LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 146
- 較 2025 年第 1 季 +1
- 總值
- $8.01 億
- 較 2025 年第 1 季 +$6,366 萬 (+8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 222,002 | $4,555 萬 | 5.7% | +2,128+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 87,740 | $4,364 萬 | 5.5% | −1,228−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 138,838 | $4,025 萬 | 5.0% | −442−0.3% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 75,323 | $2,980 萬 | 3.7% | −697−0.9% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 87,992 | $2,425 萬 | 3.0% | −783−0.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 158,372 | $2,313 萬 | 2.9% | −20,214−11.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 143,635 | $2,194 萬 | 2.7% | +4,782+3.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 159,261 | $2,171 萬 | 2.7% | −34,115−17.6% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 53,984 | $2,096 萬 | 2.6% | +2,631+5.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 77,037 | $2,076 萬 | 2.6% | −1,174−1.5% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 59,469 | $1,867 萬 | 2.3% | −4,054−6.4% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 56,200 | $1,814 萬 | 2.3% | +3,151+5.9% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 346,876 | $1,770 萬 | 2.2% | +16,890+5.1% | 加碼 | – |
| WSOWatsco Inc | COM | 39,378 | $1,739 萬 | 2.2% | +1,122+2.9% | 加碼 | 歷史 |
| WWDWoodward, Inc. | COM | 70,137 | $1,719 萬 | 2.1% | −2,606−3.6% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 187,327 | $1,654 萬 | 2.1% | +3,276+1.8% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 111,043 | $1,615 萬 | 2.0% | −1,856−1.6% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 61,243 | $1,597 萬 | 2.0% | +2,232+3.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 78,537 | $1,458 萬 | 1.8% | −804−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,644 | $1,330 萬 | 1.7% | +7,227+13.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 31,017 | $1,258 萬 | 1.6% | +78+0.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 53,438 | $1,244 萬 | 1.6% | +1,100+2.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 90,217 | $1,227 萬 | 1.5% | −1,134−1.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 36,121 | $1,152 萬 | 1.4% | +16,472+83.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 102,049 | $1,100 萬 | 1.4% | +2,638+2.7% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 22,344 | $1,092 萬 | 1.4% | +21,659+3,161.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 20,608 | $1,090 萬 | 1.4% | +2,145+11.6% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 212,665 | $1,044 萬 | 1.3% | −3,076−1.4% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 41,727 | $1,002 萬 | 1.3% | −4,914−10.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 68,736 | $984.2 萬 | 1.2% | −6,291−8.4% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 93,900 | $927.3 萬 | 1.2% | +27,552+41.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 28,228 | $832.1 萬 | 1.0% | −1,313−4.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 49,463 | $788.0 萬 | 1.0% | −399−0.8% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 81,428 | $782.6 萬 | 1.0% | +540+0.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 96,974 | $767.6 萬 | 1.0% | −5,008−4.9% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 115,730 | $754.1 萬 | 0.9% | −1,867−1.6% | 減碼 | 歷史 |
| HSYHershey Co | COM | 40,966 | $679.8 萬 | 0.8% | −3,450−7.8% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 97,781 | $678.8 萬 | 0.8% | +87,561+856.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 51,120 | $675.0 萬 | 0.8% | −694−1.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 68,792 | $672.7 萬 | 0.8% | −243−0.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 72,780 | $664.0 萬 | 0.8% | −3,230−4.2% | 減碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 189,085 | $581.4 萬 | 0.7% | +24,905+15.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 81,046 | $562.3 萬 | 0.7% | +499+0.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 31,165 | $552.8 萬 | 0.7% | −127−0.4% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 9,816 | $526.5 萬 | 0.7% | −478−4.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 26,160 | $516.8 萬 | 0.6% | −2,560−8.9% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 118,553 | $509.7 萬 | 0.6% | −10,817−8.4% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 69,860 | $502.9 萬 | 0.6% | +69,860 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 17,938 | $450.0 萬 | 0.6% | −3,700−17.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 13,680 | $421.9 萬 | 0.5% | −105−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,464 | $411.2 萬 | 0.5% | −221−2.5% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 13,300 | $375.1 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 21,028 | $362.5 萬 | 0.5% | +789+3.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,597 | $351.9 萬 | 0.4% | −210−2.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 39,936 | $348.1 萬 | 0.4% | −596−1.5% | 減碼 | 歷史 |
| KVUEKenvue Inc. | Stock | 165,450 | $346.3 萬 | 0.4% | +31,736+23.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,723 | $330.0 萬 | 0.4% | −23−0.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 17,793 | $325.7 萬 | 0.4% | −2,140−10.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,015 | $321.8 萬 | 0.4% | −162−1.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 10,887 | $304.0 萬 | 0.4% | −623−5.4% | 減碼 | 歷史 |
| GNTXGentex Corp | COM | 135,743 | $298.5 萬 | 0.4% | −4,876−3.5% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 35,873 | $292.8 萬 | 0.4% | −5,530−13.4% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 17,414 | $271.6 萬 | 0.3% | −9,240−34.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 29,945 | $211.9 萬 | 0.3% | −2,294−7.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 46,253 | $200.1 萬 | 0.2% | +801+1.8% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 41,443 | $191.8 萬 | 0.2% | −2,128−4.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,850 | $176.1 萬 | 0.2% | −40−1.4% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 7,064 | $174.7 萬 | 0.2% | −40−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,760 | $164.9 萬 | 0.2% | 00.0% | 不變 | – |
| EVRGEvergy, Inc. | Stock | 23,902 | $164.8 萬 | 0.2% | +542+2.3% | 加碼 | 歷史 |
| MBWMMercantile Bank Corp | COM | 35,296 | $163.8 萬 | 0.2% | +60.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,455 | $152.7 萬 | 0.2% | −23−1.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 16,122 | $147.7 萬 | 0.2% | +1,719+11.9% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,761 | $145.5 萬 | 0.2% | +1,065+39.5% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 26,645 | $140.6 萬 | 0.2% | +2,950+12.4% | 加碼 | – |
| ACNAccenture plc | Stock | 4,560 | $136.3 萬 | 0.2% | −125−2.7% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 8,176 | $135.3 萬 | 0.2% | −149−1.8% | 減碼 | 歷史 |
| WATWaters Corp | COM | 3,814 | $133.1 萬 | 0.2% | −130−3.3% | 減碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 37,945 | $125.4 萬 | 0.2% | +1,655+4.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,223 | $121.1 萬 | 0.2% | −32−2.5% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,585 | $120.9 萬 | 0.2% | +100+4.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,377 | $116.3 萬 | 0.1% | −651−3.8% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 8,975 | $107.3 萬 | 0.1% | −605−6.3% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,923 | $104.5 萬 | 0.1% | −16−0.8% | 減碼 | 歷史 |
| KAIKadant Inc | COM | 3,198 | $101.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WDAYWorkday, Inc. | CL A | 4,113 | $98.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMAComerica Inc | COM | 15,654 | $93.4 萬 | 0.1% | −52,148−76.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 9,532 | $87.5 萬 | 0.1% | −1,538−13.9% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,425 | $86.7 萬 | 0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 8,457 | $85.4 萬 | 0.1% | −1,785−17.4% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,822 | $85.2 萬 | 0.1% | −162−3.3% | 減碼 | – |
| SLBSLB Limited | Stock | 23,379 | $79.0 萬 | 0.1% | −4,375−15.8% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 9,657 | $77.5 萬 | 0.1% | +30+0.3% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 1,249 | $70.8 萬 | 0.1% | +219+21.3% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,277 | $70.3 萬 | 0.1% | +6+0.1% | 加碼 | – |
| MAMastercard Inc | Stock | 1,250 | $70.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 8,981 | $69.5 萬 | 0.1% | −8,910−49.8% | 減碼 | 歷史 |
| MRCCMonroe Capital Corp | COM | 106,970 | $68.0 萬 | 0.1% | −1,940−1.8% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 8,553 | $64.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 8,456 | $64.2 萬 | 0.1% | +56+0.7% | 加碼 | – |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。