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Institutional Investment Manager
LaFleur & Godfrey LLC
LaFleur & Godfrey LLC (CIK: 0001387458) incorporated in Delaware, located at 625 Kenmoor Ave Se, Grand Rapids, MI. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 72 holdings with a total value of $362,159,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 39,506 21,204,000 5.85%
2 ECOLAB INC 173,970 18,787,000 5.19%
3 GENTEX CORP 573,159 18,072,000 4.99%
4 PERRIGO CO PLC 104,764 16,203,000 4.47%
5 US BANCORP DEL 343,839 14,737,000 4.07%
6 ISHARES TR 136,184 14,365,000 3.97%
7 STERICYCLE 123,023 13,978,000 3.86%
8 Varian Medical Systems 162,787 13,672,000 3.78%
9 FASTENAL CO 261,189 12,877,000 3.56%
10 CONOCOPHILLIPS 181,001 12,733,000 3.52%
11 WELLS FARGO & CO NEW 231,150 11,497,000 3.17%
12 WATSCO INC 103,840 10,375,000 2.86%
13 CHEVRON CORP NEW 85,068 10,115,000 2.79%
14 GENERAC HLDGS INC 150,585 8,880,000 2.45%
15 PAYCHEX INC 196,613 8,376,000 2.31%
16 JOHNSON & JOHNSON 82,181 8,073,000 2.23%
17 PIMCO ETF TR 68,480 6,942,000 1.92%
18 COPART INC 169,348 6,163,000 1.70%
19 LKQ CORP 215,370 5,675,000 1.57%
20 CHURCH & DWIGHT 82,165 5,675,000 1.57%
21 INTEL CORP 219,643 5,670,000 1.57%
22 DEERE & CO 59,460 5,399,000 1.49%
23 RESMED INC 118,137 5,280,000 1.46%
24 3M CO 38,879 5,274,000 1.46%
25 JOHNSON CTLS INTL PLC 108,398 5,129,000 1.42%
26 PEPSICO INC 61,209 5,111,000 1.41%
27 NOVARTIS A G 57,269 4,869,000 1.34%
28 WOODWARD INC 111,522 4,632,000 1.28%
29 MONSANTO CO NEW 36,662 4,171,000 1.15%
30 ABBVIE INC 80,799 4,153,000 1.15%
31 PROCTER AND GAMBLE CO 51,343 4,138,000 1.14%
32 APACHE CORP 45,691 3,790,000 1.05%
33 ISHARES TR 74,393 3,772,000 1.04%
34 SOUTHWESTERN ENERGY CO 77,392 3,561,000 0.98%
35 VALMONT INDS INC 22,506 3,350,000 0.93%
36 HOLOGIC INC 154,027 3,312,000 0.91%
37 Dentsply Intl Inc 70,915 3,265,000 0.90%
38 DR PEPPER SNAPPLE GROUP INC 58,696 3,197,000 0.88%
39 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 28,843 3,146,000 0.87%
40 BLACKROCK INC 9,933 3,124,000 0.86%
41 US Bancorp Del 128,433 2,808,000 0.78%
42 STRYKER CORP 33,271 2,711,000 0.75%
43 ROYAL BK CDA MONTREAL QUE 40,891 2,698,000 0.74%
44 HARMAN INTL INDS INC 24,720 2,630,000 0.73%
45 METLIFE INC 108,892 2,526,000 0.70%
46 CME GROUP INC 31,105 2,302,000 0.64%
47 ISHARES TR 20,775 2,207,000 0.61%
48 JP MORGAN CHASE + CO PFD 6.7% CALLABLE 80,425 2,062,000 0.57%
49 RAYONIER INC 39,768 1,826,000 0.50%
50 VANGUARD BD INDEX FDS 21,940 1,757,000 0.49%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387458-14-000002, filed 2014.04.25).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.