La Fleur & Godfrey LLC Portfolio Holdings
La Fleur & Godfrey LLC
- $725 Million
- Q1 2025
La Fleur & Godfrey LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $725 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $48.8M, Jpmorgan Chase & CO with a value of $34.2M, Microsoft Corp with a value of $33.4M, Stryker Corp with a value of $28.3M, and Raytheon Technologies Corp with a value of $23.7M.
Examining the 13F form we can see an increase of $64K in the current position value, from $725M 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
Healthcare: $167 Million
Technology: $155 Million
Industrials: $126 Million
Financial Services: $69.5 Million
Consumer Defensive: $45.6 Million
Basic Materials: $37.5 Million
Consumer Cyclical: $36.4 Million
Energy: $30.9 Million
Other: $55.8 Million