LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/18 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 126
- 較 2023 年第 2 季 −3
- 總值
- $6.25 億
- 較 2023 年第 2 季 −$4,305 萬 (−6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 275,685 | $4,720 萬 | 7.6% | −3,723−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 101,747 | $3,213 萬 | 5.1% | −1,346−1.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 171,162 | $2,482 萬 | 4.0% | −2,562−1.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 320,162 | $2,406 萬 | 3.9% | −33,119−9.4% | 減碼 | – |
| SYKStryker Corp | Stock | 86,891 | $2,374 萬 | 3.8% | −1,163−1.3% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 52,561 | $1,985 萬 | 3.2% | −308−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 118,918 | $1,852 萬 | 3.0% | +5,585+4.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 99,513 | $1,686 萬 | 2.7% | −1,217−1.2% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 206,941 | $1,595 萬 | 2.6% | −4,453−2.1% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 31,385 | $1,589 萬 | 2.5% | −168−0.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 52,930 | $1,445 萬 | 2.3% | +125+0.2% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 123,242 | $1,421 萬 | 2.3% | −486−0.4% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 64,002 | $1,404 萬 | 2.2% | +299+0.5% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 66,890 | $1,351 萬 | 2.2% | −1,214−1.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 87,950 | $1,311 萬 | 2.1% | +121+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 113,829 | $1,172 萬 | 1.9% | −625−0.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 162,043 | $1,166 萬 | 1.9% | −2,145−1.3% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 258,293 | $1,113 萬 | 1.8% | −1,623−0.6% | 減碼依 2 比 1 拆股換算 | 歷史 |
| DHRDanaher Corp | Stock | 42,719 | $1,060 萬 | 1.7% | +1,798+4.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 661,231 | $1,058 萬 | 1.7% | −17,740−2.6% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 83,692 | $1,040 萬 | 1.7% | −921−1.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 59,610 | $1,005 萬 | 1.6% | +1,030+1.8% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 138,925 | $964.1 萬 | 1.5% | +5,028+3.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 53,860 | $912.6 萬 | 1.5% | −476−0.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 73,441 | $863.5 萬 | 1.4% | +749+1.0% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 52,560 | $817.8 萬 | 1.3% | −1,678−3.1% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 88,959 | $815.1 萬 | 1.3% | +320+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 53,413 | $779.1 萬 | 1.2% | −673−1.2% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 137,416 | $769.3 萬 | 1.2% | −785−0.6% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 128,641 | $696.3 萬 | 1.1% | +18,692+17.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 122,495 | $672.5 萬 | 1.1% | +3,800+3.2% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 114,235 | $666.0 萬 | 1.1% | +1,442+1.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 120,268 | $646.6 萬 | 1.0% | +1,570+1.3% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 192,740 | $627.2 萬 | 1.0% | +20.0% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 53,502 | $583.0 萬 | 0.9% | −2,801−5.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 43,959 | $579.6 萬 | 0.9% | −150−0.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 72,244 | $566.1 萬 | 0.9% | −9,606−11.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 23,140 | $556.7 萬 | 0.9% | −574−2.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 19,001 | $538.5 萬 | 0.9% | +317+1.7% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 11,062 | $483.7 萬 | 0.8% | −81−0.7% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 46,594 | $445.5 萬 | 0.7% | −260−0.6% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 63,684 | $433.2 萬 | 0.7% | −13,760−17.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 33,420 | $424.8 萬 | 0.7% | +260+0.8% | 加碼 | 歷史 |
| VMIValmont Industries Inc | COM | 17,366 | $417.1 萬 | 0.7% | +15,986+1,158.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 15,714 | $414.0 萬 | 0.7% | −246−1.5% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 25,344 | $405.3 萬 | 0.6% | −575−2.2% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 17,460 | $402.1 萬 | 0.6% | −555−3.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 38,531 | $373.2 萬 | 0.6% | −1,244−3.1% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 72,423 | $368.6 萬 | 0.6% | −1,501−2.0% | 減碼 | – |
| INTCIntel Corp | Stock | 98,482 | $350.1 萬 | 0.6% | −4,343−4.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 11,494 | $347.3 萬 | 0.6% | −345−2.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 21,445 | $300.9 萬 | 0.5% | +12,193+131.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 19,835 | $295.9 萬 | 0.5% | +315+1.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 10,958 | $294.5 萬 | 0.5% | −140−1.3% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 101,381 | $290.1 萬 | 0.5% | +3,244+3.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,297 | $277.8 萬 | 0.4% | −173−3.9% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 46,673 | $270.9 萬 | 0.4% | −63,855−57.8% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 60,895 | $253.0 萬 | 0.4% | +1,900+3.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 18,132 | $251.0 萬 | 0.4% | −124−0.7% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 14,182 | $246.9 萬 | 0.4% | +151+1.1% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 16,443 | $243.1 萬 | 0.4% | −10,468−38.9% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 18,407 | $233.3 萬 | 0.4% | −3,900−17.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,285 | $225.9 萬 | 0.4% | −376−6.6% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 18,805 | $212.4 萬 | 0.3% | +255+1.4% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 29,806 | $208.1 萬 | 0.3% | +345+1.2% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 24,205 | $203.3 萬 | 0.3% | +1,080+4.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,667 | $198.5 萬 | 0.3% | −8−0.1% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 11,353 | $183.5 萬 | 0.3% | −25−0.2% | 減碼 | 歷史 |
| WATWaters Corp | COM | 6,354 | $174.2 萬 | 0.3% | −265−4.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,113 | $171.6 萬 | 0.3% | −425−3.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,960 | $149.2 萬 | 0.2% | +123+4.3% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 40,317 | $130.7 萬 | 0.2% | −4,721−10.5% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 5,982 | $128.5 萬 | 0.2% | −50−0.8% | 減碼 | 歷史 |
| MBWMMercantile Bank Corp | COM | 37,654 | $116.4 萬 | 0.2% | +70.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 16,144 | $106.6 萬 | 0.2% | −11,300−41.2% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 8,278 | $100.0 萬 | 0.2% | +1,948+30.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,666 | $85.1 萬 | 0.1% | −2,287−23.0% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 3,588 | $80.9 萬 | 0.1% | −150−4.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 11,448 | $74.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,481 | $72.5 萬 | 0.1% | −100−3.9% | 減碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 20,202 | $68.0 萬 | 0.1% | −3,754−15.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,203 | $67.7 萬 | 0.1% | +524+31.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,052 | $59.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,140 | $55.2 萬 | 0.1% | −65−5.4% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 10,970 | $54.7 萬 | 0.1% | +2,290+26.4% | 加碼 | – |
| DISWalt Disney Co | Stock | 6,547 | $53.1 萬 | 0.1% | −500−7.1% | 減碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,560 | $51.2 萬 | 0.1% | −16−0.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,250 | $49.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,958 | $48.5 萬 | 0.1% | 00.0% | 不變 | – |
| BPBP PLC | ADR | 11,350 | $43.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EVRGEvergy, Inc. | Stock | 8,615 | $43.7 萬 | 0.1% | −165−1.9% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 2,716 | $43.3 萬 | 0.1% | −590−17.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,042 | $42.6 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 4,566 | $42.6 萬 | 0.1% | +2,966+185.4% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 3,972 | $40.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 3,460 | $36.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,586 | $34.8 萬 | 0.1% | +190+5.6% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 4,800 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FITBFifth Third Bancorp | COM | 13,020 | $33.0 萬 | 0.1% | +93+0.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 20,924 | $31.4 萬 | 0.1% | −284−1.3% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（10 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tips Bond ETF464287176 | ETF | 31,130 | $335.0 萬 | 0.5% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,250 | $30.8 萬 | <0.1% | – |
| MMM3M Co | Stock | 2,481 | $24.8 萬 | <0.1% | 歷史 |
| CLXClorox Co | Stock | 1,500 | $23.9 萬 | <0.1% | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 4,732 | $23.5 萬 | <0.1% | – |
| DOCUDocuSign, Inc. | Stock | 4,509 | $23.0 萬 | <0.1% | 歷史 |
| ORCLOracle Corp | Stock | 1,882 | $22.4 萬 | <0.1% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,149 | $22.3 萬 | <0.1% | 歷史 |
| WMWaste Management Inc | Stock | 1,252 | $21.7 萬 | <0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 2,750 | $21.1 萬 | <0.1% | 歷史 |