LaFleur & Godfrey LLC Q2 2023 vs. Q3 2023: A Comprehensive Look at Fund Holdings

LaFleur & Godfrey LLC, a renowned financial institution, recently released their Q2 2023 and Q3 2023 13F holdings report, providing valuable insights into the changes in their fund's investments. The report reveals interesting trends and movements in the fund's holdings, shedding light on the investment strategies adopted by LaFleur & Godfrey LLC. Let's delve deeper into these changes and analyze their implications.

1. Apple Inc (AAPL)

In Q2 2023, LaFleur & Godfrey LLC held 279,408 shares of Apple Inc, with a total value of $54,196,000. However, by Q3 2023, their holdings had slightly decreased to 275,685 shares, with a total value of $47,200,000. This represents a 12.9% reduction in their holdings. It's worth noting that Apple Inc remains a popular and widely held stock, despite the reduction.

2. Microsoft Corp (MSFT)

LaFleur & Godfrey LLC's holdings in Microsoft Corp also experienced a slight decline. In Q2 2023, they held 103,093 shares, valued at $35,107,000. By Q3 2023, their holdings decreased to 101,747 shares, with a total value of $32,126,000, reflecting an 8.5% reduction. Despite the reduction, Microsoft Corp continues to be a prominent player in the tech industry.

3. JPMorgan Chase & Co (JPM)

The fund's holdings in JPMorgan Chase & Co saw a marginal decrease as well. In Q2 2023, they held 173,724 shares, valued at $25,266,000. By Q3 2023, the holdings had decreased to 171,162 shares, with a total value of $24,821,000. This represents a 1.8% reduction in their holdings. JPMorgan Chase & Co remains a heavyweight in the financial sector, attracting the interest of many investors.

4. Vanguard Scottsdale FDS (VCSH)

LaFleur & Godfrey LLC's holdings in Vanguard Scottsdale FDS experienced a more significant reduction. In Q2 2023, they held 353,281 shares, valued at $26,729,000. However, by Q3 2023, their holdings had decreased to 320,162 shares, with a total value of $24,060,000. This reflects a 10% reduction in their holdings. The decrease in holdings might be due to a strategic reshuffling of the fund's portfolio.

5. Stryker Corporation (SYK)

LaFleur & Godfrey LLC's holdings in Stryker Corporation also experienced a decline. In Q2 2023, they held 88,054 shares, valued at $26,864,000. By Q3 2023, the holdings had decreased to 86,891 shares, with a total value of $23,744,000. This represents an 11.6% reduction in their holdings. Stryker Corporation, a global leader in medical technology, continues to be an attractive investment option despite the decrease.

These examples provide a glimpse into the changes observed in LaFleur & Godfrey LLC's fund holdings across various companies. However, it's important to note that the fund's investment decisions are complex and multifaceted, often influenced by market conditions and investment strategies unique to LaFleur & Godfrey LLC.

It's worth mentioning that 13F filings provide valuable information to investors, researchers, and the general public, offering transparency into the investment activities of institutional investors. These filings can serve as a starting point for investors looking to gain insights into the holdings of renowned financial institutions like LaFleur & Godfrey LLC.

In conclusion, LaFleur & Godfrey LLC's Q2 2023 vs. Q3 2023 13F holdings report reveals interesting changes in their fund's investments. Through a careful analysis of these changes, investors can gain valuable insights and make informed decisions. It's crucial to thoroughly evaluate various factors before investing, as the market is dynamic and subject to fluctuations.