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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 4 of 56  ·  1,113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BNDX VANGUARD CHARLOTTE FDS 5,431.0 $264K 0.23% NEW $48.52 -1.1%
62 T AT&T INC Communication Services 10,237.0 $254K 0.22% NEW $24.84 +0.4%
63 IUSG ISHARES TR 1,490.0 $250K 0.22% NEW $167.94 +11.1%
64 QQQ INVESCO QQQ TR Financial Services 405.0 $249K 0.22% NEW $613.68 +16.4%
65 IVE ISHARES TR 1,117.0 $248K 0.21% NEW $222.12 +1.8%
66 USXF ISHARES TR 4,235.0 $244K 0.21% NEW $57.59 +14.8%
67 CSCO CISCO SYS INC Technology 3,060.0 $236K 0.20% NEW $77.03 +53.5%
68 VWO VANGUARD INTL EQUITY INDEX F 4,255.0 $229K 0.20% NEW $53.75 +9.2%
69 SUSC ISHARES TR 9,777.0 $229K 0.20% NEW $23.38 -1.7%
70 ESML ISHARES TR 4,968.0 $228K 0.20% NEW $45.98 +12.8%
71 WMT WALMART INC Consumer Defensive 2,038.0 $227K 0.20% NEW $111.38 +17.5%
72 IWV ISHARES TR 560.0 $217K 0.19% NEW $386.85 +8.7%
73 LLY ELI LILLY &CO Healthcare 199.0 $214K 0.18% NEW $1074.68 -3.1%
74 MA MASTERCARD INCORPORATED Financial Services 373.0 $213K 0.18% NEW $570.87 -12.5%
75 AGZ ISHARES TR 1,872.0 $206K 0.18% NEW $110.23 -1.2%
76 FMDE FIDELITY COVINGTON TRUST 5,526.0 $201K 0.17% NEW $36.38 +6.5%
77 SCHH SCHWAB STRATEGIC TR 9,539.0 $199K 0.17% NEW $20.89 +13.2%
78 PFF ISHARES TR 6,217.0 $192K 0.17% NEW $30.96 +0.5%
79 VV VANGUARD INDEX FDS 606.0 $191K 0.17% NEW $314.80 +8.5%
80 PZT INVESCO EXCH TRADED FD TR II 8,547.0 $191K 0.17% NEW $22.31 -0.9%
Page 4 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%