La Fleur & Godfrey LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $812 Million distributed in 142 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.7M, Microsoft Corp with a value of $42M, Jpmorgan Chase & CO with a value of $41.7M, Stryker Corp with a value of $26.9M, and Broadcom Inc. with a value of $26M.
Examining the 13F form we can see an increase of $28M in the current position value, from $784M to 812M.
Below you can find more details about La Fleur & Godfrey LLC portfolio as well as his latest detailed transactions.
Portfolio value
$812 Million
Technology: $207 Million
Healthcare: $158 Million
Industrials: $133 Million
Financial Services: $83.9 Million
Basic Materials: $41.8 Million
Consumer Cyclical: $39.3 Million
Consumer Defensive: $37.5 Million
ETFs: $37.3 Million
Other: $74.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
