6 萬 | 1.7% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | ORD | 172,176 | $843.3 萬 | 1.6% | – | – | 歷史 |
| CIENCiena Corp | COM NEW | 152,873 | $836.5 萬 | 1.6% | – | – | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 91,072 | $795.1 萬 | 1.5% | – | – | 歷史 |
| GNTXGentex Corp | COM | 216,627 | $772.7 萬 | 1.5% | – | – | 歷史 |
| NTNXNutanix, Inc. | Stock | 282,376 | $750.0 萬 | 1.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 139,268 | $734.1 萬 | 1.4% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 114,262 | $721.3 萬 | 1.4% | – | – | 歷史 |
| ZSZscaler, Inc. | Stock | 39,553 | $679.0 萬 | 1.3% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 41,257 | $660.4 萬 | 1.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 42,913 | $607.0 萬 | 1.2% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 110,414 | $603.7 萬 | 1.2% | – | – | – |
| RMDResmed Inc | COM | 30,019 | $582.4 萬 | 1.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 45,627 | $572.6 萬 | 1.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 112,293 | $570.2 萬 | 1.1% | – | – | – |
| VMWVmware LLC | CL A COM | 33,455 | $503.3 萬 | 1.0% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 26,747 | $493.5 萬 | 1.0% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 21,096 | $474.8 萬 | 0.9% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 13,219 | $432.3 萬 | 0.8% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 69,059 | $402.8 萬 | 0.8% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 70,109 | $387.8 萬 | 0.8% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 10,468 | $386.8 萬 | 0.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 26,057 | $352.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 36,053 | $335.4 萬 | 0.7% | – | – | – |
| VZVerizon Communications Inc | Stock | 55,984 | $325.5 萬 | 0.6% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 15,521 | $314.2 萬 | 0.6% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 73,209 | $292.8 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 26,390 | $276.5 萬 | 0.5% | – | – | 歷史 |
| MMM3M Co | Stock | 13,385 | $257.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 37,635 | $222.9 萬 | 0.4% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 9,383 | $213.9 萬 | 0.4% | – | – | 歷史 |
| SYYSysco Corp | Stock | 26,395 | $207.8 萬 | 0.4% | – | – | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 29,493 | $188.2 萬 | 0.4% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 7,257 | $180.3 萬 | 0.4% | – | – | 歷史 |
| MBWMMercantile Bank Corp | COM | 54,454 | $176.8 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 54,554 | $165.1 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 91,200 | $152.9 萬 | 0.3% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 30,435 | $152.8 萬 | 0.3% | – | – | – |
| NVSNovartis AG | ADR | 15,981 | $136.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 25,620 | $129.4 萬 | 0.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,985 | $129.2 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 5,030 | $128.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,097 | $124.6 萬 | 0.2% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,663 | $122.9 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 4,553 | $113.3 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 293 | $90.7 萬 | 0.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,922 | $77.5 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 21,083 | $76.4 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,341 | $71.5 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,375 | $69.1 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 5,810 | $68.6 萬 | 0.1% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 1,365 | $66.8 萬 | 0.1% | – | – | 歷史 |
| CMAComerica Inc | COM | 8,410 | $60.3 萬 | 0.1% | – | – | 歷史 |
| QDELQuidelOrtho Corp | COM | 3,640 | $46.6 萬 | 0.1% | – | – | 歷史 |
| HUBBHubbell Inc | COM | 2,465 | $46.1 萬 | 0.1% | – | – | 歷史 |
| Varian Med Sys Inc92220P105 | COM | 2,300 | $40.6 萬 | 0.1% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,295 | $34.8 萬 | 0.1% | – | – | – |
| RPMRPM International Inc | COM | 3,175 | $29.2 萬 | 0.1% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 7,319 | $27.4 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 4,985 | $26.4 萬 | 0.1% | – | – | 歷史 |
| Kirkland Lake Gold Ltd49741E100 | COM | 7,434 | $25.1 萬 | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,722 | $22.1 萬 | <0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,000 | $22.0 萬 | <0.1% | – | – | 歷史 |
| RVTRoyce Small-Cap Trust, Inc. | COM | 12,127 | $22.0 萬 | <0.1% | – | – | 歷史 |
| MRCCMonroe Capital Corp | COM | 21,800 | $21.9 萬 | <0.1% | – | – | 歷史 |
| SONOSonos Inc | COM | 5,800 | $21.7 萬 | <0.1% | – | – | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,655 | $21.5 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 790 | $20.2 萬 | <0.1% | – | – | 歷史 |