La Fleur & Godfrey LLC Purchases in Q2 2025

La Fleur & Godfrey LLC

  • $784 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CW
Curtiss Wright Corp

Industrials
21.7K
+ 3161.9%
$283.18 - $488.55 $6.13M - $10.6M
22.3K $10.9M
CEG
Constellation Energy Corp

Utilities
3.15K
+ 5.94%
$170.96 - $322.76 $539K - $1.02M
56.2K $18.1M
AXP
American Express CO

Financial Services
16.5K
+ 83.83%
$231.39 - $318.98 $3.81M - $5.25M
36.1K $11.5M
NEE
Nextera Energy Inc

Utilities
87.6K
+ 856.76%
$64.11 - $75.0 $5.61M - $6.57M
97.8K $6.79M
TTD
Trade Desk, Inc.

Technology
69.9K
New
$45.27 - $79.4 $3.16M - $5.55M
69.9K $5.03M
APH
Amphenol Corp

Technology
27.6K
+ 41.53%
$59.09 - $98.75 $1.63M - $2.72M
93.9K $9.27M
CAT
Caterpillar Inc

Industrials
2.63K
+ 5.12%
$273.94 - $388.21 $721K - $1.02M
54K $21M
AMZN
Amazon Com Inc

Consumer Cyclical
7.23K
+ 13.53%
$167.32 - $223.3 $1.21M - $1.61M
60.6K $13.3M
VMC
Vulcan Materials CO

Basic Materials
2.23K
+ 3.78%
$226.49 - $276.01 $506K - $616K
61.2K $16M
HON
Honeywell International Inc

Industrials
1.1K
+ 2.1%
$182.86 - $232.88 $201K - $256K
53.4K $12.4M
CSCO
Cisco Systems, Inc.

Technology
499
+ 0.62%
$53.19 - $69.38 $26.5K - $34.6K
81K $5.62M
BXSL
Blackstone Secured Lending Fund

Financial Services
24.9K
+ 15.17%
$26.88 - $32.74 $669K - $815K
189K $5.81M
ADBE
Adobe Inc.

Technology
1.07K
+ 39.5%
$340.0 - $420.68 $362K - $448K
3.76K $1.46M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
100
+ 4.02%
$328.01 - $475.68 $32.8K - $47.6K
2.59K $1.21M
SPOT
Spotify Technology S.A.

Communication Services
340
New
$503.3 - $775.9 $171K - $264K
340 $260K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
New
$141.37 - $228.57 $158K - $255K
1.12K $252K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.54K
New
$104.34 - $138.68 $161K - $214K
1.54K $213K
IWS
Ishares Russell Midcap Value E

ETFs
1.56K
New
$110.58 - $132.14 $173K - $206K
1.56K $206K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.95K
+ 12.45%
$51.68 - $52.76 $152K - $156K
26.6K $1.41M
MBWM
Mercantile Bank Corp

Financial Services
6
+ 0.02%
$38.53 - $46.41 $231 - $278
35.3K $1.64M
ROP
Roper Technologies Inc

Industrials
219
+ 21.26%
$519.19 - $590.78 $114K - $129K
1.25K $707K
FISV
Fiserv Inc

Technology
789
+ 3.9%
N/A
21K $2.63M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
30
+ 0.31%
$63.36 - $80.23 $1.9K - $2.41K
9.66K $774K
SBUX
Starbucks Corp

Consumer Cyclical
1.72K
+ 11.94%
$79.69 - $99.41 $137K - $171K
16.1K $1.48M
EVRG
Evergy, Inc.

Utilities
542
+ 2.32%
$64.06 - $69.64 $34.7K - $37.7K
23.9K $1.65M
VBK
Vanguard Small Cap Growth ETF

ETFs
24
+ 2.64%
$219.76 - $276.94 $5.27K - $6.65K
933 $258K
FITB
Fifth Third Bancorp

Financial Services
69
+ 0.52%
$33.32 - $41.51 $2.3K - $2.86K
13.4K $552K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.11%
$114.78 - $133.31 $689 - $800
5.28K $703K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
56
+ 0.67%
$65.1 - $75.98 $3.65K - $4.25K
8.46K $642K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.66K
+ 4.56%
$32.56 - $35.71 $53.9K - $59.1K
37.9K $1.25M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
82
+ 1.09%
$77.94 - $79.5 $6.39K - $6.52K
7.62K $605K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10
+ 0.25%
$54.27 - $63.01 $543 - $630
4.05K $253K
Kenvue Inc
31.7K
+ 23.73%
N/A
165K $0
Ge Vernova Inc
2.15K
+ 11.62%
N/A
20.6K $0
VZ
Verizon Communications Inc

Communication Services
801
+ 1.76%
$41.67 - $45.62 $33.4K - $36.5K
46.3K $2M
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.02%
$248.61 - $294.96 $497 - $590
13.3K $3.75M
XOM
Exxon Mobil Corp

Energy
2.64K
+ 2.65%
$99.93 - $119.04 $264K - $314K
102K $11M
ALC
Alcon Inc

Healthcare
3.28K
+ 1.78%
$82.88 - $98.3 $272K - $322K
187K $16.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
540
+ 0.67%
$91.57 - $110.76 $49.4K - $59.8K
81.4K $7.83M
JNJ
Johnson & Johnson

Healthcare
4.78K
+ 3.44%
$146.36 - $159.82 $700K - $764K
144K $21.9M
WSO
Watsco Inc

Industrials
1.12K
+ 2.93%
$421.84 - $520.66 $473K - $584K
39.4K $17.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
78
+ 0.25%
$390.26 - $489.06 $30.4K - $38.1K
31K $12.6M
AAPL
Apple Inc.

Technology
2.13K
+ 0.97%
$172.42 - $223.89 $367K - $476K
222K $45.5M
Activity Summary
Buys All Purchases 44 New Holdings 5 Increased Positions 39 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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