LaFleur & Godfrey LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investment firms are always on the lookout for the best stocks to invest in, and one way they do this is by analyzing 13F filings. These filings are submitted quarterly by institutional investment managers, and they disclose their holdings with the Securities and Exchange Commission (SEC). This information can give us valuable insights as to where the smart money is investing, and what stocks we can consider for our own portfolios.

In this blog post, we will be looking at the 13F holdings comparison for LaFleur & Godfrey LLC from Q4 2022 to Q1 2023. We will analyze the changes in their holdings, and see what we can learn from their investment decisions.

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LaFleur & Godfrey LLC is one of the top institutional investment managers in the US, managing billions of dollars in assets. Their 13F filings for Q4 2022 and Q1 2023 show some interesting changes in their holdings.

As we can see from the table above, there were some significant changes in their portfolio. Apple Inc, Microsoft Corp, and Vanguard Scottsdale FDS remained the top three holdings, but there were some noticeable changes in the rest of the list.

One of the most significant changes was in Goldman Sachs Group Inc, where their holdings reduced by 56.6%. This could be due to a number of reasons, such as lower performance or changing market conditions.

Another notable change was in Intel Corp, where their holdings reduced by 37.2%. This could be due to the recent chip shortage and supply chain issues, which have affected the semiconductor industry as a whole.

On the other hand, LaFleur & Godfrey LLC increased their holdings in Copart Inc by 15.5%. This could be due to the increasing demand for used cars and the growth potential of the company.

It's also worth noting that LaFleur & Godfrey LLC started a new position in Palantir Technologies Inc, acquiring 615,086 shares in Q1 2023. This shows that they believe in the growth potential of the company and are willing to take a risk on a relatively new player in the market.

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In conclusion, analyzing the 13F holdings of institutional investment managers can give us valuable insights into their investment decisions and what stocks they believe have the most potential. LaFleur & Godfrey LLC's 13F holdings comparison for Q4 2022 and Q1 2023 showed some interesting changes, including significant reductions in holdings in Goldman Sachs Group Inc and Intel Corp, and an increase in holdings in Copart Inc. They also started a new position in Palantir Technologies Inc, showing their willingness to take a risk on a relatively new player in the market. As always, it's important to do your own research and analysis before making any investment decisions.