LaFleur & Godfrey LLC TTD — THE TRADE DESK INC

Ownership history in LaFleur & Godfrey LLC  ·  5 quarters on record

AI Ownership Summary

LaFleur & Godfrey LLC reported THE TRADE DESK INC (TTD) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.63% in 2025 Q2. The latest visible filing shows TTD at 0.24% 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.

What this TTD 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 THE TRADE DESK 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
2026 Q2

TTD was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

TTD stock page LaFleur & Godfrey LLC fund profile LaFleur & Godfrey LLC full holdings
How LaFleur & Godfrey LLC held TTD — position size vs. price
% of Fund (quarterly)    TTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 111,703 +43,509 +63.8% 0.24% $2.0M 2026-07-15 $19.37
2026 Q1 ADDED — — — 68,194 +13,967 +25.8% 0.19% $1.5M 2026-05-04 $24.10
2025 Q4 REDUCED 18.0% -40.2% ✅ 54,227 -11,900 -18.0% 0.25% $2.1M 2026-02-03 $27.18
2025 Q3 REDUCED 5.3% -21.7% ✅ 66,127 -3,733 -5.3% 0.39% $3.2M 2025-11-10 $43.26
2025 Q2 INITIATED — — — 69,860 — — 0.63% $5.0M 2025-07-14 $75.43

🏢 Other funds also holding TTD

As of 2026 Q2 — sorted by position size

JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 1.01% Deane Retirement Strategies, Inc. 3Y 7Y 0.89% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 0.27% Y-Intercept (Hong Kong) Ltd 3Y 0.16% Linden Thomas Advisory Services, LLC 3Y 0.16% SPRING CAPITAL MANAGEMENT, LLC 3Y 0.12% Congress Park Capital LLC 3Y 7Y 0.08% 1620 INVESTMENT ADVISORS, INC. 3Y 0.06% Assenagon Asset Management S.A. 3Y 7Y 0.06% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.05%

FAQ About LaFleur & Godfrey LLC and TTD

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 TTD?

LaFleur & Godfrey LLC reported TTD across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for TTD was 0.63% in 2025 Q2.

What is the latest reported TTD position on this page?

The most recent filing on this page is 2026 Q2, when LaFleur & Godfrey LLC reported 111,703 shares, equal to 0.24% of portfolio, with an estimated market value of $2.0M.

What does the chart on this TTD ownership page compare?

The chart compares LaFleur & Godfrey LLC's quarterly TTD 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 TTD position?

Based on 13F filing dates vs. subsequent TTD price moves, LaFleur & Godfrey LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TTD relative to SPY over the holding period was -78.9%.

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