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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 23 of 56  ·  1,113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AOA ISHARES TR 93.0 $8K 0.01% NEW $89.69 +7.7%
442 EVV EATON VANCE LIMITED DURATION Financial Services 833.0 $8K 0.01% NEW $9.91 -6.8%
443 FEDERATED HERMES INC 158.0 $8K 0.01% NEW $52.07
444 EWT ISHARES INC 124.0 $8K 0.01% NEW $63.53 +48.6%
445 MS MORGAN STANLEY Financial Services 44.0 $8K 0.01% NEW $177.52 +12.9%
446 CVSB MORGAN STANLEY ETF TRUST 151.0 $8K 0.01% NEW $50.75 -0.0%
447 DEMZ ADVISORS INNER CIRCLE FD III 178.0 $8K 0.01% NEW $42.66 +5.1%
448 SLYV SPDR SERIES TRUST 83.0 $8K 0.01% NEW $90.98 +12.6%
449 SYY SYSCO CORP Consumer Defensive 102.0 $8K 0.01% NEW $73.69 +2.4%
450 KSS KOHLS CORP Consumer Cyclical 366.0 $7K 0.01% NEW $20.41 -37.8%
451 GSK GSK PLC Healthcare 152.0 $7K 0.01% NEW $49.04 +5.1%
452 TOTL SSGA ACTIVE ETF TR 185.0 $7K 0.01% NEW $40.25 -2.4%
453 FIDELITY COVINGTON TRUST 100.0 $7K 0.01% NEW $74.28
454 HOG HARLEY DAVIDSON INC Consumer Cyclical 362.0 $7K 0.01% NEW $20.49 +13.2%
455 KD KYNDRYL HLDGS INC Technology 278.0 $7K 0.01% NEW $26.56 -54.6%
456 CLOA BLACKROCK ETF TRUST II 142.0 $7K 0.01% NEW $51.75 +0.4%
457 FDX FEDEX CORP Industrials 25.0 $7K 0.01% NEW $288.88 +34.6%
458 IYC ISHARES TR 70.0 $7K 0.01% NEW $103.13 -1.1%
459 WAB WABTEC Industrials 34.0 $7K 0.01% NEW $210.32 +23.2%
460 BDC BELDEN INC Technology 61.0 $7K 0.01% NEW $116.56 -10.1%
Page 23 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%