LaFleur & Godfrey, Inc.
RIA/Wealth
LaFleur & Godfrey, Inc.'s ria/wealth institution portfolio and latest SEC filings
PresidentDaniel Scott Vantimmeren
Top Holdings
Largest long holdings in LaFleur & Godfrey, Inc.'s portfolio (37.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $55.7M | 6.75% | -$851.2K Sold | 0.00% 218.7K shares | |
Software - Infrastructure Technology | $42.0M | 5.09% | -$3.5M Sold | 0.00% 81.0K shares | |
Banks - Diversified Financial Services | $41.7M | 5.06% | -$2.1M Sold | 0.00% 132.2K shares | |
Medical - Devices Healthcare | $26.9M | 3.26% | -$962.6K Sold | 0.02% 72.7K shares | |
Drug Manufacturers - General Healthcare | $26.0M | 3.15% | -$648.6K Sold | 0.01% 140.1K shares | |
Semiconductors Technology | $26.0M | 3.15% | -$3.1M Sold | 0.00% 78.7K shares | |
Aerospace & Defense Industrials | $24.9M | 3.02% | -$1.6M Sold | 0.01% 149.1K shares | |
Agricultural - Machinery Industrials | $24.3M | 2.95% | -$1.5M Sold | 0.01% 50.9K shares | |
Software - Infrastructure Technology | $23.5M | 2.86% | -$5.5M Sold | 0.01% 129.1K shares | |
Renewable Utilities Utilities | $20.3M | 2.46% | +$1.8M Bought | 0.02% 61.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LaFleur & Godfrey, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+99.74% | |
+71.18% | |
+47.86% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for LaFleur & Godfrey, Inc.
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