Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
HON Honeywell Internatio | 0.81% |
ZTS Zoetis, Inc. | 0.62% |
MRCY Mercury Systems Inc. | 0.5% |
RTX Raytheon Technologie | 0.5% |
ZS Zscaler Inc | 0.48% |
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