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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 5 of 56  ·  1,113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CGMS CAPITAL GRP FIXED INCM ETF T 6,718.0 $186K 0.16% NEW $27.62 -0.6%
82 SPYM SPDR SERIES TRUST 2,287.0 $183K 0.16% NEW $80.22 +9.0%
83 DMXF ISHARES TR 2,411.0 $181K 0.16% NEW $75.17 +10.2%
84 BINC BLACKROCK ETF TRUST II 3,375.0 $178K 0.15% NEW $52.76 -1.1%
85 VTWO VANGUARD SCOTTSDALE FDS 1,774.0 $176K 0.15% NEW $99.49 +14.7%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 4,290.0 $175K 0.15% NEW $40.73 +17.4%
87 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,225.0 $174K 0.15% NEW $141.83 +9.6%
88 IXUS ISHARES TR 2,044.0 $173K 0.15% NEW $84.63 +12.4%
89 VCSH VANGUARD SCOTTSDALE FDS 2,112.0 $168K 0.15% NEW $79.73 -1.0%
90 EAGG ISHARES TR 3,438.0 $168K 0.15% NEW $48.81 -3.6%
91 GS GOLDMAN SACHS GROUP INC Financial Services 189.0 $166K 0.14% NEW $879.00 +12.4%
92 VHT VANGUARD WORLD FD 570.0 $164K 0.14% NEW $287.85 -3.9%
93 META META PLATFORMS INC Communication Services 247.0 $163K 0.14% NEW $661.28 -8.2%
94 PG PROCTER AND GAMBLE CO Consumer Defensive 1,128.0 $162K 0.14% NEW $143.35 -0.6%
95 ILCG ISHARES TR 1,520.0 $158K 0.14% NEW $104.07 +10.9%
96 DUK DUKE ENERGY CORP NEW Utilities 1,327.0 $156K 0.14% NEW $117.21 +6.4%
97 VT VANGUARD INTL EQUITY INDEX F 1,091.0 $154K 0.13% NEW $141.08 +10.0%
98 ADP AUTOMATIC DATA PROCESSING IN Industrials 598.0 $154K 0.13% NEW $257.23 -14.4%
99 JHML JOHN HANCOCK EXCHANGE TRADED 1,842.0 $147K 0.13% NEW $79.84 +9.2%
100 IYM ISHARES TR 947.0 $146K 0.13% NEW $153.90 +17.2%
Page 5 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%