La Fleur & Godfrey LLC Portfolio Holdings
La Fleur & Godfrey LLC
- $784 Million
- Q2 2025
La Fleur & Godfrey LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $784 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.5M, Microsoft Corp with a value of $43.6M, Jpmorgan Chase & CO with a value of $40.3M, Stryker Corp with a value of $29.8M, and Broadcom Inc. with a value of $24.3M.
Examining the 13F form we can see an increase of $59M in the current position value, from $725M to 784M.
Below you can find more details about La Fleur & Godfrey LLC portfolio as well as his latest detailed transactions.
Portfolio value
$784 Million
Technology: $196 Million
Healthcare: $157 Million
Industrials: $132 Million
Financial Services: $79.2 Million
Consumer Defensive: $42.3 Million
Basic Materials: $40.5 Million
Consumer Cyclical: $37.6 Million
ETFs: $33.2 Million
Other: $65.3 Million