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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 (2014Q2)
Portfolio Summary: 74 holdings with a total value of $376,200,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 270,712 25,157,000 6.69%
2 ECOLAB INC 156,256 17,398,000 4.62%
3 GENTEX CORP 550,318 16,009,000 4.26%
4 CONOCOPHILLIPS 186,064 15,951,000 4.24%
5 US BANCORP DEL 355,989 15,421,000 4.10%
6 PERRIGO CO PLC 102,196 14,896,000 3.96%
7 STERICYCLE 122,663 14,526,000 3.86%
8 Varian Medical Systems 162,822 13,537,000 3.60%
9 WELLS FARGO & CO NEW 251,895 13,240,000 3.52%
10 ISHARES TR 121,260 12,815,000 3.41%
11 FASTENAL CO 258,418 12,789,000 3.40%
12 CHEVRON CORP NEW 85,290 11,135,000 2.96%
13 WATSCO INC 105,574 10,849,000 2.88%
14 PAYCHEX INC 197,328 8,201,000 2.18%
15 INTEL CORP 263,742 8,150,000 2.17%
16 JOHNSON & JOHNSON 73,368 7,676,000 2.04%
17 COPART INC 169,198 6,084,000 1.62%
18 GENERAC HLDGS INC 123,473 6,018,000 1.60%
19 CHURCH & DWIGHT 81,595 5,708,000 1.52%
20 DEERE & CO 63,024 5,707,000 1.52%
21 LKQ CORP 212,005 5,658,000 1.50%
22 JOHNSON CTLS INTL PLC 109,973 5,491,000 1.46%
23 WOODWARD INC 108,922 5,466,000 1.45%
24 PEPSICO INC 61,059 5,455,000 1.45%
25 RESMED INC 106,987 5,417,000 1.44%
26 3M CO 37,494 5,371,000 1.43%
27 RAYTHEON CO 57,003 5,259,000 1.40%
28 ABBVIE INC 91,374 5,157,000 1.37%
29 NOVARTIS A G 55,105 4,989,000 1.33%
30 APACHE CORP 48,426 4,873,000 1.30%
31 SOUTHWESTERN ENERGY CO 104,277 4,744,000 1.26%
32 MONSANTO CO NEW 36,662 4,573,000 1.22%
33 DR PEPPER SNAPPLE GROUP INC 70,296 4,118,000 1.09%
34 PROCTER AND GAMBLE CO 51,493 4,047,000 1.08%
35 HOLOGIC INC 153,902 3,901,000 1.04%
36 ISHARES TR 75,443 3,833,000 1.02%
37 BLACKROCK INC 11,193 3,577,000 0.95%
38 VALMONT INDS INC 22,321 3,392,000 0.90%
39 Dentsply Intl Inc 70,915 3,358,000 0.89%
40 ISHARES TR 30,475 3,238,000 0.86%
41 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 28,148 3,102,000 0.82%
42 ROYAL BK CDA MONTREAL QUE 40,891 2,921,000 0.78%
43 STRYKER CORP 34,271 2,890,000 0.77%
44 US Bancorp Del 128,333 2,849,000 0.76%
45 METLIFE INC 108,892 2,575,000 0.68%
46 HARMAN INTL INDS INC 21,280 2,286,000 0.61%
47 JP MORGAN CHASE + CO PFD 6.7% CALLABLE 84,425 2,195,000 0.58%
48 PIMCO ETF TR 19,790 2,007,000 0.53%
49 MICROSOFT CORP 44,472 1,854,000 0.49%
50 DANAHER CORP DEL 22,541 1,775,000 0.47%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387458-14-000003, filed 2014.08.14).

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.