LaFleur & Godfrey LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

LaFleur & Godfrey LLC is a well-known investment firm that manages a diverse portfolio of assets. Every quarter, investment firms are required to file a form known as 13F with the Securities and Exchange Commission (SEC). This form provides detailed information about the holdings of the firm, including the number of shares and the value of each holding.

In this article, we will compare the 13F holdings of LaFleur & Godfrey LLC in the third quarter of 2023 with its holdings in the fourth quarter of 2023. This will help us understand the changes in the firm's investment strategy and identify any trends or new positions.

Apple Inc. (AAPL)

One of the largest positions in LaFleur & Godfrey LLC's portfolio is Apple Inc. In the third quarter of 2023, the firm held 275,685 shares of Apple, with a total value of $47,200,000. However, in the fourth quarter of 2023, the firm reduced its position to 270,385 shares, with a total value of $52,057,000. This represents a 10.3% increase in the value of the position.

Microsoft Corp (MSFT)

Another significant holding for LaFleur & Godfrey LLC is Microsoft Corp. In the third quarter, the firm held 101,747 shares of Microsoft, valued at $32,126,000. In the fourth quarter, the firm slightly reduced its position to 101,229 shares, with a total value of $38,066,000. This implies an 18.5% increase in the value of the position.

JPMorgan Chase & Co (JPM)

LaFleur & Godfrey LLC also has a position in JPMorgan Chase & Co, one of the largest banks in the United States. In the third quarter, the firm held 171,162 shares of JPMorgan Chase, with a total value of $24,821,000. In the fourth quarter, the firm reduced its position to 168,178 shares, valued at $28,607,000. This shows a 15.2% increase in the value of the position.

Stryker Corporation (SYK)

Stryker Corporation is a medical technology company, and it is also one of the top holdings for LaFleur & Godfrey LLC. In the third quarter, the firm held 86,891 shares of Stryker, valued at $23,744,000. In the fourth quarter, the firm increased its position to 88,310 shares, with a total value of $26,445,000. This implies an 11.4% increase in the value of the position.

Watco Inc (WSO)

LaFleur & Godfrey LLC has a position in Watco Inc, a distributor of air conditioning and heating products. In the third quarter, the firm held 52,561 shares of Watco, valued at $19,853,000. In the fourth quarter, the firm reduced its position to 48,815 shares, with a total value of $20,915,000. This represents a 5.4% increase in the value of the position.

These are just a few examples of the changes in LaFleur & Godfrey LLC's 13F holdings in the third and fourth quarters of 2023. By analyzing these changes, investors can gain insights into the firm's investment strategy and make informed decisions about their own investments.

It is important to note that 13F filings provide detailed information about a firm's holdings, but they do not include any rationale or explanation behind the investment decisions. Therefore, it is crucial for investors to conduct their own research and analysis before making any investment decisions.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice. The author is not a financial advisor and does not endorse any particular investment strategy or security. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions.