Pricing

LAFLEUR & GODFREY LLC

0 followers ยท
GRAND RAPIDS MI Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Lafleur & Godfrey is based out of Grand Rapids. Lafleur & Godfrey is a large advisory firm with 478 clients and discretionary assets under management (AUM) of $725,255,158 (Form ADV from 2023-10-25). Their last reported 13F filing for Q4 2023 included $670,693,591 in managed 13F securities and a top 10 holdings concentration of 37.83%. Lafleur & Godfrey's largest holding is Apple Inc with shares held of 270,385. Whalewisdom has at least 91 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
VCSH VANGUARD SHORT-TERM 2.42%
DHR Danaher Corp. 0.57%
ALC Alcon Inc 0.48%
RMD ResMed Inc. 0.39%
ADP Automatic Data Proce 0.35%

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 7.76%
MSFT Microsoft Corp. 5.68%
JPM JPMorgan Chase & Co. 4.27%
SYK Stryker Corp. 3.94%
WSO Watsco Inc. 3.12%

2023-12-31

13F Activity

Market Value $0.67b, Prior: $0.62b
New Purchases 18 stocks
Added To 37 stocks
Sold out of 8 stocks
Reduced holdings in 62 stocks
Top 10 Holdings % 37.83%
Turnover %[1] 19.12%
Turnover Alt %[2] 5.45%
Time Held Top 20 20.6 quarters
Time Held Top 10 16.5 quarters
Time Held All 20.78 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance