La Fleur & Godfrey LLC Portfolio Holdings
La Fleur & Godfrey LLC
- $723 Million
- Q3 2024
La Fleur & Godfrey LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $723 Million distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $53.2M, Microsoft Corp with a value of $38.7M, Jpmorgan Chase & CO with a value of $29.5M, Stryker Corp with a value of $28.3M, and Johnson & Johnson with a value of $21.9M.
Examining the 13F form we can see an increase of $42.6M in the current position value, from $680M to 723M.
Below you can find more details about La Fleur & Godfrey LLC portfolio as well as his latest detailed transactions.
Portfolio value
$723 Million
Healthcare: $180 Million
Technology: $170 Million
Industrials: $125 Million
Financial Services: $59.8 Million
Consumer Defensive: $46.3 Million
Consumer Cyclical: $39.5 Million
Basic Materials: $38.2 Million
Energy: $25.2 Million
Other: $37.1 Million