LaFleur & Godfrey LLC PLTR — PALANTIR TECHNOLOGIES INC

Ownership history in LaFleur & Godfrey LLC  ·  12 quarters on record

AI Ownership Summary

LaFleur & Godfrey LLC reported PALANTIR TECHNOLOGIES INC (PLTR) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.84% in 2024 Q4. The latest visible filing shows PLTR at 2.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LaFleur & Godfrey LLC's position in PALANTIR TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PLTR was reported at 2.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.84% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLTR stock page LaFleur & Godfrey LLC fund profile LaFleur & Godfrey LLC full holdings
How LaFleur & Godfrey LLC held PLTR — position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 123,213 -5,862 -4.5% 2.65% $21.9M 2026-02-14 (Est.) $131.41
2025 Q3 REDUCED 19.0% +1.0% ❌ 129,075 -30,186 -19.0% 2.86% $23.5M 2025-11-10 $193.61
2025 Q2 REDUCED 17.6% +31.2% ❌ 159,261 -34,115 -17.6% 2.71% $21.7M 2025-07-14 $149.15
2025 Q1 REDUCED 47.8% +61.5% ❌ 193,376 -177,261 -47.8% 2.21% $16.3M 2025-04-23 $100.82
2024 Q4 REDUCED 30.3% +11.6% ❌ 370,637 -161,168 -30.3% 3.84% $28.0M 2025-01-16 $69.24
2024 Q3 REDUCED 6.8% +107.5% ❌ 531,805 -38,576 -6.8% 2.73% $19.8M 2024-10-16 $41.93
2024 Q2 ADDED — — — 570,381 +37,275 +7.0% 2.12% $14.4M 2024-07-23 $28.81
2024 Q1 REDUCED 21.1% +12.5% ❌ 533,106 -142,620 -21.1% 1.82% $12.3M 2024-04-23 $21.64
2023 Q4 ADDED — — — 675,726 +14,495 +2.2% 1.73% $11.6M 2024-01-18 $16.40
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLTR

As of 2026 Q1 — sorted by position size

Cypress Point Wealth Management, LLC 3Y 29.23% Defender Capital, LLC. 3Y 14.79% DOCK STREET ASSET MANAGEMENT INC 3Y 7Y 11.46% BURR FINANCIAL SERVICES, LLC 10.33% KIECKHEFER GROUP LLC 10.26% FFG Partners, LLC 8.27% QVR LLC 3Y 6.36% McBroom & Associates, LLC 3Y 5.85% AGP FRANKLIN, LLC 5.81% DB&C Advisors, LLC 5.2%

FAQ About LaFleur & Godfrey LLC and PLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has LaFleur & Godfrey LLC reported owning PLTR?

LaFleur & Godfrey LLC reported PLTR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PLTR position in LaFleur & Godfrey LLC's portfolio?

The largest reported portfolio weight for PLTR was 3.84% in 2024 Q4.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2025 Q4, when LaFleur & Godfrey LLC reported 123,213 shares, equal to 2.65% of portfolio, with an estimated market value of $21.9M.

What does the chart on this PLTR ownership page compare?

The chart compares LaFleur & Godfrey LLC's quarterly PLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LaFleur & Godfrey LLC time their PLTR position?

Based on 13F filing dates vs. subsequent PLTR price moves, LaFleur & Godfrey LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on PLTR relative to SPY over the holding period was +109.6%.

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