LaFleur & Godfrey LLC
- SEC CIK
- 0001387458
- 最新申報
- 2026/7/15
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/3 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 145
- 較 2025 年第 3 季 +3
- 總值
- $8.26 億
- 較 2025 年第 3 季 +$115.6 萬 (+0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 213,498 | $5,804 萬 | 7.0% | −5,161−2.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 127,637 | $4,113 萬 | 5.0% | −4,540−3.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 79,687 | $3,854 萬 | 4.7% | −1,359−1.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 134,767 | $2,789 萬 | 3.4% | −5,370−3.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 47,543 | $2,724 萬 | 3.3% | −3,371−6.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 75,449 | $2,611 萬 | 3.2% | −3,261−4.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 141,232 | $2,590 萬 | 3.1% | −7,824−5.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 70,840 | $2,490 萬 | 3.0% | −1,879−2.6% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 123,213 | $2,190 萬 | 2.7% | −5,862−4.5% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 60,389 | $2,133 萬 | 2.6% | −1,270−2.1% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 405,647 | $2,063 萬 | 2.5% | +19,468+5.0% | 加碼 | – |
| ECLEcolab Inc. | Stock | 72,253 | $1,897 萬 | 2.3% | −1,667−2.3% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 61,163 | $1,849 萬 | 2.2% | −3,017−4.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 29,864 | $1,730 萬 | 2.1% | −763−2.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 71,689 | $1,638 萬 | 2.0% | −3,873−5.1% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 56,611 | $1,615 萬 | 2.0% | −1,862−3.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 42,836 | $1,585 萬 | 1.9% | +467+1.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 67,480 | $1,558 萬 | 1.9% | −1,768−2.6% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 183,679 | $1,448 萬 | 1.8% | −3,068−1.6% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 36,999 | $1,247 萬 | 1.5% | −1,420−3.7% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 108,183 | $1,214 萬 | 1.5% | −1,685−1.5% | 減碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 52,948 | $1,191 萬 | 1.4% | −1,671−3.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 96,338 | $1,159 萬 | 1.4% | −3,332−3.3% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 20,857 | $1,150 萬 | 1.4% | −115−0.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 17,393 | $1,137 萬 | 1.4% | −704−3.9% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 79,953 | $1,080 萬 | 1.3% | −6,284−7.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 133,761 | $1,074 萬 | 1.3% | +7,807+6.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 83,167 | $1,042 萬 | 1.3% | −1,292−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 67,443 | $1,028 萬 | 1.2% | +265+0.4% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 34,366 | $1,018 萬 | 1.2% | +1,539+4.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 51,955 | $1,014 萬 | 1.2% | −2,202−4.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 92,201 | $970.5 萬 | 1.2% | −1,117−1.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 27,962 | $877.5 萬 | 1.1% | −793−2.8% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 34,024 | $862.6 萬 | 1.0% | −2,903−7.9% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 197,281 | $772.4 萬 | 0.9% | −9,414−4.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 51,977 | $744.9 萬 | 0.9% | +519+1.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 66,177 | $737.3 萬 | 0.9% | −941−1.4% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 87,393 | $732.8 萬 | 0.9% | +1,510+1.8% | 加碼 | 歷史 |
| HOLXHologic Inc | COM | 95,362 | $710.4 萬 | 0.9% | −13,920−12.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 22,285 | $697.5 萬 | 0.8% | +390+1.8% | 加碼 | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 256,860 | $676.3 萬 | 0.8% | +32,230+14.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 46,413 | $666.1 萬 | 0.8% | −1,139−2.4% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 63,232 | $631.8 萬 | 0.8% | −5,988−8.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 77,966 | $600.6 萬 | 0.7% | +108+0.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 119,706 | $589.1 萬 | 0.7% | +1,937+1.6% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 8,481 | $573.8 萬 | 0.7% | −390−4.4% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 17,128 | $502.8 萬 | 0.6% | −463−2.6% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 51,774 | $497.3 萬 | 0.6% | +5,620+12.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 16,909 | $434.5 萬 | 0.5% | −426−2.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,373 | $420.9 萬 | 0.5% | +134+1.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 17,346 | $397.1 萬 | 0.5% | −1,296−7.0% | 減碼 | 歷史 |
| HSYHershey Co | COM | 21,212 | $386.0 萬 | 0.5% | −455−2.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 10,868 | $355.7 萬 | 0.4% | −139−1.3% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 13,251 | $340.9 萬 | 0.4% | −429−3.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 9,554 | $328.8 萬 | 0.4% | +48+0.5% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 13,234 | $326.9 萬 | 0.4% | +251+1.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 10,429 | $318.7 萬 | 0.4% | −543−4.9% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 48,985 | $259.0 萬 | 0.3% | −4,235−8.0% | 減碼 | – |
| WMWaste Management Inc | Stock | 11,378 | $250.0 萬 | 0.3% | +10,226+887.7% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 32,661 | $240.1 萬 | 0.3% | −3,367−9.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 57,429 | $233.9 萬 | 0.3% | +1,950+3.5% | 加碼 | 歷史 |
| GNTXGentex Corp | COM | 99,570 | $231.7 萬 | 0.3% | −15,333−13.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 30,035 | $210.0 萬 | 0.3% | +310+1.0% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 54,227 | $205.8 萬 | 0.2% | −11,900−18.0% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 7,689 | $200.9 萬 | 0.2% | −65−0.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 35,185 | $189.8 萬 | 0.2% | −2,251−6.0% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 14,674 | $184.6 萬 | 0.2% | −4,876−24.9% | 減碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 25,354 | $183.8 萬 | 0.2% | +1,002+4.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,129 | $179.5 萬 | 0.2% | −432−7.8% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,645 | $177.8 萬 | 0.2% | +267+7.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,602 | $177.4 萬 | 0.2% | −30−1.1% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,735 | $165.9 萬 | 0.2% | −9−0.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 19,163 | $161.4 萬 | 0.2% | +1,146+6.4% | 加碼 | 歷史 |
| STTState Street Corp | COM | 12,400 | $160.0 萬 | 0.2% | +2,445+24.6% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,580 | $156.1 萬 | 0.2% | −35−1.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,441 | $154.2 萬 | 0.2% | +16+1.1% | 加碼 | 歷史 |
| MBWMMercantile Bank Corp | COM | 29,233 | $140.6 萬 | 0.2% | −3,633−11.1% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 3,007 | $133.9 萬 | 0.2% | +869+40.6% | 加碼 | 歷史 |
| WATWaters Corp | COM | 3,329 | $126.4 萬 | 0.2% | −410−11.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 4,520 | $121.3 萬 | 0.1% | +240+5.6% | 加碼 | 歷史 |
| CMAComerica Inc | COM | 13,378 | $116.3 萬 | 0.1% | −2,980−18.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,401 | $104.5 萬 | 0.1% | +184+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,233 | $99.9 萬 | 0.1% | +524+11.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,770 | $97.5 萬 | 0.1% | −80−1.2% | 減碼依 2 比 1 拆股換算 | – |
| NFLXNetflix Inc | Stock | 9,919 | $93.0 萬 | 0.1% | +9,919 | 新進 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 11,153 | $89.0 萬 | 0.1% | +1,426+14.7% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 8,085 | $84.9 萬 | 0.1% | +140+1.8% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 9,340 | $81.4 萬 | 0.1% | −200−2.1% | 減碼 | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 9,836 | $81.0 萬 | 0.1% | +1,060+12.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,555 | $79.7 萬 | 0.1% | +233+4.4% | 加碼 | – |
| MRCCMonroe Capital Corp | COM | 122,470 | $78.0 萬 | 0.1% | +15,500+14.5% | 加碼 | 歷史 |
| KAIKadant Inc | COM | 2,718 | $77.5 萬 | 0.1% | −865−24.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,690 | $76.3 萬 | 0.1% | +8+0.1% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,508 | $75.3 萬 | 0.1% | +230+7.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 8,786 | $74.7 萬 | 0.1% | −165−1.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 15,772 | $73.0 萬 | 0.1% | +1,905+13.7% | 加碼 | – |
| TSNTyson Foods, Inc. | Stock | 11,234 | $65.9 萬 | 0.1% | +11,234 | 新進 | 歷史 |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 15,662 | $60.1 萬 | 0.1% | +1,767+12.7% | 加碼 | – |
| SYYSysco Corp | Stock | 8,128 | $59.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,625 | $57.0 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（5 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 21,482 | $277.0 萬 | 0.3% | 歷史 |
| SLBSLB Limited | Stock | 14,389 | $49.5 萬 | 0.1% | 歷史 |
| LNTAlliant Energy Corp | Stock | 3,470 | $23.4 萬 | <0.1% | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,445 | $20.6 萬 | <0.1% | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,460 | $20.4 萬 | <0.1% | – |