LaFleur & Godfrey
LaFleur & Godfrey reported 144 stocks worth $832M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are AAPL (7.8%), MSFT (5.2%) and JPM (4.7%). Compared with Q2 2026, the fund opened new positions in SPCX, XOM and OKE, added to FLOT, PLTR and SYK, trimmed AAPL, MSFT and JPM and sold out of XOM, HONA and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $65M | 7.8% | 195K | −7,517 (−4%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $42.9M | 5.2% | 84K | −301 (−0%) | 8 of 8 | |
| 3 |  JPM Jpmorgan Chase & Co. | $38.8M | 4.7% | 117K | −5,593 (−5%) | 8 of 8 | |
| 4 |  JNJ Johnson & Johnson | $32.3M | 3.9% | 122K | −4,210 (−3%) | 8 of 8 | |
| 5 |  CAT Caterpillar Inc | $30.2M | 3.6% | 37K | −3,047 (−8%) | 8 of 8 | |
| 6 |  FLOT Ishares TR | $25M | 3.0% | 490K | +5,341 (+1%) | 8 of 8 | |
| 7 |  PLTR Palantir Technologies Inc | $23.8M | 2.9% | 127K | +4,441 (+4%) | 8 of 8 | |
| 8 |  RTX Rtx Corp | $23.1M | 2.8% | 124K | −7,681 (−6%) | 8 of 8 | |
| 9 |  SYK Stryker Corporation | $22.8M | 2.7% | 83K | +7,133 (+9%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $21.5M | 2.6% | 61K | −7,260 (−11%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.5M | 41K |
 HONA Honeywell Aerospace Inc Com | $5.5M | 25K |
 OKE Oneok Inc New | $2.9M | 33K |
 TSN Tyson Foods Inc | $2.2M | 38K |
 KDP Keurig DR Pepper Inc | $409K | 13K |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LaFleur & Godfrey 13F FAQ
What does LaFleur & Godfrey own?
LaFleur & Godfrey reported 144 stocks worth $832M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are AAPL (7.8%), MSFT (5.2%) and JPM (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did LaFleur & Godfrey buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 39 added to, 81 trimmed and 12 sold out. New positions include SPCX, XOM and OKE. It sold all of XOM, HONA and OKE.
When will LaFleur & Godfrey file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LaFleur & Godfrey's portfolio worth?
The Q3 2026 filing reports $832M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.