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Portfolio (Quarterly) Guide ↗

Godfrey Financial Associates, Inc.

· CIK 0002097943
13F Portfolio $117M AUM 1,122 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 152 Added 82 Reduced 34 Exited
Page 11 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NEE NEXTERA ENERGY INC Utilities 698.0 $65K 0.06% $92.88 -3.4%
202 EAOR ISHARES TR 1,859.0 $65K 0.06% $34.81 +7.2%
203 ORCL ORACLE CORP Technology 436.0 $64K 0.06% $147.27 +28.9%
204 CGCP CAPITAL GRP FIXED INCM ETF T 2,871.0 $64K 0.06% +18.0 +0.6% $22.34 -0.5%
205 DHDG FIRST TR EXCHNG TRADED FD VI 1,900.0 $64K 0.06% $33.63 +7.4%
206 VGSH VANGUARD SCOTTSDALE FDS 1,083.0 $63K 0.05% +8.0 +0.7% $58.54 -0.5%
207 SHE SPDR SERIES TRUST 490.0 $63K 0.05% -13.0 -2.6% $127.88 +18.0%
208 AMAT APPLIED MATLS INC Technology 181.0 $62K 0.05% +5.0 +2.8% $341.79 +25.0%
209 TYL TYLER TECHNOLOGIES INC Technology 180.0 $62K 0.05% $342.28 -7.3%
210 JLL JONES LANG LASALLE INC Real Estate 201.0 $61K 0.05% +3.0 +1.5% $304.55 -3.8%
211 RFG INVESCO EXCHANGE TRADED FD T 1,106.0 $61K 0.05% +100.0 +9.9% $54.82 +11.8%
212 SCHA SCHWAB STRATEGIC TR 2,072.0 $60K 0.05% $29.07 +14.1%
213 TRST TRUSTCO BK CORP N Y Financial Services 1,367.0 $60K 0.05% $43.78 +14.8%
214 TD TORONTO DOMINION BK ONT Financial Services 624.0 $58K 0.05% $93.31 +17.4%
215 IMTB ISHARES TR 1,318.0 $58K 0.05% $43.82 -1.1%
216 HELO J P MORGAN EXCHANGE TRADED F 898.0 $57K 0.05% $63.91 +6.0%
217 FTCS FIRST TR EXCHANGE-TRADED FD 611.0 $57K 0.05% $92.76 +1.0%
218 CGDV CAPITAL GROUP DIVIDEND VALUE 1,329.0 $57K 0.05% $42.55 +12.5%
219 JCI JOHNSON CONTROLS INTERNATION Industrials 429.0 $56K 0.05% $130.95 +3.4%
220 BX BLACKSTONE INC Financial Services 485.0 $56K 0.05% -5.0 -1.0% $114.99 +3.1%
Page 11 of 56  ·  1,110 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 35.7%
Financial Services 12.6%
Communication Services 10.3%
Healthcare 10.2%
Consumer Cyclical 10.1%
Industrials 6.6%
Energy 5.5%
Consumer Defensive 3.6%
Utilities 3.5%
Basic Materials 1.4%