La Fleur & Godfrey LLC Portfolio Holdings
La Fleur & Godfrey LLC
- $725 Million
- Q4 2024
La Fleur & Godfrey LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $725 Million distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.4M, Microsoft Corp with a value of $37.3M, Jpmorgan Chase & CO with a value of $33.2M, Palantir Technologies Inc. with a value of $28M, and Stryker Corp with a value of $27.4M.
Examining the 13F form we can see an increase of $2.18M in the current position value, from $723M to 725M.
Below you can find more details about La Fleur & Godfrey LLC portfolio as well as his latest detailed transactions.
Portfolio value
$725 Million
Technology: $179 Million
Healthcare: $161 Million
Industrials: $126 Million
Financial Services: $66.3 Million
Consumer Defensive: $45.1 Million
Consumer Cyclical: $40.2 Million
Basic Materials: $36.7 Million
ETFs: $25.6 Million
Other: $44.3 Million