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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 8 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BCI ABRDN ETFS 4,290.0 $104K 0.09% $24.29 +3.2%
142 ENTG ENTEGRIS INC Technology 875.0 $103K 0.09% $117.24 +12.1%
143 VOO VANGUARD INDEX FDS 168.0 $100K 0.09% $597.55 +14.3%
144 IWF ISHARES TR 231.0 $98K 0.09% $426.40 -70.8%
145 IEMG ISHARES INC 1,385.0 $97K 0.08% +430.0 +45.0% $69.74 +15.5%
146 VXUS VANGUARD STAR FDS 1,251.0 $96K 0.08% $77.11 +9.7%
147 USHY ISHARES TR 2,612.0 $96K 0.08% +35.0 +1.4% $36.84 +0.4%
148 VIG VANGUARD SPECIALIZED FUNDS 447.0 $96K 0.08% $215.06 +7.4%
149 VYM VANGUARD WHITEHALL FDS 644.0 $95K 0.08% +50.0 +8.4% $148.03 +6.2%
150 BLACKROCK ETF TRUST 1,708.0 $94K 0.08% +92.0 +5.7% $55.27
151 ABBV ABBVIE INC Healthcare 433.0 $94K 0.08% $217.33 -1.3%
152 SDG ISHARES TR 1,121.0 $94K 0.08% $83.93 +8.6%
153 VXF VANGUARD INDEX FDS 454.0 $93K 0.08% -40.0 -8.1% $205.80 +11.1%
154 MUB ISHARES TR 861.0 $91K 0.08% +65.0 +8.2% $106.15 -0.1%
155 EPD ENTERPRISE PRODS PARTNERS L Energy 2,414.0 $91K 0.08% $37.84 +4.3%
156 VTEB VANGUARD MUN BD FDS 1,825.0 $91K 0.08% +38.0 +2.1% $49.89 -0.1%
157 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,005.0 $91K 0.08% $45.30 -30.0%
158 ITB ISHARES TR 1,000.0 $91K 0.08% $90.55 +0.3%
159 GII SPDR INDEX SHS FDS 1,191.0 $91K 0.08% -36.0 -2.9% $76.03 +0.8%
160 FBND FIDELITY MERRIMACK STR TR 1,950.0 $89K 0.08% -72.0 -3.6% $45.62 -0.6%
Page 8 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%