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Portfolio (Quarterly) Guide ↗

Godfrey Financial Associates, Inc.

· CIK 0002097943
13F Portfolio $115M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1113 New
Page 12 of 56  ·  1,113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BK BANK NEW YORK MELLON CORP Financial Services 413.0 $48K 0.04% NEW $116.09 +19.7%
222 FIXT TCW ETF TRUST 1,247.0 $48K 0.04% NEW $38.22 -2.2%
223 INGERSOLL RAND INC 600.0 $48K 0.04% NEW $79.22
224 SCHD SCHWAB STRATEGIC TR 1,733.0 $48K 0.04% NEW $27.42 +17.6%
225 C CITIGROUP INC Financial Services 4,250.0 $47K 0.04% NEW $11.17 +1021.1%
226 IYR ISHARES TR 503.0 $47K 0.04% NEW $93.81 +9.3%
227 QTEC FIRST TR EXCHANGE-TRADED FD 200.0 $46K 0.04% NEW $230.21 +30.1%
228 IBB ISHARES TR 272.0 $46K 0.04% NEW $168.77 +0.2%
229 IWC ISHARES TR 290.0 $46K 0.04% NEW $157.70 +17.5%
230 MU MICRON TECHNOLOGY INC Technology 160.0 $46K 0.04% NEW $285.41 +167.0%
231 AMAT APPLIED MATLS INC Technology 176.0 $45K 0.04% NEW $256.99 +66.3%
232 PTH INVESCO EXCHANGE TRADED FD T 900.0 $45K 0.04% NEW $49.70 +3.9%
233 UYM PROSHARES TR 1,806.0 $44K 0.04% NEW $24.53 +18.0%
234 SCZ ISHARES TR 570.0 $44K 0.04% NEW $77.53 +9.8%
235 XLY SELECT SECTOR SPDR TR 370.0 $44K 0.04% NEW $119.41 -0.6%
236 CEG CONSTELLATION ENERGY CORP Utilities 124.0 $44K 0.04% NEW $353.27 -19.1%
237 GOVT ISHARES TR 1,902.0 $44K 0.04% NEW $23.03 -1.7%
238 APLE APPLE HOSPITALITY REIT INC Real Estate 3,651.0 $43K 0.04% NEW $11.85 +22.4%
239 INFY INFOSYS LTD Technology 2,400.0 $43K 0.04% NEW $17.82 -29.1%
240 VTV VANGUARD INDEX FDS 221.0 $42K 0.04% NEW $190.99 +9.4%
Page 12 of 56  ·  1,113 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 38.4%
Financial Services 13.1%
Consumer Cyclical 10.4%
Communication Services 10.3%
Healthcare 9.9%
Industrials 6.0%
Energy 3.9%
Consumer Defensive 3.2%
Utilities 2.9%
Basic Materials 1.2%