La Fleur & Godfrey LLC Reduced Holdings in Q3 2025

La Fleur & Godfrey LLC

  • $812 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
-425
- 4.97%
$76.33 - $82.51 $32.4K - $35.1K
8.13K $669K
VTV
Vanguard Value ETF

ETFs
-113
- 2.34%
$175.51 - $186.57 $19.8K - $21.1K
4.71K $878K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-225
- 2.66%
$459.11 - $506.91 $103K - $114K
8.24K $4.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
-65
- 1.39%
$108.97 - $121.65 $7.08K - $7.91K
4.63K $558K
MRVL
Marvell Technology, Inc.

Technology
-30
- 0.33%
$62.31 - $84.07 $1.87K - $2.52K
8.95K $752K
MCD
Mcdonalds Corp

Consumer Cyclical
-43
- 0.39%
$291.67 - $316.99 $12.5K - $13.6K
11K $3.33M
MRK
Merck & Co., Inc.

Healthcare
-3.66K
- 3.77%
$77.6 - $87.37 $284K - $319K
93.3K $7.83M
WMT
Walmart Inc.

Consumer Defensive
-1.67K
- 2.43%
$94.4 - $104.27 $158K - $175K
67.1K $6.92M
XOM
Exxon Mobil Corp

Energy
-2.38K
- 2.33%
$105.83 - $117.22 $252K - $279K
99.7K $11.2M
GNTX
Gentex Corp

Consumer Cyclical
-20.8K
- 15.35%
$22.66 - $29.06 $472K - $606K
115K $3.25M
AMAT
Applied Materials Inc

Technology
-458
- 2.57%
$156.25 - $204.95 $71.6K - $93.9K
17.3K $3.55M
HD
Home Depot, Inc.

Consumer Cyclical
-91
- 0.95%
$357.4 - $423.42 $32.5K - $38.5K
9.51K $3.85M
FSLR
First Solar, Inc.

Technology
-422
- 5.16%
$160.84 - $223.53 $67.9K - $94.3K
7.75K $1.71M
IDXX
Idexx Laboratories Inc

Healthcare
-945
- 9.63%
$514.61 - $682.78 $486K - $645K
8.87K $5.67M
CW
Curtiss Wright Corp

Industrials
-1.37K
- 6.14%
$472.43 - $542.94 $648K - $745K
21K $11.4M
CVX
Chevron Corp

Energy
-1.56K
- 2.27%
$145.57 - $161.83 $227K - $252K
67.2K $10.4M
LHX
L3 Harris Technologies, Inc.

Industrials
-347
- 1.93%
$252.18 - $305.41 $87.5K - $106K
17.6K $5.37M
APH
Amphenol Corp

Technology
-7.66K
- 8.16%
$97.39 - $125.4 $746K - $961K
86.2K $10.7M
JPM
Jpmorgan Chase & CO

Financial Services
-6.66K
- 4.8%
$282.78 - $316.06 $1.88M - $2.11M
132K $41.7M
GOOG
Alphabet Inc.

Communication Services
-2.41K
- 7.73%
$175.16 - $255.24 $422K - $615K
28.8K $7M
AVGO
Broadcom Inc.

Technology
-9.28K
- 10.55%
$264.74 - $369.57 $2.46M - $3.43M
78.7K $26M
RTX
Raytheon Technologies Corp

Industrials
-9.32K
- 5.88%
$144.19 - $167.33 $1.34M - $1.56M
149K $24.9M
PLTR
Palantir Technologies Inc.

Technology
-30.2K
- 18.95%
$130.68 - $186.97 $3.94M - $5.64M
129K $23.5M
VMC
Vulcan Materials CO

Basic Materials
-2.77K
- 4.52%
$260.62 - $307.62 $722K - $852K
58.5K $18M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-390
- 1.26%
$404.94 - $499.99 $158K - $195K
30.6K $14.9M
ABBV
Abb Vie Inc.

Healthcare
-2.98K
- 3.79%
$184.85 - $231.54 $550K - $689K
75.6K $17.5M
CAT
Caterpillar Inc

Industrials
-3.07K
- 5.69%
$390.92 - $477.15 $1.2M - $1.46M
50.9K $24.3M
JNJ
Johnson & Johnson

Healthcare
-3.5K
- 2.44%
$155.17 - $185.42 $543K - $649K
140K $26M
AAPL
Apple Inc.

Technology
-3.34K
- 1.51%
$202.38 - $256.87 $677K - $859K
219K $55.7M
Activity Summary
Buys All Purchases 42 New Holdings 3 Increased Positions 39 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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