LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2022 年第 4 季持倉
持倉截至 2022/12/31,2023/1/12 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 125
- 較 2022 年第 3 季 +6
- 總值
- $6.00 億
- 較 2022 年第 3 季 +$3,873 萬 (+6.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 306,945 | $3,988 萬 | 6.7% | −11,403−3.6% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 350,210 | $2,633 萬 | 4.4% | −30,770−8.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 104,953 | $2,517 萬 | 4.2% | +1,086+1.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 180,351 | $2,419 萬 | 4.0% | −28,634−13.7% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 91,133 | $2,228 萬 | 3.7% | +2,660+3.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 110,886 | $1,959 萬 | 3.3% | −1,649−1.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 30,611 | $1,686 萬 | 2.8% | −330−1.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 160,532 | $1,620 萬 | 2.7% | +13,087+8.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 101,538 | $1,478 萬 | 2.5% | −1,559−1.5% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 214,379 | $1,470 萬 | 2.5% | −3,380−1.6% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 124,356 | $1,437 萬 | 2.4% | +586+0.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 88,897 | $1,437 萬 | 2.4% | −2,614−2.9% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 54,978 | $1,371 萬 | 2.3% | −970−1.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 121,020 | $1,343 萬 | 2.2% | −20,150−14.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 53,662 | $1,286 萬 | 2.1% | +103+0.2% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 66,822 | $1,170 萬 | 2.0% | +6,201+10.2% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 58,927 | $1,088 萬 | 1.8% | +167+0.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 29,980 | $1,029 萬 | 1.7% | −1,733−5.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 55,543 | $1,003 萬 | 1.7% | −1,328−2.3% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 131,647 | $984.9 萬 | 1.6% | −6,309−4.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 142,460 | $906.2 萬 | 1.5% | −3,000−2.1% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 145,416 | $885.4 萬 | 1.5% | −1,306−0.9% | 減碼依 2 比 1 拆股換算 | 歷史 |
| PGProcter & Gamble Co | Stock | 56,102 | $850.3 萬 | 1.4% | −1,053−1.8% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 87,866 | $848.9 萬 | 1.4% | −468−0.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 46,087 | $827.2 萬 | 1.4% | +12,254+36.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 110,580 | $795.6 萬 | 1.3% | −2,544−2.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 29,871 | $792.8 萬 | 1.3% | +1,230+4.3% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 90,667 | $730.9 萬 | 1.2% | +790+0.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 62,121 | $685.2 萬 | 1.1% | +27,487+79.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 86,279 | $670.6 萬 | 1.1% | −25,727−23.0% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 30,513 | $635.1 萬 | 1.1% | +1,063+3.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 129,769 | $618.2 萬 | 1.0% | −18,130−12.3% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 50,854 | $569.1 萬 | 0.9% | −1,737−3.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 46,346 | $542.3 萬 | 0.9% | +1,871+4.2% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 22,591 | $539.6 萬 | 0.9% | −500−2.2% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 194,975 | $531.7 萬 | 0.9% | −1,990−1.0% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 96,686 | $516.9 萬 | 0.9% | +96,686 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 51,219 | $515.6 萬 | 0.9% | +28,015+120.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 187,034 | $494.3 萬 | 0.8% | −105,479−36.1% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 127,790 | $473.3 萬 | 0.8% | −96,006−42.9% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 11,083 | $452.1 萬 | 0.8% | +120+1.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 101,530 | $436.9 萬 | 0.7% | −26,093−20.4% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 16,491 | $434.6 萬 | 0.7% | −800−4.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 38,601 | $423.8 萬 | 0.7% | +251+0.7% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 62,759 | $419.5 萬 | 0.7% | +3,317+5.6% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 81,135 | $408.4 萬 | 0.7% | −33,795−29.4% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 18,455 | $406.6 萬 | 0.7% | +155+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 45,454 | $403.3 萬 | 0.7% | +1,050+2.4% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 30,955 | $400.9 萬 | 0.7% | +30,955 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 37,409 | $398.2 萬 | 0.7% | −1,440−3.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 11,977 | $378.3 萬 | 0.6% | −547−4.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 12,084 | $372.5 萬 | 0.6% | −46−0.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,470 | $361.1 萬 | 0.6% | −575−2.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 70,389 | $351.8 萬 | 0.6% | +742+1.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,663 | $330.4 萬 | 0.6% | −160−3.3% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 38,361 | $293.3 萬 | 0.5% | −4,062−9.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 19,497 | $288.1 萬 | 0.5% | +1,000+5.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 10,370 | $272.4 萬 | 0.5% | −701−6.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 31,545 | $265.0 萬 | 0.4% | −100−0.3% | 減碼 | 歷史 |
| WATWaters Corp | COM | 6,969 | $238.7 萬 | 0.4% | −800−10.3% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 46,685 | $232.6 萬 | 0.4% | +90+0.2% | 加碼 | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 11,099 | $231.1 萬 | 0.4% | +4,167+60.1% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,874 | $224.7 萬 | 0.4% | +262+4.7% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 22,913 | $213.5 萬 | 0.4% | +1,143+5.3% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 48,340 | $210.8 萬 | 0.4% | −8,307−14.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 33,625 | $194.4 萬 | 0.3% | +25,625+320.3% | 加碼 | – |
| FISVFiserv Inc | Stock | 18,660 | $188.6 萬 | 0.3% | +2,070+12.5% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 12,528 | $187.7 萬 | 0.3% | −1,530−10.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,731 | $177.0 萬 | 0.3% | +471+9.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 44,914 | $177.0 萬 | 0.3% | −7,413−14.2% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 10,544 | $176.4 萬 | 0.3% | −3,145−23.0% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,227 | $167.8 萬 | 0.3% | +3,825+28.5% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 36,887 | $150.2 萬 | 0.3% | −30,832−45.5% | 減碼 | 歷史 |
| MBWMMercantile Bank Corp | COM | 41,881 | $140.2 萬 | 0.2% | −93−0.2% | 減碼 | 歷史 |
| MMM3M Co | Stock | 11,196 | $134.3 萬 | 0.2% | −4,418−28.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,439 | $129.3 萬 | 0.2% | −141−5.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,970 | $123.3 萬 | 0.2% | +670+5.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,690 | $117.5 萬 | 0.2% | −3,397−24.1% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 7,199 | $97.7 萬 | 0.2% | −2,990−29.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,286 | $87.2 萬 | 0.1% | −20−0.6% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 11,647 | $83.2 萬 | 0.1% | −1,591−12.0% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 9,660 | $72.6 萬 | 0.1% | −1,449−13.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 35,727 | $65.8 萬 | 0.1% | −19,944−35.8% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,495 | $64.6 萬 | 0.1% | −110−6.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,324 | $63.6 萬 | 0.1% | −1,220−14.3% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 2,123 | $62.5 萬 | 0.1% | +105+5.2% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,709 | $60.0 萬 | 0.1% | −1,274−21.3% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 3,245 | $57.6 萬 | 0.1% | +3,245 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,043 | $50.8 萬 | 0.1% | +240+29.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 9,738 | $49.9 萬 | 0.1% | +11+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,047 | $47.8 萬 | 0.1% | +7+0.7% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 4,972 | $45.1 萬 | 0.1% | +599+13.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,785 | $44.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,250 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 12,200 | $42.6 萬 | 0.1% | −2,700−18.1% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 12,756 | $41.9 萬 | 0.1% | +115+0.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,360 | $41.8 萬 | 0.1% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 4,946 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,016 | $38.5 萬 | 0.1% | −55−2.7% | 減碼 | – |
| TROWPrice T Rowe Group Inc | Stock | 3,460 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉(3 檔)
2022 年第 3 季季末還持有、這份申報已經沒有的部位。