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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 12 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FDVV FIDELITY COVINGTON TRUST 1,000.0 $55K 0.05% $55.24 +8.9%
222 MU MICRON TECHNOLOGY INC Technology 163.0 $55K 0.05% +3.0 +1.9% $337.84 +125.6%
223 SATS ECHOSTAR CORP Technology 470.0 $55K 0.05% $117.07 +21.1%
224 SCHD SCHWAB STRATEGIC TR 1,746.0 $54K 0.05% +13.0 +0.8% $30.68 +5.1%
225 VGIT VANGUARD SCOTTSDALE FDS 895.0 $53K 0.05% -120.0 -11.8% $59.55 -1.3%
226 UYM PROSHARES TR 1,806.0 $53K 0.04% $29.22 -1.0%
227 BSV VANGUARD BD INDEX FDS 671.0 $53K 0.04% -85.0 -11.2% $78.41 -0.7%
228 IDEV ISHARES TR 624.0 $52K 0.04% +454.0 +267.1% $83.58 +7.4%
229 NFLX NETFLIX INC. Communication Services 530.0 $51K 0.04% +10.0 +1.9% $96.15 -7.1%
230 DFAS DIMENSIONAL ETF TRUST 714.0 $51K 0.04% -665.0 -48.2% $71.18 +8.0%
231 AVGO BROADCOM INC Technology 164.0 $51K 0.04% +3.0 +1.9% $309.51 +33.9%
232 SGOV ISHARES TR 502.0 $51K 0.04% $100.66 -0.1%
233 TRGP TARGA RES CORP Energy 200.0 $50K 0.04% $250.73 +8.0%
234 WBD WARNER BROS DISCOVERY INC Communication Services 1,823.0 $50K 0.04% $27.46 -0.1%
235 JEPI J P MORGAN EXCHANGE TRADED F 878.0 $50K 0.04% +598.0 +213.6% $56.68 -1.1%
236 INTC INTEL CORP Technology 1,118.0 $49K 0.04% $44.11 +168.6%
237 VWOB VANGUARD WHITEHALL FDS 743.0 $49K 0.04% $65.69 +0.8%
238 SCHB SCHWAB STRATEGIC TR 1,941.0 $49K 0.04% $25.10 +13.9%
239 BK BANK NEW YORK MELLON CORP Financial Services 408.0 $48K 0.04% -5.0 -1.2% $118.63 +17.2%
240 INGERSOLL RAND INC 600.0 $48K 0.04% $80.12
Page 12 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%