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Portfolio (Quarterly) Guide ↗

LaFleur & Godfrey LLC

· CIK 0001387458
13F Portfolio $803M AUM 141 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 42 Added 68 Reduced
Page 8 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RIG TRANSOCEAN LTD Energy 12,300.0 $82K 0.01% $6.63 -14.9%
Page 8 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.2%
Industrials 20.1%
Healthcare 19.6%
Financial Services 10.3%
Utilities 6.4%
Consumer Defensive 5.3%
Basic Materials 5.1%
Energy 4.7%
Consumer Cyclical 3.5%
Communication Services 2.7%