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| Lafleur & Godfrey LLC
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| CRD # | 168831 |
| SEC # | 801-78536 |
| CIK # | 0001387458 |
| AUM | 1,016.4 M (2026-03-23) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 616-942-1580 |
| Address | 625 Kenmoor Ave SE Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001387458 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 58.6 | ||
| Caterpillar Inc | 43.0 | ||
| J P Morgan Chase & Co | 40.2 | ||
| Johnson & Johnson | 32.1 | ||
| Microsoft Corp | 31.3 | ||
| Broadcom Inc | 25.8 | ||
| United Technologies Corp /DE/ | 25.0 | ||
| Woodward Governor Co | 23.9 | ||
| Stryker Corp | 23.9 | ||
| Ecolab Inc | 20.0 | ||
| AbbVie Inc | 18.4 | ||
| GE Vernova Inc | 17.1 | ||
| Vulcan Materials Co | 16.5 | ||
| Amazon Com Inc | 16.4 | ||
| Constellation Energy Corp | 16.0 | ||
| Watsco Inc | 15.2 | ||
| Thermo Fisher Scientific Inc | 15.1 | ||
| Curtiss Wright Corp | 14.5 | ||
| American Express Co | 14.4 | ||
| Palantir Technologies Inc | 14.3 | ||
| Netflix Inc | 14.3 | ||
| Amphenol Corp /DE/ | 13.1 | ||
| FPL Group Inc | 12.8 | ||
| Alcon Inc | 11.8 | ||
| Paychex Inc | 11.6 | ||
| International Business Machines Corp | 11.1 | ||
| Merck & Co Inc | 11.0 | ||
| Chevron Corp | 10.8 | ||
| Applied Materials Inc /DE | 9.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 52.7 |
| (b) Individuals (high net worth individuals) | 319 | 910.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 21.8 |
| (h) Charitable organizations | 10 | 31.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 853 | 1,016.4 |
| By Discretionary | ||
| Discretionary | 853 | 1,016.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 853 | 1,016.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 1,014.9 | |
| Total | 853 | 1,016.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001387458] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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WV | 994.7 M |
|
McLean Asset Management Corporation
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