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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 14 of 56  ·  1,113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEAR ISHARES U S ETF TR 676.0 $35K 0.03% NEW $51.10 -0.8%
262 GILD GILEAD SCIENCES INC Healthcare 279.0 $34K 0.03% NEW $122.74 +6.3%
263 IGSB ISHARES TR 645.0 $34K 0.03% NEW $52.88 -1.1%
264 IMCV ISHARES TR 414.0 $34K 0.03% NEW $82.34 +7.8%
265 IYJ ISHARES TR 230.0 $34K 0.03% NEW $148.17 +4.6%
266 WM WASTE MGMT INC DEL Industrials 154.0 $34K 0.03% NEW $219.71 -0.1%
267 HYMB SPDR SERIES TRUST 1,353.0 $34K 0.03% NEW $24.94 -0.1%
268 FDN FIRST TR EXCHANGE-TRADED FD 125.0 $34K 0.03% NEW $269.18 +0.9%
269 VDE VANGUARD WORLD FD 263.0 $33K 0.03% NEW $125.92 +32.8%
270 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6.0 $32K 0.03% NEW $5411.50 -97.0%
271 ED CONSOLIDATED EDISON INC Utilities 326.0 $32K 0.03% NEW $99.32 +8.1%
272 DVYE ISHARES INC 1,017.0 $32K 0.03% NEW $31.16 +10.0%
273 IJS ISHARES TR 278.0 $32K 0.03% NEW $113.66 +12.9%
274 MAR MARRIOTT INTL INC NEW Consumer Cyclical 100.0 $31K 0.03% NEW $310.24 +19.4%
275 VOOV VANGUARD ADMIRAL FDS INC 150.0 $31K 0.03% NEW $204.85 +6.6%
276 VDC VANGUARD WORLD FD 144.0 $31K 0.03% NEW $211.88 +8.4%
277 SHYG ISHARES TR 700.0 $30K 0.03% NEW $42.87 -1.0%
278 SCCO SOUTHERN COPPER CORP Basic Materials 208.0 $30K 0.03% NEW $143.47 +21.3%
279 VOX VANGUARD WORLD FD 154.0 $30K 0.03% NEW $193.63 +1.2%
280 NI NISOURCE INC Utilities 714.0 $30K 0.03% NEW $41.76 +14.2%
Page 14 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%